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View Risks →Cyient Limited — Q2 FY26
Cyient D segment delivered a steady Q2 with revenue of ₹1,438 crore, up 3.3% QoQ and 4.5% YoY in INR terms, driven by strong recovery in Transportation (+3.9% QoQ) and Network & Infrastructure (+3.6% QoQ).
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Cyient D segment delivered a steady Q2 with revenue of ₹1,438 crore, up 3.3% QoQ and 4.5% YoY in INR terms, driven by strong recovery in Transportation (+3.9% QoQ) and Network & Infrastructure (+3.6% QoQ). EBIT margin expanded 16 bps QoQ to 12.2% despite wage hikes and restructuring costs, aided by cost optimization. PAT fell 16% QoQ to ₹137 crore due to lower unrealized gains. Management highlighted a 10% QoQ pipeline increase, 50% rise in new business order intake share, and doubled technology pipeline. Guidance: H2 stronger than H1 in both revenue and margins, with a commitment to reach 15% EBIT margin by Q4 FY27. Risk: macro uncertainty remains, though improved from Q1; ramp-down of a large program in strategic units may persist.
साइएंट डी सेगमेंट ने दूसरी तिमाही में अच्छा प्रदर्शन किया। कमाई ₹1,438 करोड़ रही, जो पिछली तिमाही से 3.3% और पिछले साल से 4.5% ज्यादा है। परिवहन और नेटवर्क क्षेत्रों में मजबूत सुधार से यह बढ़ोतरी हुई। मुनाफा बढ़ाने के लिए लागत घटाने के उपायों से, तनख्वाह बढ़ने और पुनर्गठन के खर्चों के बावजूद, कमाई पर मुनाफे का अनुपात 12.2% हो गया। शुद्ध मुनाफा 16% घटकर ₹137 करोड़ रहा, क्योंकि कुछ निवेशों पर फायदा कम हुआ। कंपनी ने कहा कि नए ऑर्डर और टेक्नोलॉजी पाइपलाइन में अच्छी बढ़ोतरी हुई है। उम्मीद है कि दूसरी छमाही पहली से बेहतर रहेगी और मार्च 2027 तक 15% मुनाफा अनुपात का लक्ष्य है। हालांकि, बाजार में अनिश्चितता बनी हुई है और एक बड़े प्रोजेक्ट में कमी आ सकती है।
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Read Transcript →Quarter Snapshot
Order intake new business share
27%
+6pp QoQ
New business as a percentage of overall order intake increased from 21% in Q1 to 27% in Q2.
Pipeline growth
10% QoQ
+10% QoQ
Overall pipeline increased by approximately 10% quarter over quarter.
Technology pipeline share
Doubled QoQ
+100% QoQ
The technology portion of the pipeline doubled over one quarter.
New logos added
7
N/A
Added seven new logos of strategic importance across industries in Q2.
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Guidance and risk preview
Management expects the second half of FY26 to deliver stronger revenue growth and margin expansion compared to H1.
Persistent macroeconomic and geopolitical uncertainties, including trade tariffs, could impact customer decision-making and deal closures.
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