Izmo Stock Buzzes with Semiconductor & Photonics Bets

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Experts say Izmo’s early lead in programmable photonics positions it as a potential Asia-Pacific leader in advanced chip packaging.

By S JHA

MUMBAI, September 27, 2025 — Izmo Ltd., India’s first listed specialist in silicon photonics packaging and advanced semiconductor system integration, crossed the ₹1,800 crore market capitalization mark on Friday after a blistering rally. The stock has risen nearly 90% in a month and over 300% in six months, stoked by investor enthusiasm around its subsidiary, Izmo Microsystems.

The unit has developed cutting-edge solutions in silicon photonics and high-power motor control, targeting next-gen sectors like AI, 5G/6G, cloud computing, EVs, and industrial automation. Recent breakthroughs include an in-house galvanic isolated hex-bridge inverter for three-phase BLDC motors and a programmable photonic processor chip built in partnership with IIT Madras, backed by ₹26.65 crore in government funding.

While analysts like Jinesh on X have booked profits citing rich valuations, others argue Izmo remains cheaper than global peers, trading at 40x PE against 150x for some semiconductor stocks. Market participants now await clarity from the AGM, where management is expected to outline commercialization and capacity expansion plans.

Experts say Izmo’s early lead in programmable photonics positions it as a potential Asia-Pacific leader in advanced chip packaging, aligning with India’s semiconductor ambitions. However, with the stock’s meteoric rise, questions linger over sustainability of valuations and the pace of revenue realization.

Izmo share price closed at ₹1349 on Friday, locked in a 5% upper circuit. Face value of Izmo share is ₹10. RoCE and RoE of Izmo stand at 7.98% and 7% respectively.

Promoters hold just ab out 35% of shares in the company. Foreign institutional investors have almost 4% exposure in the company. The DIIs have almost zero stakes in the company.

(Disclaimer: This article makes no recommendation for buy or sell of shares of any company)