CYIENT / Q2-FY26 / claim-ledger

Audit the questions that mattered.

Cyient · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ2-FY26 · 2025-10-23Back to quarter ↗

Questions audited

Answered directly

80%

Numeric claims

Consistency

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Question ledger

What was answered, and how?

Moises Chandani · Ambit Capital

partial

Will transportation and network segments sustain growth in H2 FY26?

On transportation we do believe we should be able to sustain growth... if I take a horizon of the next four to six quarters we definitely see this as an area that we can depend on for consistent and significant growth. When it comes to network and infrastructure... our focus would be more on how we drive metrics around the mix of services.

Moises Chandani · Ambit Capital

direct

Is the large project ramp-down in strategic units continuing in Q3?

I think we are mostly done with it there will be still some ramp down in Q3 but I think materiality to overall numbers has gone down substantially.

Moises Chandani · Ambit Capital

direct

Has macro improved for deal flow and conversions vs Q1?

It has definitely improved. However I would not like to say that the market environment is strong. I think market environment is definitely much better than the early part of Q1.

Shreddha Agarwal · MSC

direct

What was the one-time restructuring expense of ~200 bits this quarter?

It is related to the cost optimization that we were doing under which we had to restructure some part of the operations especially around people that we have and therefore that is a one-off period.

Shreddha Agarwal · MSC

direct

Is the restructuring impact fully in Q2 or residual in Q3?

Much of it is in the current quarter. There could still be some more activities we might take up... but what you see right now is the largest piece.

Shreddha Agarwal · MSC

evasive

What was the quantum of the one-time insurance reimbursement gain?

It's actually a bit lesser than the headwind. So the headwind was about 200 bit on restructuring and the tailwind was actually much bit lesser than that.

Shreddha Agarwal · MSC

direct

Is aerospace growth still MRO-led or are design activities recovering?

I think it's a mix of service areas... I would not call out design as a significant contributor yet... our work remains pretty varied across the product as well as the aftermarket.

Shreddha Agarwal · MSC

evasive

Will Q3 have better QoQ growth than Q2 despite furloughs?

We maintain our no guidance policy. Our intent is to continue the trend I talked about in terms of quarter overquarter improvement... we have a healthier pipeline on our near-term programs and projects that we can convert for Q3 and Q4.

Shreddha Agarwal · MSC

partial

Any qualitative indication on order intake improvement this quarter?

Order intake remains healthy... new business as a percentage of overall order intake is going up. Our order intake as a percentage from a technology standpoint which is digital and AI is going up.

Shulab Kova · Morgan Sandley

direct

What is the non-generable order intake percentage this quarter?

That number is 27 now.

Shulab Kova · Morgan Sandley

direct

What service mix change is targeted in networks and what can it lead to?

We would like to create service offerings more focused around how do you drive network automation and more importantly network autonomy... which is where we are spending most of our energy.

Shulab Kova · Morgan Sandley

direct

Which areas of organizational changes are most difficult and time-consuming?

Changes which are more concrete black and white is always easy to do... there is definitely a change management aspect... which is something which will take some time.