IKIO Technologies Limited — Investor Meet, 08-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

IKIO Technologies reported Q1 FY26 revenue of 120 Cr (up 7% QoQ), EBITDA of 11 Cr (up 83% QoQ), and PAT of 2 Cr (vs 1 Cr loss last quarter). Cash PAT stood at 9 Cr. Growth was driven by diversification, with other segments now 68% of revenue. Reliance on the single ODM home lighting customer reduced to 32%. Management expects margins to improve as new verticals like hearables/wearables (already profitable) and automotive scale up. ROCE is targeted to return to 30-32% by next fiscal year-end, following new plant investments. CFO Sanjeet Singh temporarily holds the position, with a search for a dedicated CFO underway. Management is positive on future growth.