Ikio Technologies Ltd · NSE:IKIO
Ikio Technologies — Q4 FY26 Earnings Presentation
23 slides from Ikio Technologies's earnings presentation, May 4, 2026
Slide 1: Regulation 30 disclosure letter: Investor Presentation Q4 & FY26
IKIO TECHNOLOGIES LIMITED (Formerly known as IKIO LIGHTING LIMITED) (CIN.:L31401DL2016PL.C292884) u Il(l Regd. Office: Corp. Office : Works : Q 411, Arunachal Building, Q PlotNo. 10, Sector 156 | @ Plot no. 102,S=ctor-07, IIE, {nnovations Only 19 Barakhamba Road, Noida (GB Nagar)-201307 | Sideul Har
Slide 2: Investor Presentation | Q4 & FY26
Diversifying Business. Reinforcing Growth. Investor Presentation | Q4 & FY26
Slide 3: Disclaimer
Disclaimer This presentation and the accompanying slides (the “Presentation”), which have been prepared by IKIO Technologies Ltd formerly known as ‘IKIO Lighting Limited’ (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation
Slide 4: Table of Contents
Table of Contents Q4 & FY26 Highlights Company Overview Annexure IKIO TECHNOLOGIES LTD – Q4 & FY26 3
Slide 5: Q4 & FY26 Highlights
Q4 & FY26 Highlights
Slide 6: IKIO - Transitioning From Lighting to Integrated Technology Solutions
IKIO - Transitioning From Lighting to Integrated Technology Solutions Beyond Lighting | Expanding Portfolio Transitioning from core Home lighting to a diversified portfolio including home & commercial lighting, hearables & wearables, energy solutions, electronic components and Automotive lighting dr
Slide 7: Revenue Growth Continues led by Diversifying Customers and Products
Revenue Growth Continues led by Diversifying Customers and Products Key Business Updates Revenue Growth Trajectory Continues in ‘Other Business’ ✓ Other Business: Up 72% YoY & 26% QoQ to Rs 1,274 23% YoY Mn in Q4FY26, and up 53% to Rs 4,255 Mn in FY26 47% YoY ✓ Revenue from Outside India increased t
Slide 8: Improving Profit Margins led by Operating Leverage and Cost Measures
Improving Profit Margins led by Operating Leverage and Cost Measures EBITDA (Rs Mn) & EBITDA Margin (%) PAT (Rs Mn) & Margin (%) Cash PAT (Rs Mn) 15.0% 15.7% 10.6% 11.2% 7.4% 259 260 6.6% 9.4% 219 175 184 183 188 5.5% 2.0% 108 109 113 -0.6% 24 94 62 54 -7 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q4FY25 Q1
Slide 9: Consolidated Profit & Loss – Q4 & FY26
Consolidated Profit & Loss – Q4 & FY26 Particulars (Rs Mn) Q4FY26 Q4FY25 YoY% Q3FY26 QoQ% FY26 FY25 YoY% Revenue from Operations 1,654 1,123 47% 1,456 14% 5,953 4,859 23% Raw Material Expenses 916 619 813 3,559 2,811 27% Gross Profit 737 503 46% 643 15% 2,394 2,048 17% Gross Margin (%) 44.6% 44.8% 4
Slide 10: Consolidated Balance Sheet
Consolidated Balance Sheet Consolidated Consolidated Liabilities (INR Mn) Assets (INR Mn) Mar-25 Mar-26 Mar-25 Mar-26 Total Equity 5,620 6,094 Non-Current Assets 2,924 3,534 Share Capital 773 773 Plant, Property & Equipment 1,482 1,482 Other Equity 4,848 5,321 Capital WIP 437 956 Non-Current Liabili
Slide 11: Company Overview
SG Company Overview
Slide 12: IKIO Technologies at a Glance
IKIO Technologies at a Glance • IKIO Technologies is a leading ODM (Original Design Manufacturer) specializing in the design, development and manufacturing of energy-efficient lighting and electronic solutions for global markets. Backed by strong in-house R&D and backward-integrated capabilities, th
Slide 13: Lighting Portfolio - Core Strength & Innovation Engine
