• The document is a regulatory disclosure of the transcript for the Q1 FY27 Results Conference Call held on Tuesday, August 11, 2026.
  • The conference call was an earnings call focused on discussing quarterly results and providing a strategic update. Management shared key operating and financial highlights for the quarter ended June 30, 2026.
  • The management participant was Mr. Sanjeet Singh – Whole-Time Director, Chief Executive Officer & Chief Financial Officer of IKIO Technologies Limited.
  • The presentation referenced during the call had been uploaded on the Stock Exchange and is also hosted on the Company's website at https://ikiotech.com.
  • The call contained forward-looking statements based on the company's beliefs, opinions, and expectations, with the disclaimer that these are not guarantees of future performance and involve risks and uncertainties.

Financial Highlights Discussed:

Revenue Performance:

  • Revenue from operations grew 41% year-on-year to ₹169 crores in Q1 FY27
  • 'Other business' segment revenue grew 53% year-on-year to ₹124 crores
  • Home lighting ODM business revenue was ₹45 crores, up 16% year-on-year and 18% quarter-on-quarter

Profitability Metrics:

  • EBITDA increased 94% year-on-year to ₹22 crores
  • EBITDA margin improved to 13% from 9.4% in Q1 of last year
  • PAT increased to ₹11 crores from ₹2 crores in the same quarter last year

Strategic Business Updates:

  • The company is focused on reducing reliance on traditional home lighting ODM business
  • Diversification into Lighting, Hearables and Wearables, Energy Solutions, Electronic Components, Automotive Lighting, and other technology-led products
  • Global expansion across 20+ countries with focus on geographical diversification
  • Manufacturing capacity expansion with Block 1 (2 lakh square feet) operational and Block 2 partially commercialized in Q2 FY27
  • Construction of Block 3 progressing as planned
  • Over 3000 SKUs with in-house R&D and product design capabilities

Challenges Mentioned:

  • Sequential profitability impacted by higher raw material prices due to war-led supply chain disruptions
  • Higher employee expenses following revision in minimum labor wages
  • Geopolitical tensions affecting lead times and component pricing (metals, plastics, copper, semiconductors)

Additional Notes Section

  • The disclosure includes the complete transcript of the Q1 FY27 Results Conference Call.
  • The document contains detailed financial data including revenue figures, growth rates, profitability metrics, and segment-wise performance.
  • The company has indicated engagement with customers on pricing to address margin pressures and expects normalization in coming quarters.