Slide 1: Exchange filing cover letter: Investor Presentation
16 October 2025 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: 532175 Scrip Code: CYIENT Dear Sir/Madam, Sub: Investor Presentation Please find enclosed Investor Presentation
Slide 2: Investor Presentation Q2 FY26
INVESTOR PRESENTATION Q2 FY26
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: Leadership Team
Leadership Team KRISHNA BODANAPU SUKAMAL BANERJEE PRABHAKAR ATLA Executive Vice-Chairman & Executive Director & CEO President & CFO Managing Director © CYIENT 2025 | Confidential 3
Slide 5: Glossary
Glossary • Cyient Group Business Segments: • Cyient DET • Cyient DLM • Cyient Semiconductors • Cyient Others • Cyient DET Business Units: • Transportation & Mobility: Aerospace + Rail + Automotive • Networks & Infrastructure: Connectivity + Utilities • Strategic Units: Mining & Minerals + Energy + H
Slide 6: Business Highlights
Business Highlights DET Business Update Financial Highlights • Highlights for the Group • DET Strategy • DET • Business Highlights • Group • BU performance • Key Updates Annexures © CYIENT 2025 | Confidential 5
Slide 7: Business Highlights
Business Highlights DET Business Update Financial Highlights • Highlights for the Group • DET Strategy • DET • BU performance • Group • Business Highlights • Key Updates Annexures © CYIENT 2025 | Confidential 6
Slide 8: Highlights for the Group
Highlights for the Group Our Mission Design and deliver intelligent, efficient, and secure semiconductor solutions that power the world’s next-generation of systems — from data centers to humanoids, industrial automation, and electric mobility. © CYIENT 2025 | Confidential 7
Slide 9: Highlights for the Group
Highlights for the Group Strong momentum in Build-to-Spec Driving growth in sustainable mobility orders with a high-value win Awarded a multi-year large deal contract from Expanded into the automotive sector with the a Japanese eVTOL player for the design and award of an electric charging systems ma
Slide 10: Highlights for the Group
Highlights for the Group Investing in Future-Ready Talent through Cyient AI Labs • Launched Cyient AI Lab for Schools, empowering 25,000+ students across 50 government schools in Visakhapatnam with hands-on learning in AI, STEM, and robotics • Democratizing access to emerging technologies & fosterin
Slide 11: DET Business Update
Business Highlights DET Business Update Financial Highlights • Highlights for the Group • DET Strategy • DET • BU performance • Group • Business Highlights • Key Updates Annexures © CYIENT 2025 | Confidential 10
Slide 12: Cyient: My Reflections Over Last 2 Quarters
Cyient: My Reflections Over Last 2 Quarters A rich heritage of engineering expertise delivering truly global solutions for an enviable customer base Engineering DNA Customers Delivering for World • Depth and breadth • Many large and deep • Truly Local and yet across value chain relationships - many
Slide 13: Focus and Priorities for Transformation | FY26 and Beyond
Focus and Priorities for Transformation | FY26 and Beyond Our transformation agenda is anchored around three core pillars as below, and we have launched many initiatives Pillar 1: Pillar 2: Pillar 3: Market Impact Technology Adoption Organizational Effectiveness • Sales Effectiveness (new • Domain F
Slide 14: BU Performance for the Quarter
BU Performance for the Quarter Cyient DET revenue grew by 1% QoQ and 0.1% YoY in US$ terms DET Business Units (US$ Mn) Q2 FY26 QoQ (cc) QoQ ($) YoY (cc) YoY ($) Transportation & Mobility 66.4 3.9% 3.7% 6.1% 5.8% Networks & Infrastructure 52.5 3.6% 4.5% -1.4% -0.8% Strategic Units 45.1 -7.2% -6.0% -9
