Cyient DLM Limited — PPTs, 22-07-2025: Investor Presentation

Here's a summary of the investor presentation:

**1. Financial Highlights:**

Q1 FY26 revenue: ₹278.4 Cr. EBITDA: ₹25.1 Cr (9.0% margin, +125 bps YoY). PAT: ₹7.5 Cr (2.7% margin), impacted by non-cash amortization. Order intake surged to ~₹515 Cr (10-quarter high), growing backlog to ₹2131.8 Cr. Generated ₹80.2 Cr positive Free Cash Flow.

**2. Strategic Initiatives & Growth Drivers:**

Strategy: Strengthen core business via large deals, diversify into Medical/Industrial. Pursue inorganic expansion for tech/geographic reach. Enhance B2S offerings (power electronics, sensing, IoT). Target US Defense (ITAR certified) and Automotive (EV/ADAS).

**3. Business Developments:**

Secured Deutsche Aircraft as a new global client; two major B2S orders nearing finalization. Achieved highest Book to Bill in 8 quarters. Efforts ongoing in factory automation and strengthening ex-India sales.

**4. Market Position & Competitive Advantage:**

Leveraging "China+1" shift, India's cost-effective labor, and its dual India-U.S. footprint (via Altek acquisition) for tariff avoidance and supply chain optimization. Well-positioned for growth in Indian EMS and electronification.

**5. Investor Implications:**

Solid order intake and strategic diversification point to positive growth potential. Investors should monitor acquisition integration and new vertical execution.