IZMO Limited (532341) Earnings Call Transcripts

IZMO Limited's Latest Earnings Call - Q4 FY2026

In Q4 FY '26, IZMO Limited reported a record quarterly revenue of INR 109.16 crores, representing an 82.5% year-on-year increase, and a net profit of INR 17.3 crores, showcasing substantial growth driven by its semiconductor and automotive divisions. For the full fiscal year, revenues reached INR 284.88 crores, up 26.8% from INR 224.6 crores in FY '25. Management maintained a positive outlook for FY '27, projecting revenue growth and improved margins, particularly from the semiconductor segment, with expectations of INR 50 crores from IZMO Micro.

Reported metrics

Guidance from management

Management is optimistic about FY '27, expecting revenue growth driven by the semiconductor division and improved margins, with a projected revenue of INR 50 crores from IZMO Micro.

What management said

It's better. It's not easy to stay on this kind of a call, frankly, because it's a very complex listing. So you'll have to read up about it online or we can send you some data if you want and what is really entails.

We are expecting around INR 50 crores this year in FY '27 from IZMO Micro, specifically. I would say between 45% to 50%. That's -- we did around, I think, INR 18 crores to INR 19 crores last year. We should grow significantly this year. The order book is very healthy. Pipeline is also building up. So we don't foresee any issue in reaching that number.

What analysts pressed on

Analysts expressed concerns regarding the significant rise in other expenses, which increased to INR 69 crores, and the impact on margins. There are worries about whether the current margin decline is a temporary phase or indicative of a longer-term trend.

Main topics on the call

• Record Quarterly Revenue — IZMO reported its highest quarterly revenue ever at INR 109.16 crores, which is an 82.5% increase year-on-year. Management stated, "We closed FY '26 on an exceptionally strong note, with Q4 marking the highest quarterly ...
• Strong Growth in Semiconductor Division — The IZMO Micro division has shown remarkable growth, with expectations to generate around INR 50 crores in FY '27. Management noted, "The order book position of INR 60 crores with an opportunity visibility of over INR 10...
• AI-Driven Cost Efficiencies — Management highlighted the implementation of AI tools to improve cost efficiencies, stating, "We are increasingly automating several software development processes using AI tools, which has helped improve cost efficienci...
• Concerns Over Margin Decline — Analysts raised concerns regarding a significant decline in margins due to increased expenses, with management acknowledging, "The margins will increase because we are expensing a lot of cost today IZMO Micro during the ...

Read the full IZMO Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 3 IZMO Limited earnings call transcripts on record, spanning November 19, 2024 to June 2, 2026. Based on this history, IZMO Limited reports annually. The most recent call on file is dated June 2, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

532341

Exchange

BSE

Country

IN

Sector

Information Technology

Industry

Software

Calls on record

3

First call

November 19, 2024

Most recent

June 2, 2026

Reporting cadence

annually