Q2 2026 Izmo Ltd Earnings Call Transcript

Nov 17, 2025 / 06:00 AM GMT

Release Date Price: ₹904.95 (+4.99%)

Transcript

Key Points

Positve

IZMO Ltd (BOM:532341) reported a 2.65% year-on-year revenue increase for Q2 FY26, driven by expanding clientele in the US and Europe.
The company achieved a 42.4% year-on-year growth in EBITDA, excluding other income, indicating improved operational efficiency.
IZMO Ltd's automotive imagery platform, Ismo Stock, strengthened its global position, serving major clients like Hertz and Avis.
The company is aggressively expanding its automotive software division, acquiring 22 new clients in Europe this quarter.
IZMO Ltd's AI factory offers enterprise-grade AI solutions at competitive pricing, enhancing its market position in the automotive sector.

Negative

The company's revenue growth was modest at 2.65% year-on-year for Q2 FY26, indicating potential challenges in achieving higher growth rates.
There is uncertainty in the US and European markets due to economic volatility and tariff issues, which could impact future growth.
The photonics chip fabrication initiative is driven by government push, requiring significant investment and a 2-3 year timeline for completion.
Employee expenses have decreased due to AI tool implementation, but there is uncertainty about maintaining this trend without affecting service quality.
The company's ambitious growth targets in the photonics sector depend heavily on successful execution and customer satisfaction, posing a risk if not achieved.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

IZMO.NS - Izmo Ltd
Q2 2026 Izmo Ltd Earnings Call
Nov 17, 2025 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the ISO Limited Q2 and H1F526 earnings conference call.

This conference call may contain forwardlooking statements about the company which are based on the beliefs, opinions, and expectations of the company as the date of this call. These statements are not the guarantees of future performance and involve risk and uncertainties that are difficult to predict.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on the touchstone phone. I now hand the conference over to Mr. Sanjay Soi,

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