Synopsis: This Small-cap semiconductor stock, engaged in semiconductor manufacturing and packaging, complements its automotive IT business by leveraging advanced semiconductor and microelectronics technologies, and is in focus after the stock has delivered multi-bagger returns of 1,834.68 percent to the shareholders in just 5 years.
Stock Price Movement:
With a market capitalization of Rs. 1,283.62 crores, the shares of IZMO Limited hit a 5 percent upper circuit of Rs. 861.90 per share on Friday, up from its previous closing price of Rs. 820.90 per share.
Over the past year, the stock has provided positive returns of more than 124.07 percent. The stock is currently trading at a discount of 37.54 percent from its 52-week high of Rs. 1,380. Over the past 5 years, the stock has returned 2,997.64 percent compared to its 52-week high.
On November 14, 2025, the shares of IZMO Limited traded at Rs. 861.90, showing a gain of around 1,834.68 percent compared to the price of Rs. 44.55 on November 20, 2020. For example, if someone had invested Rs. 1 lakh in the company’s stock 5 years ago, it would have turned into around Rs. 19.35 lakh.
Company Overview:
IZMO Limited was established in 1995 and is headquartered in Bangalore. The company is a global leader in automotive digital retail solutions. The company specializes in providing innovative interactive automotive marketing products, including e-retailing platforms, online car animation and graphics, and comprehensive digital marketing programs for car dealerships.
The company’s technology helps automotive retailers improve sales performance, customer engagement, and service management. IZMO offers a range of products, such as the izmoToolkit, automotive CRM solutions, dealer websites, and digital imaging solutions.
Management Guidance for FY26:
IZMO expects its overall business to grow by 25-30 percent in FY26 compared to the previous year. FrogData, one of its key verticals, is projected to be the fastest-growing segment, with revenue rising from about Rs. 65 crores in FY25 to Rs. 100 crores in FY26.
Profitability is also set to improve, with EBITDA margins expected to expand to 35-40 percent as new businesses, IZMO Micro and Geronimo, transition from losses to profit from Q3 FY26 onward. Geronimo alone is projected to generate approximately EUR 3 million in revenue during the year.
Segment Overview:
FrogData currently serves more than 800 clients, primarily in the US, and has significant expansion potential across 16,000 US dealerships and 19,000 dealerships in Europe. With plans to scale its sales team from 9 to 25 members by FY26, the business is well-positioned to broaden its market presence and accelerate revenue growth.
Izmo Cars, which operates in the US, Europe, and Latin America, leverages strong cross-sell and up-sell opportunities in collaboration with Geronimo. This integrated model is expected to boost recurring revenue and deepen global customer relationships.
IZMO Micro, the company’s semiconductor and photonics division, is emerging as the strongest growth engine. With a focus on high-value, IP-driven SiP and 3D packaging, along with an upcoming photonics product launch, management expects IZMO Micro to contribute 30-40 percent of consolidated revenues within the next three years.
Semiconductor Foray:
IZMO Microsystems, a subsidiary of IZMO Limited, has entered the fast-growing semiconductor sector with a focus on system-in-package (SiP) technology. The company has set up a modern facility in Bangalore equipped with 3D die stacking, fine-pitch wire bonding, flip-chip technology, and a class 1,000 clean room. This setup helps accelerate prototyping and product development for industries like automotive, telecom, consumer electronics, and EVs.
The semiconductor division has already begun contributing to revenues. IZMO Microsystems has secured major clients, including a leading global automotive company and Bharat Electronics Limited (BEL). With this momentum, the company expects to break even by FY26 and turn profitable from Q3 FY26.
Looking ahead, IZMO aims to generate Rs. 200 crores from its semiconductor business within three years. With a strong order book of Rs. 25 crores and product-level margins of 60-70 percent, the company is positioning itself as a key player in India’s growing semiconductor ecosystem.
Recent quarter results:
Coming into financial highlights, IZMO Limited’s revenue has increased from Rs. 47.58 crore in Q1 FY25 to Rs. 56.51 crore in Q1 FY26, which has grown by 18.77 percent. The net profit has slightly decreased by 0.50 percent from Rs. 6.03 crore in Q1 FY25 to Rs. 6 crore in Q1 FY26.
IZMO Limited’s revenue and net profit have grown at a CAGR of 17.37 percent and 34.82 percent, respectively, over the last five years.
In terms of return ratios, the company’s ROCE and ROE stand at 7.98 percent and 7.03 percent, respectively. IZMO Limited has an earnings per share (EPS) of Rs. 33.9, and its debt-to-equity ratio is 0.03x.
Written By – Nikhil Naik
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