Geopolitical headwinds in Israel
The geopolitical situation in Israel has significantly impacted revenue quantum and predictability, though recent stability may help.
CYIENTDLM / Q2-FY26 / risks
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Cyient DLM · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
US tariff impact on operations
Tariffs pose a risk to US operations; management is discussing solutions with customers but has no one-size-fits-all answer.
Dependence on defense order completion
Revenue decline is primarily due to the completion of a large defense order; new defense orders depend on Indian MOD awards.
Slow conversion of B2S orders to mass production
B2S orders have long design cycles (2-3 years), delaying revenue contribution from mass production until FY28.