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Earnings Call

IZMO Earnings Call: Key Takeaways

IZMO delivered record quarterly revenue driven by its semiconductor and AI divisions, showing a pivot from automotive solutions to high-tech manufacturing.

Why this was an Alfa AlertNot a filter event. Results and guidance are strong but do not exceed prior guided ranges by over 10%.
Highlights
Revenue growth82.5% Q4 YoY growth; FY26 revenue at ₹284.88 crores.
MarginsTemporary Q4 dip; targeting 30%+ long-term blended EBITDA margins.
Order bookSemiconductor order book at ₹60cr with ₹100cr pipeline visibility.
Demand visibilityStrong visibility in semiconductor packaging, defense, and US automotive.
Management confidenceHighly optimistic on semiconductor breakthroughs and AI integration.

Growth

FY26 revenue grew 26.8% YoY; Q4 revenue surged 82.5% YoY, though inflated by special project passthroughs.

Outlook

Guidance for FY27 revenue growth of 20-25% with EBITDA margins targeting 20-25%.

Risks

Substantial margin contraction in Q4 due to high 'other expenses'; heavy capital dependency for semiconductor scaling.

Source

Earnings Call filed with NSE, NSE: IZMO. Summary written with AI assistance from the document.

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IZMO Limited: key numbers

Share price
₹903.95
Market cap
₹1,354 Cr
Revenue (annual)
₹284.9 Cr
Net profit (annual)
₹47.56 Cr
P/E (TTM)
25.2×Sector 22.1×
Promoter holding
34.79%+0.00% QoQ
FII holding
3.35%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from IZMO Limited

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18:33 IST BSE
Annual General Meeting

IZMO Annual General Meeting

Izmo Ltd held its 31st Annual General Meeting on September 25, 2026. Shareholders considered financial statements, director re-appointments, and voluntary delisting from Calcutta Stock Exchange.

11:49 IST BSE
Promoter Buying (Off-Market)

IZMO Promoter Buying (Off-Market)

Tej Soni reported the non-completion of a proposed inter-se transfer of 14,96,257 shares (9.9% stake) due to procedural DP rejection. The gift-based transaction between promoter group relatives remains pending.

Promoter stake change
+9.90%
19:01 IST NSE
Other Announcement

IZMO Other Announcement

Tej Soni notified the exchange that the previously announced inter-se gift of 14,96,257 shares could not be completed by the deadline due to procedural delays.

09:49 IST NSE
Business Update

IZMO Business Update

IZMO's subsidiary izmo Microsystems will showcase production-stage silicon photonics modules at SEMICON India 2026. The release highlights India's first advanced photonic packaging capability and a 2027 transceiver portfolio preview.

16:32 IST BSE
Promoter Buying (Off-Market)

IZMO Promoter Buying (Off-Market)

Mr. Tej Soni (Promoter Group) will acquire 14,96,257 shares of Izmo Ltd from Mrs. Shashi Soni and Mrs. Kiran Soni via an inter-se gift transfer.

Promoter stake change
+9.99%
16:20 IST BSE
Financial Results

IZMO Q1 FY27 Results: Net Profit ₹12.2 Cr, Up 103.3% YoY

IZMO Ltd reported revenue from operations of ₹65.4 Cr (+15.8% YoY) and net profit of ₹12.2 Cr (+103.3% YoY) for Q1 FY27.

Key figure
Net profit ₹12.2 Cr · +103.3% YoY