Cyient DLM Ltd
Cyient DLM Q3 FY25: Order Book ₹2,142.9 Cr
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company is executing to a confident plan with ongoing improvements across areas. Company aims for a consistent 10% EBITDA margin as an initial milestone with aspirations to grow beyond that (Page 12).
From Cyient DLM Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company is executing to a confident plan with ongoing improvements across areas.
- Significant opportunities are in the pipeline, including three large deals in advanced negotiation stages expected to impact revenue in the next 2 fiscal years.
- Altek acquisition is expanding the footprint in North America, expected to drive higher growth due to demand for local manufacturing and political trends favoring "Made in U.S."
- Aerospace and defense remain dominant sectors, but growth is also expected from industrial and medical sectors, leveraging Altek’s expertise.
- Order book execution timeline varies between 9-12 months for new POs, with overall backlog spread over 18-24 months.
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Profitability & Margins
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Capital Expenditure Plans
- The company has excess capacity currently and does not foresee a need for substantial CAPEX expansion at the moment.
- Incremental CAPEX additions are planned during the year and will be communicated as funds are utilized.
- About ₹190 crores of IPO proceeds are expected to be used for working capital by the end of the year, with another ₹100 crores reserved for the next financial year's working capital requirements.
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Top-ranked in Aerospace & Defense
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- Consolidated order backlog stands at ₹2,142.9 crore, including ₹291.5 crore from Altek.
- Standalone order backlog (excluding Altek) is approximately ₹1,850 crore.
- Execution timeline for new POs varies: 9-12 months from PO to meaningful revenue; overall execution spans 18-24 months depending on client needs.
- Altek has a shorter sales cycle with 50-60% visibility at the start.
- Some large deals are in advanced negotiation, but specifics on deal quantum remain undisclosed; large deals expected to impact FY 2026 and beyond.
- Order backlog has seen some decline due to consumption of existing large orders but a strong pipeline above $1 billion in B2B opportunities is being pursued.
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Cyient DLM Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹369 Cr, net profit ₹22 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Cyient DLM's management said in earlier quarters
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Frequently Asked Questions
What were Cyient DLM Ltd Q3 FY25 results?
The company is executing to a confident plan with ongoing improvements across areas. Company aims for a consistent 10% EBITDA margin as an initial milestone with aspirations to grow beyond that (Page 12).
What is Cyient DLM Ltd share price analysis?
Cyient DLM Ltd currently shows a neutral. The stock trades at a P/E of 64.3 with a market cap of ₹5,278 Cr. Investors should review the full earnings analysis for detailed insights.
Is Cyient DLM Ltd planning capital expenditure?
The company has excess capacity currently and does not foresee a need for substantial CAPEX expansion at the moment.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.