Cyient Dlm Limited · NSE:CYIENTDLM

Cyient Dlm — Q2 FY27 Earnings Presentation

18 slides from Cyient Dlm's earnings presentation, Oct 15, 2026

Slide 1: Exchange filing cover letter
15 October 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 September 2026 Please fi
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
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
Slide 6: Global EMS Market: A ~$1 Trillion Opportunity in the Making
GLOBAL EMS MARKET: A ~$1 Trillion Opportunity in the Making EMS spend compounds from ~$650 Bn toward ~$1 Tn; AI infrastructure, semicap and robotics are the fastest-growing pools $649 Bn $853 Bn ~$1.1 Tn $230 Bn Global EMS market, 2025 Base case 2030 · 5.6% CAGR Upside case 2030 · 9.8% CAGR High-rel
Slide 7: Strategic Pivot: Path from ~9–11% to ~13–18% Margins
STRATEGIC PIVOT: Path from ~9–11% to ~13–18% Margins STRENGTHEN EXPAND TRANSFORM TODAY FY27-29 FY30+ Foundation we bank on Same stack, new sectors B2S platform moat 4 INDUSTRIES · FOUNDATION 7 INDUSTRIES · +3 NEW 7 INDUSTRIES · + NEW PLATFORMS Aerospace & Defense Medical Aerospace & Defense Medical
Slide 8: Q2 Highlights: Record Order Book, Profitable Growth
Q2 HIGHLIGHTS: RECORD ORDER BOOK, PROFITABLE GROWTH Revenue growth Record order book 26.5% YoY, delivering continued revenue growth, strong growth Order book at an all-time high, Q2 book-to-bill at 1.6x. in Aerospace and Industrial, continued traction in Defence and Medtech . Shifting Product Mix Ne
Slide 10: Dashboard – Q2 FY27
BUSINESS OVERVIEW FINANCE UPDATES DASHBOARD – Q2 FY27 REVENUE EBITDA Normalized PAT Reported PAT ₹ 3,931 Mn ₹ 342 Mn ₹ 158 Mn ₹ 340 Mn 26.5% YoY 9.5% YoY 25.8% YoY 5.8% YoY Normalized PAT Reported PAT Order Book EBITDA Margin Margin Margin ₹ 28,137 Mn 8.7% 4.0% 8.7% 2,148 Mn QoQ -135 bps YoY -2 bps
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 3931 431 • Q2 FY27 revenue continued its 392 3106 3033 342 positive growth trend, reflecting 2784 312 309 251 strong business momentum 34 • EBITDA margin reflects continued 2
Slide 12: Key KPI's Trend (Order Book and Working Capital)
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 28,137 185 68 25,989 172 162 162 64 63 22,911 23,494 24,166 153 21,318 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Q2'27 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Q2'27 Q1'2
Slide 13: Q2 FY27 Revenue Share
BUSINESS OVERVIEW FINANCE UPDATES Q2 FY27 REVENUE SHARE INDUSTRY PRODUCT CATEGORY MIX 1% 7% 13% 14% 2% Aerospace PCBA Defence 47% Box Build INDIA Industrial 48% Cables ROW Med Tech 31% Mech & Others Auto & Others 37% 7% 93% • Aerospace and Industrial segments • PCBA business share continues to • Res
Slide 14: Q2 Financials – Detailed
BUSINESS OVERVIEW FINANCE UPDATES Q2 FINANCIALS – DETAILED Amount in ₹ Mn Details Q2 FY27 Q2 FY26 YoY % Notes:. • DMC % is variance in Q2FY27 due to one-off Revenue mix Revenue 3,931 3,106 26.5% impact and purchases towards product development. Material cost 2,460 1,826 34.7% Employee Cost 679 529 2
Slide 15: Dashboard – H1 FY27
BUSINESS OVERVIEW FINANCE UPDATES DASHBOARD – H1 FY27 REVENUE EBITDA Normalized PAT Reported PAT ₹ 7,669 Mn ₹ 733 Mn ₹ 321 Mn ₹ 503 Mn 30.2% YoY 30.4% YoY 60.4% YoY 27.0% YoY Normalized PAT Reported PAT Order Book EBITDA Margin Margin Margin ₹ 28,137 Mn 9.6% 4.2% 6.6% 5,226 Mn YoY 1 bps YoY 79 bps Y
Slide 16: H1 Financials – Detailed
BUSINESS OVERVIEW FINANCE UPDATES H1 FINANCIALS – DETAILED Amount in ₹ Mn Details H1 FY27 H1 FY26 YoY % Notes: Revenue 7,669 5,891 30.2% • DMC % increase is mainly flowing from Q2 FY27. Revenue mix and product development costs are the primary contributors. Material cost 4,780 3,491 36.9% Employee C
Slide 18: Thank You
THANK YOU www.cyientdlm.com www.cyientdlm.com

Cyient DLM — Q2 FY27 Earnings Presentation on 6ix

Cyient Dlm — Q2 FY27 Earnings Presentation

Slide 1: Exchange filing cover letter

Slide 2: Investor Presentation Q2 FY27

Slide 3: Confidentiality Statement

Slide 4: Today's Presenters

Slide 5: Business Overview

Slide 6: Global EMS Market: A ~$1 Trillion Opportunity in the Making

Slide 7: Strategic Pivot: Path from ~9–11% to ~13–18% Margins

Slide 8: Q2 Highlights: Record Order Book, Profitable Growth

Slide 9: Finance Updates

Slide 10: Dashboard – Q2 FY27

Slide 11: Key KPI's Trend

Slide 12: Key KPI's Trend (Order Book and Working Capital)

Slide 13: Q2 FY27 Revenue Share

Slide 14: Q2 Financials – Detailed

Slide 15: Dashboard – H1 FY27

Slide 16: H1 Financials – Detailed

Slide 17: Q&A

Slide 18: Thank You