Cyient Limited · NSE:CYIENT
Cyient — Investor Day (August 2026)
114 slides from Cyient's investor day presentation, Aug 25, 2026
Slide 1: Exchange cover letter: Investor Day updates
25 August 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: 532175 Scrip Code: CYIENT Dear Sir /Madam, Sub: Investor Day - Updates Further to our letter dated 23 July 2
Slide 2: Three Growth Engines Built to Compound Value
Three Growth Engines Built to Compound Value Krishna Bodanapu Executive Vice Chairman & Managing Director
Slide 3: The Arc of This Session
The Arc of This Session Built for What’s Next EVOLVING HOW WE HAVE THE STRUCTURE WHERE WE WIN LANDSCAPE RESPONDED WE HAVE BUILT NEXT Outsourcing has shifted Three decades of deliberate Three focused companies, Technology & IP-led pivots from labour arbitrage to reinvention: data → one value chain. E
Slide 4: Industry transformed from cost-led outsourcing to value-based partnerships
Over the last decade, the industry has transformed from cost-led outsourcing to value-based partnerships Stay at capacity and you compete for a sliver of spend; own the lifecycle and the pie is several times larger — and far higher-margin 30x SPEND · 4x MARGINS → INCREASING VALUE · MARGIN · OWNERSHI
Slide 5: Engineering Evolution
Engineering Evolution Car Fuel Indicator MECHANICAL ELECTRICAL ELECTRONIC DIGITAL INTELLIGENT 4
Slide 6: Our Evolution
Our Evolution We have reinvented ahead of every shift, for three decades Each move added a layer of capability — and each layer now compounds with the others. 1991 2014 2018 2023 Founded as Rebranded Cyient – Strengthened Cyient DLM IPO — Infotech Enterprises symbolizing focus on portfolio with IP-l
Slide 7: Where We Go From Here
Where We Go From Here Five structural forces are redefining how value will be created The opportunity is to engineer the intersection, not chase each trend independently Domain & Regionalization Sustainability Democratization New Technology & Resilience Becoming of Talent Value Creation Convergence
Slide 8: Purpose-Built for What's Next
Purpose-Built for What’s Next Three growth engines. One Portfolio. Structured to unlock disproportionate value Independently governed and separately accountable; deliberately adjacent so each opens doors for the others POWER AT THE CORE ENGINEERED BUILT ONE PRODUCT. ONE PARTNER Designed to Perform t
Slide 9: Digital | Engineering | Technology
Digital | Engineering | Technology 8
Slide 10: CYIENT Digital | Engineering | Technology
CYIENT Digital | Engineering | Technology Intelligent Engineering for Every Lifecycle Products Plants Networks Chip to Cloud · Design to Aftermarket Concept to Commissioning · Commissioning to Cash Flow Plan to Deployment · Rollout to Operate Breadth of lifecycle. Depth of domain. Driving the Next P
Slide 11: Semiconductors
SEMICONDUCTORS From Design to Differentiation 10
Slide 12: The Semiconductor Market
The Semiconductor Market Where the growth and the value is concentrating A structural growth wave, and a strong potential for India Power is the fastest growing frontier India’s semiconductor market is booming • AI data centers, EVs and electrification demand higher • $10B+ India Semiconductor Missi
Slide 13: Our Semiconductor Strategy
Our Semiconductor Strategy Fabless Product Company We Own the Silicon. We Deliver the Finished Product. Application-Specific Standard Products Application-Specific Integrated Circuits Owned products at scale Customer-specific silicon DATA CENTERS INDUSTRIAL EDGE AI AUTOMOTIVE MEDICAL INDUSTRIAL OW N
Slide 14: Manufacturing
MANUFACTURING From Build to Value 13
Slide 15: The EMS Market
The EMS Market Electronics manufacturing is moving up the complexity curve The value shifts from build-to-print towards NPI, lifecycle support and product realization Electronification + Electrification Defense Spend, Now Electronics-led Digitization and AI infrastructure driving sustained electroni
