| 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
- ₹999.95
- Market cap
- ₹7,938 Cr
- Revenue (annual)
- ₹1,261 Cr
- Net profit (annual)
- ₹73.28 Cr
- P/E (TTM)
- 96.7×Sector 40.4×
- Promoter holding
- 52.11%-0.01% QoQ
- FII holding
- 0.24%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Value
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Cyient DLM Ltd reported revenue from operations of ₹373.8 Cr (+34.3% YoY) and net profit of ₹16.3 Cr (+117.3% YoY) for Q1 FY27.
- Key figure
- Net profit ₹16.3 Cr · +117.3% YoY