ALFA Finder| Management target | Revenue 40.0% FY27 |
|---|
| Revenue growth | 85% YoY growth driven by AC and compressor ramp-up. |
|---|---|
| Margins | EBITDA margins flat at 9.3% due to input cost pressure. |
| Order book | Healthy visibility in AC segment supporting 35-40% growth guidance. |
| Demand visibility | Strong AC order book visibility for upcoming seasons. |
| Management confidence | Confident but cautious regarding global raw material price stability. |
Growth
Revenue jumped 85% YoY to ₹376.6Cr. PAT grew 103% YoY, though EBITDA margins stayed flat at 9.3%.
Outlook
Management maintains FY27 revenue guidance of 35-40% growth with 9-10% EBITDA margins.
Risks
High client concentration in ACs, raw material price volatility, and rising debt costs for ambitious capex.
Last quarter's promises, checked
Delivered
- Guided FY26 Revenue 18% growth → delivered ₹823Cr (= BEAT)
- Guided FY26 EBITDA Margin 8.6% → delivered 10.4% (= BEAT)
- Guided FY26 PAT Margin 1.7% → delivered 1.8% (= BEAT)
Partly delivered
- Guided AC Customer count increase → delivered 4 current customers (= PARTIAL)
Missed
- Guided Compressor Capacity 7.5M units → delivered 6M units (= MISS)
Earnings Call Transcript filed with BSE, NSE: VOEPL. Summary written with AI assistance from the document.
Virtuoso Optoelectronics Ltd: key numbers
- Share price
- ₹479.10
- Market cap
- ₹1,722 Cr
- Revenue (annual)
- ₹823.6 Cr
- Net profit (annual)
- ₹15.03 Cr
- P/E (TTM)
- 71.3×Sector 44.3×
- Promoter holding
- 44.05%-5.69% QoQ
- FII holding
- 16.69%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Virtuoso Optoelectronics Ltd
All →Virtuoso Optoelectronics Employee Stock Options
Virtuoso Optoelectronics granted up to 4,40,000 options under ESOP 2023 at up to Rs 468.55 each. Nomination and Remuneration Committee approved the grant on 10 November 2026.
Virtuoso Optoelectronics Earnings Call Transcript: Key Takeaways
H1 FY27 standalone revenue rose 78% and PAT 213%, but Q2 is seasonally lean and net margin is about 2%. Management deflected FY28 numbers and reverted to a 30%+ CAGR framing.
- Call
- Guides 30% growth
Virtuoso Optoelectronics Q2 FY27 Results: Turns Profitable, Net Profit ₹2.7 Cr
Virtuoso Optoelectronics Ltd reported revenue from operations of ₹177.1 Cr (+81.1% YoY) and net profit of ₹2.7 Cr for Q2 FY27.
- Key figure
- Net profit ₹2.7 Cr
Virtuoso Optoelectronics Board Meeting Date
Virtuoso Optoelectronics scheduled its board meeting for November 6, 2026, to approve Q1 and H1 FY27 unaudited financial results. Trading window stays closed until 48 hours post-declaration.
Virtuoso Optoelectronics Other Announcement
Virtuoso Optoelectronics Ltd filed its quarterly shareholding pattern for the period ending October 2026. This periodic disclosure provides details on promoter and public equity holdings.
Virtuoso Optoelectronics Preferential Issue
Virtuoso Optoelectronics allotted 16,89,859 equity shares in a preferential issue to three investors on 15 Oct 2026. Paid-up capital rose from ₹34.25 Cr to ₹35.94 Cr, reflecting ₹1.69 Cr of new capital.
- Value
- ₹1.69 Cr