Cyient DLM Limited — PPTs, 22-04-2025: Investor Presentation
**Financial Highlights:** For Q4 FY25, Cyient DLM reported consolidated revenue of INR 4,281 Mn, reflecting an 18.3% increase year-over-year. EBITDA grew significantly by 50.9% YoY to INR 574 Mn, with an EBITDA margin of 13.4%. PAT also saw a rise of 36.5% YoY, totaling INR 310 Mn, yielding a PAT margin of 7.3%.
**Strategic Initiatives and Growth Drivers:** The company is focused on strengthening its current business through strategic engagements and sectoral diversification, particularly in the medical and industrial sectors. Cyient DLM is pursuing inorganic expansion opportunities, particularly in North America and EMEA.
**Business Developments:** Key highlights include a strategic partnership with Deutsche Aircraft and a contract from Boeing for the production of a Battery Diode Module. The recent acquisition of Altek Electronics has bolstered capabilities, especially in defense, medical, and industrial sectors.
**Market Position and Competitive Advantage:** Cyient DLM is leveraging a dual operational footprint in the U.S. and India, driven by rising demand for cost-effective, resilient supply chains amid de-risking trends from China.
**Investor Implications:** The solid financial performance and strategic initiatives position Cyient DLM well for future growth, despite short-term pressures from major customers. Investors should maintain a positive outlook given the potential in expanding sectors and new partnerships.
