IZMO Ltd Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book
Published 26 May 2026 | IT - Services | Market Cap: ₹1.4K Cr
Company targets overall sales growth of 25% to 30% annually over the next 3 years. The company targets a consolidated revenue growth of 25% to 30% for FY '26 and aims to sustain this growth over the next three years. - Semiconductor business is expected to scale significantly, targeting Rs.
From IZMO Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Price
₹855
Market Cap
₹1.4K Cr
P/E Ratio
26.1
How does IZMO Ltd rank in IT - Services?
Compare IZMO Ltd against every IT - Services company this quarter on revenue, margins and earnings-call signals.
IZMO Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹109 Cr, net profit ₹17 Cr.
Full financials →📊 Revenue & Sales Performance
- →Company targets overall sales growth of 25% to 30% annually over the next 3 years.
- →Semiconductor business aims to scale from Rs. 2 crores per quarter to Rs. 200 crores annually within 3 years.
- →Growth in semiconductor division expected to be mostly linear with some jumps, especially after launching the Photonic Chip.
- →Izmo Microsystems revenues projected to grow significantly, potentially contributing around 30%-40% of segment revenues by FY '27-'28.
- →FrogData aims to increase sales team size and grow revenue from Rs. 65 crores to Rs. 100 crores next year.
- →Geronimo acquisition expected to generate around EUR 3 million revenue this fiscal year.
- →The company plans steady growth in AI and other businesses, with combined segment growth estimated at 20%-30%.
- →Overall, management does not want to over-project but remains optimistic about aggressive internal growth targets.
📈 Profitability & Margins
- →The company targets a consolidated revenue growth of 25% to 30% for FY '26 and aims to sustain this growth over the next three years.
- →Semiconductor business is expected to scale significantly, targeting Rs. 200 crores annual revenue within three years.
- →EBITDA margin guidance for FY '26 is between 35% to 40%, improving from current levels with contributions from new businesses like Geronimo and Izmo Microsystems.
- →Izmo Microsystems business is expected to grow rapidly, potentially contributing 30% to 40% of revenue by FY '27-'28.
- →FrogData aims to grow its revenue from Rs. 65 crores to Rs. 100 crores next year.
- →Positive EBITDA contributions from new ventures are expected by Q3/Q4 FY '26, with overall bottom-line growth starting from Q3.
- →No immediate plans for dividends or share buybacks; cash reserves held for strategic investments.
🏗️ Capital Expenditure Plans
- →Current CAPEX is not very high; regular CAPEX mainly involves upgrading servers and computers to support AI and high-end computing needs.
- →Last year's CAPEX included investments for Izmo Microsystems.
- →No big, specific CAPEX plans currently; expected CAPEX range is around Rs. 5 to 7 crores.
- →Strategic investment includes funding the photonics project with IIT Madras (ongoing innovation investment mode).
- →The company is cautious with cash (~Rs. 50 crores in short-term investments and cash) to be ready for potential organic growth opportunities or uncertain times.
- →No plans for share buybacks or dividends as current focus is on investing in innovation and growth.
- →Actively looking for inorganic acquisition opportunities like Geronimo but no compelling options presently.
💰 Fundraising & Capital Structure
- →No mention of any current or immediate plans for fundraising through debt or equity.
- →The company is maintaining a cautious cash reserve (~Rs. 50 crores) to be ready for opportunities and uncertain times.
- →No plans for share buybacks or dividends as management prefers investing in growth areas.
- →Management is open to inorganic acquisitions but currently finds no compelling opportunities.
- →There was mention of a small outside investment planned by end of the year for FrogData, aimed at attracting larger investors, but this is not a large fundraising event.
- →Overall, the focus is on organic growth and innovation investment rather than raising capital through debt or equity at this stage.
📋 Order Book & Pipeline
- →Izmo Micro has an order book worth around Rs. 25 crores for the current year.
- →Semiconductor business works on a project basis, initially slow then building into steady revenue streams through continuous orders.
- →There are already steady revenue streams from at least two products developed for different clients.
- →Geronimo is picking up well with new contracts signed, including a significant client in Germany.
- →For FrogData, the company aims to grow sales and business development personnel to capture a larger portion of the market.
- →Overall, the company is targeting 25% to 30% top-line growth, supported by the current order book and new contracts.
Key Metrics
Frequently Asked Questions
What were IZMO Ltd Q4 FY25 results?
Company targets overall sales growth of 25% to 30% annually over the next 3 years. The company targets a consolidated revenue growth of 25% to 30% for FY '26 and aims to sustain this growth over the next three years. - Semiconductor business is expected to scale significantly, targeting Rs.
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?
Current CAPEX is not very high; regular CAPEX mainly involves upgrading servers and computers to support AI and high-end computing needs. - Last year's CAPEX included investments for Izmo Microsystems. - No big, specific CAPEX plans currently; expected CAPEX range is around Rs.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.