H2 FY26 stronger than H1 in revenue and margins
Management expects the second half of FY26 to deliver stronger revenue growth and margin expansion compared to H1.
CYIENT / guidance tracker
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Cyient · forward-looking guidance across the available source record.
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Guidance tracker
What management said would happen.
revenue
15% EBIT margin target by Q4 FY27
The company is committed to achieving a 15% EBIT margin by the fourth quarter of FY27 through cost optimization and operational improvements.
Semiconductor business EBIT neutral in FY27
The semiconductor segment is expected to become EBIT neutral sometime in FY27, with maximum organic investment of $15 million.
Semiconductor revenue run rate of $50M and ACV pipeline of $100M+ by FY27 end
The semiconductor business targets a revenue run rate of $50 million and an ACV pipeline of over $100 million by the end of FY27.
Kinetic Technologies to be EBITDA-positive from FY27
The acquisition will be EBITDA-positive from the first full year (FY27) and EPS-accretive from year two.
Organic semiconductor business to deliver flat EBITDA by end of next year
Management reiterated commitment to achieving flat EBITDA for the organic semiconductor business by the end of FY27.
Kinetic Technologies revenue growth of 15-20% YoY
The acquired business is expected to grow at 15-20% annually, driven by power management demand.
Target revenue mix: 50%+ ASSP, 30-35% custom ASIC, ~15% services
Post-acquisition, the revenue mix is targeted to shift towards proprietary products, with ASSP becoming the largest segment.
Mid-to-high single-digit organic growth in FY27
Management expects D segment revenue to grow mid-to-high single digits YoY in constant currency.
15% EBIT margin target by Q4 FY27
Reiterated aspiration to reach 15% EBIT margin by Q4 FY27, subject to geopolitical volatility.
Semiconductor revenue run rate of ~$100M in FY27
Expects semiconductor business to reach approximately $100 million annual run rate in FY27.