Osel Devices Limited · NSE:OSELDEVICE
Osel Devices — H1 FY26 Earnings Presentation
29 slides from Osel Devices's earnings presentation, Nov 13, 2025
Slide 1: Cover letter to NSE on investor presentation
November 13, 2025 Listing Department, National Stock Exchange of India Limited Exchange Plaza, 5th Floor, Bandra Kurla Complex, Mumbai-400051 Symbol: OSELDEVICE Dear Sir/ Madam, Sub: Investors' Presentation on Financial Results for the half-year ended 30th September, 2025. Pursuant to Regulation 30
Slide 2: Osel Devices Limited Investor Presentation H1'FY26
OSEL DEVICES LIMITED A Technology Disruptor in LED Displays and Hearing Aid Solutions, Expanding Horizons with Mobile Phones. INVESTOR PRESENTATION H1'FY26
Slide 3: Safe Harbour
SAFE HARBOUR This presentation or any other documentation or information (or any part thereof) delivered or supplied should not be deemed to constitute prospectus or placement memorandum or an offer to acquire any securities. No representation or warranty, express or implied is made as to, and no re
Slide 4: Table of Content
TABLE OF CONTENT Result Highlights H1FY26 Result Summary Management Commentary About Us Company Overview Products/Segments Business Model Growth Drivers Hearing Aid Market & Strategy LED Display Market & Strategy Mobile Phone & Tablet Market Financial Performance Income Statement Balance Sheet
Slide 5: H1'FY26 Summary
H1'FY26 SUMMARY
Slide 6: H1 FY26 Performance Summary YoY
H1 FY26 PERFORMANCE SUMMARY YOY EBITDA (In Lakhs) Revenue from operations (In Lakhs) PAT (In Lakhs) 20000 2500 2467.67 2000 14686.13 2000 1518.61 15000 1500 1500 1342.17 10000 8735.18 1000 801.33 1000 5000 500 500 0 0 0 H1FY25 H1FY26 H1FY25 H1FY26 H1FY25 H1FY26 EPS (In Rs) EBITDA % PAT % 10 20 12 9.
Slide 7: From MD's Desk
FROM MD’S DESK We are pleased to share our financial performance for H1FY’26. Our tiered product portfolio in the hearing aids segment reflects our commitment to serving a diverse customer base, offering solutions across various price points and technologies to achieve both volume growth and value r
Slide 8: About Us
OSEL ABOUT US
Slide 9: Company Overview
COMPANY OVERVIEW The company, OSEL Devices is a technology company headquartered in Delhi. We are end-to-end manufacturer of LED Displays and Hearing Aids Devices right from designing to installations. Expanding our portfolio, the company has also entered the mobile phone segment under the Philips b
Slide 10: Hearing Aids
HEARING AIDS 35.21% 0.73% H1FY26 Sales % YoY Growth % Revenue Contribution Segment Sales Growth (H1FY25 to H1FY26)
Slide 11: LED Displays
LED DISPLAYS 48.90% 99.41% H1FY26 Sales % YoY Growth % Revenue Contribution Segment Sales Growth (H1FY25 to H1FY26)
Slide 12: Mobile Phones & Tablets
MOBILE PHONES & 15.89% TABLETS H1FY26 Sales % Revenue Contribution
Slide 13: Business Model
BUSINESS MODEL Medical Particulars Displays Devices OEM For LED Equipment Mobile Phones & LED Display & Products/Segments Hearing Aids LED Displays Tablets Devices Target Revenue Mix ~20% ~30% ~30% ~20% Total Sales % EBITDA Margins ~30-35% ~15-20% ~15-20% Product Specific Growth Driver Price Hike Vo
Slide 14: Certifications
CERTIFICATIONS We obtained BIS licenses for "Digital BTE Hearing Aids" and "Visual Display Units", establishing regulatory credibility in both market segments. Our company is ISO certified, validating our adherence to global quality management standards for both semi-finished and finished products.
