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IZMO Ltd

Q4 FY26IT - Services

IZMO Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management said on revenue, margins and capex.

Price₹855
Market cap₹1.4K Cr
P/E26.2
Updated23 Aug 2026
Read4 min read

IZMO Ltd Q4 FY26 key numbers

Revenue
Izmomicro revenue in Q4 reached INR 9.2 crores; expected to grow to ~INR 50 crores in FY27 and substantially more in FY28.

As stated in IZMO Ltd's Q4 FY26 earnings call transcript · published 13 Jun 2026. Reported figures, not investment advice.

The short version

Izmomicro revenue in Q4 reached INR 9.2 crores; expected to grow to ~INR 50 crores in FY27 and substantially more in FY28. FY27 revenue for Izmomicro expected around INR50 crores, with significant growth beyond in FY28.

From IZMO Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

Good growth
  • Izmomicro revenue in Q4 reached INR 9.2 crores; expected to grow to ~INR 50 crores in FY27 and substantially more in FY28.
  • Revenue split for FY27 expected at 80% from advanced packaging (defense focus) and 20% from silicon photonics, with photonics rapidly scaling.
  • New plant coming online in FY27/FY28 will significantly boost capacity and margins.
  • Capacity expansion targets top-line growth to INR 200 crores post-expansion (from current ~INR 150 crores).
  • Anticipated EBITDA margins: 20-25% in FY27, rising to 30%+ in FY28, driven by higher contribution from high-margin semiconductor packaging businesses.
  • Growth rate targeted around 20-25% in FY27; 30-35% growth possible but not guaranteed.

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

Capex planned
  • IZMO Limited is planning a capital expenditure (capex) of around INR 150 crores for FY27.
  • Out of this, approximately INR 125 crores will be for capex, and INR 25 crores for working capital.
  • The capex delays occurred due to finalizing plans, selecting technology, and machine decisions; earnest fund-raising began only last month after freezing technical aspects.
  • Fundraising is underway with merchant bankers optimistic due to strong interest in the semiconductor industry in India.
  • The company expects to close the fundraising soon.
  • The capex will support capacity expansion, increasing top-line capacity from around INR 150 crores currently to about INR 1,200 crores.

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

Guidance-ranked
1Netweb Technol.
Rev 1Mar 3
2Xtranet Techno.
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 1Mar 3
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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

Order book rising
  • Izmomicro's current order book stands at approximately INR 40 crores.
  • The pipeline of potential orders is about INR 100 crores, reflecting active discussions at various stages with customers.
  • The existing order book of around INR 40 crores is expected to be executed over the next 9 months.
  • Izmo's overall current order book is cited as INR 45 crores (likely referring to silicon photonics or related segments).
  • The company anticipates strong order flow from defense, automotive, and space sectors, mainly from validated repeat customers.

2 more points from IZMO Ltd's call on order book

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What the Q4 FY26 call signalled

5 of 5 strong

RevenueGood growth
MarginMargins up
CapexCapex planned
FundraiseFundraise planned
Order bookOrder book rising

IZMO Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

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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Frequently Asked Questions

What were IZMO Ltd Q4 FY26 results?

Izmomicro revenue in Q4 reached INR 9.2 crores; expected to grow to ~INR 50 crores in FY27 and substantially more in FY28. FY27 revenue for Izmomicro expected around INR50 crores, with significant growth beyond in FY28.

What is IZMO Ltd share price analysis?

IZMO Ltd currently shows a moderate growth signal based on ranking data. 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 is planning a capital expenditure (capex) of around INR 150 crores for FY27.

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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.