Cyient Dlm Limited has informed the Exchange about Investor Presentation
CYIENTDLM · price
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Cyient DLM reported Q1 FY26 revenue of ₹2,784 Mn, up 8% year-on-year, driven by the inclusion of US operations (Altek Electronics) offsetting the completion of a large order in FY25. EBITDA grew a stronger 25.3% YoY to ₹251 Mn with margins expanding 125 basis points to 9.0%, attributed to a better revenue mix that management described as sustainable for the rest of the year. Profit after tax fell 29.6% YoY to ₹75 Mn due to lower treasury income from IPO proceeds deployment and non-cash amortization of intangibles from the US acquisition. The company posted record quarterly order intake of ~₹5,150 Mn (highest in 10 quarters), taking order backlog to ₹21,318 Mn, added Deutsche Aircraft as a new customer, and has two major B2S orders in finalization. Free cash flow was positive at ₹802 Mn for the third consecutive quarter, and IPO proceeds are 84% utilized with debt repayment fully done.
Strong order momentum and margin expansion signal a healthier demand outlook, but the PAT decline highlights short-term pressure from M&A integration costs. Shareholders may view the record order book and margin guidance as positive for future earnings, though near-term profitability remains weighed down by acquisition-related amortization.