Slide 16: Our DLM Strategy
Our DLM Strategy From outsourcing partner to design-led play High-mix and high-reliability manufacturing, where engineering capability matters more than sheer scale Build to Print Design-Led, IP-Anchored Where we are focusing • High growth adjacencies • Customer owns the design and the IP • Design s
Slide 17: Where We Win Next
Where We Win Next CYIENT
Slide 18: Where Our Value Compounds
Where Our Value Compounds Some themes emerging across the businesses • AI-data center • Regulated • Domain-specific power industries AI algorithms • EV charging • Industrial • Physical AI Automation • Industrial drives • Quantum Compute 17
Slide 19: Our Right To Win
Our Right To Win Our differentiator is not any single capability. It is the architecture of the group Credentials & Unmatched Decisive Pivot to Global Leadership & Credibility Portfolio Value Creation Advantage Governance Long-standing customer Taking a customer from Shifting from capacity to Global
Slide 20: Our Structure and Capital Allocation Strategy
Our Structure and Capital Allocation Strategy 19
Slide 21: Our Structure
Our Structure Three focused businesses - independently governed and separately accountable Cyient Limited’s three operating businesses, strengthened in FY27 by the TAO Digital and Kinetic Technologies acquisitions CYIENT LIMITED NSE: CYIENT | Listed parent Revenue base of ~ $1 Bn (incl. TAO & Kineti
Slide 22: Our Capital Allocation Strategy
Our Capital Allocation Strategy Disciplined Principles, Applied Differently Across Three Businesses We're not spreading capital thinly — we're concentrating it where technology, IP and returns are highest, and letting each business raise and deploy capital on its own economics CAPITAL ALLOCATION PRI
Slide 23: Sum-of-Parts Valuation
Sum-of-Parts Valuation Building Blocks of Cyient Ltd. 1 TODAY’S BUSINESS Digital Engineering and Technology (DET) Cyient Semiconductor (Semi) Design Led Manufacturing (DLM) + + Global ER&D leader | Dependable Cash Generation Emerging Product focused company | High growth High Mix, Low Volume | Fast
Slide 24: Thank you!
Thank you!
Slide 25: Lifecycle Engineering
Lifecycle Engineering From Stability to Predictable Scaling Sukamal Banerjee Executive Director and CEO, Cyient
Slide 26: Safe harbor
Safe harbor Certain statements made during this Presentation may be forward - looking in nature . These statements are based on current expectations and assumptions regarding future events and business performance, which are subject to risks and uncertainties . This presentation has been prepared so
Slide 27: Agenda
Agenda The Foundation The Execution Engine 01 What thirty - five years built 03 Focused on predictable, profitable, and differentiated growth The Transformation The Outcome 02 What we are changing and 04 Where the transformation how far through we are takes us by FY31 3
Slide 28: The Foundation
The Foundation What thirty - five years built 4
Slide 29: Thirty-five years built four things that cannot be bought in a quarter
Thirty - five years built four things that cannot be bought in a quarter 01 02 03 03 Client Trust Domain Lifecycle knowledge experience Founded in 1991. Outcome driven pure - play 16 Relationships of over two decades across 8 mission - critical across all 9 stages engineering. 46 Relationships of ov
Slide 30: Wärtsilä: trust earned expanded ownership
Trust earned expanded ownership and 50,000+ Vessels globally operate strategic relevance across service lifecycle on Wärtsilä products Digital ~3x Technology Growth in Engine sales 2026 • Service plan WÄRTSILÄ’s operations • Manufacturing €2.4Bn → €6.9Bn Revenue #1 LIFECYCLE ENGINEERING PARTNER digi
Slide 31: Trust earned with Global MedTech leader
Trust earned with Global MedTech leader, 3x Strategy and from CAD Partner to AI leadership service Faster MR scans ownership 2026 • AI Centre of 80% Sharper images Excellence Refresh and • LCM The only approved AI partner with extension Two decades of ownership solutions live in client environments
