IZMO Q1 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹1,067 Cr
- P/E
- 19.83
- ROE
- 12.38%
- PEG
- 0.59
- Price to sales
- 3.63
- Debt to equity
- 0.04
- 52W high / low
- ₹1,124 / ₹598
- Sales growth (5Y)
- 19.66%
- EBITDA margin
- 20.03%
- Net profit margin
- 16.69%
- Promoter holding
- 34.75%
- Sales (last year)
- ₹294 Cr
Izmo ltd. (founded in 1995) is into the business of interactive marketing solutions. It is the World leader in Automotive Interactive Marketing Solutions.[1]The co. offers hi-tech automotive e-retailing solutions in North America, Europe, and Asia. They offer sales performance coaching, OEM-certified CRM and ILM Solutions, etc.It also owns the world's largest collection of Automotive Images and Animation and has a client base of some of the largest automotive retail groups in the world. izmo.ai platform is for AI solutions for Automotive.[2]
Guidance scorecard · Q1 FY27 call
What IZMO Ltd's management guided
and where it ranks in IT - Services
IT - Services
RevenueQ4 FY26 call
20–40%- 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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MarginsQ4 FY26 call
Up 2%+See what IZMO Ltd said on margins — free account, 30 seconds.
CapexQ4 FY26 call
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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FundraisingQ4 FY26 call
PlannedSee what IZMO Ltd said on fundraising — free account, 30 seconds.
Order bookQ4 FY26 call
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 the order book
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Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in IT - Services
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
IT - Services companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Flat | ₹28,129 Cr | 107.9 | |
| 2 | 40%+ | Flat | ₹1,612 Cr | 37.6 | |
| 3 | 40%+ | Flat | ₹1,534 Cr | 131.2 | |
| 4 | 40%+ | Flat | ₹571 Cr | 24.8 | |
| 5 | 40%+ | Flat | ₹378 Cr | 26.9 | |
| 6 | 40%+ | Flat | ₹84 Cr | 8.3 |
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Pro shows every company guiding 40%+ revenue growth →Full IT - Services rankingFinancials of IZMO Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of IZMO Ltd
Quarterly Results
Quarter-by-quarter operating performance
| Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 44 | 41 | 45 | 50 | 50 | 48 | 59 | 59 | 60 | 57 | 60 | 59 | 109 |
| Expenses + | 32 | 33 | 36 | 40 | 38 | 38 | 49 | 50 | 49 | 47 | 47 | 45 | 94 |
| Operating Profit | 12 | 8 | 9 | 11 | 12 | 9 | 9 | 8 | 11 | 10 | 14 | 14 | 15 |
| OPM % | 28% | 20% | 20% | 21% | 24% | 20% | 16% | 14% | 19% | 17% | 22% | 24% | 14% |
| Other Income + | 0 | 1 | 1 | 1 | 1 | 1 | 29 | 2 | 1 | 1 | 4 | 3 | 7 |
| Interest | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 | 0 | 0 | 0 | 0 |
| Depreciation | 4 | 4 | 4 | 4 | 3 | 4 | 4 | 4 | 5 | 4 | 4 | 5 | 4 |
| Profit before tax | 9 | 5 | 5 | 7 | 9 | 6 | 34 | 6 | 7 | 6 | 13 | 12 | 17 |
| Tax % | 6% | 0% | 6% | 0% | 5% | 0% | 13% | 6% | -1% | 0% | 5% | 2% | -4% |
| Net Profit + | 8 | 5 | 5 | 7 | 9 | 6 | 30 | 6 | 7 | 6 | 13 | 12 | 17 |
| EPS in Rs | 6.19 | 3.73 | 3.81 | 5.12 | 6.41 | 4.26 | 21.13 | 4.07 | 4.63 | 4.03 | 8.43 | 7.82 | 11.56 |
Financials of IZMO Ltd
Profit & Loss
Annual income statement trend
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 33 | 43 | 54 | 63 | 92 | 101 | 116 | 132 | 154 | 187 | 225 | 285 |
| Expenses + | 30 | 35 | 41 | 46 | 72 | 81 | 89 | 108 | 124 | 146 | 186 | 233 |
| Operating Profit | 4 | 8 | 13 | 17 | 20 | 20 | 28 | 24 | 30 | 41 | 39 | 52 |
| OPM % | 10% | 18% | 24% | 28% | 22% | 20% | 24% | 18% | 20% | 22% | 17% | 18% |
| Other Income + | 8 | 7 | 4 | 3 | 4 | 8 | 23 | 6 | 4 | 3 | 33 | 15 |
| Interest | 2 | 2 | 1 | 1 | 2 | 1 | 1 | 1 | 1 | 2 | 2 | 2 |
