IKIONSEIKIO Technologies LimitedMediumNeutral
Announced Fri, 8 May · 13:33 IST

IKIO Technologies Limited has informed the Exchange about Disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 Transcript of Q4 FY26 Results Conference Call

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

IKIO · price

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₹172.80
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₹171.96
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AI summary

IKIO Technologies reported strong Q4 FY26 results with revenue of ₹165 crores (47% YoY) and EBITDA of ₹26 crores with ~16% margins. For FY26 full year, revenue stood at ₹595 crores (23% YoY growth) with EBITDA margins expanding to ~13%. The company is undergoing a strategic shift from lighting to diversified technology solutions, with non-lighting revenue now contributing 77% in Q4 FY26 versus 66% in Q4 FY25. Key highlights include 53% growth in international revenue to ₹110 crores, expansion into 20 countries with strong Middle East traction, and a new 5 lakh sq ft greenfield facility with Block II expected by Q1 FY27. The company acquired an 88% stake in Gravus Tech to strengthen distribution. Management guided for 20-22% revenue growth in FY27 with EBITDA margins of 15-16%, with a longer-term target of 18-20% margins as newer verticals scale up.

Likely market impact

The company's diversification strategy is showing results with strong margin expansion in Q4 and clear guidance for continued improvement. The declining dependence on Signify (single customer in Home Lighting) is being offset by growth in Hearables/Wearables, Automotive Lighting, and Energy Solutions segments. Shareholders can expect steady margin recovery as new capacity comes online and newer verticals mature.