Analysis published 21 Jun 2026
AI-generated · cited to primary sources · not investment advice
IZMO (532341) Aug 2025 Filing Analysis
04 · Risk
What could break the thesis?
Multi-Shore Delivery Model Optimization
Margins are showing signs of easing compared to the full-year FY25 lows, though they remain lower than Q1 FY25. EBITDA margin (excl. other income) was 17.11% in Q1 FY26 vs 17.05% for full-year FY25. (1 easing)
“EBITDA Margin % 17.11%... One-time set-up expenses for the German market, coupled with expenses in IMPL had a bearing on the margins.”
IZMO · Investor PPT · Aug 2025 · p.9
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