What was Cyient DLM's revenue in Q4 FY26?

Cyient DLM reported revenue of ₹369 Cr in Q4 FY26, a -13.8% change year-over-year.

Did Cyient DLM management deliver on previous promises?

Of 2 tracked promises, management 0 met, 0 close, 2 missed.

Cyient DLM Q4 FY26 Research Workspace: Revenue ₹369 Cr (-13.8%)

Q: What guidance did Cyient DLM management give?

Double-digit EBITDA margin sustainability: Management expects to sustain double-digit EBITDA margins, with potential improvement from operating leverage as volumes grow.

Revenue ₹369 Cr -13.8%

EBITDA ₹43 Cr -24.9%

PAT ₹22 Cr -27.6%

EBITDA Margin 12% -174bps

Duration 65 min

Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

Cyient DLM reported Q4 FY26 revenue of ₹369.1 crore, down 13.8% YoY, impacted by a large order completion in FY25 and West Asia crisis disruptions. EBITDA margin remained healthy at 11.7%, though down 174 bps YoY. PAT stood at ₹22.4 crore, down 27.6% YoY. The order book reached a record ₹2,416.6 crore, with a book-to-bill ratio of 1.5x, providing strong visibility for FY27. Management highlighted sustained double-digit margins and a robust pipeline of ~$500 million. Key risks include geopolitical uncertainties, tariff overhang on US operations, and potential delays in execution due to supply chain disruptions. The company is investing in sales leadership and build-to-spec capabilities to drive future growth.

Promises0 met · 2 missedRisks3 trackedTranscriptfull text

Research workspace

Focused Modules

⚖Claim Ledger 29% answered

Did management answer the analysts?

12 analyst questions audited, 7 evaded or deflected.

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◈Promises 2 promises

Promise Tracker

0 delivered, 0 close, 2 missed.

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!Risks 3 risks

Risk Intelligence

West Asia crisis disruption

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≡Transcript Full text

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Quarter Snapshot

Order Book ₹2,416.6 crore

+27% YoY

Highest order book in last 10 quarters, providing strong revenue visibility for FY27.

Book-to-Bill Ratio 1.5x

+0.3x YoY

Consistent quarterly book-to-bill >1x, indicating sustained demand momentum.

Order Intake $28 million

+40% YoY

Full-year order intake of $28M, driven by strong traction across key segments.

Sales Pipeline ~$500 million

N/A

Management disclosed a pipeline of ~$500M, reflecting strong future order potential.

Fast read

Guidance and risk preview

Top guidance Double-digit EBITDA margin sustainability

Management expects to sustain double-digit EBITDA margins, with potential improvement from operating leverage as volumes grow.

Top risk West Asia crisis disruption

Supply chain delays due to West Asia crisis impacted Q4 revenue and inventory levels; risk of continued execution delays.