Slide 1: Cover letter to stock exchanges: Investors' Presentation
August 24, 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-
Slide 2: IZMO Q1 FY27 Revenue Up 15.7%, Operating EBITDA Up 69.6%
BUSINESS UPDATE RELEASE IZMO Q1 FY27 Revenue Up 15.7%, Operating EBITDA Up 69.6% Semiconductor Business Sustains Higher Quarterly Revenue Level Consolidated results for the quarter ended 30th June 2026 BENGALURU, India, August 24, 2026 - izmo Limited (NSE: IZMO | BSE: 532341) Business Update release
Slide 3: Recent Quarterly Revenue by Business Division
Recent Quarterly Revenue by Business Division Business division revenue is based on internal management reporting and does not represent reportable operating segments under Ind AS 108. Division (₹ Cr) Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 izmocars 16.03 15.56 28.75 16.89 izmostudio 24.38 24.47 55.93 24.11
Slide 4: Policy Context and Commentary
The Company’s established collaboration with CCRAFT SA and Alcyon Photonics covers advanced photonic integrated circuit solutions across datacom, telecom, aerospace and sensing applications, complementing izmo Microsystems’ capabilities in photonic packaging and integration. Policy Context On 15 Jul
Slide 5: Investor Contact
Investor Contact izmo Limited No. 177/2C, Bilekahalli Industrial Area, Bannerghatta Road, Bangalore 560076 CIN: L72200KA1995PLC018734 Email ID: investors@izmoltd.com
Slide 6: izmo Q1 FY27 Investor Presentation
NSE: IZMO | BSE: 53 23 4 1 izmo Q1 FY2 7 In ve s to r Pre s e n ta tio n Q U ART E R E N D E D 3 0 T H J U N E , 2 0 2 6 177/2C, Bille kahalli Indus trial Are a, Banne rghatta Road Bangalore - 560 0 76 izmoltd.com
Slide 7: Disclaimer and Definitions
izmo Dis c la im e r a n d De fin it ion s This presentation is for information purposes only and does not constitute an offer or invitation to purchase or subscribe fo r a ny s e c uritie s . This presentation has been prepared by IZMO Limited (the "Company") for information purposes only and does
Slide 8: MD's Message: A Strong Start to FY27
M D ’S M E S S AG E izmo A St ron g St a rt t o FY2 7 “ We h a ve b e g u n FY2 7 o n a s tro n g fo o tin g , w ith c o n tin u e d g ro w th a c ro s s th e b u s in e s s a n d im p ro ve d o p e ra tin g p ro fita b ility. Revenue from operations grew 15.7% year- on-ye ar to ₹65.38 crore , while
Slide 9: Key Financial Metrics
Q 1 F Y2 7 H IG H LIG H T S izmo Ke y Fin a n c ia l Me t ric s Consolidate d financials for the quarte r e nde d 30 th J une , 20 26 ₹6 5 .3 8 Cr ₹16 .3 9 Cr 170 Ne w Clie nts Ad d e d Re ve nue from Op e ra tions Op e ra ting EBITDA 117 in the US and 53 in Europe /UK, de monstrating continue d +15
Slide 10: izmo at a glance
COMPANY OVERVIEW izmo iz m o a t a g la n c e A Global Te chnology Busine ss with Two Growth Platforms Found e d 19 9 5 2 8 Countrie s Thre e de cade s of te chnology and automotive e xpe rie nce Digital solutions de ploye d across major automotive across global marke ts. marke ts worldwide . 3 ,0 0
Slide 11: Key Strengths
KEY STRENGTHS izmo Es t a b lis h e d Dig it a l Pla t form . Em e rg in g Se m ic on d u c t or Ca p a b ilit y. Glob a l Autom otive Re c urring Dig ita l Prop rie ta ry Footp rint Re ve nue Ba s e Autom otive Conte nt Multi-country, multilingual digital platforms Long-s tanding cus tome r re lati
Slide 12: Financial Performance
izmo Fin a n c ia l Pe rform a n c e Q1 FY2 7 Co n s olid a te d Re s u lts Quarter ended 30th June, 2026 07
Slide 13: Consolidated Financial Performance
FINANCIALS izmo Con s olid a t e d Fin a n c ia l Pe rform a n c e Quarte r e nde d 30 th J une , 20 26 (₹ Crore s) Pa rtic u la rs Q1 FY2 7 Q1 FY2 6 Yo Y Re ve nue from Ope rations 65.38 56.51 +15.7% Raw Mate rial / Purchas es (ne t) 2.22 1.58 — Employe e Be nefit Expe ns es 32.57 28.16 — Othe r Ex
Slide 14: Quarterly Revenue Trend and Q4 FY26 Context
REVENUE TREND izmo Qu a rt e rly Re ve n u e Tre n d a n d Q4 FY2 6 Con t e xt Q4 FY26 include d e le vate d re ve nue contribution from izmocars and izmostudio. FrogData re maine d broadly stable , while izmo Microsyste ms move d to a highe r quarte rly re ve nue le ve l in Q4 and sustaine d that l
Slide 15: FY26: Strong Improvement in Underlying Operations
