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Virtuoso Optoelectronics Ltd

Q2 FY27Consumer Durables

Virtuoso Optoelectronics Q2 Results 2026: PAT ₹3 Cr

Q2 FY27 earnings call: what management said on revenue, margins and capex.

Revenue
₹177Cr
+81% YoY
−52.9% QoQ
Net profit
₹3Cr
Turned profitable YoY
−70.3% QoQ
Margin
11.18%
+0.9 pp YoY
+2 pp QoQ

Virtuoso Optoelectronics Ltd Q2 FY27 key numbers

Revenue
Compressor capacity to increase from 2.8 million to 6 million units over 18-24 months.

As stated in Virtuoso Optoelectronics Ltd's Q2 FY27 earnings call transcript · published 6 Nov 2026. Reported figures, not investment advice.

Price₹469
Market cap₹1.7K Cr
P/E69.8

The short version

Expecting a strong H2 FY27 with a robust order book and near-full to optimal capacity utilization (70-80%) in commercial refrigeration. The company targets a consistent long-term CAGR of 30%+ revenue growth.

From Virtuoso Optoelectronics Ltd's Q2 FY27 earnings-call transcript · updated 10 Nov 2026.

How did Virtuoso Optoelectronics' revenue grow in the September 2026 quarter?

Good growth
  • Expecting a strong H2 FY27 with a robust order book and near-full to optimal capacity utilization (70-80%) in commercial refrigeration.
  • Long-term CAGR growth targeted at 30%-35%, with this year compensating for last year's shortfall.
  • Capacity expansions underway: AC capacity to double with expected higher utilization (40%-60% next year).
  • Compressor capacity to increase from 2.8 million to 6 million units over 18-24 months.
  • Deep freezer capacity increasing from 1.5 lakh to 2.5 lakh units by next season.
  • Growth driven by existing four product segments: AC, compressors, deep freezers, and EMS.

2 more points from Virtuoso Optoelectronics Ltd's call on revenue

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What happened to Virtuoso Optoelectronics' margins in Q2 FY27?

The company targets a consistent long-term CAGR of 30%+ revenue growth.

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What capex is Virtuoso Optoelectronics planning?

Capex planned
  • FY27 CapEx guidance is INR 80-100 crore, including INR 20-25 crore product CapEx in refrigeration.
  • Compressor capacity expansion planned, targeting 6 million units by end of FY27 with about INR 120-130 crore invested so far.
  • Additional capacity for AC indoor units (IDU) about 70% completed, with full completion expected within 1.5 to 2 months.
  • Outdoor unit (ODU) capacity expansion to follow IDU completion.
  • EMS facility commissioning expected within 45 days, starting with one line expandable to three.
  • No further CapEx beyond current plans for FY27; focused on utilizing upcoming capacities.

2 more points from Virtuoso Optoelectronics Ltd's call on capex

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Top-ranked in Consumer Durables

Ranked on what management guided this quarter

Guidance-ranked
1Nanta Tech
Rev 1Mar 1
2Deepa Jewellers
Rev 1Mar 2
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 1Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Is Virtuoso Optoelectronics raising money or cutting debt?

The company plans to keep its debt-to-equity ratio below or close to 1 as it grows.

Locked: what Virtuoso Optoelectronics Ltd said on fundraising

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How big is Virtuoso Optoelectronics' order book?

Order book rising
  • The company has a very strong order book for the coming 6 months.
  • Expectation of almost full capacity utilization or at least 70%-80% optimal capacity utilization in commercial refrigeration.
  • Ongoing pass-through of costs to brands is expected to be visible starting Q3.
  • Anchor clients constitute about 40%-50% of the overall orders.
  • Three new clients have been added in the AC segment; more additions are expected as capacity expands.

2 more points from Virtuoso Optoelectronics Ltd's call on order book

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What the Q2 FY27 call signalled

4 of 5 strong

RevenueGood growth
MarginMargins steady
CapexCapex planned
FundraiseFundraise planned
Order bookOrder book rising

Virtuoso Optoelectronics Ltd — Quarterly revenue & net profit

Revenue Net profit Net loss
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27
Sep 2026Q2 FY27

Virtuoso Optoelectronics Ltd Q2 FY27 results — key figures

Virtuoso Optoelectronics Ltd Q2 FY27 reported results vs year-ago quarter, ₹ crore
₹ CrQ2 FY27
Revenue177
Operating profit (EBITDA)20
Operating margin11.2%
Profit before tax2
Net profit (PAT)3
EPS (₹)0.78

Source: Virtuoso Optoelectronics Ltd's results filing to NSE (consolidated), ₹ crore.

Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹177 Cr, net profit ₹3 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Virtuoso Optoelectronics's management said in earlier quarters

Earlier calls (5)

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Frequently Asked Questions

What were Virtuoso Optoelectronics Ltd Q2 FY27 results?

Expecting a strong H2 FY27 with a robust order book and near-full to optimal capacity utilization (70-80%) in commercial refrigeration. The company targets a consistent long-term CAGR of 30%+ revenue growth.

What is Virtuoso Optoelectronics Ltd share price analysis?

Virtuoso Optoelectronics Ltd currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 69.8 with a market cap of ₹1,683 Cr. Investors should review the full earnings analysis for detailed insights.

Is Virtuoso Optoelectronics Ltd planning capital expenditure?

FY27 CapEx guidance is INR 80-100 crore, including INR 20-25 crore product CapEx in refrigeration.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.