Q2-FY26 · Sukumal Banerjee
We are now over that phase [of stabilization]. The results have been strong moving from a revenue degrowth of 1.9% in Q4 of FY25 to a degrowth of 1.5% in Q1 of FY26 to a growth of 0.5% in Q2 in constant currency terms.
CYIENT / language trends
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Cyient · tone and specificity signals across the available quarters.
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Language signals
What changed in management language.
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Q2-FY26 · Sukumal Banerjee
Our uniqueness is not just being part of the AI bandwagon but being a domain first and AI infused company.
Q2-FY26 · Krishna Bodhanapu
We have the opportunity to create a DLM like situation here [in semiconductors].
Q3-FY26 · Suman Naray
The acquisition doubles our addressable market to 8.5 billion and gives us a clear path to leadership in power conversion technologies for edge AI and data centers.
Q3-FY26 · Suman Naray
We will be the first company in India with a meaningful proprietary custom product portfolio and own semiconductor IP. A distinction that fundamentally sets us apart.
Q3-FY26 · Krishna Bodhanapu
Our ambition in this business is to become one of the world's leading fabless semiconductor houses especially out of India.
Q4-FY26 · Krishna Bodhanapu
We have therefore made a conscious decision not to walk away but to pro this transaction and come back with a more educated decision in the coming quarters.
Q4-FY26 · Sukumal Banerjee
The company that will win in our sector are the ones that layer AI and digital on top of deep domain knowledge and the human expertise.
Q4-FY26 · Krishna Bodhanapu
We want to establish an independent value because we believe there is a huge value unlock in science semiconductor.