Key Financial Performance (Q1 FY27 Consolidated)

Revenue from Operations: ₹65.38 Crore, up 15.7% YoY from ₹56.51 Crore in Q1 FY26.

Operating EBITDA: ₹16.39 Crore, up 69.6% YoY from ₹9.67 Crore in Q1 FY26.

Operating EBITDA Margin: 25.1%, expanded by 796 basis points from 17.1% in Q1 FY26.

Profit After Tax (PAT): ₹12.20 Crore, up 103.1% YoY from ₹6.00 Crore in Q1 FY26.

PAT Margin: 18.7%, expanded by 803 basis points from 10.6% in Q1 FY26.

EPS (Basic): ₹8.15, up 102.2% YoY from ₹4.03 in Q1 FY26.

Tax Expense: Nil for both Q1 FY27 and Q1 FY26, reflecting available tax losses in overseas subsidiaries.

Revenue Mix:

  • Export Revenue: ₹56.10 Crore (85.8% of total)
  • Domestic Revenue: ₹9.28 Crore (14.2% of total)

The company notes that Operating EBITDA is a non-Ind AS measure defined as Revenue from Operations less Raw Material/Purchase costs (net of inventory changes), Employee Benefit Expenses, and Other Expenses. It excludes Other Income, Depreciation, Amortisation, Finance Costs, and exceptional items.

Quarterly Revenue by Business Division (Management Reporting)

Business division revenue is based on internal management reporting and does not represent reportable operating segments under Ind AS 108.

| Division (₹ Cr) | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |

| izmocars | 16.03 | 15.56 | 28.75 | 16.89 |

| izmostudio | 24.38 | 24.47 | 55.93 | 24.11 |

| FrogData | 15.89 | 15.35 | 15.25 | 15.14 |

| izmo Microsystems | 3.81 | 3.73 | 9.23 | 9.24 |

izmo Microsystems sustained its higher quarterly revenue level for a second consecutive quarter (Q1 FY27: ₹9.24 Cr vs. Q4 FY26: ₹9.23 Cr), which is approximately 2.5 times the levels recorded in Q2 and Q3 FY26 (₹3.7-3.8 Cr). Q4 FY26 included elevated revenue contributions from izmocars and izmostudio. FrogData revenue remained broadly stable across all four quarters.

Operational and Business Highlights

Digital Intelligence Business:

  • Added 170 new clients during Q1 FY27: 117 in the United States and 53 in Europe and the United Kingdom.
  • Gross Revenue Retention Rate was 98.5% (measured on a trailing-twelve-month basis).
  • FrogData expanded its FixedOps portfolio across the US dealer market. Its solutions (FixedOps Mojo and FixedOps Velocity) were made available through the FordDirect ecosystem.
  • izmo's digital platforms serve automotive customers across 28 countries, with over 3,000 dealers using the Company's platforms.

izmo Microsystems (Semiconductor Packaging Business):

  • Revenue maintained at ₹9.24 Cr in Q1 FY27, consistent with Q4 FY26.
  • Expansion is supported by participation in India's defence and strategic electronics markets.
  • Capabilities include System-in-Package, RF and microwave packaging, 3D die stacking, fine-pitch wire bonding, and Class 1000 cleanroom facilities in Bangalore.
  • Serves as the Photonic IC Packaging Partner to the Centre for Programmable Photonic Integrated Circuits and Systems (CPPICS) at IIT Madras under a MeitY-supported program.
  • Ongoing work includes semiconductor packaging for defence electronics (high-frequency RF module packaging, radar receiver module assembly) and development of a high-complexity silicon photonics module for space payloads.
  • Maintains a strategic collaboration with CCRAFT SA and Alcyon Photonics for advanced photonic integrated circuit solutions.

Policy Context: The presentation notes that on July 15, 2026, the Union Cabinet approved Semicon 2.0 with an outlay of ₹1,27,500 crore, which includes strengthening India's ATMP/OSAT industry with a focus on advanced packaging technologies.

Management Commentary

Mr. Sanjay Soni, Managing Director, commented: "Q1 FY27 reflects continued progress across the business... Our digital intelligence businesses continue to provide a stable, high-retention operating base, while izmo Microsystems has now sustained a materially higher quarterly revenue level for two consecutive quarters. The technical capabilities we have built in advanced semiconductor packaging... give us a strong foundation as we expand the semiconductor business. We remain focused on disciplined execution across both platforms."

Company Overview

Izmo Limited is a global technology company founded in 1995 with two growth platforms: Digital Intelligence (izmocars, izmostudio, FrogData) and Semiconductor Packaging (izmo Microsystems). The company's R&D unit is recognised by the Department of Scientific & Industrial Research (DSIR).

Strategic Priorities (from Presentation)

The outlined strategic priorities are:

1. Grow the Core Digital Businesses.

2. Scale FrogData's FixedOps Platform.

3. Scale izmo Microsystems.

4. Expand Automotive Digital Retail.

5. Develop AI Capabilities.

6. Invest with Capital Discipline.

Important Notice

The release states it is for information purposes only and does not constitute an offer or recommendation for securities. It contains forward-looking statements subject to risks and uncertainties. Financial information is based on filed quarterly results.

Investor Contact

Provided: izmo Limited, No. 177/2C, Bilekahalli Industrial Area, Bannerghatta Road, Bangalore 560076. Email: investors@izmoltd.com. CIN: L72200KA1995PLC018734.