New Risk • Mar 30
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₹9.23b (US$97.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (16% net profit margin). Market cap is less than US$100m (₹9.23b market cap, or US$97.5m). New Risk • Feb 13
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 478% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (16% net profit margin). Aankondiging • Feb 05
IZMO Limited to Report Q3, 2026 Results on Feb 11, 2026 IZMO Limited announced that they will report Q3, 2026 results on Feb 11, 2026 Valuation Update With 7 Day Price Move • Feb 04
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹715, the stock trades at a trailing P/E ratio of 33.9x. Average trailing P/E is 33x in the Software industry in India. Total returns to shareholders of 820% over the past three years. New Risk • Jan 27
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: ₹9.15b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Profit margins are more than 30% lower than last year (13% net profit margin). Market cap is less than US$100m (₹9.15b market cap, or US$99.8m). Valuation Update With 7 Day Price Move • Nov 20
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹1,003, the stock trades at a trailing P/E ratio of 47.6x. Average trailing P/E is 40x in the Software industry in India. Total returns to shareholders of 1,102% over the past three years. New Risk • Nov 15
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 15% Last year net profit margin: 25% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (13% average weekly change). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (15% net profit margin). Reported Earnings • Nov 14
Second quarter 2026 earnings released: EPS: ₹8.43 (vs ₹21.14 in 2Q 2025) Second quarter 2026 results: EPS: ₹8.43 (down from ₹21.14 in 2Q 2025). Revenue: ₹645.6m (up 10% from 2Q 2025). Net income: ₹125.6m (down 58% from 2Q 2025). Profit margin: 20% (down from 51% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 122% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Nov 07
IZMO Limited to Report Q2, 2026 Results on Nov 13, 2025 IZMO Limited announced that they will report Q2, 2026 results on Nov 13, 2025 Valuation Update With 7 Day Price Move • Nov 06
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹904, the stock trades at a trailing P/E ratio of 27.5x. Average trailing P/E is 41x in the Software industry in India. Total returns to shareholders of 1,169% over the past three years. Valuation Update With 7 Day Price Move • Oct 20
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹875, the stock trades at a trailing P/E ratio of 26.7x. Average trailing P/E is 39x in the Software industry in India. Total returns to shareholders of 1,160% over the past three years. Valuation Update With 7 Day Price Move • Sep 22
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to ₹1,112, the stock trades at a trailing P/E ratio of 33.9x. Average trailing P/E is 36x in the Software industry in India. Total returns to shareholders of 1,437% over the past three years. Valuation Update With 7 Day Price Move • Sep 08
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to ₹788, the stock trades at a trailing P/E ratio of 24x. Average trailing P/E is 36x in the Software industry in India. Total returns to shareholders of 945% over the past three years. Aankondiging • Aug 21
izmomicro Achieves Breakthrough in Silicon Photonics Packaging, Establishing India's Leadership in Advanced Semiconductor Integration izmomicro announced a major milestone in silicon photonics packaging, underscoring its role as a pioneer in India's semiconductor ecosystem and advancing the country's position in the global race toward next-generation data and AI infrastructure. izmomicro has developed a high-density silicon photonics packaging platform capable of supporting 32-channel fiber input and output with an insertion loss of less than 2 dB. Achieving this level of density is one of the greatest challenges in the field, demanding nanometer-scale optical alignment, advanced assembly processes, and seamless integration of electronics. The module also incorporates 32 DC I/Os, 4 RF I/Os, and high-speed RF performance up to 70 GHz, setting a new benchmark for the integration of photonic and electronic systems. This achievement is the result of izmomicro's continuing investment in cutting-edge R&D and years of expertise in