IZMO Limited has informed the Exchange about Transcript
IZMO · price
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Awaiting price reaction for this filing.
IZMO Limited filed the transcript of its Q4 & FY'25 earnings call held on June 6, 2025, addressed by Managing Director Sanjay Soni. For FY'25, the company reported revenue of Rs. 224.61 crore (up 20.27% YoY), EBITDA of Rs. 73.57 crore (up 70.14%) with a 32.75% margin, and PAT of Rs. 48.88 crore (up 87.6% YoY), giving an EPS of Rs. 33.90. Q4 was softer on the bottom line, with PAT at Rs. 6.89 crore versus Rs. 9.04 crore a year ago, due to higher employee and new-vertical costs. Management guided FY'26 revenue growth of 25-30%, EBITDA margins of 35-40%, and said the new semiconductor subsidiary Izmo Microsystems will break even and start adding to PAT from Q3 FY'26, with a three-year revenue target of Rs. 200 crore from that vertical. FrogData has an internal Rs. 100 crore target, Geronimo is expected to contribute about EUR 3 million this year, and the company is working toward a small strategic investment by year-end.
Broadly positive for shareholders, as the strong FY'25 print and clear forward guidance on 25-30% growth and margin expansion to 35-40% support the bull case. Near-term Q1-Q2 margins may stay under pressure, but the semiconductor ramp and a potential strategic investment are potential re-rating catalysts.