Cyient DLM Limited — PPTs, 21-01-2025: Investor Presentation

**Financial Highlights:** Cyient DLM reported a consolidated revenue of ₹4,442Mn for Q3 FY25, marking a 38.4% YoY increase. The standalone revenue for the same period stood at ₹3,573Mn, reflecting an 11.3% growth. Adjusted EBITDA reached ₹359Mn, exhibiting a 21.9% YoY growth, while the adjusted PAT was ₹166Mn, down 9.8% YoY due to M&A integration costs of ₹80Mn.

**Strategic Initiatives and Growth Drivers:** The acquisition of Altek Electronics is showing potential benefits, enhancing the company’s capabilities in defense and medical sectors. The consolidated order backlog exceeds ₹4,442Mn, including ₹2,915Mn from the acquired entity. Moreover, the company aims to develop a 500 kWp rooftop solar power plant in Mysore to strengthen its commitment to renewable energy.

**Business Developments:** Cyient secured a significant new contract with a leading global technology firm in energy services and has over $1Bn in its current pipeline, with three large deals near finalization.

**Market Position and Competitive Advantage:** The defense segment has shown a solid 31% YoY growth, while the aerospace segment also demonstrated resilience. Cyient continues to leverage its diverse portfolio in booming sectors, reflecting a broad geographic footprint.

**Investor Implications:** The company’s growth trajectory, supported by strategic acquisitions and a strong order backlog, presents a positive outlook. Investors should keep an eye on the integration progress and potential synergies from the Altek acquisition, which could enhance overall profitability and market share.