IZMO Ltd
IZMO Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
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.
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.
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Profitability & Margins
See what IZMO Ltd said on profitability & margins — free account, 30 seconds.
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.
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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
- 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.
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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's management said in earlier quarters
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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 the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.