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Investor Presentation

Cyient DLM Investor Presentation: Key Takeaways

Q1 FY27 presentation highlighting 34.3% YoY revenue growth and margin expansion. Strategy focuses on high-reliability sectors like AI data centers and robotics.

Highlights
Revenue growth34.3% YoY
MarginsEBITDA margin up 147 bps YoY to 10.5%
Order book₹ 25,989 Mn
Demand visibilityHighest-ever order book since IPO
Management confidenceStrong performance, healthy order intake

Growth

Revenue grew 34.3% YoY to ₹3,738 Mn; PAT increased 118.2% YoY to ₹163 Mn.

Outlook

Targeting 11-13% margins in FY27-29 and 13-18% by FY30+ through product/IP moat.

Risks

Forex losses impacted other income; increased material costs noted from B2S procurement.

Last quarter's promises, checked

Delivered

  • Guided 10%+ EBITDA margin → delivered 10.5% (= BEAT)
  • Targeted growth in build-to-spec (B2S) → delivered 85% Box Build growth (= BEAT)
  • Guided strong order intake momentum → delivered ₹25,989 Mn book (= BEAT)
Source

Investor Presentation filed with NSE, NSE: CYIENTDLM. Summary written with AI assistance from the document.

Read the document ↗

Cyient DLM Ltd: key numbers

Share price
₹931.40
Market cap
₹7,394 Cr
Revenue (annual)
₹1,261 Cr
Net profit (annual)
₹73.28 Cr
P/E (TTM)
90.0×Sector 41.4×
Promoter holding
52.11%-0.01% QoQ
FII holding
0.24%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Cyient DLM Other Announcement

US step-down subsidiary renamed from Altek Electronics Inc to Cyient DLM Electronics Inc for brand alignment. No change to ownership, operations, assets, or legal status.