advanced semiconductor packaging. By solving the density and precision challenges in silicon photonics, izmomicro has addressed a critical bottleneck for the industry and positioned itself among a select group of companies worldwide capable of delivering this capability. The ability to deliver such high-density integration with ultra-low signal loss is central to the evolution of AI, cloud computing, and telecommunications. As traditional copper interconnects approach their physical limits, silicon photonics has emerged as the enabling technology for multi-terabit optical communication. By breaking through packaging constraints, izmomicro is helping unlock the scalability and efficiency required for hyperscale data centers, AI clusters, and next-generation 5G/6G networks. Valuation Update With 7 Day Price Move • Aug 21
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to ₹488, the stock trades at a trailing P/E ratio of 14.9x. Average trailing P/E is 38x in the Software industry in India. Total returns to shareholders of 598% over the past three years. Aankondiging • Aug 14
IZMO Limited, Annual General Meeting, Sep 26, 2025 IZMO Limited, Annual General Meeting, Sep 26, 2025, at 12:30 Indian Standard Time. Reported Earnings • Aug 14
First quarter 2026 earnings released: EPS: ₹4.03 (vs ₹4.27 in 1Q 2025) First quarter 2026 results: EPS: ₹4.03 (down from ₹4.27 in 1Q 2025). Revenue: ₹574.7m (up 21% from 1Q 2025). Net income: ₹60.0m (flat on 1Q 2025). Profit margin: 10% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 76% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Aug 09
IZMO Limited to Report Q1, 2026 Results on Aug 13, 2025 IZMO Limited announced that they will report Q1, 2026 results on Aug 13, 2025 New Risk • Aug 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (23% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Market cap is less than US$100m (₹6.14b market cap, or US$70.1m). Valuation Update With 7 Day Price Move • Jul 07
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹420, the stock trades at a trailing P/E ratio of 12.8x. Average trailing P/E is 37x in the Software industry in India. Total returns to shareholders of 494% over the past three years. Reported Earnings • May 31
Full year 2025 earnings released: EPS: ₹33.90 (vs ₹19.30 in FY 2024) Full year 2025 results: EPS: ₹33.90 (up from ₹19.30 in FY 2024). Revenue: ₹2.60b (up 38% from FY 2024). Net income: ₹488.8m (up 88% from FY 2024). Profit margin: 19% (up from 14% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • May 23
IZMO Limited to Report Q4, 2025 Results on May 30, 2025 IZMO Limited announced that they will report Q4, 2025 results on May 30, 2025 Valuation Update With 7 Day Price Move • May 14
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to ₹321, the stock trades at a trailing P/E ratio of 9.3x. Average trailing P/E is 31x in the Software industry in India. Total returns to shareholders of 335% over the past three years. Valuation Update With 7 Day Price Move • Apr 23
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹327, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 30x in the Software industry in India. Total returns to shareholders of 281% over the past three years. Valuation Update With 7 Day Price Move • Mar 10
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹291, the stock trades at a trailing P/E ratio of 8.4x. Average trailing P/E is 29x in the Software industry in India. Total returns to shareholders of 236% over the past three years. Valuation Update With 7 Day Price Move • Feb 21
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to ₹296, the stock trades at a trailing P/E ratio of 8.6x. Average trailing P/E is 33x in the Software industry in India. Total returns to shareholders of 257% over the past three years. Reported Earnings • Feb 15
Third quarter 2025 earnings released: EPS: ₹4.07 (vs ₹5.12 in 3Q 2024) Third quarter 2025 results: EPS: ₹4.07 (down from ₹5.12 in 3Q 2024). Revenue: ₹608.8m (up 21% from 3Q 2024). Net income: ₹60.6m (down 12% from 3Q 2024). Profit margin: 10.0% (down from 14% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Feb 07
IZMO Limited to Report Q3, 2025 Results on Feb 14, 2025 IZMO Limited announced that they will report Q3, 2025 results on Feb 14, 2025 New Risk • Jan 24
