Izmo Limited · NSE:IZMO
Izmo — Q4 FY26 Earnings Presentation
33 slides from Izmo's earnings presentation, Jun 2, 2026
Slide 1: Stock exchange intimation letter on investors' presentation
June 02, 2026 The Manager The Manager – Listing Department Corporate Relationship Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor Floor 25, Phiroze Jeejeebhoy Tower Plot No. C/1, G Block, Dalal Street, Mumbai-400001 Bandra Kurla Complex, Bandra(E), Mumbai-40
Slide 2: Q4 & FY26 Investor Presentation
Q4 & FY26 Investor Presentation
Slide 3: Disclaimer
Disclaimer This presentation has been prepared by IZMO Limited (the “Companies”) solely for information purposes and does not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract o
Slide 4: Table of Contents
Table of Contents 01 02 03 04 05 Financial Company Business Industry Way Highlights Overview Overview Overview Ahead
Slide 5: Consolidated Financial Highlights
Slide 6: Management Comment
Management Comment “We have closed the fiscal year on a strong note, with good traction across our products portfolio. While our core product segments continued to deliver stable performance, being the backbone of the Company, our subsidiary Izmo Microsystems has gained momentum over the recent mont
Slide 7: Key Recent Updates
Key Recent Updates Izmo Microsystems – Key izmo Micro expands Defense Packaging Partner with CPPICS Order book ▪ Izmo Micro became the official Photonic IC ▪ Izmo Micro expanded its ongoing supply of advanced Packaging partner in a project led by Centre for semiconductor packaging solutions to the d
Slide 8: Key Recent Updates
Key Recent Updates izmo Micro FrogData Partners with FordDirect Advanced Space Electronics Packaging to offer AI-Driven Service Operations Solutions ▪ Successfully developed high-complexity 3D SiP ▪ Izmo to offer solutions on ‘The Shop’ – a trusted digital module for Space Payload Camera Electronics
Slide 9: izmomicro – Semiconductor Expansion
izmomicro – Semiconductor Expansion Investment in Breakthrough in advanced Semiconductor Packaging packaging for Silicon Photonics unit is showing results and Power modules Steady growth through Strong order book position technology innovation Additional support from dedicated teams in USA and Germa
Slide 10: Consolidated Quarterly Financial Highlights
Consolidated Quarterly Financial Highlights Revenue from Operations (Rs. Cr.) EBITDA (incl. other income) (Rs. Cr.) / Margin (%) 25 29.9% 29.9% 35% 19.6% 109.2 30% 20 20.2% 18.8% 25% 15 20% 59.8 56.5 60.1 59.1 10 21.4 15% 18.0 16.9 10% 5 12.1 10.6 5% 0 0% Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q4 F
Slide 11: Consolidated Quarterly Financial Highlights
Consolidated Quarterly Financial Highlights Rs. Crs Q4 FY26 Q4 FY25 Y-o-Y % Q3 FY26 Income from Operations 109.16 59.81 59.11 • Robust growth in top Other Operating Income 0.00 0.00 0.00 line from new client Total Income from Operations 109.16 59.81 82.50% 59.11 additions in core as Raw Material Exp
Slide 12: Revenue Bifurcations
Revenue Bifurcations By Business Divisions By Geography Top Customers Izmo Cars Izmo Micro India Hertz 26% 9% 16% 4% Add-On Auto Q4 FY26 Frog Data 2% 14% North Enterprise Mobility America 2% Europe 59% Izmo Studio 25% Others 51% 90% Stellantis 2% Hertz Izmo Micro Izmo Cars India 1% Add-On Auto 7% 27
Slide 13: Consolidated Segmental Revenue
Consolidated Segmental Revenue Izmo Studio Izmo Cars 55.93 28.75 16.03 15.56 24.38 24.47 Q2 FY26 Q3 FY26 Q4 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Segment Revenue (Rs. Cr.) Segment Revenue (Rs. Cr.) 15.89 Frog Data Izmo Micro 9.23 15.35 15.25 3.81 3.73 Q2 FY26 Q3 FY26 Q4 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Segment R
Slide 14: Consolidated Annual Financial Highlights
Consolidated Annual Financial Highlights Rs. Crs FY26 FY25 YoY % Income from Operations 284.88 224.61 • Healthy demand for Other Operating Income 0.00 0.00 Izmo product suite in Total Income from Operations 284.88 224.61 26.83% established and new Raw Material Expenses 6.27 4.44 markets Employee Cos
Slide 15: Consolidated Annual Financial Highlights
Consolidated Annual Financial Highlights Revenue from Operations (Rs. Cr.) EBITDA (excl. other income) (Rs. Cr.) / Margin (%) 284.88 60 21.37% 25% 18.28% 18.94% 224.61 50 17.06% 20% 186.75 40 153.83 15% 30 52.09 10% 20 39.90 38.31 29.14 5% 10 0 0% FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 PAT (Rs. Cr.
