Cyient Dlm Limited · NSE:CYIENTDLM

Cyient Dlm — Q1 FY2027 Earnings Presentation

16 slides from Cyient Dlm's earnings presentation, Jul 21, 2026

  1. Slide 1: Exchange filing cover letter for investor presentation

    21 July 2026 BSE Limited National Stock Exchange of India Ltd PJ Towers, 25th Floor, Exchange Plaza, Dalal Street, Bandra-Kurla Complex, Bandra (E), Mumbai 400001. Mumbai-400 051. Scrip Code: 543933 Scrip Code: CYIENTDLM Sub: Investor Presentation for the quarter ended 30 June 2026 Please find enclo

  2. Slide 2: Investor Presentation Q1 FY27

    INVESTOR PRESENTATION Q1 FY27 © CYIENT DLM 2026 | Confidential

  3. Slide 3: Confidentiality Statement

    CONFIDENTIALITY STATEMENT The information shared herein is strictly confidential, proprietary and unique to the company. It is only made and shared for the purpose and extent it is intended for and no other. Usage or sharing of the said information in any form, directly or indirectly and in any mann

  4. Slide 4: Today's Presenters

    TODAY’S PRESENTERS Krishna Bodanapu Rajendra Velagapudi Subramanian RM Chairman MD & Chief Executive Officer Chief Financial Officer 3 | © CYIENT DLM 2026 | Confidential

  5. Slide 5: Business Overview / Finance Updates

    Business Finance Updates Overview 4 | © CYIENT DLM 2026 | Confidential

  6. Slide 6: EMS Landscape: Core business remains attractive with expanding business opportunities

    EMS LANDSCAPE: Core business remains attractive with expanding business opportunities ~$625–650B ~$1.1T ~6%+ China+1 Current global EMS market EMS market potential Blended market CAGR Footprint realignment Planning base by 2033 Higher in high-reliability Supply-chain resilience Top Trends Cyient DLM

  7. Slide 7: Long Term Strategic Pivot

    LONG TERM STRATEGIC PIVOT Focus on widening industry coverage and elevating the value proposition STRENGTHEN EXPAND TRANSFORM TODAY FY27-29 FY30+ Foundation we bank on Same stack, new sectors Product + platform moat 4 INDUSTRIES · FOUNDATION 6 INDUSTRIES · +2 NEW 6 INDUSTRIES · + NEW PLATFORMS Aeros

  8. Slide 8: Key Business Highlights of the Quarter

    KEY BUSINESS HIGHLIGHTS OF THE QUARTER ORDER BOOK ORDER INTAKE NEW CLIENTS INR 2,598.9 Cr INR 551.9 Cr 2 New Logos Highest-ever order book since IPO. Book-to-Bill of 1.5x, driven by both Added across the Industrial and existing and new clients. Automotive segments in Q1. LAB EXPANSION B2S PLATFORMS

  9. Slide 9: Business Overview / Finance Updates

    Business Finance Updates Overview 8 | © CYIENT DLM 2026 | Confidential

  10. Slide 10: Dashboard – Q1 FY27 Consolidated

    BUSINESS OVERVIEW FINANCE UPDATES DASHBOARD – Q1 FY27 CONSOLIDATED Comments: REVENUE EBITDA PAT ▪ Strong performance backed Healthy order intake, Revenue Growth ₹ 3,738 Mn ₹ 392 Mn ₹ 163 Mn and Margin expansion ▪ Strongest Q1 34.3% YoY 56.2% YoY 118.2% YoY performance to date. ▪ Order book reached i

  11. Slide 11: Key KPI's Trend

    BUSINESS OVERVIEW FINANCE UPDATES KEY KPI’s TREND 1 Revenue (INR Mn) EBITDA (INR Mn) Normalized Comments: One-off’s 3691 3738 addition • Q1 FY27 started with strong 431 3106 3033 392 performance in Revenues and 2784 312 309 Margins. 251 34 • EBITDA margin improved 147 bps YoY to 10.5%, Consistently

  12. Slide 12: Key KPI's Trend

    BUSINESS OVERVIEW FINANCE UPDATES KEY KPI’s TREND 2 All numbers are in Days and order book in ₹Mn Order Book (INR Mn) DIO (Days) DPO (Days) 83 195 71 73 185 25,989 172 162 64 63 22,911 23,494 24,166 153 21,318 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27

  13. Slide 13: Q1 FY27 Revenue Share

    BUSINESS OVERVIEW FINANCE UPDATES Q1 FY27 REVENUE SHARE INDUSTRY PRODUCT CATEGORY MIX 1% 10% 6% 16% 1% Aerospace PCBA 42% Defence INDIA 48% Box Build Industrial ROW Cables Med Tech 41% Mech & Others 32% Auto & Others 9% 94% • Aerospace and Industrial segments • PCBA business share continues to • Res

  14. Slide 14: Q1 FY27 Financials – Consolidated

    BUSINESS OVERVIEW FINANCE UPDATES Q1 FY27 FINANCIALS – CONSOLIDATED Amount in ₹ Mn Details Q1 FY27 Q1 FY26 YoY % Notes:. Revenue 3,738 2,784 34.3% • DMC % is higher in Q1FY27 due to Mix and procurement towards B2S. Material cost 2,320 1,665 39.3% • Employee cost increased with headcount Employee Cos

  15. Slide 15: Q&A

    Q&A 14 | © CYIENT DLM 2026 | Confidential

  16. Slide 16: Thank You

    THANK YOU www.cyientdlm.com www.cyientdlm.com

Cyient DLM — Q1 FY2027 Earnings Presentation on 6ix