Virtuoso optoelectronics Limited has announced its quarterly earnings conference call to discuss Q3 & 9MFY26 financial results. The company has formally notified BSE Limited about the scheduled analyst and institutional investor conference call under regulatory compliance requirements.

Conference Call Details

The earnings call has been scheduled with specific timing and participation details for stakeholders.

Management Participation

The company's senior management team will represent Virtuoso Optoelectronics during the conference call to address analyst queries and discuss financial performance.

Registration and Access

Participants can register for the conference call through the designated registration portal. The company has provided multiple access methods for stakeholder convenience:

• Online registration through the dedicated link: https://events.kaptify.in/VOEPL-Q3FY26-ConcallRegn
• QR code scanning for quick registration access
• Email confirmation with joining details post-registration

Regulatory Compliance

The announcement was made pursuant to Regulation 30(6) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Company Secretary and Compliance Officer Prasad Zinjurde signed the formal notification to BSE Limited on January 30, 2026. The conference call will be recorded in accordance with SEBI regulations, with KAPTIFY Consulting serving as the call coordinator for the earnings discussion session.

Virtuoso Optoelectronics , a leading manufacturer in the consumer durables sector, reported mixed results for the first half of fiscal year 2026, with a slight decline in revenue but improved profitability. The company also announced significant capacity expansion plans and diversification efforts to drive future growth.

Financial Performance

For H1 FY26, Virtuoso Optoelectronics reported:

The company's EBITDA margin expanded by 160 basis points to 13.60%, primarily due to a larger contribution from non-AC products. However, profit before tax (PBT) declined by 29.73% to ₹7.80 crores.

Segment Performance

• Air Conditioners: Contributed about 50% of H1 FY26 revenue, down from 75% in H1 FY25.
• Commercial Refrigeration: 15-18% of revenue
• Electronic Manufacturing Services (EMS): Approximately 20% of revenue
• Components: Remaining portion of revenue

Capacity Expansion and Diversification

Virtuoso Optoelectronics announced plans to significantly expand its air conditioner manufacturing capacity:

• Current capacity: 1 million units per annum
• Target capacity: 1.8 million units per annum
• New facility: Operational lease of a factory in Chennai, adding 250,000 units capacity

The company is also diversifying its product portfolio:

1. Compressors: Commenced commercial production with a capacity of 2.8 million units
2. Washing Machines: Planning to start mass production with a capacity of 200,000-250,000 units per annum
3. Deep Freezers: Expanding capacity from 150,000 to 400,000 units
4. EMS: Doubling capacity from 400,000 cph to 800,000 cph by mid-next year

Future Outlook

Virtuoso Optoelectronics provided the following guidance:

• FY26 Revenue Target: ₹800-900 crores
• EBITDA Margin: Approximately 9%
• PAT Margin: 2-3%

The company expects strong demand in the coming months, with a robust order book for the next six to eight months. It aims to reduce dependence on its primary AC customer, targeting 40-60% revenue contribution from this client in FY27, down from nearly 100% currently.

Management Commentary

Sukrit Bharati, Managing Director, stated, "We see a strong order book for the next six months or next eight months for the upcoming season, which is a good sign for us. We intend to sweat the assets, all assets that were created over the last 12 months, whether it is in Nashik, whether it is in Chennai or Sanand."

Regarding diversification, Bharati added, "We are happy to share that we are diversifying not just within product segments, but also within customers for AC because now we have more capacity."

Virtuoso Optoelectronics remains focused on its core manufacturing capabilities while expanding into new product categories and customer segments, positioning itself to capitalize on the growing demand for consumer durables in India.