Slide 1: Exchange filing cover letter: izmo Corporate Presentation
June 10, 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: izmo Ltd. Corporate Presentation
C O R P O R A T E P R E S E N T A T I O N izmo Ltd. Digital + Semiconductor Hi-Tech growth story – SaaS to Semiconductors LISTED · izmoltd.com · izmomicro.com Bengaluru · San Francisco · Chicago · Paris · Brussels · Cologne · London
Slide 3: Two Engines, One Capital-Efficient Story
izmo E X E C U T I V E S U M M A R Y Two Engines, One Capital-Efficient Story DIGITAL SEMICONDUCTOR SaaS Cashflow Engine izmomicro - Growth Engine ▪ izmocars · izmostock · izmoemporio Design+ Advanced Packaging + Silicon Photonics ▪ FrogData — DEEP AI for dealerships Proven track record · India's fi
Slide 4: Public Indian Group, Global Footprint, 30-Year Track Record
izmo A B O U T I Z M O L T D Public Indian Group, Global Footprint, 30-Year Track Record Founded 1995. 6 Listed on the National Stock Exchange and Bombay Stock Exchange of India. Headquartered in Bengaluru with operating offices and customers in North America, Europe and Asia. 30+ Years Operating Gl
Slide 5: From Auto-Retail Software to Semiconductors
izmo C O R P O R A T E E V O L U T I O N From Auto-Retail Software to Semiconductors 1995 2014 2020 2026 Founded European Expansion Worldwide Presence Capacity Expansion izmo Ltd Offices opened across Customers across 22 countries; Integrated SiPh line + optical established European markets 3,000+ d
Slide 6: Two Divisions — Semiconductor as Growth Engine
izmo S T R A T E G I C A R C H I T E C T U R E Two Divisions — Semiconductor as Growth Engine izmoltd. Listed in BSE and NSE Digital Semiconductor Auto-retail SaaS + dealership AI izmo Microsystems — Design+ ATMP ▪ izmocars · izmoauto · izmostock ▪ Advanced Packaging (proven) ▪ izmoemporio (3D showr
Slide 7: Auto-Retail Platform Suite for Global Dealers
izmo D I G I T A L - I Z M O C A R S Auto-Retail Platform Suite for Global Dealers izmocars is a comprehensive digital platform serving automotive OEMs and dealers across 28 countries. Three distinct product lines address web presence, inventory imaging, and immersive retail experiences. izmoauto iz
Slide 8: Transformational AI Solutions for US Dealerships
izmo D I G I T A L - F R O G D A T A Transformational AI Solutions for US Dealerships FrogData is a next-generation DEEP AI platform purpose-built for automotive dealerships — combining predictive analytics, operational intelligence, and hyperlocal marketing in a unified suite. FrogData AI - Predict
Slide 9: Powering the Next Generation of Dealer Products
izmo A I D E V E L O P M E N T E N G I N E Powering the Next Generation of Dealer Products An internal AI engine drives every new FrogData product. Two proprietary capabilities reduce time-to- market for new AI features and create a defensible build-velocity advantage in the dealership software mark
Slide 10: Stable Cashflow Engine Funding Semiconductor Growth
izmo D I G I T A L B U S I N E S S Stable Cashflow Engine Funding Semiconductor Growth A profitable, predictable SaaS base. Long-tenured customers, low churn, recurring licence and subscription revenue. The Digital business is the funding base that lets izmo Ltd. invest in semiconductor capacity exp
Slide 11: Semiconductor: The Growth Engine
izmo C A P A B I L I T I E S Multi-die assembly Sub-µm alignment P A R T I I mmWave RF Semiconductor Photonic packaging The Growth Engine Advanced Packaging · Silicon Photonics · Optical Transceivers 10
Slide 12: Design+ ATMP - Specialty Packaging Services
izmo I Z M O M I C R O S Y S T E M S Design+ ATMP - Specialty Packaging Services POSITIONI N G Design+ ATMP Well positioned for high-complexity, mid- RF / MMIC volume, high-value packaging and module Advanced SiP / Sensor Modules Packaging Modules manufacturing — work that commodity OSAT and board-a
Slide 13: Advanced Packaging — Design + Manufacturing Capability
izmo P R O D U C T S H O W C A S E Advanced Packaging — Design + Manufacturing Capability 500-ball Wire-Bond TBGA BGA / FCBGA / LGA 100 GHz RF Amplifier MIC Assembly 3-tier stacked die, Multi-tier wire bonding, BT mmWave MMIC, GaAs die, Mixed-board, MMIC, radar multi-chip substrate ribbon bond syste
