ALFA Finder| Revenue growth | 100% CAGR for target company TAO Digital over last 3 years. |
|---|---|
| Margins | Targeting 16% to 17% EBITDA margin in CY27. |
| Demand visibility | Strong feedback from 70% of polled executives in CSAT surveys. |
| Management confidence | High; management expects deal to be EPS accretive in 1-1.5 years. |
Growth
Target company TAO Digital has grown at 100% CAGR over the last 3 years; currently roughly $218M valuation.
Outlook
Targeting 16-17% EBITDA margin by CY27; acquisition funded primarily through debt to be serviced by asset's cash flow.
Risks
Integration costs and one-time transaction charges expected in current quarter; 1.5-year timeline for full EPS accretion.
Last quarter's promises, checked
Delivered
- Guided 40-50% dividend payout → delivered INR16 final dividend (= BEAT)
- Guided double-digit DLM profitability → delivered 10.3% (= BEAT)
- Guided DET H2 growth > H1 → delivered 5.5% YoY booking growth (= BEAT)
Partly delivered
- Guided Project Astro acquisition → delivered paused status with INR71cr charge (= PARTIAL)
Missed
- Guided 15% EBIT margin by Q4 FY27 → delivered 12.4% normalized EBIT (= MISS)
- Guided Q4 revenue growth → delivered 2.4% CC degrowth (= MISS)
Earnings Call filed with BSE, NSE: CYIENT. Summary written with AI assistance from the document.
Cyient Ltd: key numbers
- Share price
- ₹1,104.30
- Market cap
- ₹12,271 Cr
- Revenue (annual)
- ₹7,268 Cr
- Net profit (annual)
- ₹427.9 Cr
- P/E (TTM)
- 33.0×Sector 23.6×
- Promoter holding
- 24.76%+1.48% QoQ
- FII holding
- 14.72%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Cyient Ltd
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Cyient Earnings Call Transcript: Key Takeaways
Cyient delivered solid sequential growth led by robust performance in DET and DLM segments, bolstered by the integration of Thau Digital.
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- Value
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- Execution
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