Slide 1: Regulation 30 intimation letter to exchanges
December 01, 2025 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), Mumba
Slide 2: Photonics Project Presentation
izmo Photonics Project Presentation Innovating Across Automotive Digital Solutions, AI & Silicon Photonics Packaging Strategic Expansion Plan Izmoltd. 177/2C, Billekahalli Industrial Area, Bannerghatta Road Bangalore - 560 076 izmoltd.com
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: Executive Summary
Executive Summary 01 Dual-Engine Growth 03 AI & Data Analytics A unique combination of a mature, cash-flow FrogData AI platform provides a strategic positive SaaS business (izmoauto/izmostock) solution in the automotive sector with and a hyper-growth deep-tech. venture proprietary algorithms for pre
Slide 5: Company Highlights
Company Highlights Established company with strong R&D credentials. Proven capabilities in semiconductors in last 2 years Breakthrough technology in Silicon Photonics Explosive growth driven by AI Data Centers, with global shortage of capacity Project for manufacture of Optical Transceivers
Slide 6: About izmo
About izmo Business Mix World leader in Interactive Automotive Solutions – Enterprise Platform for Digital Retail, CRM for After Sales Automotive, Automotive Stock Images Automotive Marketing Solutions Data Analytics – Fully integrated platform for Decision Analytics and AI for the Automotive in
Slide 7: Corporate Evolution & Milestones
Corporate Evolution & Milestones 1995 2016 2025 Inception Data & AI Expansion Software Launch of Silicon Solutions 2002 FrogData 2023 Photonics / Provider Optical Auto Pivot SEMICON Transceivers Launch of Launch of izmocars izmomicro izmoltd.com
Slide 8: Key Strengths
Key Strengths Multinational / Strong R&D Initiatives: Highly-Profitable SaaS Successful Multilingual Digital Average annual Platform with Annual diversification into Retail Platform for spend of Rs. 10-12 cr Recurring Revenue semiconductor Automotive (>10% of revenue) (ARR) revenue model packaging B
Slide 9: Business Divisions
Business Divisions izmoltd. izmocars izmomicro izmostock: Global leader in Advanced platform for Advanced semiconductor automotive stock images decision analytics for the packaging unit automotive industry Design+ capabilities along izmoauto: Digital Marketing Integration with IT with semico
Slide 10: izmocars
izmocars izmoauto izmo.ai New! izmostock Digital Marketing & Retail Innovation hub for next gen. World’s largest automotive stock library Platform AI applications with global coverage Multi-lingual Digital Web & Innovation hub for next generation World’s largest automotive stock Marketing Plat
Slide 11: FDAP FixedOps Mojo FixedOps Velocity
FDAP FixedOps Mojo FixedOps Velocity Decision Analytics Service Operations Hyper-Local Marketing Platform Management Platform for Service Comprehensive Service AI-driven FixedOps marketing Integrated with major DMS System Operations Management platform Many Systems, One Dashboard Data-Powe
Slide 12: izmostock: global content leadership
izmostock: global content leadership Clients Portals: Microsoft Bing, Yahoo Autos, Edmunds. Rental/Leasing: Hertz, Avis, Europcar, LeasePlan. OEMs: Direct licensing for configurators. Growth Driver Expanding beyond Auto Retail into Leasing, AI Learning and Gaming/Metaverse (CGI assets). The Asset: W
Slide 13: izmoauto: Digital Retail Platform
izmoauto: Digital Retail Platform Market Reach Europe: Major European countries. Direct to dealer market leader in in France. CRM for entire Stellantis Distribution Network, growing in Germany & Spain. Americas: Presence in USA & South America Global: Operations in more than 20 countries Highlights
Slide 14: FrogData Product Landscape
FrogData Product Landscape A modular Suite of AI applications addressing specific dealership profit centers. Built on a unified data platform to optimize FixedOps Velocity FixedOps Mojo FrogData AI dealership profitability across AI driven Hyper Maximize Unified data Local Targeting marketing,
Slide 15: FrogData – Market Opportunity & Growth Strategy
FrogData – Market Opportunity & Growth Strategy Market Opportunity 16,000+ US dealerships + 100K independents. Automotive AI projected at $50B by 2028. Fixed ops = 50% dealership profits → high demand for AI & automation. Growth Strategy Deploy AI across dealership operations. Introduce AI
Slide 16: izmo Microsystems
izmo Microsystems Leading the Silicon Photonics Revolution in India State-of-the-art SiP manufacturing facility in India Silicon Photonics packaging specialists Comprehensive Design Services: Expertise in substrate design, packaging integration, signal integrity analysis, and thermal managemen
