Cyient DLM Limited — Investor Meet, 25-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Cyient DLM Q1 FY26 showed strong financial momentum with revenue up 8% to INR 278.4 Cr & EBITDA jumping 25.3% to INR 25.1 Cr, boosting margins to 9%. The company secured a record INR 515 Cr in new orders, highest in 8 quarters, pushing backlog to INR 2,132 Cr, largely with higher-margin work. Management is confident in maintaining a book-to-bill ratio >1 and achieving double-digit EBITDA. Strategic focus on build-to-spec, domestic growth, and potential M&A leveraging current low capacity use. Despite short-term supply chain impacts, outlook is positive for sustained margin and cash flow growth.