Slide 16: Consolidated Balance Sheet Highlights
Consolidated Balance Sheet Highlights Particulars (Rs. Cr.) 31st March 2025 31st March 2026 Particulars (Rs. Cr.) 31st March 2025 31st March 2026 Shareholders Funds 359.15 408.97 Non Current Assets 285.92 297.33 Share Capital 14.87 14.96 Property Plant & Equipment 6.35 6.59 Other Equity 344.28 394.0
Slide 17: Company Overview
Slide 18: About Us
About Us World leader in Automotive Interactive Marketing Solutions ▪ Founded in 1995 ▪ Global footprint with operations in 22 countries ▪ Cutting-edge technology and products in Digital Retail, CRM & Data Analytics ▪ World’s largest library of automotive stock images with global coverage Rich Manag
Slide 19: Key strengths
Key strengths Only Multinational / Multilingual Breakthrough in Silicon Photonics Experienced Management packaging through in-house R&D Digital Retail Platform for Auto with deep domain expertise Strong R&D Initiatives: Average annual Growth driven by surge in Online Retail spend of Rs. 10-12 cr (>1
Slide 20: Business Overview
Slide 21: Business Divisions
Business Divisions izmostock izmoauto frogdata izmomicro • Advanced semiconductor • Global leader in • Digital Marketing Platform • Advanced platform for automotive stock images packaging unit for Automotive Retail decision analytics for the • World’s largest library of • Design+ capabilities along
Slide 22: izmoauto, izmo.ai, izmostock
izmoauto izmo.ai (New) izmostock Digital Marketing & Retail Platform • Multi-lingual Digital Web & • Innovation hub for next generation • World’s largest automotive stock Marketing Platform for automotive AI applications library with global coverage retail • Provides integrated AI capability • Stron
Slide 23: FDAP, FixedOps Mojo, FixedOps Velocity
FixedOps Mojo FixedOps Velocity FDAP Service Operations Management Hyper-Local Marketing for Service Decision Analytics Platform Platform ▪ Integrated with major DMS System • Comprehensive Service Operations Management • AI-driven FixedOps marketing platform ▪ Many Systems, One Dashboard (DMS, • Dat
Slide 24: izmo Microsystems
izmo Microsystems Semiconductor Innovation for the Future Business Focus Key Differentiators ▪ Specializes in System-in-Package ▪ Advanced packaging solutions for (SiP) semiconductor packaging compact, high-performance systems ▪ In-house design & manufacturing integration ▪ Focus on energy-efficient
Slide 25: Strong R&D Team
Strong R&D Team Developed WebGL based 3D Advanced Silicon Photonics Interactive Platform for personalization packaging in partnership with IIT of cars with accessories Madras AI Initiative - izmo.ai Recognized R&D Unit by DSIR powers next generation AI apps and (Department of Scientific and Industri
Slide 26: Global Presence
Global Presence Brussels Chicago San Francisco Paris Long Beach Bangalore ~87% Revenue from Exports in FY26
Slide 27: Marquee Clients
Marquee Clients izmoltd. w SAP $ Auol ia ®. AVIS oS ” Ww RENAULT HONDA Europcar Bz Microsoft fal ARVAL ue $ SUZUKI @ TERBERG
Slide 28: Industry Overview
Slide 29: Market Scenario
Market Scenario Business Software Market Silicon Photonics Industry ▪ Global business software & services market was valued • Silicon photonics (incl. packaging) is a $2–3B market in at $389.86 billion in 2020 and forecasted to grow at 2024 growing at 25–30% CAGR, projected to reach $8– CAGR of 11.3
Slide 30: Global Market – Semiconductor Packaging
Global Market – Semiconductor Packaging • Advanced Packaging TAM: ~$50B today, • $2B today → $10B+ by 2030 (25–27% growing to ~$80B by 2030 (8–10% CAGR) Prevailing Silicon CAGR), one of the fastest-growing areas in advanced packaging. driven by 2.5D/3D, chiplets, HBM, and co- packaged optics. Global
Slide 31: Way Ahead
Slide 32: Way Ahead
Way Ahead Focus on New Products Focus on Growing Existing Products in Existing Geographies ▪ New products – FixedOps Mojo & FixedOps Velocity ▪ izmostock – Driven by growth in digital retail opens service market segments ▪ izmoauto– European market continues to grow ▪ DEEP (Data Extraction & Enrichm
Slide 33: Thank You
Thank You Investor Relations Advisors : Adfactors PR Pvt. Ltd. Mr. Rahul Trivedi rahul.trivedi@adfactorspr.com Mr. Jay Jain jay.jain@adfactorspr.com www.adfactorspr.com