VIRTUOSO OPTOELECTRONIC L

During the Q1 FY27 earnings conference call held on August 17, 2026, management reported a consolidated revenue of INR 376.6 crores, reflecting an 85% increase compared to Q1 FY26 and an 18.7% rise from Q4 FY26. The EBITDA margin remained stable at approximately 9.3%. Management highlighted a significant PAT increase of 103%, rising from INR 6.4 crores in Q1 FY26 to INR 9 crores in Q1 FY27. They discussed plans to enhance asset utilization to over 75% and emphasized backward integration efforts. The company aims to expand its compressor and AC production capacities, with a projected revenue contribution of 60% from ACs and 15% from compressors for FY27. Management acknowledged raw material cost pressures but expressed optimism about stabilizing prices and maintaining guidance for the year. They also noted ongoing efforts to diversify their customer base and product offerings.

Management emphasized strong revenue growth and future expansion plans.