Virtuix (VTIX) investor relations material

Market opportunity and positioning

• Operates in the rapidly growing $275B video game and $10B VR markets, with strong investment from major tech players and a focus on active, healthy lifestyles.

• Benefits from Meta and Apple’s significant investments in VR/AR and spatial computing, and Google’s Android XR launch.

• Positioned as a dual-use platform targeting both high-volume consumer and high-value defense and enterprise markets.

Product innovation and technology

• Omni One enables full-body, 360-degree movement in VR, with rapid photorealistic 3D world creation from 360° camera footage.

• Launched a “Made for Meta” version compatible with Meta Quest, expanding the addressable market to 6 million active users.

• Features a large library of top-tier VR games and monthly new releases.

• Embodied AI applications include humanoid robot teleoperation and training data capture, with partnerships for advanced haptic feedback.

Revenue model and financial performance

• Revenue streams include hardware sales, recurring software subscriptions, and game sales, with target gross margins of 40% (consumer) and 70% (enterprise).

• Production facility can ship up to 3,000 units/month, representing $100M+ annual revenue potential.

• FY2026 net sales grew 18% YoY to $4.3M, with gross profit turning positive at $1.0M and gross margin improving to 25%.

• Operating loss narrowed to $10.3M, with net loss at $16.8M due to non-cash, non-operating costs.