Slide 15: Growth Drivers
OSEL GROWTH DRIVERS
Slide 16: Hearing Aid Demand: Breaking Stigma
HEARING AID DEMAND BREAKING STIGMA India’s Stark Reality India has 1.3 billion people, with an estimated 7% affected by hearing loss. Shockingly, <0.5% have taken steps to address it. Of those who do, only 10% use two hearing aids. There is a massive gap in hearing India sells India has care awarene
Slide 17: Hearing Aid Market & Growth
HEARING AID MARKET & GROWTH Indian Hearing Aid Devices Market ($Million) ADIP Scheme By Government 400 The Indian government is actively 376.19 promoting hearing aid devices through schemes like the ADIP (Scheme of Assistance to Disabled Persons for 300 Purchase/Fitting of Aids and Appliances) and o
Slide 18: Hearing Aid: Tapping Exports
HEARING AID: TAPPING EXPORTS The government launches the Export Promotion Council for Medical Devices (EPCMD), a long-awaited move to position India as a global medtech manufacturing and export hub. EPCMD is separate from pharma, acknowledging the unique needs of medtech. It will drive trade deals a
Slide 19: Hearing Aid Growth Our Strategy
HEARING AID GROWTH OUR STRATEGY Tiered Product Portfolio Offering a varied product range across price points and technology levels to drive volume and enable premium pricing. Balanced India–Export Sales Strategy Optimizing sales mix across domestic and international markets to strengthen revenue sta
Slide 20: Hearing Aid Growth Our Strategy
HEARING AID GROWTH OUR STRATEGY Nationwide Clinical Hub & Audiologist Network Expansion into Private Market Channels Establishing a strong clinical ecosystem supported by Capturing private sector demand through wholesale, trained audiologists across India to improve service retail, doctor touchpoint
Slide 21: LED Display Underpenetrated Market
LED DISPLAY UNDERPENETRATED MARKET Indian LED Display Market ($Billion) Key Growth Drivers 1.4 1.30 The demand for visually impactful advertising solutions across sectors like 1.2 retail, sports, transportation, and hospitality, along with the rise of digital 1.0 out-of-home (DOOH) advertising, have
Slide 22: LED Display Our Strategy
LED DISPLAY OUR STRATEGY Entering International Markets Initiating global market expansion through strategic collaboration with leading international OEMs. National Tie-Ups With Leading Banks Establishing nationwide partnerships with prominent banks to supply LED display systems across branch networ
Slide 23: LED Display: Our Clients
LED DISPLAY: OUR CLIENTS UNITED COLORS OF BENETTON. Aptronix DECO WINDOW UNIVERSITYBELDEN 1@ K SHARD ‘ Beyond Boundaries
Slide 24: Mobile Phones & Tablets: Introduced Philips in India
MOBILE PHONES & TABLETS: INTRODUCED PHILIPS IN INDIA Osel Launched Philips x OSEL Aim to disrupt India’s Philips In India mobile phone market Philips Enters Indian Mobile OSEL will lead right from Phase 1 Market in partnership with product manufacturing to Entry into the Feature Phone Market: OSEL m
Slide 25: Exclusive Rights for Philips in Mobile Phones & Tablet Segment
EXCLUSIVE RIGHTS FOR PHILIPS IN MOBILE PHONES & TABLET SEGMENT
Slide 26: Financial Performance
FINANCIAL PERFORMANCE
Slide 27: Income Statement
INCOME STATEMENT Particulars (In Lakhs) H1FY26 H1FY25 YOY Growth % H2FY25 HOH Growth% FY25 Revenue from 14686.13 8735.18 68.13% 9911.68 48.17% 18646.87 operations Other Income 2.27 0.59 12.61 13.2 Total Income 14688.4 8735.77 68.14% 9924.29 48.00% 18660 COGS 11294.57 6681.64 7582.48 14264.11 Employe
Slide 28: Balance Sheet
BALANCE SHEET EQUITY AND LIABILITIES ASSETS Particulars (In Lakhs) FY25 H1FY’26 Particulars (In Lakhs) FY25 H1FY’26 Shareholders' funds Non-current assets (a) Share capital 1612.92 1,769.46 (a) Property,Plant & Equipment 1743.75 2,188.32 (b) Reserves and Surplus 9182.00 15,513.48 (b) Long term loans
Slide 29: Thank You!
THANK YOU! Osel Devices Limited cs@oseldevices.com