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.9% average weekly change). High level of non-cash earnings (24% accrual ratio). Minor Risk Market cap is less than US$100m (₹6.96b market cap, or US$80.6m). Aankondiging • Dec 26
Izmo Limited Appoints Varun Kumar A S as Company Secretary and Compliance Officer IZMO Limited appointed Mr. Varun Kumar A S (Membership No. ACS-74984) as the Company Secretary and Compliance Officer of the Company. Mr. Varun Kumar A S is a member of
Institute of Company Secretaries of India (ICSI) having valid Membership No: ACS-74984 and he has completed his graduation in the year 2016, he has a rich experience of more than 6 years
under a PCS Firm in the area Corporate Law, SEBI and FEMA. Date of appointment is December 26, 2024. Valuation Update With 7 Day Price Move • Dec 11
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹595, the stock trades at a trailing P/E ratio of 17x. Average trailing P/E is 42x in the Software industry in India. Total returns to shareholders of 650% over the past three years. New Risk • Nov 22
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (24% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (7.7% average weekly change). Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (₹6.50b market cap, or US$76.9m). Valuation Update With 7 Day Price Move • Nov 20
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to ₹460, the stock trades at a trailing P/E ratio of 13.2x. Average trailing P/E is 33x in the Software industry in India. Total returns to shareholders of 572% over the past three years. Reported Earnings • Nov 15
Second quarter 2025 earnings released: EPS: ₹21.14 (vs ₹3.81 in 2Q 2024) Second quarter 2025 results: EPS: ₹21.14 (up from ₹3.81 in 2Q 2024). Revenue: ₹899.6m (up 101% from 2Q 2024). Net income: ₹299.0m (up 484% from 2Q 2024). Profit margin: 33% (up from 11% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has increased by 75% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Oct 25
IZMO Limited to Report Q2, 2025 Results on Nov 13, 2024 IZMO Limited announced that they will report Q2, 2025 results on Nov 13, 2024 Aankondiging • Sep 26
IZMO Limited Announces Board Appointments IZMO Limited announced the appointment of Mr. Roopsing Noorsing Chawhan (DIN: 00568833) as a non-executive Independent Director of the Company, not liable to retire by rotation for a term of 5(five) consecutive years and the company also appointed Mr. Chethan Raghunath Reddy (DIN: 10697692) as a non-executive Independent Director of the Company, not liable to retire by rotation for a term of 5(five) consecutive years, at the AGM held on September 26, 2024. New Risk • Sep 18
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 9.5% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (9.5% average weekly change). Minor Risks Shareholders have been diluted in the past year (5.2% increase in shares outstanding). Market cap is less than US$100m (₹6.70b market cap, or US$80.0m). Valuation Update With 7 Day Price Move • Sep 16
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹451, the stock trades at a trailing P/E ratio of 23.5x. Average trailing P/E is 40x in the Software industry in India. Total returns to shareholders of 390% over the past three years. Aankondiging • Aug 13
IZMO Limited, Annual General Meeting, Sep 26, 2024 IZMO Limited, Annual General Meeting, Sep 26, 2024, at 12:30 Indian Standard Time. Reported Earnings • Aug 13
First quarter 2025 earnings released: EPS: ₹4.27 (vs ₹3.73 in 1Q 2024) First quarter 2025 results: EPS: ₹4.27 (up from ₹3.73 in 1Q 2024). Revenue: ₹483.6m (up 17% from 1Q 2024). Net income: ₹60.3m (up 20% from 1Q 2024). Profit margin: 13% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 58% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Aug 02
IZMO Limited to Report Q1, 2025 Results on Aug 12, 2024 IZMO Limited announced that they will report Q1, 2025 results on Aug 12, 2024 Valuation Update With 7 Day Price Move • Jul 05
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹413, the stock trades at a trailing P/E ratio of 22.4x. Average trailing P/E is 41x in the Software industry in India. Total returns to shareholders of 395% over the past three years. Valuation Update With 7 Day Price Move • Jun 11
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to ₹335, the stock trades at a trailing P/E ratio of 18.2x. Average trailing P/E is 41x in the Software industry in India. Total returns to shareholders of 290% over the past three years. Reported Earnings • Jun 05
