IZMO Limited Q3 FY26 Results: Revenue Stable at ₹59.1 Cr, PAT Jumps 93% to ₹11.7 Cr
IZMO Limited reported Q3 FY26 revenue of ₹59.1 crore, stable year-on-year. PAT surged 93% to ₹11.7 crore, and EBITDA (excl. other income) grew 70% to ₹14.1 crore. The company added 96 clients in the US and 37 in Europe. Izmo Micro's semiconductor packaging business shows strong order book growth.
The results show improved profitability and growth in a key segment (izmo Micro), which are positive developments. However, the overall revenue growth is modest, and the nine-month PAT decline warrants caution. The impact is considered medium as it indicates positive momentum but not a transformative change.
The company reported a significant increase in PAT and EBITDA, along with stable revenue, indicating strong operational performance and cost management. Client additions in key markets also contribute positively.
IZMO Limited announced its financial results for the third quarter and nine months ended December 31, 2025 (Q3 FY26). The company reported stable revenue from operations at ₹59.1 crore for Q3 FY26, a marginal increase from ₹58.7 crore in Q3 FY25. However, Profit After Tax (PAT) saw a significant jump of 93.12% to ₹11.7 crore from ₹6.06 crore in the same period last year. EBITDA, excluding other income, grew by 70% year-on-year to ₹14.1 crore, with the EBITDA margin increasing to 23.81% from 14.11% in Q3 FY25.
For the nine months ended March 31, 2026 (9M FY26), total income from operations stood at ₹175.72 crore, a 6.63% increase from ₹164.80 crore in 9M FY25. PAT for the nine-month period decreased by 27.93% to ₹30.26 crore from ₹41.99 crore in the prior year. The company added 96 clients in the US and 37 in Europe during the quarter. Management highlighted the traction of its core suite and growing user adoption for newer offerings, particularly mentioning the progress in izmo Micro and its semiconductor packaging solutions. Recent partnerships include offering AI-driven service operations solutions through FrogData with Ford Direct.
The company's business divisions include Izmo Cars, Izmo Studio, Frog Data, and Izmo Micro. Izmo Micro is focusing on advanced semiconductor packaging, including a 3D SiP module for space payload camera electronics and exploring silicon photonics with IIT Madras. The company's investor presentation also detailed its market scenario in business software and silicon photonics, emphasizing growth drivers like AI and data centers. IZMO Limited's management expressed optimism about ongoing projects and future performance.
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