Virtuoso Optoelectronics Ltd — Important, 03-06-2026: Company Update

Virtuoso Optoelectronics (VOEPL) held its Q4 and H2 FY26 earnings call, reporting robust performance. Consolidated revenue for FY26 grew 18% to INR 823 crore, with EBITDA rising to INR 86 crore (10.4% margin) and PAT to INR 15 crore (1.8% margin). Q4 FY26 revenue hit over INR 317 crore, signaling a strong rebound. The company targets 35-40% CAGR, driven by significant capacity expansions in EMS, AC, deep freezers, and compressors. Compressor production, which started in January, is already at 60% utilization, benefiting from government localization push. VOEPL's shift to ODM in ACs and product diversification are also key growth drivers.