IZMO Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 13 Jun 2026 | IT - Services | Market Cap: ₹1.4K Cr
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.
Price
₹855
Market Cap
₹1.4K Cr
P/E Ratio
26.1
Revenue Rank
Margin Rank
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
Rank 2- →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.
- →Order book for Izmomicro is robust (~INR 40 crores), with a pipeline around INR 100 crores.
- →Demand expected from defense, automotive, space, and telecom sectors domestically and internationally.
📈 Profitability & Margins
Rank 1- →FY27 revenue for Izmomicro expected around INR50 crores, with significant growth beyond in FY28.
- →EBITDA margins projected at 20-25% in FY27, rising to over 30% in FY28, driven by higher contributions from izmomicro and new plant operations.
- →Izmomicro's contribution anticipated to be about 80% from advanced packaging and 20% from silicon photonics, with the latter growing over time.
- →Revenue growth of 20-25% targeted in FY27, with potential for higher but challenging to guarantee 30-35%.
- →Expansion capex of around INR150 crores planned, enabling larger capacity and higher utilization over time.
- →Long-term, silicon photonics market growth and strong order pipeline indicate potential for substantial earnings growth over next 5-7 years.
- →Sustained cash flow positivity expected despite working capital and receivable cycles.
- →The company aims for margin accretion as higher-margin advanced packaging and photonics businesses scale.
🏗️ Capital Expenditure Plans
Yes- →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.
- →This expansion will enable handling larger orders from big clients and boost revenue, especially from the Izmomicro business.
- →Additionally, collaborations with companies like CCRAFT and Alcyon Photonics aim to strengthen silicon photonics packaging offerings.
💰 Fundraising & Capital Structure
Yes- →IZMO Limited is in the process of raising external funding around INR 150-300 crores.
- →The funding will be a mix of equity and debt; the exact structure is not yet finalized.
- →Discussions with multiple potential investors are ongoing.
- →A clear picture on the route and extent of equity versus debt is expected within 30 to 45 days from the call date.
- →Fundraising is primarily aimed at supporting capex for expanding packaging and silicon photonics capabilities.
- →The company plans to use around INR 125 crores for capex and INR 25 crores for working capital in FY27.
- →Merchant bankers are positive about the fundraising given the semicon industry's growth prospects.
📋 Order Book & Pipeline
Yes- →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.
- →Izmomicro expects to generate revenues of around INR 45-50 crores in FY27 backed by a healthy order book and growing pipeline.
- →Expansion plans aim to increase addressable top line capacity from INR 150 crores to INR 1,200 crores after capex implementation.
Key Metrics
Revenue
Margin
Capex
Fundraise
Order Book
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.
Keep IZMO Ltd on your radar — track it to get its next earnings analysis in your feed.
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.