Cyient Limited — PPTs, 16-10-2025: Investor Presentation

Cyient Group reported Q2 FY26 revenue of ₹1,781 Cr ($203.5 Mn), down 7.8% YoY ($), and profit after tax of ₹128 Cr, declining 28.8% YoY. DET (Design and Engineering Technology) revenue grew modestly by 1% QoQ to ₹1,438 Cr ($164.4 Mn), but PAT decreased 16.0% QoQ to ₹137 Cr. Transportation & Mobility was a strong performer.

The company is focusing on a three-pillar transformation: enhancing market impact, accelerating technology adoption (including AI), and improving organizational effectiveness. A key strategy involves investing in future-ready talent through its AI Labs.

Recent developments include significant new customer wins, such as an electric charging systems manufacturing contract and a multi-year deal for eVTOL flight control systems. They secured a $10 Mn aerospace engineering deal and added 7 new clients this quarter. Cyient Semiconductors rebounded with 12.3% QoQ revenue growth.

Management highlighted sustained growth momentum across segments despite macro challenges. They noted DET's healthy performance and strong cash conversion, with Free Cash Flow to PAT at 114%. The Cost Optimization program effectively offset wage hike headwinds, and they expect a stronger H2 FY26.