Investor Presentation - Q4 & FY26

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansInvestor Communications View source PDF

IKIO · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

+11.5%1-day move

₹155.05

prior close

₹168.24

base price

In-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+0.0-0.3-0.7-0.7+11.5+12.9+11.4+13.6+11.3+5.8-0.5+0.1+26.2—

Up moveDown movePending

AI summary

IKIO Technologies reported strong Q4FY26 results with revenue of Rs 1,654 Mn (up 47% YoY) and FY26 revenue of Rs 5,953 Mn (up 23% YoY). EBITDA margin expanded significantly to 15.7% in Q4FY26 from just 5.5% in Q4FY25, while PAT turned positive at Rs 175 Mn versus a loss of Rs 7 Mn year-ago. The company is transitioning from core lighting business to diversified technology solutions including hearables, wearables, and solar products. Revenue from 'Other Business' segment surged 72% YoY to Rs 1,274 Mn in Q4FY26. International revenue grew 53% YoY to Rs 1,101 Mn despite US tariff headwinds, aided by Middle East market diversification. The company acquired an 88% stake in Gravus Tech to strengthen distribution capabilities.

Likely market impact

Strong operational turnaround with margin expansion signals improving profitability and operational efficiency. The diversification into non-lighting segments and international expansion reduces business concentration risk, making the stock more attractive for growth-focused investors.