Slide 17: izmomicro – Diverse Product Range
izmomicro – Diverse Product Range Thin QFN 500 ball TBGA, 3 Tier wire bonding QFN 5 x 5 mm Dual Row QFN PBGA DFN LCC LGA FCBGA QFN 5 x 5 mm QFN 3 x 3 mm Stacked die PBGA - 6 x 6 mm izmoltd.com
Slide 18: Semiconductor Innovation for the Future
Semiconductor Innovation for the Future Strategic Partnership Collaboration with IIT Madras (CPPICS) Business Focus Target Industries Advanced packaging solutions Silicon Photonics, AI Data for compact, high- Centers, Automotive, performance systems Telecom Core Capabilities Key Differentiators 3D
Slide 19: Expansion Project: Optical Transceivers
Expansion Project: Optical Transceivers Proposed Manufacture of Silicon Photonics Based High Speed SFP Optical Transceivers Exploding Demand: >1B units/year globally Power Bottleneck: Current 400G modules consume ~15 W, driving cooling & OPEX costs Technology Gap: Industry needs faster, cooler
Slide 20: Global Market – Semiconductor Packaging
Global Market – Semiconductor Packaging Advanced Packaging TAM: ~$50B $2B today → $10B+ by 2030 (25– today, growing to ~$80B by 2030 (8–10% 27% CAGR), one of the fastest- CAGR) driven by 2.5D/3D, chiplets, HBM, growing areas in advanced and co-packaged optics. packaging. Silicon Photonics Surg
Slide 21: Optical Transceivers - Indian Market Size & Trends
Optical Transceivers - Indian Market Size & Trends Estimated 2024 Indian optical transceiver market ~$600–650 million (all speeds) Share of 400G modules ~10–15% in 2024 (rapidly rising) Projected CAGR for 400G transceivers in India (2024–2029) >30% Expected market size for 400G by 2029 (India) $300–
Slide 22: Global Optical Transceiver Demand
Global Optical Transceiver Demand Market projected to double by 2030, driven by Generative AI & 800G Adoption Current Reality (2024) Market valued at ~$13.5 Billion. While niche compared to total networking, it is the critical bottleneck for AI clusters. The AI Surge Datacom demand is growing 45% Yo
Slide 23: izmomicro sales strategy
izmomicro sales strategy Existing business Optical Transceivers Advanced Packaging Launch with established partner in Q1, Steady growth from existing and new 2026 clients Design & Develop LPO with leading Marquee clients – BEL, ISRO, ADS et. Photonics partner and In-House R&D Target India,
Slide 24: Integrated Manufacturing Process
Integrated Manufacturing Process 01 02 03 04 05 Advanced Multi-Chip Precision Specialized Comprehensive Design Module Fiber Wire Testing Services Integration Alignment Bonding Integrated Co-design for Precision die Sub-micron Fine-pitch, RF- optical-electrical photonic and placement with active opti
Slide 25: Domestic Semiconductor Scenario
Domestic Semiconductor Scenario Competitor Primary Focus The izmomicro Edge Specialization: Tata focuses on mass-market Logic & Memory: High-volume wafers Tata Electronics chips (28nm/40nm). We focus exclusively on (PSMC JV) and general packaging. high-margin Photonics niche. General OSAT: Power, An
Slide 26: Way Ahead: Strategic Roadmap (FY26+)
Way Ahead: Strategic Roadmap (FY26+) 01 02 03 Grow Existing Launch New Semiconductor izmostock: Capitalize on FixedOps: Scale 'Mojo' Make In India: Meet digital retail, growth with and Velocity’ for high- domestic demand via new portal. margin service market. GOI incentives izmoauto: Deepen
Slide 27: Why izmo
The "Blue Ocean" in India Why While multi-billion dollar giants (Tata, CG Power) izmo fight for high-volume, low-margin "general" packaging (like mobile chips), izmomicro has cornered the high-complexity, high-margin AI/Data Center niche. Defensible Moat Silicon Photonics requires "Active Alignm
Slide 28: Partnership with CPPICS-IIT Madras Funded by MeitY
Partnership with CPPICS-IIT Madras Funded by MeitY izmo microsystems is the exclusive industry partner for the project on design, development and packaging of Silicon Photonics izmomicro This project marks India’s Potential Entry into the Field Programmable Photonic Gate Array (FPPGA) market I
Slide 29: Management Team
Management Team Sanjay Soni Tej Soni Dinanath Soni Executive Director Managing Director CEO More than 30 years of industry More than 30 years at the forefront of the 39+ years of industry experience experience global tech. industry Cofounder of SunTech and Logix Microsystems MBA – IIM Bang
Slide 30: Summary
Summary Strategic expansion, enabling semiconductor scale-up. First mover in Silicon Photonics & Optical Transceivers, SaaS Deep Tech. targeting global AI data center demand. Strong base business (SaaS ARR) funding high-growth deep- tech. Exclusive IIT-Madras partnership & DSIR R&D recogniti