Virtuoso Optoelectronics Ltd — Important, 09-02-2026: Company Update

Virtuoso Optoelectronics reported strong Q3 FY26 results with net sales of INR205 crore, doubling Q2's performance, and healthy EBITDA margins exceeding 11%. For the nine months, sales reached INR505 crore. The company maintains its FY26 revenue guidance of INR800-900 crore and EBITDA margins of 9-10%. Diversification beyond AC is driving growth, with refrigeration, EMS, and component businesses now EBITDA positive. Current compressor capacity (28 lakh units) is over 50% utilized, with plans to expand to 75 lakh units based on government decisions. Upcoming washing machine production and the Chennai plant's operations are set to further boost future revenue and product mix.