| Revenue growth | 82.5% YoY in Q4; 26.83% YoY for full FY26. |
|---|---|
| Margins | FY26 PAT margin at 16.70%; Q4 EBITDA margin at 19.57%. |
| Order book | Growing under Izmo Micro; expanded supply to domestic defense sector. |
| Demand visibility | Healthy demand for product suite in established and new markets. |
| Management confidence | Excited about ongoing projects and well-positioned for future opportunities. |
Growth
Q4 revenue grew 82.5% YoY to ₹109.2 cr; FY26 revenue reached ₹284.88 cr. Q4 PAT surged 151.1% to ₹17.3 cr.
Outlook
Strong order book in Izmo Micro; collaboration with IIT Madras and European partners for Photonic ICs. Targeted high-growth areas: defense and space.
Risks
High concentration in North American market (67% of revenue); competitive pressures in automotive digital retail and semiconductor industries.
Earnings Call filed with NSE, NSE: IZMO. Summary written with AI assistance from the document.
IZMO Limited: key numbers
- Share price
- ₹860.85
- Market cap
- ₹1,290 Cr
- Revenue (annual)
- ₹284.9 Cr
- Net profit (annual)
- ₹47.56 Cr
- P/E (TTM)
- 24.0×Sector 23.6×
- Promoter holding
- 34.75%-0.04% QoQ
- FII holding
- 3.27%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from IZMO Limited
All →IZMO Board Meeting Date
IZMO Ltd schedules a November 13, 2026 board meeting for Q2 results and ESOP matters. Trading window stays closed until 48 hours after outcome declaration.
IZMO Business Update
izmo Microsystems completed development and defence qualification of an indigenous Pitch Detector for military avionics. The milestone showcases in-house semiconductor packaging and defence electronics capabilities.
IZMO Promoter Buying (Off-Market)
IZMO Ltd disclosed inter-se promoter transfers via gifts among family members. The filing provides updated shareholding details following these internal promoter group transactions.
IZMO Other Announcement
IZMO Limited has appointed 'Go India Advisors LLP' to provide Investor Relations Management Services. This is a routine administrative appointment.
IZMO Partnership
izmo Microsystems signed an MoU with IIT Madras for a ₹99.94 Crore silicon photonics program. The five-year initiative targets 1.6 Tbps optical transceivers for AI infrastructure.
- Value
- ₹99.94 Cr
- Execution
- 5 years
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.