Full year 2024 earnings released: EPS: ₹19.30 (vs ₹14.96 in FY 2023) Full year 2024 results: EPS: ₹19.30 (up from ₹14.96 in FY 2023). Revenue: ₹1.90b (up 24% from FY 2023). Net income: ₹260.5m (up 30% from FY 2023). Profit margin: 14% (in line with FY 2023). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • May 22
IZMO Limited to Report Q4, 2024 Results on May 30, 2024 IZMO Limited announced that they will report Q4, 2024 results on May 30, 2024 Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹313, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 40x in the Software industry in India. Total returns to shareholders of 388% over the past three years. Reported Earnings • Feb 14
Third quarter 2024 earnings released: EPS: ₹5.12 (vs ₹4.88 in 3Q 2023) Third quarter 2024 results: EPS: ₹5.12 (up from ₹4.88 in 3Q 2023). Revenue: ₹509.4m (up 27% from 3Q 2023). Net income: ₹68.8m (up 5.4% from 3Q 2023). Profit margin: 14% (down from 16% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 86% per year, which means it is well ahead of earnings. New Risk • Feb 13
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.2% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Shareholders have been diluted in the past year (3.2% increase in shares outstanding). Market cap is less than US$100m (₹4.17b market cap, or US$50.3m). Aankondiging • Jan 30
IZMO Limited to Report Q3, 2024 Results on Feb 13, 2024 IZMO Limited announced that they will report Q3, 2024 results on Feb 13, 2024 Valuation Update With 7 Day Price Move • Jan 12
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹313, the stock trades at a trailing P/E ratio of 16.9x. Average trailing P/E is 42x in the Software industry in India. Total returns to shareholders of 533% over the past three years. Valuation Update With 7 Day Price Move • Dec 28
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹266, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 41x in the Software industry in India. Total returns to shareholders of 463% over the past three years. Valuation Update With 7 Day Price Move • Nov 15
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to ₹259, the stock trades at a trailing P/E ratio of 15.2x. Average trailing P/E is 38x in the Software industry in India. Total returns to shareholders of 510% over the past three years. Aankondiging • Nov 02
IZMO Limited to Report Q2, 2024 Results on Nov 10, 2023 IZMO Limited announced that they will report Q2, 2024 results on Nov 10, 2023 Reported Earnings • Aug 12
First quarter 2024 earnings released: EPS: ₹3.73 (vs ₹1.57 in 1Q 2023) First quarter 2024 results: EPS: ₹3.73 (up from ₹1.57 in 1Q 2023). Revenue: ₹425.0m (up 17% from 1Q 2023). Net income: ₹50.1m (up 139% from 1Q 2023). Profit margin: 12% (up from 5.8% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 76% per year, which means it is well ahead of earnings. Aankondiging • Aug 12
IZMO Limited, Annual General Meeting, Sep 26, 2023 IZMO Limited, Annual General Meeting, Sep 26, 2023, at 12:30 Indian Standard Time. Aankondiging • Aug 03
IZMO Limited to Report Q1, 2024 Results on Aug 11, 2023 IZMO Limited announced that they will report Q1, 2024 results on Aug 11, 2023 Valuation Update With 7 Day Price Move • Jul 21
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹221, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 33x in the Software industry in India. Total returns to shareholders of 867% over the past three years. Valuation Update With 7 Day Price Move • Jun 06
Investor sentiment improves as stock rises 43% After last week's 43% share price gain to ₹223, the stock trades at a trailing P/E ratio of 15x. Average trailing P/E is 30x in the Software industry in India. Total returns to shareholders of 986% over the past three years. Reported Earnings • Jun 01
Full year 2023 earnings released: EPS: ₹14.96 (vs ₹12.04 in FY 2022) Full year 2023 results: EPS: ₹14.96 (up from ₹12.04 in FY 2022). Revenue: ₹1.57b (up 15% from FY 2022). Net income: ₹200.2m (up 25% from FY 2022). Profit margin: 13% (up from 12% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 122% per year, which means it is well ahead of earnings. Aankondiging • May 20
