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Cyient Ltd

Q4 FY26IT - Services

Cyient Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹893
Market cap₹9.6K Cr
P/E23.6
Updated23 Aug 2026
Read4 min read

The short version

TAO Digital has achieved over 100% organic CAGR over the past 3 years, though from a small base as a 4-year startup. The acquisition of TAO Digital is expected to be EPS accretive within 1 to 1.5 years, including after amortization, integration, and interest costs.

From Cyient Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • TAO Digital has achieved over 100% organic CAGR over the past 3 years, though from a small base as a 4-year startup.
  • The company is expected to continue growing rapidly, with the integration into Cyient aiming for conservative growth assumptions compared to historical performance.
  • Cyient targets EBITDA margins of around 16.8% to 17% by CY27, factoring in some haircut and integration costs, but the current EBITDA margins are closer to 20% for TAO.
  • The acquisition is expected to be EPS accretive within 1 to 1.5 years after integration costs and debt servicing.
  • The volume of data to be digitized is exploding, creating a large addressable market opportunity for TAO and Cyient.

2 more points management made on revenue & sales performance

Profitability & Margins

See what Cyient Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • No specific mention of current or future capital expenditure (capex) or strategic investment amounts was detailed in the provided excerpts.
  • The acquisition of TAO Digital was primarily funded through debt, with a combination of debt and equity, but mainly debt.
  • The acquired company is described as a healthy cash-generating asset, with free cash flow expected to service a large part of the acquisition debt.
  • There is a focus on integration costs and management incentive/retention schemes, but these are operational expenses rather than explicit capex.

2 more points management made on capital expenditure plans

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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Cyient Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript does not provide specific details related to the current or expected order book or pending orders for Cyient Limited or TAO Digital. The discussion primarily focuses on: - Acquisition rationale of TAO Digital by Cyient. - Business model shifts towards data digitization, engineering, and AI. - Market opportunity in data collection and automation. - Future growth potential driven by integration of software, data, and engineering. - Focus on cross-selling and upselling within existing accounts.

2 more points management made on order book & pipeline

Cyient Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹1.9K Cr, net profit ₹66 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Cyient's management said in earlier quarters

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Frequently Asked Questions

What were Cyient Ltd Q4 FY26 results?

TAO Digital has achieved over 100% organic CAGR over the past 3 years, though from a small base as a 4-year startup. The acquisition of TAO Digital is expected to be EPS accretive within 1 to 1.5 years, including after amortization, integration, and interest costs.

What is Cyient Ltd share price analysis?

Cyient Ltd currently shows a neutral. The stock trades at a P/E of 23.6 with a market cap of ₹9,609 Cr. Investors should review the full earnings analysis for detailed insights.

Is Cyient Ltd planning capital expenditure?

No specific mention of current or future capital expenditure (capex) or strategic investment amounts was detailed in the provided excerpts.

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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.