IZMO Ltd
IZMO Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #8 of 38 in IT - Services
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The short version
Overall revenue growth target for FY '26 is between 20% to 30%, with steady 10-15% normalized growth expected once tariff issues resolve. EBITDA margins expected between 20%-25% for FY '26, improving beyond that depending on market conditions (Page 19).
From IZMO Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Overall revenue growth target for FY '26 is between 20% to 30%, with steady 10-15% normalized growth expected once tariff issues resolve.
- IzmoMicro segment is expected to grow very rapidly, with a projection of INR 200 crores revenue in the next 2-3 years (current order book INR 50 crores).
- Silicon photonics packaging revenue is expected to potentially match legacy business revenues (~INR 200 crores) in the next 3 years.
- Expansion of advanced packaging capacity aims to increase turnover from INR 80-100 crores currently to around INR 1,000 crores after completion (~10x capacity increase).
2 more points from IZMO Ltd's call on revenue
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Profitability & Margins
See what IZMO Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- IZMO Limited plans an advanced packaging expansion with a capex of INR 150-200 crores, aiming to increase capacity from INR 80-100 crores to INR 1,000 crores turnover.
- A photonics fabrication facility is planned with an estimated capex of INR 130-140 crores, total project cost including working capital between INR 150-200 crores.
- The fabrication facility project timeline is 2-3 years, with a government subsidy of 50% under ISM potential.
- The fab project execution cycle is expected to be 10-12 months after fundraising and ordering machinery.
2 more points from IZMO Ltd's call on capex
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Top-ranked in IT - Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what IZMO Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current order book for izmo Micro is around INR 50 crores, up from INR 25 crores earlier.
- This order book is expected to be executed over the next nine months.
- For the semiconductor business, current order book has crossed INR 50 crores with a 9-month execution timeline.
2 more points from IZMO Ltd's call on order book
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IZMO Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹109 Cr, net profit ₹17 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What IZMO Ltd's management said in earlier quarters
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were IZMO Ltd Q2 FY26 results?
Overall revenue growth target for FY '26 is between 20% to 30%, with steady 10-15% normalized growth expected once tariff issues resolve. EBITDA margins expected between 20%-25% for FY '26, improving beyond that depending on market conditions (Page 19).
What is IZMO Ltd share price analysis?
IZMO Ltd currently shows a neutral. The stock trades at a P/E of 26.1 with a market cap of ₹1,406 Cr. Investors should review the full earnings analysis for detailed insights.
Is IZMO Ltd planning capital expenditure?
IZMO Limited plans an advanced packaging expansion with a capex of INR 150-200 crores, aiming to increase capacity from INR 80-100 crores to INR 1,000 crores turnover.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.