IZMO Q4 FY26 Revenue Hits Record INR109 Crores

Consolidated Revenue: INR109.16 crores (82.5% YoY increase, 84.7% QoQ increase)
Net Profit: INR17.3 crores (substantial YoY improvement)
Other Expenses: INR69 crores (attributed to special projects and marketing campaigns)

Consolidated Revenue: INR284.88 crores (26.8% YoY growth from INR224.61 crores in FY25)
Consolidated Net Profit: INR47.56 crores (broadly in line with prior year)
Gross Revenue Retention Rate: Over 93% across divisions

World's largest automotive imagery platform
Completely redesigned portal launched last year gained strong traction
Serves rental fleets, insurance networks, leasing companies, and dealer groups worldwide
Enhanced user experience and opened new customer segments

Deepened OEM relationships in Europe
Completed Stellantis rollout across entire European aftersales network
Strong organic client additions in U.S. throughout the year
Geronimo acquisition (U.K.) contributed new OEM and dealer clients in Germany and Central Europe

Breakthrough Achievement: Developed 32-channel high-density silicon photonics platform with industry-leading insertion loss below 2 decibel and performance up to 70 gigahertz (August 2025)
Current Order Book: INR60 crores
Pipeline Visibility: Over INR100 crores (next 12-18 months)
FY26 Revenue: INR18-19 crores
FY27 Revenue Guidance: INR45-50 crores
Capacity: Current facility capacity of INR150 crores top line
Expansion Plans: Targeting INR1,200 crores addressable top line after expansion
Defense Entry: Strategic entry into India's defense electronics sector with ongoing defense supply contracts by April 2026
Government Recognition: Named photonic IC packaging partner for MeitY-supported silicon photonics initiative at IIT Madras
DSIR Status: Approved R&D status unlocking government support grants and manufacturing incentives
International Expansion: Established subsidiary in Germany, member of Silicon Saxony semiconductor cluster
Collaborations: Working with CCRAFT (foundry) and Alcyon Photonics (package design)

Company operates its own LLM infrastructure designed exclusively for its products
AI-first strategy ensuring forefront position in AI software revolution
Automating software development processes using AI tools improving cost efficiencies

Benefiting from Make in India initiative with government allocation of INR1 lakh crores under ISM 1 and 2 scheme
Defense budget of INR7.85 lakh crores with government's indigenization mandate
Multiple hyperscaler data centers announced for India with investment over INR3 lakh crores

Planning to raise approximately INR150 crores (INR125 crores capex + INR25 crores working capital)
Considering equity-cum-debt structure
Expecting clarity on funding route within 30-45 days
Targeting project implementation by middle of FY28 (Q2/Q3 FY28)

Strong momentum with differentiated multi-vertical strategy
Automotive Solutions business stable and growing steadily with OEM partnerships
izmomicro order pipeline from defense, space, telecom, and AI hyperscaler customers remains healthy
AI-driven cost optimization programs continuing to benefit margins
Targeting both growth and profitability improvement

Expected EBITDA margins: 20-25% in FY27, improving to 30%+ in FY28
izmomicro standalone EBITDA margins expected to reach 35%+ after expansion
Margin improvement driven by revenue growth while cost structure remains constant

izmomicro revenue target: INR1,200-1,500 crores in 5 years
Global silicon photonics TAM: $30 billion currently, expected to reach $80 billion in coming years
Capacity utilization phased approach: 20% → 45% → 80-90% post-expansion

Capability to design and manufacture core components of optical transceivers for AI data centers
800G capacity optical transceiver can transmit approximately 200 Hindi movies in 1 second
Packaging cost represents 80% of total silicon photonics chip cost
No competition in India for this technology

Working with IIT on quantum packaging (packaging side only, not quantum technology itself)
Three more chips expected from IIT in next 2 years