IZMO Q2 FY27: PAT ₹12.2 & Rev ₹65.38

1 Financial Results 🔴 High Importance Neutral 📄 PDF

Invest and and and ##

Investor Takeaways

Revenue grew 15.7% YoY to ₹65.38 crore, with export revenue at ₹56.10 crore (85.8% of total)

Operating EBITDA increased 69.6% YoY to ₹16.39 crore, driving EBITDA margin expansion to 25.1%

PAT rose 103.1% YoY to ₹12.20 crore, reflecting improved profitability

Semiconductor packaging revenue sustained at [amount context mismatch] crore

170 new clients added in digital intelligence, including 117 in the US

⚠️ No specific risks identified in this filing

Overall Tone: Positive

Key Financial Highlights

Metric	Value	YoY Change
Revenue	₹65.38 Cr	+15.7%
Net Profit	₹12.20 Cr	+103.1%
EBITDA	₹16.39 Cr	+69.6%
EBITDA Margin	25.1%	+796 bps
EPS	[amount not verified]	+80.8%

What Changed

The filing demonstrates significant operational improvement across key metrics. Revenue growth of 15.7% YoY was driven by strong export performance (85.8% of total revenue) and expansion in digital intelligence services. Operating EBITDA surged 69.6% YoY to ₹16.39 crore, contributing to a substantial margin expansion of 796 basis points to 25.1%. This efficiency gain directly supported a 103.1% YoY increase in PAT to ₹12.20 crore. The company maintained stable semiconductor packaging revenue at ₹9.24 crore while adding 170 new clients in digital intelligence, including 117 in the US market. The financial results reflect successful execution of growth strategies across both core platforms, with profitability improvements outpacing revenue growth.

Peer Comparison

Company	P/E	ROE	ROCE	Market Cap (₹ Cr)
IZMO	28.09	Not available	Not available	1,041.54
LTIMindtree	21.3	20.97%	12.4%	1,33,515.97
E2E Networks	-526.09	0%	0%	4,519.1
Panache Digilife	55.85	0%	0%	472.83

IZMO's valuation (P/E 28.09) is higher than LTIMindtree (21.3) but significantly lower than Panache Digilife (55.85), with E2E Networks showing negative P/E. The company's market capitalization is substantially smaller than LTIMindtree's, indicating a more niche market position.

Risks & Concerns

No specific risks identified in this filing

Quarterly Trend

Quarter	Revenue (₹ Cr)	Net Profit (₹ Cr)	OPM%
Q3FY25	58.67	6.06	14.13
Q2FY25	58.55	29.9	16.21
Q1FY25	47.58	6.03	19.55
Q4FY24	50.29	9.04	23.96

2 Financial Results 🔴 High Importance ✨ Positive 📄 PDF

📢 Key Event
IZMO reports 15.7% YoY revenue growth and 69.6% YoY operating EBITDA increase in Q1 FY27

🔄 What Changed
Operating EBITDA margin expanded by 796 bps YoY to 25.1%, PAT grew 103.1% YoY to ₹12.20 crores, and izmo Microsystems sustained higher quarterly revenue for two consecutive quarters

🔮 What's Next
The company stated it remains focused on disciplined execution across both digital and semiconductor platforms

💡 Investor Takeaway
The company is showing strong profitability expansion and sustained growth in its semiconductor business, with international markets driving revenue dominance.

IZMO Limited reported Q1 FY27 revenue of ₹65.38 crores, up 15.7% YoY, with operating EBITDA rising 69.6% to ₹16.39 crores and PAT surging 103.1% to ₹12.20 crores. Export revenue accounted for 85.8% of total revenue at ₹56.10 crores. The company highlighted sustained growth in izmo Microsystems, which maintained a higher quarterly revenue level for a second consecutive quarter, and added 170 new clients globally during the period. Digital intelligence businesses demonstrated strong retention with a 98.5% gross revenue retention rate.

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About IZMO Limited (IZMO)

Information Technology · IT - Software · Listed on NSE

Market Cap: ₹1,371.69 Cr P/E: 25.5 ROE: 15.0% ROCE: 15.3%

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Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.

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