IZMO Q4 FY26: A sharp top-line jump, with Izmo Micro gaining momentum

For Q4 FY26, revenue from operations was 109.16 crore, EBITDA excluding other income was 14.8 crore (13.6% margin), and PAT was 17.30 crore (15.85% margin).

In Q4 FY26, the mix was Izmo Cars 26%, Izmo Studio 51%, Frog Data 14%, and Izmo Micro 9%.

For FY26, the geography mix was North America 67%, Europe 20%, and India 13%.

IZMO Micro focuses on advanced semiconductor packaging, specializing in System-in-Package (SiP) with capabilities such as 3D die stacking, fine-pitch wire bonding, and RF/MW packaging including co-packaged optics.

The presentation highlights IZMO Micro as the Photonic IC Packaging partner for an IIT Madras CPPCS-led project, and a tri-party MoU with CCRAFT SA and Alcyon Photonics to design and commercialize photonic IC solutions.

The presentation states the gross revenue retention rate is stable at 98.5%.

Management states the company added 113 clients in the US and 33 in Europe and the UK during the quarter.