Cyient DLM Ltd
Cyient DLM Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
FY '27 expected to deliver strong year-over-year growth across all quarters, recovering from FY '26 softness. FY '27 is expected to see a strong year-over-year growth in revenue, underpinned by a strong order book and a healthy sales pipeline (~$0.5 billion).
From Cyient DLM Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY '27 expected to deliver strong year-over-year growth across all quarters, recovering from FY '26 softness.
- Targeted 25% year-on-year growth for FY '27, aiming around INR 1,600 crores revenue.
- Strong order intake and pipeline (~$0.5 billion) supporting growth prospects.
- Investments in sales teams to enhance customer acquisition and order intake; more hires planned in the current quarter.
- Growth not limited to aerospace & defense; expanding in non-A&D sectors and new verticals like electric vehicles.
- Altek acquisition expected to contribute positively with quicker order-to-revenue conversion.
- Build-to-specification engagements anticipated to scale up from FY '27 Q3/Q4 and further in FY '28.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Cyient DLM Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is focused on both organic and inorganic growth opportunities.
- They continue to look for acquisitions opportunistically, targeting both product expansion and geographic presence.
- Recent acquisition of Altek had challenges but is still central to the growth strategy.
- Investments have been made in strengthening the sales team across geographies and industry verticals to increase order intake.
- No specific capex or strategic investment figures were disclosed.
- The company is advancing in new product areas including semiconductor equipment manufacturing and AI, indicating potential future investments there.
2 more points management made on capital expenditure plans
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
See what Cyient DLM Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Current executable order book is strong and solid for FY '27, consisting solely of confirmed purchase orders from customers.
- Order book typically covers 18-24 months, meaning revenue conversion spans multiple financial years.
- Order intake percentage between FY '25 and FY '26 recovered to be at or above competitor levels (35%-40% growth).
- Sales pipeline is robust, with a sales pipeline close to $0.5 billion currently in negotiation.
- Altek acquisition order book operates with shorter book-to-ship cycles, adding near-term revenue.
- Management expects order inflows and conversion to revenue to improve starting from next quarter (Q1 FY '27).
- No intercompany orders; all orders are customer-driven.
2 more points management made on order book & pipeline
Cyient DLM Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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 Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Cyient DLM Ltd Q4 FY26 results?
FY '27 expected to deliver strong year-over-year growth across all quarters, recovering from FY '26 softness. FY '27 is expected to see a strong year-over-year growth in revenue, underpinned by a strong order book and a healthy sales pipeline (~$0.5 billion).
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 is focused on both organic and inorganic growth opportunities. - They continue to look for acquisitions opportunistically, targeting both product expansion and geographic presence. - Recent acquisition of Altek had challenges but is still central to the growth strategy. - Investments have been made in strengthening the sales team across geographies and industry verticals to increase order intake. - No specific capex or strategic investment figures were disclosed. - The company is advancing in new product areas including semiconductor equipment manufacturing and AI, indicating potential future investments there. - They expect cross-pollination benefits between Indian and U.S.
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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.