| Depreciation | 13 | 12 | 12 | 12 | 15 | 16 | 22 | 12 | 12 | 15 | 16 | 17 |
| Profit before tax | -4 | 1 | 4 | 7 | 7 | 12 | 27 | 16 | 21 | 27 | 54 | 48 |
| Tax % | -5% | -60% | -19% | 14% | 9% | 7% | 1% | 1% | 3% | 3% | 9% | 0% |
| Net Profit + | -4 | 2 | 5 | 6 | 7 | 11 | 27 | 16 | 20 | 26 | 49 | 48 |
| EPS in Rs | -3.17 | 1.35 | 3.82 | 4.72 | 5.17 | 8.53 | 20.21 | 12.01 | 14.95 | 18.46 | 32.87 | 31.79 |
| Dividend Payout % | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% |
Financials of IZMO Ltd
Balance Sheet
Capital structure and asset base
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 12 | 12 | 12 | 13 | 13 | 13 | 13 | 13 | 13 | 14 | 15 | 15 |
| Reserves | 160 | 162 | 168 | 176 | 184 | 196 | 222 | 239 | 260 | 292 | 344 | 394 |
| Borrowings + | 28 | 28 | 24 | 13 | 11 | 9 | 18 | 9 | 11 | 9 | 12 | 5 |
| Other Liabilities + | 17 | 17 | 14 | 25 | 59 | 68 | 34 | 37 | 39 | 49 | 67 | 80 |
| Total Liabilities | 217 | 218 | 218 | 228 | 267 | 286 | 288 | 299 | 323 | 364 | 438 | 494 |
| Fixed Assets + | 167 | 163 | 164 | 179 | 193 | 212 | 217 | 229 | 247 | 261 | 276 | 286 |
| CWIP | 1 | 2 | 5 | 2 | 3 | 4 | 2 | 0 | 0 | 0 | 0 | 5 |
| Investments | 18 | 15 | 10 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Assets + | 30 | 39 | 39 | 47 | 71 | 70 | 69 | 70 | 76 | 103 | 162 | 203 |
| Total Assets | 217 | 218 | 218 | 228 | 267 | 286 | 288 | 299 | 323 | 364 | 438 | 494 |
Financials of IZMO Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash from Operating Activity + | 1 | 11 | 9 | 25 | 32 | 41 | 37 | 16 | 30 | 31 | 4 | |
| Cash from Investing Activity + | -16 | -9 | -7 | -13 | -30 | -35 | -24 | -22 | -29 | -29 | -2 | |
| Cash from Financing Activity + | -3 | -2 | -5 | -11 | -4 | -5 | 6 | -6 | -0 | 3 | 5 | |
| Net Cash Flow | -18 | 1 | -3 | 2 | -2 | 1 | 19 | -12 | 0 | 5 | 8 | |
| Free Cash Flow | -6 | 2 | -7 | 1 | 1 | 5 | 13 | -7 | -0 | 1 | 2 | |
| CFO/OP | 21% | 146% | 71% | 148% | 158% | 201% | 134% | 65% | 101% | 77% | 24% |
Financials of IZMO Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 33 | 54 | 86 | 101 | 160 | 165 | 87 | 101 | 69 | 110 | 161 | 165 |
| Inventory Days | ||||||||||||
| Days Payable | ||||||||||||
| Cash Conversion Cycle | 33 | 54 | 86 | 101 | 160 | 165 | 87 | 101 | 69 | 110 | 161 | 165 |
| Working Capital Days | -315 | -195 | 82 | 63 | 8 | -36 | 7 | 43 | 42 | 60 | 94 | 142 |
| ROCE % | -1% | 2% | 2% | 4% | 4% | 6% | 12% | 7% | 8% | 10% | 8% | 13% |
Guidance history
How IZMO Ltd's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q4 FY26 call → | 20–40% | Up 2%+ | Planned | Planned | Rising |
| Q2 FY26 call → | 20–40% | Flat | Planned | Planned | Rising |
| Q4 FY25 call → | 20–40% | Up 2%+ | None planned | Planned | Rising |
| Q2 FY25 call → | 20–40% | Up 2%+ | Planned | — | — |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Momentum score · price trend
21 out of 100 — Cooling
Over the past year its share price has done worse than most of the stocks we track.
| Period | Share price change | Better than … of 1,910 stocks |
|---|---|---|
| Last 12 months | −10.3% | 49% |
| Last 6 months | +0.3% | 54% |
| Last 3 months | −29.0% | 4% |
The price is 47.3% below its all-time high of ₹1,351.4 (26 Sept 2025). Stocks more than 20% below their peak have their score halved, so 42 became 21.
How we calculate it
“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).
The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For IZMO Ltd: 0.4 × 49 + 0.4 × 54 + 0.2 × 4 = 42, halved to 21 because the price is more than 20% below its all-time high.
Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.
Full methodology →This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.
Continue your research
What IZMO Ltd's management said in earlier quarters
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