Slide 15: Business Highlights for the Quarter
Business Highlights for the Quarter Key Deals Recognitions • An aerospace company selected Cyient as a partner for • Global Connectivity Awards: their engineering operations in a deal worth $10mn • Cyient was recently shortlisted for the Best • A large energy company selected Cyient for the Mobile/5
Slide 16: Financial Highlights
Business Highlights DET Business Update Financial Highlights • Highlights for the Group • DET Strategy • DET • BU performance • Group • Business Highlights • Key Updates Annexures © CYIENT 2025 | Confidential 15
Slide 17: Financial Highlights for the Quarter | DET
Financial Highlights for the Quarter | DET 164.4M$ 1,438cr₹ 12.2% Revenue ($) Revenue (₹) EBIT +0.5% cc QoQ | -0.6% cc YoY +3.3% QoQ | +4.5% YoY +16 bps QoQ | -157 bps YoY +1% $ QoQ | +0.1% $ YoY 137Cr₹ 12.43₹ 157cr₹ PAT EPS FCF -16.0% QoQ | -16.4% YoY -16.1% QoQ | -16.7% YoY Note: Above metrics exc
Slide 18: Financial Highlights for the Quarter | Group
Financial Highlights for the Quarter | Group 203.5M$ 1,781cr₹ 9.4% Revenue ($) Revenue (₹) EBIT -8.4% cc YoY -3.7% YoY -308 bps YoY -7.8% $ YoY 128Cr₹ 11.55₹ 173cr₹ PAT EPS FCF -28.8% YoY -29.0% YoY +20.8% YoY © CYIENT 2025 | Confidential 17
Slide 19: About Cyient
About Cyient Cyient (Estd: 1991, NSE: CYIENT) delivers intelligent engineering solutions across products, plants, and networks for over 300 global customers, including 30% of the top 100 global innovators. As a company, Cyient is committed to designing a culturally inclusive, socially responsible, a
Slide 20: Disclaimer
Disclaimer All the references to Cyient’s financial results in this update pertain to the company’s consolidated operations comprising: Wholly-owned and step down subsidiaries: Cyient Europe Limited; Cyient Inc.; Cyient GmbH; Cyient Australia Pty Ltd; Cyient Singapore Private Limited; Cyient KK; Cyi
Slide 21: Connect With Us
#DesigningTomorrowTogether Connect www.cyient.com With Us Follow us on © CYIENT 2025 | Confidential 20
Slide 22: Annexure Q2 FY26
INVESTOR PRESENTATION ANNEXURE Q2 FY26
Slide 23: Message from the Management
Message from the Management Commenting on the results, Mr. Krishna Bodanapu, Executive Vice Chairman and Managing Director, said “This quarter, Cyient Group sustained its growth momentum, delivering results in line with expectations across key segments, even amid a challenging macroeconomic and geop
Slide 24: Message from the Management
Message from the Management Commenting on the results, Mr. Prabhakar Atla, President and Chief Financial Officer, said, “DET posted a healthy performance this quarter, delivering a revenue of $164.4 million, a growth of 50 bps in constant currency. In rupee terms, revenue stood at INR 1438 crores, w
Slide 25: Glossary
Glossary • Cyient Group Business Segments: • Cyient DET • Cyient DLM • Cyient Semiconductors • Cyient Others • Cyient DET Business Units: • Transportation & Mobility: Aerospace + Rail + Automotive • Networks & Infrastructure: Connectivity + Utilities • Strategic Units: Mining & Minerals + Energy + H
Slide 26: DET Metrics
DET METRICS 5
Slide 27: Income Statement | DET
Income Statement | DET DET UOM Q2 FY26 Q1 FY26 Q2 FY25 Operating Revenue $ Mn 164.4 162.7 164.3 Operating Revenue ₹ Mn 14,385 13,925 13,766 Cost of Revenue ₹ Mn 9,157 8,714 8,314 Gross profit ₹ Mn 5,228 5,212 5,452 Gross margin % 36.3% 37.4% 39.6% Sales and Marketing expenses ₹ Mn 683 767 654 Genera
