| Management target | Revenue 40.0% FY25-FY27 |
|---|
| Revenue growth | 85.0% YoY growth driven by strong demand and scale-up. |
|---|---|
| Margins | EBITDA margin at 9.3%; structural margin capture via backward integration. |
| Order book | Strong for upcoming season in AC segment. |
| Demand visibility | Strong order book in AC segment; refrigeration demand doubling in 5-7 years. |
Growth
Revenue grew 85.0% YoY to ₹3,758.8 Mn; PAT increased 40.9% YoY to ₹90.5 Mn.
Outlook
Targeting sustained 35-40% Revenue CAGR; planned capacity expansion in EMS and compressor segments; targeting 75-80% in-house component mix.
Risks
Higher depreciation costs due to ongoing investment cycles; risk of high customer concentration during transition.
Last quarter's promises, checked
Delivered
- Guided 35-40% Revenue CAGR → delivered 85% YoY (= BEAT)
- Guided non-AC revenue mix 40% → delivered ~40% (= BEAT)
- Guided 9-10% EBITDA margin → delivered 9.3% (= BEAT)
Partly delivered
- Guided compressor capacity to 6Mn by FYE → ongoing expansion to 8Mn (= PARTIAL)
Investor Presentation filed with BSE, NSE: VOEPL. Summary written with AI assistance from the document.
Virtuoso Optoelectronics Ltd: key numbers
- Share price
- ₹527.45
- Market cap
- ₹1,807 Cr
- Revenue (annual)
- ₹823.6 Cr
- Net profit (annual)
- ₹15.03 Cr
- P/E (TTM)
- 102.2×Sector 45.6×
- Promoter holding
- 46.22%-3.52% QoQ
- FII holding
- 17.66%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
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