IZMO Limited will host a physical conference for analysts and institutional investors on June 23, 2026, at St. Regis, Mumbai. The GIA Promoter's Conference 2026 is scheduled to begin at 09:00 AM IST, providing a forum for the company to engage with key stakeholders.

The meeting is being conducted pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. IZMO Limited stated that the schedule remains subject to change due to potential exigencies involving investors, analysts, or the company.

Management clarified that only information already available in the public domain will be shared or discussed during the interaction. The company explicitly confirmed that no unpublished price sensitive information will be disclosed during the conference.

Event Schedule

izmo Ltd has filed a corporate presentation with the exchanges, detailing its strategic evolution from a digital automotive retail platform to a semiconductor-focused entity. The disclosure, made under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, outlines a dual-engine business model designed to leverage stable SaaS cash flows to fund capital-intensive semiconductor expansion.

The company’s operations are divided into two primary divisions: Digital and Semiconductor. The Digital division serves over 3,000 dealers across 22 countries through products such as izmocars, izmostock, and izmoemporio, alongside the FrogData AI platform. This division is characterized by recurring revenue and low churn, specifically less than 3% annual churn for izmostock. The Semiconductor division, operating under izmo Microsystems, focuses on Design+ ATMP (Assembly, Test, Marking, and Packaging), Silicon Photonics, and Optical Transceivers.

A central component of the semiconductor strategy is the development of an integrated Silicon Photonics (SiPh) packaging line. The company asserts this is the first facility of its kind in India, consolidating five stages of the packaging process—design, alignment, bonding, and testing—under one roof. This integration aims to reduce the cycle time by 50% compared to fragmented workflows that typically span multiple vendors and take 12-20 weeks. The facility targets a 30-50% improvement in first-pass yield and a 15-25% reduction in development costs.

izmo Microsystems has established a customer base in the Defence and Space sectors, including Bharat Electronics Limited (BEL), Hindustan Aeronautics Limited (HAL), and the Indian Space Research Organisation (ISRO). The company lists technical capabilities such as multi-die assembly, sub-micron alignment, and RF modules up to 100 GHz. It also highlights strategic partnerships with IMEC, ISRO, and the National Photonics IC Research Centre at IIT Madras (CPPICS) to co-develop process technology.

Looking ahead, the company is expanding into Optical Transceivers, with a product roadmap that includes 400G-DR4 pilots in FY28 and 800G-DR8 as a primary product through FY28-30. This expansion is positioned to capitalize on the projected growth in AI infrastructure, which relies on high-speed optical interconnects. The presentation cites data indicating a 45% year-over-year growth in datacom transceiver demand driven by AI cluster build-outs, alongside a significant increase in India's data center capacity expected by 2028.