FULL YEAR CONTEXT izmo FY2 6 : St ron g Im p rove m e n t in Un d e rlyin g Op e ra t ion s ₹2 8 4 .8 8 Cr ₹5 2 .0 9 Cr 18 .3 % Re ve nu e from Op e ra tions Op e ra ting EBITDA Op e ra ting EBITDA Ma rg in FY25: ₹224 .6 1 Cr FY25: ₹3 8.3 1 Cr FY25: 17.1% + 2 6 .8 % Yo Y + 3 6 .0 % Yo Y + 12 3 b p s
Slide 16: Export and Domestic Revenue Mix
REVENUE MIX izmo Exp ort a n d Dom e s t ic Re ve n u e Mix Re ve nue Bre a kd ow n (₹ Crore s ) Grow ing Dom e s tic Contrib ution Dome stic re ve nue in Q1 FY27 alone (₹9.28 Cr) approache s Se g m e n t Q1 FY2 7 FY2 6 h a lf o f FY2 6 ' s fu ll- ye a r d o m e s tic re ve n u e (₹19.35 Cr). Export
Slide 17: Market Opportunity
izmo Ma rke t Op p ort u n it y Au to m o tive Dig ita l Re ta il a nd Ad va n c e d Se m ic ond u c tor Pa c ka g ing 12
Slide 18: Automotive Digital Retail
MARKET OPPORTUNITY izmo Au t om ot ive Dig it a l Re t a il 63% 28% 25% Om nic ha nne l Pre fe re nc e Fully Online AI Tools Ad op tion of car buye rs pre fe r a s e amle s s omnichanne l would pre fe r to comple te the ir ve hicle purchas e of ne w-ve hicle buye rs alre ady us e AI tools in the ir
Slide 19: Advanced Semiconductor Packaging
MARKET OPPORTUNITY izmo Ad va n c e d Se m ic on d u c t or Pa c ka g in g $33.5Bn ~ 11% Market Size, 2025 Proje c te d CAGR Advanced semiconductor packaging Expe c te d marke t growth rate through addressable market 20 3 5 AI, HPC & Silicon Specialised Packaging Chiplets Photonics Demand De mand fo
Slide 20: Business & Capabilities
izmo Bu s in e s s & Ca p a b ilit ie s • Dig ita l In te llig e n c e • iz m o Mic ros ys te m s • R&D 15
Slide 21: Key Business Developments
BUSINESS UPDATES izmo Ke y Bu s in e s s De ve lop m e n t s Se m ic ond u c tor Pa c ka g ing Dig ita l Bus ine s s e s • Re cognise d as Ph oton ic IC Pa c ka g in g Pa rtn e r to CPPICS Adde d 170 n e w c lie n ts during Q1 FY27: 117 in the US a t IIT Ma d ra s , unde r the Me itY-supporte d pr
Slide 22: Building Scale in Advanced Packaging
IZMO MICROSYSTEMS izmo Bu ild in g Sc a le in Ad va n c e d Pa c ka g in g Inve stme nt in Advance d Packaging is Be ginning to Translate into Growth ₹9 .2 4 Cr ₹9 .2 3 Cr ~ 2 .5 × Q1 FY2 7 Re ve nu e Q4 FY2 6 Re ve nu e vs Q2 /Q3 FY2 6 Le ve ls Sus taine d at the highe r le ve l ac hie ve d in The
Slide 23: Advanced Semiconductor Packaging Capabilities
IZMO MICROSYSTEMS izmo Ad va n c e d Se m ic on d u c t or Pa c ka g in g Ca p a b ilit ie s Inve stme nt in Advance d Packaging is Be ginning to Translate into Growth Core Ca p a b ilitie s Ke y Ap p lic a tion Are a s Sys te m-in-Package (SiP) • De fe nce • Space • Te le com • Automotive 3D di
Slide 24: R&D as a Common Technology Engine
R&D izmo R&D as a Common Technology Engine Silic on Artific ia l Photonic s Inte llig e nc e Advance d photonic IC packaging capability de ve lope d in izmo.ai provide s AI capabilitie s inte grate d acros s automotive conjunction with CPPICS at IIT Madras , e nabling ne xt- digital platforms , anal
Slide 25: Global Customer Base. International Delivery. India Technology Centre.
GLOBAL PRESENCE izmo Glob a l Cu s t om e r Ba s e . In t e rn a t ion a l De live ry. In d ia Te c h n olog y Ce n t re . North Am e ric a Eu rop e San Francis co • Chicago • Long Be ach London • Paris • Brus s e ls Ind ia Bangalore - Te chnology, Engine e ring & Manufacturing Ce ntre 28 8 5 .8 % 9
Slide 26: Trusted Across the Global Automotive Ecosystem
CUSTOMER RELATIONSHIPS izmo Tru s t e d Ac ros s t h e Glob a l Au t om ot ive Ec os ys t e m . Representative customer relationships spanning OEMs, rental and mobility operators, te chnology partne rs and se miconductor clie nts. OEM & Autom otive Re nta l, Mob ility & Le a s ing • Ford • Ste llant
Slide 27: Strategic Priorities
STRATEGY izmo Strategic Priorities Grow the Exp a nd Core Dig ita l Bus ine s s e s Autom otive Dig ita l Re ta il Continue e xpanding izmo Cars , izmo Studio and FrogData acros s e xis ting Build on the s hift toward digital and omnichanne l automotive re tail through marke ts through ne w clie nt
Slide 28: Thank You!
izmo Th a n k You ! izmo Limited Registered Office: No. 177/2C, Bilekahalli Industrial Area, Bannerghatta Road, Bangalore 560076 CIN: L72200KA1995PLC018734 NSE: IZMO | BSE: 53 23 4 1 23