Izmo Limited Announces Appointment of Sonal Jaju as Company Secretary and Compliance Officer IZMO Limited informed that the Board of Directors at their meeting held on 19.05.2023, on recommendations of Nomination and Remuneration Committee, has appointed Ms. Sonal Jaju (Membership No.A66337) as the Company Secretary and Compliance Officer of the Company, pursuant to the provisions of Section 203 of the Companies Act, 2013 and Regulation 6(1) of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 ("SEBI Listing Regulations") Further, in terms of Regulation 30 (5) of Listing Regulations, Ms. Sonal Jaju has been authorised for the purpose of determining materiality of an event or information for the purpose of disclosure to the stock exchange, in this regard her contact details are as under: s. Sonal Jaju is a member of Institute of Company Secretaries of India (ICSI) having valid Membership No: A66337 and she has completed her law graduation in the year 2021, she has a rich experience of more than 5 years working across different entities and sectors. Ms. Sonal has been actively involved into various critical matters ineprevious organizations such as Delisting of the Company from both theStock Exchanges of India, FEMA, andRBI Compliances with respect FDI, ODIand ECBs and other critical Regulatorycompliance matters. Valuation Update With 7 Day Price Move • May 10
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to ₹135, the stock trades at a trailing P/E ratio of 10.2x. Average trailing P/E is 29x in the Software industry in India. Total returns to shareholders of 831% over the past three years. Valuation Update With 7 Day Price Move • Apr 24
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to ₹128, the stock trades at a trailing P/E ratio of 9.7x. Average trailing P/E is 28x in the Software industry in India. Total returns to shareholders of 678% over the past three years. Valuation Update With 7 Day Price Move • Mar 22
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to ₹98.89, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 25x in the Software industry in India. Total returns to shareholders of 698% over the past three years. Valuation Update With 7 Day Price Move • Feb 20
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to ₹97.60, the stock trades at a trailing P/E ratio of 7.4x. Average trailing P/E is 26x in the Software industry in India. Total returns to shareholders of 255% over the past three years. Reported Earnings • Feb 15
Third quarter 2023 earnings released: EPS: ₹4.88 (vs ₹4.70 in 3Q 2022) Third quarter 2023 results: EPS: ₹4.88 (up from ₹4.70 in 3Q 2022). Revenue: ₹401.3m (up 6.7% from 3Q 2022). Net income: ₹65.3m (up 4.0% from 3Q 2022). Profit margin: 16% (in line with 3Q 2022). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Feb 02
IZMO Limited to Report Q3, 2023 Results on Feb 13, 2023 IZMO Limited announced that they will report Q3, 2023 results on Feb 13, 2023 Valuation Update With 7 Day Price Move • Nov 21
Investor sentiment improved over the past week After last week's 19% share price gain to ₹86.35, the stock trades at a trailing P/E ratio of 6.6x. Average trailing P/E is 24x in the Online Retail industry in India. Total returns to shareholders of 247% over the past three years. Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: ₹2.31 (vs ₹1.51 in 2Q 2022) Second quarter 2023 results: EPS: ₹2.31 (up from ₹1.51 in 2Q 2022). Revenue: ₹367.6m (up 19% from 2Q 2022). Net income: ₹30.9m (up 53% from 2Q 2022). Profit margin: 8.4% (up from 6.5% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Nov 07
IZMO Limited to Report Q2, 2023 Results on Nov 14, 2022 IZMO Limited announced that they will report Q2, 2023 results on Nov 14, 2022 Reported Earnings • Aug 13
First quarter 2023 earnings released: EPS: ₹1.57 (vs ₹1.30 in 1Q 2022) First quarter 2023 results: EPS: ₹1.57 (up from ₹1.30 in 1Q 2022). Revenue: ₹364.6m (up 24% from 1Q 2022). Net income: ₹21.0m (up 23% from 1Q 2022). Profit margin: 5.8% (in line with 1Q 2022). Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Aug 12
IZMO Limited, Annual General Meeting, Sep 26, 2022 IZMO Limited, Annual General Meeting, Sep 26, 2022. Aankondiging • Aug 03
IZMO Limited to Report Q1, 2023 Results on Aug 11, 2022 IZMO Limited announced that they will report Q1, 2023 results on Aug 11, 2022 Valuation Update With 7 Day Price Move • Jun 22
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₹65.40, the stock trades at a trailing P/E ratio of 5.4x. Average trailing P/E is 35x in the Online Retail industry in India. Total returns to shareholders of 47% over the past three years. Reported Earnings • May 30