Slide 14: A Fragmented Packaging Workflow Across Multiple Vendors
izmo S I L I C O N P H O T O N I C S T O D A Y A Fragmented Packaging Workflow Across Multiple Vendors Globally fragmented. SiPh module assembly today is split across 2-3 separate specialist vendors - fibre attach, die attach and test typically live in different facilities. Long lead times, multiple
Slide 15: India's First Integrated Silicon Photonics Packaging Line
izmo O U R S O L U T I O N India's First Integrated Silicon Photonics Packaging Line One roof. Five integrated stages. All five SiPh packaging stages on a single line — design, alignment, bonding and test integrated in-house, with proprietary process IP co-developed with CPPICS / IIT Madras. 1 2 3 4
Slide 16: izmo Core Technology — Built Over a Decade
izmo T E C H N O L O G Y M O A T izmo Core Technology — Built Over a Decade The moat is not a single partnership. It is the compounded effect of a decade of specialty packaging delivery — process know-how, supply-chain depth, methodology and yield discipline that cannot be acquired by capex alone. E
Slide 17: Aligned with India's National Semiconductor Priority
izmo P O L I C Y & E C O S Y S T E M A L I G N M E N T Aligned with India's National Semiconductor Priority izmo Microsystems' integrated SiPh line is strategically aligned with India's national semiconductor agenda. Indigenous SiPh and packaging capability is a strategic imperative - and izmo is po
Slide 18: Optical Transceivers - Adjacent Upside, Same Plant
izmo S T R A T E G I C E X P A N S I O N Optical Transceivers -Adjacent Upside, Same Plant PRODUCT ROADM AP 400G-DR4 800G-DR8 1.6T-DR8 Pilot - FY28 Primary - FY28-30 Future - FY30+ S E C O N D A R Y P R I M A R Y P R O D U C T R O A D M A P Why Now Why Us Why India Hyperscaler 400G/800G Silicon Phot
Slide 19: The AI Boom Runs on High-Speed Optical Interconnects
izmo M A R K E T D R I V E R The AI Boom Runs on High-Speed Optical Interconnects INDIA DATA CENTER B OOM $13B+ India data center capex committed by hyperscalers and COLO operators A I I N FRA STRUCT U RE The Real Bottleneck ~3 GW AI training and inference clusters move New data center capacity in I
Slide 20: AI Infrastructure Build Out - Key Driver
izmo O U R P O S I T I O N I N G AI Infrastructure Build Out - Key Driver Large TAM with AI tailwind. Both Advanced Packaging + SiPh and Optical Transceivers benefit directly from the same demand driver - AI infrastructure build-out at hyperscalers and Indian colocation operators. Advanced Packaging
Slide 21: What Makes izmo Hard to Replicate
izmo C O M P E T I T I V E P O S I T I O N I N G What Makes izmo Hard to Replicate Years of process delivery, customer qualification cycles, and design-engagement know-how that compounds. izmo Microsystems Large EMS/OSAT Unique Strengths Key Limitations ▪ Shipping SiPh packages since 2014 — 10+ yrs
Slide 22: What Makes izmo Hard to Replicate
izmo C O M P E T I T I V E P O S I T I O N I N G What Makes izmo Hard to Replicate What stops a well-capitalised EMS or OSAT group from entering this space? The honest answer: capital does not create specialty packaging capability. What does is years of process delivery, customer qualification cycle
Slide 23: Founders Plus Deep Technical Leadership
izmo M A N A G E M E N T Founders Plus Deep Technical Leadership Sanjay Soni Tej Soni Dinanath Soni Executive Director SS Managing Director izmo Ltd TS Chief Executive Officer DS IIM-Bangalore. Group strategy, capital markets and 30+ years across automotive, software and Technical Visionary with 30+
Slide 24: The Future of izmo Ltd.
izmo STRATEGIC ADVANTAGES Dual-Engine Proven, Genuine Model Not Promised Moat The Future of Digital SaaS funds Decade of specialty Methodology + qualification + IP Semiconductor expansion - packaging delivery to BEL, — compounded over 10+ years, not a single-bet story. ISRO, EU customers. hard to re
Slide 25: Caution Concerning Forward-Looking Statements
izmo Caution Concerning Forward- Looking Statements Certain statements in this document may be forward-looking statements. Such forward-looking statements are subject to certain risks and uncertainties like regulatory changes, local political or economic developments, and many other factors that cou