Q1 2027 Cyient DLM Ltd Earnings Call Transcript
Key Points
- Cyient DLM Ltd (BOM:543933) reported a robust 34.3% year-on-year revenue growth for Q1 FY27, reaching INR3,738 million.
- The company achieved its highest ever order book at INR2,598 crores, providing strong revenue visibility.
- EBITDA margin improved to 10.5%, reflecting an expansion of 147 basis points year-on-year.
- The company has consistently delivered double-digit EBITDA margins for four consecutive quarters.
- Cyient DLM Ltd (BOM:543933) is expanding into new sectors such as AI infrastructure, data centers, and robotics, which are expected to drive future growth.
- Geopolitical uncertainties and supply chain disruptions, particularly in the Middle East, continue to pose challenges.
- Inventory levels increased sequentially, which may impact working capital management.
- The MedTech segment showed flat growth year-on-year, indicating potential challenges in this sector.
- Operating cash flow remains negative, primarily due to higher inventory and reduced customer advances.
- The company faces ongoing logistical delays and cost increases due to geopolitical tensions in West Asia.
Ladies and gentlemen, good day, and welcome to the Cyient DLM Limited Q1 FY27 Earnings Conference Call. (Operator Instructions). Please note that this conference is being recorded.
I now hand the conference over to Mr. Krishna Bodanapu, Non-Executive Chairman, Cyient DLM Limited. Thank you, and over to you, sir.
Thank you, Tarun. Good evening, ladies and gentlemen. I'm Krishna Bodanapu, Non-Executive Chairman of Cyient DLM Limited. I welcome you to our Q1 FY27 earnings call -- joining me today are our Managing Director and CEO, Mr. Rajendra Velagapudi; and our CFO, Mr. R. Subramanian. Before we begin, I would like to remind you that certain statements made during this call may be forward-looking in nature and subject to risks and uncertainties. A detailed disclaimer is available in the Investor website section posted on our website.
The Q1 FY27 performance reinforces the message that I shared in our previous earnings call that the underlying strength of our business remains
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