Ikio Technologies Ltd · NSE:IKIO
Ikio Technologies — Q1 FY27 Earnings Presentation
26 slides from Ikio Technologies's earnings presentation, 2026
Slide 1: Scaling Innovation, Enabling New Possibilities.
Scaling Innovation, Enabling New Possibilities. Investor Presentation | Q1FY27
Slide 2: 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 3: Table of Contents
Table of Contents Q1FY27 Highlights Business Strategy Company Overview Annexure IKIO TECHNOLOGIES LTD – Q1FY27 3
Slide 4: Q1FY27 Highlights
Ww ofall QIFY27 Highlights
Slide 5: Robust Revenue Growth Continues With Healthy Margins
Robust Revenue Growth Continues With Healthy Margins Revenue (Rs Mn) EBITDA (Rs Mn) & Margin (%) PAT (Rs Mn) & Margin (%) Cash PAT (Rs Mn) 41% YoY 94% YoY 365% YoY 96% YoY 1,693 13.0% 1,201 448 9.4% 185 387 220 6.5% 1,244 2.0% 94 814 113 110 24 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY26 Q1FY27 Q1FY2
Slide 6: Consolidated Profit & Loss
Consolidated Profit & Loss Particulars (Rs Mn) Q1FY27 Q1FY26 YoY% Q4FY26 QoQ% FY26 FY25 YoY% Revenue from Operations 1,693 1,201 41% 1,654 2% 5,953 4,859 23% Raw Material Expenses 996 761 916 3,559 2,811 Gross Profit 697 440 58% 737 -5% 2,394 2,048 17% Gross Margin (%) 41.2% 36.6% 44.6% 40.2% 42.1%
Slide 7: Business Strategy
Business Strategy
Slide 8: IKIO - Transitioning From Lighting to Integrated Technology Solutions
IKIO - Transitioning From Lighting to Integrated Technology Solutions Beyond Lighting | Expanding Portfolio Globalizing the Business Model Transitioning from core Home lighting to a • Expanded global footprint to 20+ countries, with diversified portfolio including home & commercial strong traction i
Slide 9: Well Diversified Revenue Continues…
Well Diversified Revenue Continues… Expanding beyond the traditional Home Lighting ODM business while continuing to deliver robust revenue growth Revenue (Rs Mn) 5,953 4,859 4,380 1,698 3,588 2,077 1,693 2,410 1,201 448 2,414 4,255 387 2,782 1,244 1,970 814 1,174 FY23 FY24 FY25 FY26 Q1FY26 Q1FY27 Ot
Slide 10: …on the back of IKIO's Product Expansion…
…on the back of IKIO’s Product Expansion… ~1999 2005 2008 2014 2018 2021-2023 FY24 FY26 Fan Regulators, Rotary Switches DVD Players, Electronic Components LED Lighting Products Product Display Lighting (Commercial Refrigeration), Instore Lighting LED Lighting for RVs, Industrial Lighting ABS pipes,
Slide 11: ….and a Growing Global Footprint
….and a Growing Global Footprint 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 53% YoY business, we have started supplying our Indus
Slide 12: Scaling Capacity to Drive Future Growth
Scaling Capacity to Drive Future Growth Capacity (Noida) Size Current Status Proposed Activity Commercial production Block I ~2 Lac Sq. Ft started in May 2024 • Manufacturing of LED Home Lighting, Hearable & Wearable, Automotive Lighting and other new product lines Partially commercialized Block II
Slide 13: Company Overview
SG Company Overview
Slide 14: 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 15: LED Lighting Solutions
LED Lighting Solutions ODM Home Instore Lighting Commercial Refrigeration Product India Well Placed • Home Lightings Market is valued at USD 12.5 Bn in 2026 and is expected to reach USD 18.8 Bn in 2031) ~8.4% CAGR • Product Display And Key Tailwinds: Refrigeration Systems o Smart city expansion • RV
Slide 16: Automotive LED Lighting
Automotive LED Lighting Product Portfolio Product India Well Placed • Two-wheelers Market is valued at USD 25.7 Bn in 2026 and is expected to reach USD 33 Bn in 2031 • Four-wheelers Key Tailwinds: o EV growth o Regulatory push (Automotive Industry Standards norms, Daytime Running Lamps,etc) o PLI-le
Slide 17: Consumer Electronics
Consumer Electronics Product Portfolio Product India Well Placed • Neckband Market is valued at ~USD 89.5 Bn in 2025 and is expected to reach USD 158.4 Bn in 2034 • TWS Key Tailwinds: • Speakers o Premiumisation o Rising disposable incomes o Tier 2/3 penetration o Omnichannel + digital retail expans
Slide 18: Electronic Manufacturing Services (OEM/ODM) & Energy Solutions
Electronic Manufacturing Services (OEM/ODM) & Energy Solutions Product Portfolio -OEM/ODM Product Portfolio -Energy Solutions OEM/ODM Energy Solutions Products: Automotive, E-mobility ,Home appliances, Consumer electronics, Home Products: Electronics and Energy Systems, Switches, hardware components
Slide 19: Backward Integration - Presence Across the Value Chain
Backward Integration - Presence Across the Value Chain Design & Tool & Mould Testing & Fabrication Assembly Development Designing Validation Final Product Process • In-house R&D • Large array of • Plastic Injection • Huge Portfolio of helps with tools and moulds • Final Products Moulding; Plastic te
Slide 20: 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 21: 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 22: Annexure
Annexure
Slide 23: 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 24: Our Journey
Our Journey Diversification & Expansion 2021 to 2026 • 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 25: 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 26: THANK YOU
THANK YOU Mr. Sandeep Agarwal Mr. Suyash Samant / Mr. Hrithik Hattiangadi IKIO Technologies Limited Stellar IR Advisors Pvt. Ltd. Phone: +91 20 4116186 Phone: +91 22 62398024 secretarial@ikiotech.com suyash@stellar-ir.com hrithik@stellar-ir.com CIN NO.: L31401DL2016PLC292884