IZMO targets INR50 cr revenue from Izmomicro in FY27

IZMO Limited has reported its highest ever quarterly revenue of INR109.16 crores for the fourth quarter of FY26, marking an 82.5% year-on-year increase and an 84.7% quarter-on-quarter rise. The company submitted the transcript of its post-earnings conference call held on June 2, 2026, to the exchanges, detailing its operational performance and strategic outlook. The disclosure was made pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Financial Performance

The strong Q4 performance was driven by significant contributions from Izmomicro's growing order book, expansion of the automotive software client base, and FrogData's deepening penetration in the U.S. market. Net profit for the quarter stood at INR17.3 crores. For the full financial year FY26, the company reported consolidated revenues of INR284.88 crores, a 26.8% growth from INR224.61 crores in FY25. Consolidated net profit for the year was INR47.56 crores.

Metric	Q4 FY26	YoY Growth
Consolidated Revenue	INR109.16 crores	82.5%
Net Profit	INR17.3 crores	Substantial improvement
Full Year Revenue	INR284.88 crores	26.8%
Full Year Net Profit	INR47.56 crores	Broadly in line with prior year

Izmomicro Growth and Outlook

Izmomicro, the company's semiconductor packaging division, achieved a breakthrough in silicon photonics packaging in August 2025, developing a 32-channel high-density platform. The division currently has an order book of INR40 crores and a pipeline of INR100 crores. Management expects Izmomicro to generate revenue between INR45 crores and INR50 crores in FY27, up from approximately INR18 crores to INR19 crores in the previous year.

The company is raising funds to expand capacity, targeting a top-line addressable capacity of INR1,200 crores post-expansion. The expansion project is expected to be implemented by the middle of the next financial year, with revenues expected to flow in from Q3 of FY28. Izmomicro has also entered India's defense electronics sector, securing ongoing supply contracts by April 2026.

Strategic Initiatives

IZMO operates across four core business verticals: izmostock, izmocars, FrogData, and izmomicro. The company has launched its own LLM infrastructure to integrate AI into its software products. In the U.S., FrogData secured a partnership with Ford to offer solutions through FordDirect's The Shop marketplace. Additionally, izmomicro was named the photonic IC packaging partner for the MeitY-supported silicon photonics initiative at IIT Madras.

Margin Guidance

Management indicated that margins are expected to improve as Izmomicro scales up, given that the cost structure will remain constant relative to revenue growth. The company targets a blended EBITDA margin of 20% to 25% in FY27 and 30% plus in FY28, driven by the high gross margins of 50% to 60% in packaging and even higher margins in silicon photonics.

Source: https://lodr-files.dhan.co/lodr-inputs/Company/INE848A01014/2aaf239e3e284c63.pdf

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
+5.00%	+14.85%	+69.56%	+34.38%	+221.88%	+1,144.13%

Izmo Limited reported a consolidated net profit of ₹17.30 crore for the quarter ended March 31, 2026, a surge of 151.1% from ₹6.89 crore in the corresponding quarter of the previous year. Total income from operations for the quarter increased 82.5% year-on-year to ₹109.16 crore, driven by robust growth in new client additions and the rising contribution of its subsidiary, Izmo Microsystems. For the full financial year ended March 31, 2026, consolidated net profit stood at ₹47.56 crore, while total income grew to ₹284.88 crore from ₹224.61 crore in FY25.

Q4 Financial Highlights

The strong quarterly performance was supported by an 82.5% rise in total income to ₹109.16 crore. EBITDA, excluding other income, grew 76.62% to ₹21.36 crore, while the EBITDA margin stood at 19.57%. Profit Before Tax (PBT) increased 142.49% to ₹16.62 crore. The company added 113 clients in the US and 33 in Europe and the UK during the quarter, contributing to the top-line expansion.

Metric (₹ in Cr.)	Q4 FY26	Q4 FY25	Y-o-Y %
Total Income from Operations	109.16	59.81	82.50%
Total Expenditure	94.33	48.57	94.20%
EBITDA (excl. other income)	21.36	12.09	76.62%
EBITDA Margin %	19.57%	20.22%	(65 bps)
Profit After Tax	17.30	6.89	151.07%
PAT Margin %	15.85%	11.52%	433 bps
EPS (₹)	11.56	4.63	149.68%

Full-Year Consolidated Performance

For the financial year ended March 31, 2026, total income from operations rose 26.83% to ₹284.88 crore. Total expenditure increased 24.95% to ₹232.79 crore. Net profit for the year declined 2.70% to ₹47.56 crore compared to ₹48.88 crore in the previous year, primarily due to lower other income and higher costs. The EBITDA margin for the year contracted 929 basis points to 23.46%.

Metric (₹ in Cr.)	FY26	FY25	YoY %
Total Income from Operations	284.88	224.61	26.83%
Total Expenditure	232.79	186.30	24.95%
EBITDA (excl. other income)	66.84	73.57	(9.15%)
EBITDA Margin %	23.46%	32.75%	(929 bps)
Profit After Tax	47.56	48.88	(2.70%)
PAT Margin %	16.70%	21.76%	(506 bps)
EPS (₹)	31.89	33.90	(5.93%)

Business and Strategic Updates

Izmo Microsystems continues to gain momentum, with a growing order book particularly in the defense sector. The subsidiary recently entered a collaboration with Europe-based players CCRAFT and Alcyon to design, produce, and supply photonic ICs. Additionally, FrogData, part of the group, partnered with FordDirect to offer AI-driven service operations solutions. The board approved the audited financial results on May 27, 2026, and an investor presentation was submitted to the exchanges on June 02, 2026, in compliance with Regulation 30 of the SEBI (LODR) Regulations, 2015.