Virtuoso Optoelectronics Ltd - A promising micro Cap

Company has received a demand for GST of 4.7 crores.

Have you also considered epack durable in your analysis?

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the whole EMS space should do well. Voepl looked favourable vs others quoting above 100 PE
E pack sadly has a poor Q2 earnings wise. Top down the whole sector has been a great wealth creator. Most players are 150-200 + multiples. So Voepl and others below 100 PE look much favourable to me. But thats just my opinion. U can model the business via guidance. I assume e pack would have also given a good guidance.

60% of the stock Px appreciation is coz the sector does well. And stocks move in tandem to each other. So any pick should do.

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Freezer space - refrigeration growth engine can sustain after this and could command a better valuation multiple

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  • Voltas channel inventoy is healthy
    Sounds right for VOEPL too. Good summer season which got elongated plus recent annoucements to diversify a bit into refrigeration

Virtuoso ( Chota PGEL) - Additional PLI

Budget does mention around Toy Sector - Lot of measures announced to make India a hub of Toy manufacturing

As per Virtuoso concall they also do revenues from Toys

Budget - PLI - EMS

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