Slide 32: Domain mastery built through decades of industry immersion
Domain mastery built through decades of industry immersion In the world’s most demanding, mission - critical, and regulated environments AEROSPACE ENERGY 10 Mn+ 1000+ flights enabled annually power plants engineered, commissioned or supported CONNECTIVITY UTILITIES 650 Mn+ 80 Mn+ network data elemen
Slide 33: Trust & domain led to lifecycle presence & an opportunity to scale
Trust & domain, led to lifecycle presence & an opportunity to scale Design Manufacture Service 01 02 03 04 05 06 07 08 09 Strategy, Portfolio Engineering R&D & Quality, Industrialization & Manufacturing Certification, Service, Support & Product Refresh, End - of- Life (EOL) & Product Product Complia
Slide 34: Operating system has evolved, bringing its own strengths and opportunities
Operating system has evolved, not with waves; bringing about its own suite of strengths and opportunities… Building deep Bespoke large scale Enviable depth in core domain expertise strategic engineering disciplines including mfg., across value chain engagements driving differentiation Extended engin
Slide 35: Our Transformation
Our Transformation What we are changing, and how far through we are 11
Slide 36: In FY26, three strategic themes to drive transformation
In FY26, three strategic themes to drive transformation & reset for growth… Effective Go To Market Tech Talent Expansion 01 01 & Effective GTM focus pa t Momentum in OI, Large Deals, KAP Im rke ct Ad Te tion Ma op ch Service & Delivery Transformation Solutions & Offerings 02 Refresh offerings & visi
Slide 37: Strategic adjacencies to unlock non-linear growth
…pinpointed strategic adjacencies to unlock non - linear growth and profitability… New Markets New Regions Strategic Focus • AI Datacenters • India • Partnership & Ecosystems • Defense US/UK/India • Middle East • CTO Organization • India PSU • Portfolio Maximization • HiTech 13
Slide 38: Clear progress and impact over the last 5 quarters
… and achieved clear progress and impact delivery over the last 5 quarters THEMES IMPACT MARKET IMPACT • Strong growth in 4 market units. Uniform GTM themes • Effective GTM • Key Accounts grew +11%YoY • Revive momentum – Order Intake, Large Deals, Key Accounts • OI +5% YoY. EN/NN OI grew 64% YoY • S
Slide 39: Summarizing Progress and road ahead
Summarizing Progress… and road ahead FY26 FY27 FY28 STABILIZE TRANSFORM SCALE STABILIZE TRANSFORM IN FLIGHT SCALE PLANNED COMPLETED • GTM reset & unification • Lifecycle market pursuits • Predictable growth above peer Avg. • Creation of Large deal engine • Large deal engine results • Ensure growth i
Slide 40: Lifecycle market pursuits
Summarizing Progress… and road ahead FY26 FY27 FY28 STABILIZE TRANSFORM SCALE TRANSFORM Lifecycle market pursuits 16
Slide 41: Shift gears on addressable TAM
Shift gears on addressable TAM… Now is the right time. Why now? $20T what our clients spend on these assets Value has always been spread across the lifecycle. We are making it much more accessible $9.0T total outsourced spend, across all nine stages with intelligent engineering. $2.4 - 3.2T addressa
Slide 42: Lifecycle engineering: an approach to unlock value
Lifecycle engineering An approach to unlock value Design Manufacture Service 01 02 03 04 05 06 07 08 09 Strategy, Portfolio Engineering R&D & Quality, Industrialization & Manufacturing Certification, Service, Support & Product Refresh, End - of- Life (EOL) & Product Product Compliance & Manufacturin
Slide 43: Focused investments (incl. M&A) to pivot to Lifecycle Engineering
Focused investments (incl. M&A) to pivot to Lifecycle Engineering – driving higher growth, volume and predictability Stronger value proposition: “Domain + Data Engg + Cloud/SW Platform” TAO DIGITAL – M&A Data Engg/Digital Tech coupled with bedrock of core engineering and domain expertise CYiNGINE Al
