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Earnings Call Transcript

Cyient Earnings Call Transcript: Key Takeaways

Cyient reports mixed Q1 performance as strong growth in transportation is offset by sharp reversals in energy and discretionary spending delays.

Highlights
Revenue growth10.6% YoY growth in INR terms; -0.5% QoQ constant currency.
MarginsNormalized DET EBIT margin up 79 bps QoQ to 13.2%.
Order bookRecord order book for Cyient DLM with 1.5+ book-to-bill ratio.
Demand visibilityStrong in transportation and connectivity; cautious in energy and discretionary projects.
Management confidenceBalanced but cautious regarding discretionary spending and revenue ramp-up timelines.

Growth

Revenue grew 10.6% YoY in INR terms but declined 0.5% QoQ in constant currency.

Outlook

EBIT margin goal of 15% delayed from Q4 FY27 to H1 FY28 due to slower revenue ramp-up.

Risks

Energy segment contraction and geopolitical disruptions in West Asia causing discretionary spending delays.

Last quarter's promises, checked

Delivered

  • Guided 40-50% dividend payout → delivered 16 INR final dividend (= BEAT)
  • Guided double-digit DLM profitability → delivered 10.3% (= BEAT)
  • Guided semiconductor revenue growth → delivered $7.2M (5% sequential growth) (= BEAT)

Partly delivered

  • Guided mid-to-high single-digit organic growth → delivered -0.5% QoQ CC (= PARTIAL)

Missed

  • Guided 15% EBIT margin by Q4 FY27 → delayed to H1 FY28 (= MISS)
Source

Earnings Call Transcript filed with NSE, NSE: CYIENT. Summary written with AI assistance from the document.

Read the document ↗

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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