ALFA Finder| 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
- ₹880.70
- Market cap
- ₹1,319 Cr
- Revenue (annual)
- ₹284.9 Cr
- Net profit (annual)
- ₹47.56 Cr
- P/E (TTM)
- 24.6×Sector 23.7×
- 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 Ltd
All →IZMO Employee Stock Options
IZMO allotted 50,726 equity shares to employees under its ESOP 2013 scheme at Rs.10 each. Paid-up capital rises to Rs.15,03,10,470.
IZMO Q2 FY27 Results: Net Profit ₹12.5 Cr, Down 0.8% YoY
IZMO Ltd reported revenue from operations of ₹66.4 Cr (+10.5% YoY) and net profit of ₹12.5 Cr (-0.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹12.5 Cr · -0.8% YoY
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.