CYIENTDLMNSECyient DLM LimitedMediumNeutral
Announced Tue, 21 Apr · 17:13 IST

Cyient Dlm Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedPromoter Disclosed Acquisition PlansInvestor Communications View source PDF

CYIENTDLM · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+6.1%1-day move
₹360.00
prior close
₹345.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+5.7+8.9+7.2+7.7+6.1+3.6+11.4+9.7+8.3+11.7+14.7+16.1+34.9+93.1
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AI summary

Cyient DLM reported Q4 FY26 revenue of ₹3,691 Mn (down 13.8% YoY) with EBITDA of ₹431 Mn and PAT of ₹224 Mn. Full-year FY26 revenue was ₹12,615 Mn, a 17% decline from FY25's ₹15,196 Mn, primarily due to completion of a large A&D order. Despite the revenue decline, normalized EBITDA margin improved to 10.3% (up 77 bps YoY) due to better product mix and cost controls. The order book reached a 10-quarter high of ₹24,166 Mn, with record order intake at 1.5x FY26 revenues and a Book-to-Bill ratio above 1 across all four quarters. Finance costs fell 27.6% YoY reflecting lower interest rates and reduced borrowings. All IPO proceeds (₹6,631 Mn) have been fully utilized. The company is exploring M&A in Europe Defense and entering the AI Infrastructure market.

Likely market impact

Revenue declined due to large order completion, but improving margins and record order intake signal a potential revenue recovery in coming quarters. The growing order book and new market expansion (AI infrastructure, automotive, India defense) are positive long-term signals.