ALFA Finder| Margins | EBIT margin up 79 bps QoQ normalized due to cost optimization. |
|---|---|
| Order book | Highest ever order book in DLM; book-to-bill ratio > 1.5. |
| Demand visibility | Strong pipeline in semiconductors; connectivity deals ramping up in Q2. |
| Management confidence | Confident in long-term strategy despite short-term revenue ramp-up delays. |
Growth
DET revenue up 10.6% YoY; organic semiconductor grew 5% QoQ. Consolidated revenue $219M, up 9.1% YoY CC.
Outlook
EBIT margin target of 15% deferred beyond Q4 FY27; acquisitions like TAO Digital ($40-50M revenue) to integrate soon.
Risks
Energy segment saw -8.2% QoQ contraction; geopolitical uncertainty and West Asia war causing discretionary spend delays.
Last quarter's promises, checked
Delivered
- Guided double-digit DLM profitability → delivered 10.3% (= BEAT)
- Guided sequential semiconductor growth → delivered 5% QoQ (= BEAT)
- Guided 40-50% dividend payout → delivered INR16 interim as final (= BEAT)
Partly delivered
- Guided Strategic Units recovery → delivered -8.2% QoQ contraction (= MISS)
Missed
- Guided 15% EBIT margin by Q4 FY27 → deferred beyond target date (= MISS)
- Guided mid-to-high single digit organic growth → delivered flat CC growth (= MISS)
Investor Presentation 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.
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