Cyient DLM has released a revised investor presentation for the quarter and nine months ended December 31, 2025, correcting an error in a previously issued earnings presentation. The corrected presentation provides updated financial information and is available on the company’s website. Key highlights include discussions on EMS trends, strategic initiatives, and detailed financial performance metrics.
Revised Investor Presentation
Cyient DLM has issued a revised investor presentation for the quarter and nine months ended December 31, 2025. The revision addresses an inadvertent error identified in the representation graph (Slide No. 11) of the prior earnings presentation.
Key Business Highlights
The presentation includes insights into key industry trends and business highlights:
- Awards and Recognition: Recognized as Best Performer for Electronic Hardware Exports by Software Technologies Parks of India for FY24-25 and Received Risk Mitigation Award from Aero customer.
- Diversifying customer portfolio with 2 new logos in the Medical and Industrial sectors.
- Commenced revenue realization from B2S with significant scale-up potential.
Strategic Initiatives
Key strategic initiatives include:
- Strengthening Go To Market strategies and building a strong sales team.
- Focusing on operational excellence through automation and digitization.
- Building B2S and Platform Play with investments in people and technology.
- Expanding into new markets and capabilities, including inorganic expansion in Europe.
Financial Performance (Q3 FY26 Consolidated)
Key financial metrics for Q3 FY26 include:
- Revenue: ₹3,033 Mn (down 31.7% YoY)
- Normalized EBITDA: ₹309 Mn (down 14.4% YoY) with a margin of 10.2%.
- Reported EBITDA: ₹275 Mn (down 1.6% YoY) with a margin of 9.1%.
- Normalized PAT: ₹138 Mn (down 18.6% YoY) with a margin of 4.6%.
- Reported PAT: ₹112 Mn (up 1.9% YoY) with a margin of 3.7%.
- Order Backlog: ₹23,494 Mn.
Additional Financial Details
- EBITDA margins remained stable through operational efficiency.
- Q2 PAT included a one-off income of ₹195.75 million; excluding this, PAT is growing QoQ in Q3.
- Reported EBITDA and PAT for the quarter are ₹275M and ₹112M, respectively.
IPO Proceeds Utilization (Dec 25)
The utilization of IPO proceeds is as follows:
- Funding incremental working capital: ₹2,829 out of ₹2,911 Mn (97.2%).
- Funding capital expenditure: ₹67 out of ₹436 Mn (15.4%).
- Repayment of borrowings: ₹1,609 Mn (100.0%).
- Achieving inorganic growth: ₹700 Mn (100.0%).
- General corporate purposes: ₹976 Mn (100.0%).
Source: BSE