Lighting Portfolio - Core Strength & Innovation Engine Other LED Lighting Manufacturers IKIO Operates at the Top End of the LED Lighting Offerings High-End Home Decorative For Commercial Refrigeration + High-End Home Specialised Decorative Lighting Lighting RV- LED Lights Functional Lightings* Produ
Slide 14: Non-Lighting Portfolio - Emerging Growth Engines
Non-Lighting Portfolio - Emerging Growth Engines RV - Solar Panels RV- ABS Pipes IPS Stabilisers for CR Hearables & Wearables Non-Lighting Products Rotary Switches Fan Regulators & Assembly Lithium Battery USB Chargers ▪ Solar Panels ▪ IPS Controllers ▪ Rotary Switches ▪ Fan Regulators & Assembly ▪
Slide 15: Expanding Global Footprint: Revenue from Outside India at ~18% in FY26
Expanding Global Footprint: Revenue from Outside India at ~18% in FY26 Mix as of FY26 Forayed into the Gulf market for export of our products under the Product Display segment 82% USA 18% MIDDLE EAST India Outside India INDIA Revenue from Outside India (Rs Mn) In addition to the RV Up 53% business,
Slide 16: Backward Integration - Presence Across the Value Chain
Backward Integration - Presence Across the Value Chain Design & Tool & Mould Testing & Fabrication Assembly Final Product Development Designing Validation Process • Plastic Injection • Large array of tools • Final Products • Huge Portfolio of • In-house R&D helps Moulding; Plastic and moulds assembl
Slide 17: Existing State of the Art Manufacturing ~5 Lakh Sq Ft…
Existing State of the Art Manufacturing ~5 Lakh Sq Ft… SIDCUL, Haridwar Noida Noida Noida Noida (42,517 Sq. Ft.) (1,12,077 Sq. Ft.) (80,000 Sq. Ft.) (57,171 Sq. Ft.) (2,00,000 Sq. Ft.) Key Products: Key Products: Key Products: Key Products: Key Products: ✓ LED lights ✓ Refrigeration LED ✓ Regulator
Slide 18: …Upcoming ~3 Lac Sq. Ft.
…Upcoming ~3 Lac Sq. Ft. Capacity (Noida) Size Current Status Proposed Activity • Manufacturing of LED Expected to be Home Lighting, Solar Panel commercialized by end of & Systems, and other New Block II ~2 Lac Sq. Ft. Product Lines. Q1FY27. • This facility is aimed at enhancing our export business
Slide 19: Experienced Board of Directors, supported by Professional Team
Experienced Board of Directors, supported by Professional Team Hardeep Singh | Chairman and MD More than two decades of experience in the manufacturing of television kits, electronic components, and LED lighting. oversees the overall functions of the Company and is responsible for overseeing the str
Slide 20: Annexure
Annexure
Slide 21: Our Journey
Our Journey Diversification & Expansion 2021 to 2025 • First supply order of LED lights for Recreational Vehicles (RV) in the USA • Ventured into ABS Pipes and Solar Panels for RVs • Started wiring devices for Honeywell India • Started production of IPS Controllers for Commercial Refrigerators • Lis
Slide 22: Description of High-End LED Lights – Functional Lighting
Description of High-End LED Lights – Functional Lighting Recessed Spotlights: These are lights that are installed in hollow opening created in the ceiling. They usually have three main components: housing, trim and the bulb. The housing is what is hidden behind the ceiling, and they also have the el
Slide 23: THANK YOU
THANK YOU Mr. Sandeep Agarwal Pooja Sharma / Suyash Samant IKIO Technologies Limited Stellar IR Advisors Pvt. Ltd. Phone: +91 20 4116186 Phone: +91 22 62398024 secretarial@ikiotech.com pooja.sharma@stellar-ir.com suyash@stellar-ir.com CIN NO.: L31401DL2016PLC292884