Disclosure under Regulation 30 of the SEBI (LODR) Regulations, 2015- Transcript of Q4FY26 Results Conference Call.
IKIO · price
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IKIO Technologies reported strong Q4 FY26 results with revenue of INR 165 crores (up 47% YoY) and full-year FY26 revenue of INR 595 crores (up 23% YoY). EBITDA for Q4 stood at INR 26 crores with margins expanding to ~16%, while FY26 EBITDA was INR 78 crores at ~13% margins. PAT for FY26 was INR 42 crores, up 28% YoY. The company is transitioning from lighting to diversified technology solutions including Hearables/Wearables, Automotive Lighting, EMS, and Energy products. International revenue grew 53% to INR 110 crores, contributing 18% to total revenue. A new manufacturing facility (Block II) is expected to be commercialized by Q1 FY27. FY27 guidance projects ~20-22% revenue growth with EBITDA margins of 15-16%, with a long-term target of 18-20% margins.
The company is successfully diversifying away from single-customer dependency (Signify) while expanding into higher-margin segments. Margin recovery trajectory is visible with EBITDA margins improving from ~13% to ~16% over the past few quarters. New capacity additions and favorable business mix shift should support continued profitability improvement.