Synopsis:
IZMOmicro, a division of IZMO Limited, achieves a breakthrough in silicon photonics packaging, enabling faster AI, cloud, and 5G/6G networks, strengthening India’s role in advanced semiconductor integration globally.
This Micro-cap Stock, engaged in semiconductor manufacturing and packaging, complements its automotive IT business by leveraging advanced semiconductor and microelectronics technologies and hit a 20 percent upper circuit after developing an advanced silicon photonics packaging solution, enabling faster AI, cloud, and 5G/6G networks to boost India’s global leadership.
With a market capitalization of Rs. 726.78 crores, the shares of IZMO Limited hit a 20 percent upper circuit of Rs. 488 per share on Thursday, up from its previous closing price of Rs. 406.70 per share.
What is the news?
IZMOmicro, a division of IZMO Limited, has achieved a big milestone by developing an advanced silicon photonics packaging solution. This new technology allows very high-density fiber connections with very low signal loss, something only a few companies in the world have managed to do.
By creating a system that supports 32 fiber channels and high-speed performance, izmomicro has solved one of the biggest challenges in semiconductor packaging.
This breakthrough will help in building faster and more efficient systems for artificial intelligence, cloud computing, and next-generation telecom networks like 5G and 6G. Since copper interconnections are reaching their physical limits, silicon photonics is becoming the key solution for handling huge amounts of data. izmomicro’s success proves India’s growing strength in advanced semiconductor integration and opens opportunities to work with global leaders in this field.
For the company, this achievement strengthens its position in a fast-growing global market that is expected to cross USD 9 billion by 2030. It not only enhances izmo’s brand value but also makes izmomicro a trusted partner for global technology companies. This could bring more international collaborations, higher revenues, and long-term growth, while also supporting India’s “Make in India” vision for advanced technology manufacturing.
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Management Guidance for FY26:
For FY26, IZMO expects its total business to grow by 25–30 percent compared to last year. FrogData, one of its key businesses, is set to grow the fastest, with revenues planned to rise from about Rs. 65 crores in FY25 to Rs. 100 crores in FY26.
Profitability is also expected to improve. The EBITDA margin should increase to 35–40 percent as new businesses like IZMO Micro and Geronimo, which were earlier making losses, will start contributing profits from Q3 FY26. Geronimo alone is expected to bring in around EUR 3 million in revenue during the year.
Company Overview:
IZMO Limited was founded in 1995 and is headquartered in Bangalore, Karnataka. The company specializes in automotive interactive marketing solutions and retail solutions for automotive dealerships. It operates globally, offering high-tech automotive e-retailing solutions in regions including the U.S., Mexico, Europe, and Asia.
Recent quarter results and ratios:
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 16.8 percent and 15.3 percent, respectively. IZMO Limited has an earnings per share (EPS) of Rs. 32.87, and its debt-to-equity ratio is 0.02x.
Written By – Nikhil Naik
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