VIRTUOSOOPTOELECTRONICS / guidance tracker

Keep management guidance in view.

Virtuosooptoelectronics · forward-looking guidance across the available source record.

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Guidance tracker

What management said would happen.

FY26 Revenue Guidance: ₹800-900 crore maintained

Management reiterated the full-year guidance with Q4 expected to deliver ₹295-395 crore based on strong order book visibility and peak season demand.

revenue

EBITDA Margin Guidance: 9-10% for FY26

Company targets 9-10% EBITDA margin for FY26, with sustainable improvement expected as non-AC segments (refrigeration, EMS, compressors) scale up and dilute AC's 60-70% revenue share.

margins

Compressor Revenue Target: ₹200 crore in FY27

Company confirmed sticking to its earlier guidance of ₹200 crore compressor revenue for FY27, with potential to reach ₹400 crore at full 2.8 million capacity utilization.

revenue

FY27 Outlook: AC at 60-65% of Revenue

Management expects AC's share to decline to 60-65% of total revenue by FY27 as non-AC products (compressor, EMS, refrigeration, washing machines) mature, improving overall product mix.

growth