IZMO Limited — Investor Meet, 22-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

IZMO delivered strong Q2/H1 FY'26 results: Revenue up 2.65% YoY (Q2) & 9.8% YoY (H1), EBITDA soared 42.4% YoY (Q2) & 23.4% YoY (H1) with improved margins from AI-driven efficiency. Key driver: izmoMicro's silicon photonics breakthrough, strong INR 50 Cr order book, and plans for a INR 150-200 Cr advanced packaging facility aiming for INR 1,000 Cr revenue capacity. This segment has massive growth visibility, targeting 50% of revenue in 3 years. Legacy auto business shows steady client growth; management eyes 20-30% overall growth. Confident outlook focused on profitability and high-margin ventures.