Full year 2022 earnings released: EPS: ₹12.04 (vs ₹20.38 in FY 2021) Full year 2022 results: EPS: ₹12.04 (down from ₹20.38 in FY 2021). Revenue: ₹1.38b (up 19% from FY 2021). Net income: ₹160.4m (down 40% from FY 2021). Profit margin: 12% (down from 23% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Aankondiging • May 21
IZMO Limited to Report Q4, 2022 Results on May 28, 2022 IZMO Limited announced that they will report Q4, 2022 results on May 28, 2022 Aankondiging • Mar 29
Izmo Ltd. Launches New CGI-Based Product - izmoEmporio - in the Us Market izmo Ltd. announced that the company has recently launched a new CGI-based product - izmoEmporio - in the US market. izmoEmporio offers a CGI-powered 3D virtual showroom experience that can be embedded in auto dealer websites. It allows a user to personalize the car online, such as changing the color and wheels and adding a moonroof visor, spoiler and roof rack. After building a virtual car, the platform also allows users to share this on social media as well as get a quote from a dealer, who can price it along with the accessories based on the user's customization. This product would enable buyers to customize the car as per their requirements, and allow dealers to offer specific built-to-order cars online, leading to better margins. Overall, with izmoEmporio embedded in a dealer's website, the experience becomes more engaging and interactive for a consumer, increasing the likelihood of a successful purchase. Valuation Update With 7 Day Price Move • Feb 24
Investor sentiment deteriorated over the past week After last week's 17% share price decline to ₹79.90, the stock trades at a trailing P/E ratio of 7.1x. Average trailing P/E is 34x in the Online Retail industry in India. Total returns to shareholders of 50% over the past three years. Reported Earnings • Feb 16
Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat Third quarter 2022 results: EPS: ₹4.70 (down from ₹6.34 in 3Q 2021). Revenue: ₹376.2m (up 32% from 3Q 2021). Net income: ₹62.8m (down 24% from 3Q 2021). Profit margin: 17% (down from 29% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth. Aankondiging • Feb 16
IZMO Limited Announces Re-Constitution of the Committees of the Board of Directors IZMO Limited announced that Pursuant to the company's Intimation dated January 31, 2022 regarding sudden demise of Mr. Perur Phaneendra (Non-Executive, Independent) Director and Chairman of Audit Committee, Stakeholder Relationship Committee and Nomination and Remuneration Committee of the Company and in view of the proposed appointment of Mr. Vasanth Kumar as Additional Director (Non-Executive, Independent) of the Company, considered at the meeting of board of directors held on February 14, 2022, to be appointed as Independent Director subject to shareholder approval. The board has decided to reconstitute all Committees of the Board. Further the Board has decided to appoint Mr. Ramanujam Krishnamurthy as Chairman of Audit Committee, Stakeholder Relationship Committee and Nomination and Remuneration Committee. Aankondiging • Feb 15
IZMO Limited Appoints Vasanth Kumar as Additional Director (Non-Executive, Independent) IZMO Limited at its board meeting held on February 14, 2022 approved appointment of Mr. Vasanth Kumar as Additional Director (Non-Executive, Independent) with effect from 14 February 2022 pursuant to recommendation of the Nomination and Remuneration Committee, to hold office upto the date of the next general meeting. Currently he is Independent Director of OTCO International Limited since May 26, 2021 and heads as Chairman of Nomination and Remuneration Committee and Member of Audit Committee there. Board Change • Feb 11
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Non-Executive Director Vijay Kumar Gupta was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Aankondiging • Feb 08
IZMO Limited to Report Q3, 2022 Results on Feb 14, 2022 IZMO Limited announced that they will report Q3, 2022 results on Feb 14, 2022 Valuation Update With 7 Day Price Move • Dec 27
Investor sentiment improved over the past week After last week's 25% share price gain to ₹93.15, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 33x in the Online Retail industry in India. Total returns to shareholders of 36% over the past three years. Reported Earnings • Nov 18
