ALFA Finder| Management target | Revenue 1.5% FY27 |
|---|
| Revenue growth | Robust 34.3% YoY revenue growth led by Aerospace and Industrial segments. |
|---|---|
| Margins | Improving; sustained double-digit EBITDA margins for four consecutive quarters. |
| Order book | Record high at ₹25.9B with 1.5x book-to-bill ratio. |
| Demand visibility | High visibility via record ₹25.9B order book and AI infrastructure demand. |
| Management confidence | Extremely confident, emphasizing record order books and structural industry tailwinds. |
Growth
Revenue grew 34.3% YoY to ₹3,738M, driven by strong Aerospace and Industrial performance. EBITDA margins expanded 147 bps to 10.5%.
Outlook
Order book stands at a record ₹25.9B. Targeting EBITDA margins of 13-18% in the 'Transform' phase beyond FY30.
Risks
West Asia crisis continues to cause logistics delays and cost headwinds. High working capital intensity persists due to intentional inventory build-ups.
Last quarter's promises, checked
Delivered
- Sustained double-digit EBITDA margins → Delivered 10.5% (= BEAT)
- Book-to-bill ratio > 1x → Delivered 1.5x (= BEAT)
- Strong start to FY27 revenue growth → Delivered 34.3% YoY (= BEAT)
Partly delivered
- Improvement in West Asia logistics → Crisis still causes delays (= PARTIAL)
Missed
- Reduce elevated working capital days → High intensity persists (= MISS)
Earnings Call Transcript filed with BSE, NSE: CYIENTDLM. Summary written with AI assistance from the document.
Cyient DLM Ltd: key numbers
- Share price
- ₹865.65
- Market cap
- ₹6,872 Cr
- Revenue (annual)
- ₹1,261 Cr
- Net profit (annual)
- ₹73.28 Cr
- P/E (TTM)
- 81.8×Sector 46.1×
- Promoter holding
- 52.11%+0.00% QoQ
- FII holding
- 2.43%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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Cyient DLM appointed Suresh Narayan as Chief Financial Officer effective 13 November 2026. RM Subramanian resigned as CFO on 12 November 2026.
Cyient DLM Other Announcement
Cyient DLM disclosed that its RTA, KFin Technologies, is relocating its corporate office effective 1 December 2026. This is an administrative update with no business impact.
Cyient DLM Management Change
Cyient DLM Limited has appointed Mr. Sandip Mishra as Senior Vice President & Chief Human Resources Officer. He joins with over 29 years of global experience in HR leadership.
Cyient DLM Employee Stock Options
Cyient DLM Limited has granted 10,000 stock units under its RSU Scheme 2023. Additionally, 2,63,400 options were granted under the ASOP Scheme 2023 to company associates.
Cyient DLM Earnings Call Transcript: Key Takeaways
Cyient DLM delivered strong 26.5% YoY revenue growth, but EBITDA margins contracted to 8.7% due to aggressive front-ended investments in sales and product development.