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Investor Presentation

Cyient Investor Presentation: Key Takeaways

Cyient Q1 FY27 results show strong Group revenue growth of 21.3% YoY to ₹2,076 Cr, driven by DLM and Semiconductors, despite a slight de-growth in the DET segment.

Highlights
Revenue growthGroup revenue up 21.3% YoY; DET down 0.1% ($).
MarginsDET EBIT margin 13.2% (up 114 bps YoY); DLM double-digit EBITDA.
Order bookDLM highest-ever; DET order intake $168.2 Mn (up 5.3% YoY).
Demand visibilityHighest-ever order book in DLM; healthy pipeline in DET.
Management confidenceHigh; citing scalable operating model and leadership depth.

Growth

Group revenue up 21.3% YoY; DET revenue de-grew 0.9% YoY (cc). Group PAT fell 25.8% YoY to ₹114 Cr.

Outlook

Acquisition of TAO Digital Solutions announced; Cyient Semiconductors fundraise closed at $500Mn valuation; Highest-ever order book in DLM.

Risks

Strategic Units revenue declined 24.7% YoY; DET headcount and voluntary attrition slightly decreased QoQ.

Last quarter's promises, checked

Delivered

  • Guided 40-50% dividend payout → delivered INR 16 final dividend (= BEAT)
  • Guided double-digit DLM profitability → delivered 10.3% FY26 (= BEAT)
  • Guided INR 720 Cr buyback → delivered ₹720 Cr completion (= BEAT)

Partly delivered

  • Guided 15% EBIT margin by Q4 FY27 → current DET EBIT at 13.2% (= PARTIAL)

Missed

  • Guided DET CC growth → delivered -0.9% YoY de-growth (= MISS)
Source

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

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Cyient Ltd: key numbers

Share price
₹1,094.70
Market cap
₹12,164 Cr
Revenue (annual)
₹7,268 Cr
Net profit (annual)
₹427.9 Cr
P/E (TTM)
32.2×Sector 22.1×
Promoter holding
24.70%+1.42% QoQ
FII holding
14.53%Current quarter

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

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