Second quarter 2022 earnings released: EPS ₹1.51 (vs ₹9.19 in 2Q 2021) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: ₹309.9m (up 8.8% from 2Q 2021). Net income: ₹20.2m (down 83% from 2Q 2021). Profit margin: 6.5% (down from 42% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Nov 17
Investor sentiment deteriorated over the past week After last week's 24% share price decline to ₹69.25, the stock trades at a trailing P/E ratio of 3.4x. Average trailing P/E is 30x in the Online Retail industry in India. Total returns to shareholders of 3.4% over the past three years. Valuation Update With 7 Day Price Move • Jul 22
Investor sentiment improved over the past week After last week's 24% share price gain to ₹107, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 23x in the Online Retail industry in India. Total returns to shareholders of 48% over the past three years. Reported Earnings • Jun 14
Full year 2021 earnings released: EPS ₹20.38 (vs ₹8.53 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹1.39b (up 37% from FY 2020). Net income: ₹266.6m (up 139% from FY 2020). Profit margin: 19% (up from 11% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • May 05
Investor sentiment improved over the past week After last week's 17% share price gain to ₹78.65, the stock trades at a trailing P/E ratio of 4.1x. Average trailing P/E is 19x in the Online Retail industry in India. Total loss to shareholders of 26% over the past three years. Valuation Update With 7 Day Price Move • Apr 08
Investor sentiment improved over the past week After last week's 27% share price gain to ₹64.20, the stock trades at a trailing P/E ratio of 3.3x. Average trailing P/E is 20x in the Online Retail industry in India. Total loss to shareholders of 42% over the past three years. Is New 90 Day High Low • Feb 23
New 90-day high: ₹56.75 The company is up 24% from its price of ₹45.90 on 25 November 2020. The Indian market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is down 2.0% over the same period. Valuation Update With 7 Day Price Move • Feb 23
Investor sentiment improved over the past week After last week's 20% share price gain to ₹56.75, the stock is trading at a trailing P/E ratio of 3x, up from the previous P/E ratio of 2.5x. This compares to an average P/E of 28x in the Online Retail industry in India. Total return to shareholders over the past three years is a loss of 46%. Reported Earnings • Feb 15
Third quarter 2021 earnings released: EPS ₹6.34 (vs ₹4.71 in 3Q 2020) The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: ₹366.1m (up 50% from 3Q 2020). Net income: ₹82.9m (up 35% from 3Q 2020). Profit margin: 23% (down from 25% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 23% per year, which means it is significantly lagging earnings. Aankondiging • Feb 03
IZMO Limited to Report Q3, 2021 Results on Feb 12, 2021 IZMO Limited announced that they will report Q3, 2021 results on Feb 12, 2021 Valuation Update With 7 Day Price Move • Dec 02
Market bids up stock over the past week After last week's 15% share price gain to ₹52.80, the stock is trading at a trailing P/E ratio of 3x, up from the previous P/E ratio of 2.6x. This compares to an average P/E of 49x in the Online Retail industry in India. Total return to shareholders over the past three years is a loss of 15%. Is New 90 Day High Low • Nov 25
New 90-day high: ₹45.90 The company is up 49% from its price of ₹30.85 on 27 August 2020. The Indian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 6.0% over the same period. Valuation Update With 7 Day Price Move • Nov 18
Market bids up stock over the past week After last week's 21% share price gain to ₹42.45, the stock is trading at a trailing P/E ratio of 4.7x, up from the previous P/E ratio of 3.9x. This compares to an average P/E of 42x in the Online Retail industry in India. Total return to shareholders over the past three years is a loss of 29%. Aankondiging • Nov 10
IZMO Limited to Report Q2, 2021 Results on Nov 13, 2020 IZMO Limited announced that they will report Q2, 2021 results on Nov 13, 2020 Is New 90 Day High Low • Oct 06
New 90-day high: ₹37.60 The company is up 73% from its price of ₹21.75 on 08 July 2020. The Indian market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 23% over the same period. Aankondiging • Sep 19
IZMO Limited to Report Q4, 2020 Results on Jun 29, 2020 IZMO Limited announced that they will report Q4, 2020 results on Jun 29, 2020