Izmo Limited · NSE:IZMO
Izmo — Q3 FY2026 Earnings Presentation
34 slides from Izmo's earnings presentation, Feb 17, 2026
Slide 1: Letter to exchanges: Investors' Presentation
February 17, 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), Mumba
Slide 2: Q3 & 9M FY26 Investor Presentation
Q3 & 9M 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 “This quarter reflects continued progress in all our product offerings across the key markets, resulting in stable performance. Our core suite continues to gain traction while newer offerings are witnessing higher user adoption. Our endeavor on the semiconductors front is also in
Slide 7: 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 8: Key Recent Updates
Key Recent Updates izmostock’s new global portal izmo AI Factory Streamlined Navigation & Search – Easily locate Dedicated AI Innovation Hub images by year, make, model, trim, and body style. DEEP (Data Extraction & Enrichment Platform) is Comprehensive Image Sets – Standardized the first pr
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 (%) 20 29.9% 35% 18 28.6% 59.8 60.1 30% 16 59.1 20.2% 25% 58.7 14 17.9% 18.8% 12 20% 10 56.5 8 18.0 16.9 15% 6 10.5 12.1 10.6 10% 4 5% 2 0 0% Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q
Slide 11: Consolidated Quarterly Financial Highlights
Consolidated Quarterly Financial Highlights Rs. Crs Q3 FY26 Q3 FY25 YoY% Q2 FY26 Income from Operations 59.11 58.67 60.11 Other Operating Income • Continued client 0.00 0.00 0.00 additions across key Total Income from Operations 59.11 58.67 0.75% 60.11 markets in the US, UK Raw Material Expenses 1.2
Slide 12: Revenue Bifurcations
Revenue Bifurcations By Business Divisions By Geography Top Customers Izmo Cars Izmo Micro India Ford Motor Co 26% 6% 12% 3% Add-On Auto Q3 FY26 Europe Others 4% 16% 86% ARVAL Frog Data 26% 3% North FMC Auto Izmo Studio America 2% 42% Autosphere 72% 2% Izmo Micro Add-On Auto Izmo Cars India 6% 4% 27
Slide 13: Consolidated Segmental Revenue
Consolidated Segmental Revenue Izmo Studio Izmo Cars 16.57 24.38 24.47 16.03 15.56 22.35 Q1 FY26 Q2 FY26 Q3 FY26 Q1 FY26 Q2 FY26 Q3 FY26 Segment Revenue (Rs. Cr.) Segment Revenue (Rs. Cr.) Frog Data 15.89 Izmo Micro 3.81 3.73 15.35 2.41 15.18 Q1 FY26 Q2 FY26 Q3 FY26 Q1 FY26 Q2 FY26 Q3 FY26 Segment R
Slide 14: Consolidated Nine-Month Financial Highlights
Consolidated Nine-Month Financial Highlights Rs. Crs 9M FY26 9M FY25 YoY % Income from Operations 175.72 164.80 • Continued client Other Operating Income - - additions reflect Total Income from Operations 175.72 164.80 6.63% healthy demand for Raw Material Expenses 4.56 2.63 Izmo product suite in Em
Slide 15: Consolidated Annual Financial Highlights
Consolidated Annual Financial Highlights Revenue from Operations (Rs. Cr.) EBITDA (excl. other income) (Rs. Cr.) / Margin (%) 224.61 45 21.37% 25% 18.94% 17.05% 186.75 40 17.84% 35 20% 153.83 30 132.43 15% 25 20 39.90 38.31 10% 15 29.14 10 23.63 5% 5 0 0% FY22 FY23 FY24 FY25 FY22 FY23 FY24 FY25 PAT
Slide 16: Consolidated Balance Sheet Highlights
Consolidated Balance Sheet Highlights Particulars (Rs. Cr.) 31st March 2025 30th Sept 2025 Particulars (Rs. Cr.) 31st March 2025 30th Sept 2025 Shareholders Funds 359.15 379.47 Non Current Assets 285.92 289.89 Share Capital 14.87 14.89 Property Plant & Equipment 6.35 6.36 Other Equity 344.28 364.58
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: Core & Experienced Management
Core & Experienced Management Mr. Sanjay Soni (Managing Director) Founder of Logix Microsystem later changed into IZMO Over 25 years experience in automotive industry with several publications in computer science Postgraduate from IIM Bangalore U.S.A. Europe INDIA Mr. Tej Soni Mr. Benoit Bache
Slide 20: 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 21: Business Overview
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Slide 22: 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 23: 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 24: FixedOps Mojo, FixedOps Velocity, FDAP
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 25: 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 26: 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 27: Global Presence
Global Presence Brussels Chicago San Francisco Paris Long Beach Bangalore ~90% Revenue from Exports in FY25
Slide 28: Marquee Clients
Marquee Clients izmoltd. w SA” $ Auol ia ®. AVIS —«§- «seh ” Ww RENAULT HONDA Europcar Bz Microsoft fal ARVAL ue $ SUZUKI @ TERBERG
Slide 29: Industry Overview
Slide 30: 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 31: 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 32: Way Ahead
Slide 33: Way Ahead
Way Ahead Focus on Growing Existing Products in Existing Focus on New Products Geographies New products – FixedOps Mojo & FixedOps izmostock – Driven by growth in digital retail Velocity opens service market segments izmoauto– European market continues to grow DEEP (Data Extraction & Enrichm
Slide 34: Thank You
Thank You Investor Relations Advisors : Adfactors PR Pvt. Ltd. Ms. Devishi Goel devishi.goel@adfactorspr.com Mr. Rahul Trivedi rahul.trivedi@adfactorspr.com www.adfactorspr.com