Osel Devices Limited — PPTs, 02-06-2026: Investor Presentation

Here's a concise summary for Osel Devices:

**1. Business Performance:** Osel Devices reported robust FY26 financial results. Revenue from operations surged to ₹292.67 Cr (+56.9% YoY). Profit after tax reached ₹29.21 Cr (+45.7% YoY). Hearing aids and LED displays each contributed ~42% and ~41% of revenue respectively, with mobile phones making up ~17%. Exports stood at ~₹23 Cr.

**2. Growth Drivers or Strategy:** The company is strategically focused on forward integration, expanding its SFL hearing clinics and LED CMS subscriptions for recurring revenue streams. The upcoming JNPA SEZ hub, commercializing April 2027, is geared towards export-oriented manufacturing and higher volumes. Leveraging the Philips brand in mobile aims to capture the accessible price segment.

**3. Recent Developments:** Osel commercialized smartphones under the Philips brand in March 2026. The company also acquired SFL Hearing Solutions for ₹30 Cr to expand its network of audiologist-staffed clinics, strengthening its full-stack hearing health platform.

**4. Key Financial Metrics:** FY26 EBITDA was ₹53.33 Cr (+59.7% YoY), demonstrating an 18.2% margin. Diluted EPS grew to Rs. 17.01 for FY26, up from Rs. 14.31 in the prior year.

**5. Management Commentary / Outlook:** Management emphasizes growth in under-penetrated markets, aiming for global competitiveness and brand building. The outlook focuses on enhancing value in hearing aids, scaling LED CMS, and broadening mobile distribution, underpinned by strong certifications for regulated markets.