Cyient DLM Ltd (NSE:CYIENTDLM)

Q2 2026 Cyient DLM Ltd Earnings Call Transcript

Oct 14, 2025 / 11:45 AM GMT

Release Date Price: ₹468.15 (-4.11%)

Transcript

Key Points

Positve

Cyient DLM Ltd (BOM:543933) reported sustained positive momentum across key performance indicators, including order intake, revenue, margin, and cash flow.
The company has a robust book-to-build ratio sustained for two consecutive quarters, indicating strong future growth potential.
Strategic focus on the India market has strengthened relationships with global clients, leading to significant wins and prestigious awards from global OEMs.
The company has successfully onboarded a new client in the automotive sector and is in advanced negotiations with several more, enhancing its market presence.
Cyient DLM Ltd (BOM:543933) reported a double-digit EBITDA margin, supported by a substantial backlog of high-margin orders, indicating strong financial health.

Negative

The geopolitical situation in Israel has significantly impacted revenue and predictability, posing a challenge to operations.
The acquisition of Altech has increased material costs and employee expenses, impacting profitability.
There is a dependency on a few large orders, particularly in the defense sector, which can lead to revenue volatility.
The company faces challenges in scaling its high-margin build-to-spec (B2S) business, which is expected to take time to contribute significantly to revenue.
The US tariff situation poses a risk, requiring strategic adjustments to mitigate its impact on operations and profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CYIT.NS - Cyient DLM Ltd
Q2 2026 Cyient DLM Ltd Earnings Call
Oct 14, 2025 / 11:45AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good to you and welcome to Sci GLM Limited Q2 FY26 earnings conference call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing 0 on your touchtone phone. Please note that this conference is being recorded.

I now hand the conference over to Mr. Krishna Buddhaapu, non-executive Chairman, sign DLM Limited.

Thank you and over to you, sir.

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Unidentified_2 [2]
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