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IZMO Limited Q2 FY26 earnings call summary

NSE: IZMO · BSE: 532341

Earnings call of 17 Nov 2025, summarised by AI from the filing.

izmoMicro silicon photonics packaging breakthrough and ₹50 cr order book; targeting ₹200 cr revenue in 2-3 years.

Key takeaways

  1. Driver izmoMicro silicon photonics packaging breakthrough and ₹50 cr order book; targeting ₹200 cr revenue in 2-3 years.
  2. Risk US and Europe automotive market subdued due to tariffs, impacting legacy business growth.

Original filing on BSE

IZMO Limited Q1 FY27 results

As filed: Revenue ₹65.4 cr (+15% year on year), EBITDA ₹16.4 cr (+82% year on year), PAT ₹12.2 cr (+103% year on year), EBITDA margin 25.1% (+929 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹109 cr (+82% year on year), EBITDA ₹14.8 cr (+24% year on year), PAT ₹17.3 cr (+147% year on year), EBITDA margin 13.6% (−641 bps). Score 69 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA growth was in line with it; profit growth was above it. EBITDA margin fell 641 bps year on year. Other income 39% of PBT. Tax rate -4%. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +42.0% in 29 days (Nifty 500: +0.6%).
  • Q3 FY26: Revenue ₹59.1 cr (0% year on year), EBITDA ₹14.1 cr (+76% year on year), PAT ₹11.7 cr (+95% year on year), EBITDA margin 23.8% (+1,000 bps). Score 54 of 100, In line with trend. Revenue growth was well below the company's own trend; EBITDA growth was well above it; profit growth was above it. EBITDA margin rose 1000 bps year on year. Tax rate 2%. Profit fell 10% from last quarter. Share price after the results: −16.1% in 30 days (Nifty 500: −10.1%).
  • Q2 FY26: Revenue ₹60.0 cr (+2% year on year), EBITDA ₹13.0 cr (+44% year on year), PAT ₹13.0 cr (−57% year on year), EBITDA margin 21.7% (+641 bps). Score 39 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA growth was well above it; profit growth was below it. EBITDA margin rose 641 bps year on year. Other income 31% of PBT. Tax rate 8%. Revenue rose ₹1.0 cr on a year ago, against ₹14.0 cr the year before. Share price after the results: +4.1% in 29 days (Nifty 500: −0.4%).
  • Q1 FY26: Revenue ₹57.0 cr (+19% year on year), EBITDA ₹9.0 cr (0% year on year), PAT ₹6.0 cr (0% year on year), EBITDA margin 15.8% (−296 bps). Score 49 of 100, In line with trend. Revenue and EBITDA growth were in line with the company's own trend; profit growth was below it. EBITDA margin fell 296 bps year on year. Tax rate 0%. Revenue fell 5% from last quarter. Revenue rose ₹9.0 cr on a year ago, more than the ₹7.0 cr it added the year before. Share price after the results: +102.1% in 30 days (Nifty 500: +2.2%).
  • Q4 FY25: Revenue ₹60.0 cr (+20% year on year), EBITDA ₹12.0 cr (+9% year on year), PAT ₹7.0 cr (−22% year on year), EBITDA margin 20.0% (−200 bps). Score 58 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was above it; profit growth was below it. EBITDA margin fell 200 bps year on year. Tax rate 0%. Revenue rose ₹10.0 cr on a year ago, more than the ₹6.0 cr it added the year before. Share price after the results: +15.5% in 28 days (Nifty 500: +3.6%).
  • Q3 FY25: Revenue ₹59.0 cr (+18% year on year), EBITDA ₹8.0 cr (−20% year on year), PAT ₹6.0 cr (−14% year on year), EBITDA margin 13.6% (−644 bps). Score 20 of 100, Below trend. EBITDA margin fell 644 bps year on year. Other income 33% of PBT. Tax rate 0%. Not enough history for a trend yet: scored on growth alone. Profit fell 80% from last quarter.
  • Q2 FY25: Revenue ₹59.0 cr (+31% year on year), EBITDA ₹9.0 cr (+13% year on year), PAT ₹30.0 cr (+300% year on year), EBITDA margin 15.3% (−252 bps). Score 58 of 100, In line with trend. EBITDA margin fell 252 bps year on year. Other income 91% of PBT. Tax rate 15%. Not enough history for a trend yet: scored on growth alone.

Past price moves after results do not indicate future moves. Not a recommendation.

IZMO Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.