IZMO Limited — PPTs, 17-02-2026: Investor Presentation

For Q3 FY26, Izmo Limited reported stable revenue at Rs. 59.1 Cr. Profit after tax (PAT) surged 93.1% to Rs. 11.7 Cr, with EBITDA (excl. other income) up 70% to Rs. 14.1 Cr, driven by cost optimizations. For the nine-month period, revenue grew 6.63% to Rs. 175.72 Cr, though PAT declined to Rs. 30.26 Cr, primarily due to lower 'other income'. The company added 96 new clients in the US and 37 in Europe/UK, with North America contributing 72% of revenue.

Key growth drivers include izmo Micro's semiconductor expansion, notably a 3D SiP module for space tech and a silicon photonics partnership with IIT Madras. Recent developments also include FrogData partnering with FordDirect for AI-driven service solutions, and the launch of izmo AI Factory's DEEP platform. Izmo Micro's order book is expanding into defense, automotive, and telecom. Management is optimistic about izmo Micro's medium-to-long term prospects, supported by strong demand and "Make in India" initiatives.