Investor Presentation

August 24, 2026 The Manager The Manager – Listing Department Corporate Relationship Department National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor Floor 25, Phiroze Jeejeebhoy Tower Plot No. C/1, G Block, Dalal Street, Mumbai-400001 Bandra Kurla Complex, Bandra(E), Mumbai-400051 BSE Scrip Code: 532341 NSE Symbol: IZMO Dear Sir/Madam, Subject: Investors’ Presentation In terms of Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we submit herewith a copy of Investors Presentation with respect to Business Overview and Business Update Release of Izmo Limited (“the Company”). Further a copy of the same is also available on the website of the Company, viz., www.izmoltd.com Kindly take the same on record. Thanking You Yours faithfully, for IZMO Limited Varun Kumar A S Company Secretary and Compliance Officer Enc: As Above BUSINESS UPDATE RELEASE IZMO Q1 FY27 Revenue Up 15.7%, Operating EBITDA Up 69.6% Semiconductor Business Sustains Higher Quarterly Revenue Level Consolidated results for the quarter ended 30th June 2026 BENGALURU, India, August 24, 2026 - izmo Limited (NSE: IZMO | BSE: 532341) Business Update release on consolidated financial results for the quarter ended 30th June 2026 (Q1 FY27). The Company reported growth in revenue, operating profitability and net profit. Particulars Q1 FY27 Q1 FY26 YoY Change Revenue from Operations ₹ 65.38 Cr ₹ 56.51 Cr +15.7% Operating EBITDA ₹ 16.39 Cr ₹ 9.67 Cr +69.6% Operating EBITDA Margin 25.1% 17.1% +796 bps Profit After Tax ₹ 12.20 Cr ₹ 6.00 Cr +103.1% PAT Margin 18.7% 10.6% +803 bps EPS (Basic) ₹ 8.15 ₹ 4.03 +102.2% Operating EBITDA is defined as Revenue from Operations less Raw Material/Purchase costs (net of inventory changes), Employee Benefit Expenses and Other Expenses. It excludes Other Income, Depreciation and Amortisation, Finance Costs and exceptional items. A reconciliation to reported PBT is presented in the Company’s Q1 FY27 Investor Presentation. YoY percentages are as reported in the filed quarterly financial results and are calculated from the underlying figures. Export revenue was ₹56.10 crore (85.8% of revenue from operations). Domestic revenue was ₹9.28 crore (14.2%). Recent Quarterly Revenue by Business Division Business division revenue is based on internal management reporting and does not represent reportable operating segments under Ind AS 108. Division (₹ Cr) Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 izmocars 16.03 15.56 28.75 16.89 izmostudio 24.38 24.47 55.93 24.11 FrogData 15.89 15.35 15.25 15.14 izmo Microsystems 3.81 3.73 9.23 9.24 izmo Microsystems sustained its higher quarterly revenue level for a second consecutive quarter, with ₹9.24 crore in Q1 FY27 compared with ₹9.23 crore in Q4 FY26, approximately 2.5 times the ₹3.7–3.8 crore level recorded in Q2 and Q3 FY26. Q4 FY26 included elevated revenue contributions from izmocars and izmostudio. FrogData remained broadly stable across all four quarters. Digital Intelligence The Company added 170 new clients during Q1 FY27: 117 in the United States and 53 in Europe and the United Kingdom. Gross Revenue Retention Rate was 98.5%.¹ FrogData expanded its FixedOps portfolio across the US dealer market. FrogData solutions, including FixedOps Mojo and FixedOps Velocity, were made available through the FordDirect ecosystem. izmo’s digital platforms serve automotive customers across 28 countries, with over 3,000 dealers using the Company’s platforms. Gross Revenue Retention Rate is measured on a trailing-twelve-month basis as a percentage of beginning-of-period recurring revenue. izmo Microsystems - Semiconductor Packaging izmo Microsystems recorded revenue of ₹9.24 crore in Q1 FY27, maintaining the step-up in quarterly revenue first achieved in Q4 FY26. The higher revenue level comes as izmo Microsystems continues to expand its participation in India’s defence and strategic electronics markets, supported by capabilities in System-in-Package, RF and microwave packaging, 3D die stacking, fine-pitch wire bonding and Class 1000 cleanroom facilities in Bangalore. izmo Microsystems continues its work with the Centre for Programmable Photonic Integrated Circuits and Systems (CPPICS) at IIT Madras, where it serves as Photonic IC Packaging Partner under the MeitY-supported program. The relationship supports the Company’s growing capabilities in silicon photonics, a technology area seeing increasing global interest as data center and telecom networks move toward higher-bandwidth optical interconnects. izmo Microsystems also continues to execute on semiconductor packaging programs for India’s defence electronics sector, including high-frequency RF module packaging and radar receiver module assembly, and has developed a high-complexity silicon photonics module for space payloads. The Company’s established collaboration with CCRAFT SA and Alcyon Photonics covers advanced photonic integrated circuit solutions across datacom, telecom, aerospace and sensing applications, complementing izmo Microsystems’ capabilities in photonic packaging and integration. Policy Context On 15 July 2026, the Union Cabinet approved Semicon 2.0 with an outlay of ₹1,27,500 crore. Strengthening India’s ATMP/OSAT industry, with a focus on advanced packaging technologies, is one of the programme’s six pillars. Commentary Mr. Sanjay Soni, Managing Director, izmo Limited, commented: “Q1 FY27 reflects continued progress across the business, with revenue up 15.7% and Operating EBITDA margins expanding to 25.1%. Our digital intelligence businesses continue to provide a stable, high-retention operating base, while izmo Microsystems has now sustained a materially higher quarterly revenue level for two consecutive quarters. The technical capabilities we have built in advanced semiconductor packaging, across silicon photonics, defence electronics and space payload electronics, together with our relationships in India and Europe, give us a strong foundation as we expand the semiconductor business. We remain focused on disciplined execution across both platforms.” About izmo Limited izmo Limited is a global technology company founded in 1995 with two growth platforms: Digital Intelligence and Semiconductor Packaging. The Company’s digital intelligence businesses, comprising izmocars, izmostudio and FrogData, provide digital retail, automotive imagery, interactive content, AI-powered analytics and fixed-operations solutions to automotive customers across 22 countries. The Company’s R&D unit is recognised by the Department of Scientific & Industrial Research (DSIR). About izmo Microsystems izmo Microsystems is izmo Limited’s advanced semiconductor packaging and systems business. Capabilities include System-in-Package, RF and microwave packaging, power modules, silicon photonics assembly and 3D integration, delivered from the Company’s Bangalore manufacturing facility. Important Notice This press release has been prepared by izmo Limited for information purposes only and does not constitute an offer, recommendation or invitation to purchase or subscribe for any securities. All financial information is based on the Company’s filed quarterly financial results. Operating EBITDA is a non-Ind AS measure; a reconciliation to reported PBT is in the Q1 FY27 Investor Presentation. Business division revenue is based on internal management reporting and does not represent reportable operating segments under Ind AS 108. This release may contain statements that constitute forward-looking statements within the meaning of applicable securities laws. Such statements are subject to risks, uncertainties and assumptions that could cause actual results to differ materially. The Company assumes no obligation to update any forward-looking information contained herein. Investor Contact izmo Limited No. 177/2C, Bilekahalli Industrial Area, Bannerghatta Road, Bangalore 560076 CIN: L72200KA1995PLC018734 Email ID: investors@izmoltd.com NSE: IZMO | BSE: 5 [Showing first 8,000 characters — download PDF for full document]