IZMO Limited — Investor Meet, 11-06-2025: Analysts/Institutional Investor Meet/Con. Call Updates

IZMO’s Q4 revenue rose 19% YoY to Rs. 59.81 Cr, with EBITDA at Rs. 12.09 Cr (20.2%) and PAT at Rs. 6.89 Cr (11.5%). FY25 revenue grew 20% to Rs. 224.61 Cr, EBITDA jumped 70% to Rs. 73.57 Cr (32.8%), and PAT nearly doubled to Rs. 48.88 Cr (21.8%). Growth was driven by US/Europe client additions and synergy benefits. Izmo Microsystems’ semiconductor packaging is ramping up fast, targeting Rs. 200 Cr revenue in 3 years with high margins and breakeven by FY26 Q3. AI analytics platform FrogData aims to double sales to Rs. 100 Cr. Margins are expected to expand to 35-40% in FY26 as new verticals scale. Management remains focused on innovation and expects 25-30% revenue growth with margin gains from Q3.