| Revenue growth | 82.5% YoY in Q4; 26.8% YoY for full year FY26. |
|---|---|
| Margins | EBITDA margins targeted at 20-25% for FY27, 30%+ for FY28. |
| Order book | izmomicro order book at ₹40-60cr; ₹100cr pipeline visibility. |
| Demand visibility | Strong pipeline from AI hyperscalers and Indian defense indigenization mandate. |
| Management confidence | High on silicon photonics leadership; 'only company in India' for 3D packaging. |
Growth
Q4 FY26 revenue grew 82.5% YoY to ₹109.16cr. FY26 revenue rose 26.8% to ₹284.88cr; PAT at ₹47.56cr.
Outlook
Guiding ₹50cr izmomicro revenue for FY27. Raising ₹150cr for capex to hit ₹1,200cr addressable capacity by FY28.
Risks
High complexity in scaling silicon photonics; significant capital requirement for expansion; customer concentration in niche defense/space projects.
Last quarter's promises, checked
Delivered
- Guided izmoMicro breakeven in FY26 → Delivered FY26 PAT of ₹47.56cr (= BEAT)
- Guided 25-30% yearly revenue growth → Delivered 26.8% FY26 growth (= BEAT)
- Guided Stellantis rollout in Europe → Delivered rollout completed (= BEAT)
Partly delivered
- Guided izmoMicro FY26 revenue of ₹25cr → Delivered ₹109.16cr Q4 revenue (exceeded but segment-specific full-year breakout unclear) (= BEAT)
Missed
- Guided 20-25% EBITDA margins for FY26 → Delivered 16.7% FY26 margins (= MISS)
Earnings Call filed with NSE, NSE: IZMO. Summary written with AI assistance from the document.
IZMO Ltd: 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 Ltd
All →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.
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%
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.
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.
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%
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