Slide 28: Other Income | DET
Other Income | DET Other Income (₹ Mn) DET Q2 FY26 Q1 FY26 Q2 FY25 Income from Investments 188 143 114 Realised gains/(losses) on Fwd Contracts -78 -36 -1 Unrealised Fx gains/(losses) 149 499 336 Others 0 2 17 Total 259 608 465 Note: Above metrics exclude the contribution from Cyient Semiconductors
Slide 29: Cash Generation | DET
Cash Generation | DET Cash Flow Summary (₹ Mn) DET Q2 FY26 Q1 FY26 Q2 FY25 Profit before tax 1,922 2,194 2,342 Non-cash & non-operating items 751 663 716 Operating profit before WC changes 2,674 2,857 3,058 DSO Movement (Receivables) 997 -140 70 Other WC changes -1,420 -1,038 -614 Operating CF after
Slide 30: Cash Position for the Quarter | DET
Cash Position for the Quarter | DET Cash Position (₹ Mn) DET Q2 FY26 Q1 FY26 Q2 FY25 Cash & Cash Equivalent including treasury investments 14,173 14,684 11,871 Cash & Bank balances 3,384 4,722 2,841 Investments in FDs 7,579 6,688 6,390 Investment in MFs and Commercial Papers 1,558 1,232 441 Other tr
Slide 31: Other Metrics | DET (1/2)
Other Metrics | DET (1/2) Revenue by Geography (%) DET Q2 FY26 Q1 FY26 Q2 FY25 Americas 49.7% 50.9% 48.0% Europe, Middle East, Africa 28.4% 27.9% 29.9% Asia Pacific (including India) 21.9% 21.2% 22.2% Note: Above metrics exclude the contribution from Cyient Semiconductors segment Revenue by Currency
Slide 32: Other Metrics | DET (2/2)
Other Metrics | DET (2/2) Employees DET Q2 FY26 Q1 FY26 Q2 FY25 Total Headcount 13,634 13,623 14,435 Technical & Pool 12,560 12,560 13,315 Non-Technical 399 403 454 Support 675 660 666 Voluntary Attrition (LTM) 16.8% 16.9% 14.9% Note: Above metrics exclude the contribution from Cyient Semiconductors
Slide 33: Group Balance Sheet & Income Statement
Group Balance Sheet & Income Statement 12
Slide 34: Balance Sheet Extract | Group
Balance Sheet Extract | Group Group Balance Sheet (₹ Mn) Q2 FY26 Q1 FY26 Q2 FY25 Exchange Rate (₹/$) Q2 FY26 Q1 FY26 Q2 FY25 ASSETS Average 87.42 85.57 83.79 Non-current assets - PPE, CWIP, ROU assets and Other intangible assets 11,578 11,897 11,614 Closing 88.72 85.58 83.72 - Goodwill 19,128 18,808
Slide 35: Income Statement | Group
Income Statement | Group Group UOM Q2 FY26 Q1 FY26 Q2 FY25 Operating Revenue $ Mn 203.5 200.0 212.0 Operating Revenue ₹ Mn 17,810 17,118 18,491 Cost of Revenue ₹ Mn 12,127 11,114 12,172 Gross profit ₹ Mn 5,684 6,004 6,319 Gross margin % 31.9% 35.1% 34.2% Sales and Marketing expenses ₹ Mn 766 835 739
Slide 36: Cyient Semiconductor Financials
Cyient Semiconductor Financials Numbers in USD Mn Q2 FY26 Q1 FY26 QoQ Revenue 6.2 5.5 12.3% EBIT (2.7) (2.1) -28.5% PAT (2.4) (1.5) -66.7% © CYIENT 2025 | Confidential 15
Slide 37: About Cyient
About Cyient Cyient (Estd: 1991, NSE: CYIENT) delivers intelligent engineering solutions across products, plants, and networks for over 300 global customers, including 30% of the top 100 global innovators. As a company, Cyient is committed to designing a culturally inclusive, socially responsible, a
Slide 38: Disclaimer
Disclaimer All the references to Cyient’s financial results in this update pertain to the company’s consolidated operations comprising: Wholly-owned and step down subsidiaries: Cyient Europe Limited; Cyient Inc.; Cyient GmbH; Cyient Australia Pty Ltd; Cyient Singapore Private Limited; Cyient KK; Cyi
Slide 39: Connect With Us
#DesigningTomorrowTogether Connect www.cyient.com With Us Follow us on © CYIENT 2025 | Confidential 18