Slide 44: The Execution Engine
The Execution Engine How we convert it 20
Slide 45: One Crew, One Rhythm
ONE CREW, ONE RHYTHM The whole team rowing the same growth agenda. Sukamal Banerjee Rajkumar Executive Director and CEO Arunav Roy Andrew Smith Harjott Atrii Ravindranathan SALES & GROWTH New Strategic Units + Networks & Transportation* Intelligent Geos ** Infrastructure Engineering Solutions Andrew
Slide 46: Clusters + Regions & Tech working together
3 Clusters + Regions & Tech… working together GLOBAL CLUSTERS TRANSPORT & MOBILITY NETWORK & INFRA STRATEGIC GROWTH VERTICALS $ 270 Mn 41% $209 Mn 32% $ 178 Mn 27 % $2,300 $400+ Bn 15- 17% $570+ Bn 11- 13% 18- 20% Bn STRATEGIC REGIONAL FOCUS* TECHNOLOGY FOCUS AREAS* AI/ML & DATA DIGITAL JAPAN INDIA
Slide 47: Unlocking Growth in Energy & Accelerating Regional Growth
Unlocking Growth in Energy & Accelerating Regional Growth Rajkumar Ravindranathan Chief Growth Officer, Cyient
Slide 48: Cluster Plans: Unlocking Growth in Energy & Process Industries
Cluster Plans: Unlocking Growth in Energy & Process Industries A wider field to play in, work that recurs, and a commercial engine built to win it. Energy addressable outsourced spend ~$2.1T | growing ~19% CAGR to 2030 | 69% of it sits in Maintain | 5X Uplift WHERE WE PLAY WHAT WE'RE BUILDING HOW WE
Slide 49: Cluster Plans: Accelerating Regional Growth
Cluster Plans: Accelerating Regional Growth Three regions carved out, because procurement, rules and relationships are all local. Engineering - services outsourcing across our three regions ~$218B | India $133B @ 10% | Japan $77B @ 8% | ME $8B @ 7% WHERE WE PLAY WHAT WE'RE BUILDING HOW WE WIN Unifor
Slide 50: Connectivity Towards Predictable Growth
Connectivity Towards Predictable Growth Arunav Roy SVP & Global Head, Connectivity & Utilities and Spatial Intelligence, Cyient
Slide 51: Path Towards Predictable Growth
Path Towards Predictable Growth Market context - unlocking the tam Network Engineering CORE STRENGTH Autonomous Networks NEW FRONTIERS Network Operations EXPANDING Design & build the network Open the network to software Run it autonomously $107.4Bn $18.6Bn $87.0Bn ~12% CAGR -> ~$169.0Bn by FY30 ~26%
Slide 52: Strong Cash Generation | Reinvested with Purpose
Strong Cash Generation | Reinvested with Purpose Expanding FCF gives room to fund the next phase of investment. WHAT WE GENERATE : FREE CASH FLOW WHERE WE REINVEST -- CURRENT & OUR TARGET 45% 46% 168%* Other G&A AI Fluent Workforce ₹801 Cr ₹754 Cr ₹731 Cr Upskilling / Reskilling (AI) Engineering (14
Slide 53: Capital for Growth | Disciplined Principles & Stringent Guardrails
Capital for Growth | Disciplined Principles & Stringent Guardrails Capital Allocation framework - what operations needs today, fund M&A and plan meaningful distribution to shareholders ALLOCATION Value Maximization Strategic Alignment Shareholder Returns PRINCIPLES Highest risk - adjusted return opp
Slide 54: Margin Expansion Plan | Value Creation
Margin Expansion Plan | Value Creation A +280 bps rebase, 100 bps already banked, and driven by cost structure +280 bps FY26 → target run - rate +180 bps 12.2% +100 bps 13.2% in progress ~15% FY26 delivered Q1 FY27 TARGET BASELINE ✓ DELIVERED RUN - RATE AMBITION HOW THE FIRST +100 bps WAS DELIVERED
Slide 55: The Path to Expansion +180 bps
The Path to Expansion Growth, Efficiency and Investments paying off 13.2% → ~15% structural run - rate. D emand upturn accelerates this; every +180 bps other lever is cost - side IN PROGRESS COST LEVERS IN FLIGHT LEVERAGE AI - led productivity Tech Invest Payoff SG&A benchmarking Growth Leverage Spa
Slide 56: Fundamentals are changing, Path is set
Fundamentals are changing, Path is set… Digital, Engineering & Technology segment - Q1 FY27 REVENUE EBIT PAT ORDER INTAKE (OI) LARGE DEAL PIPELINE $162.5 Mn 13.2% ₹141 Cr $168.2 Mn $300 Mn ₹1540 Cr ₹203 Cr 9.1% 5 Large deals won in Q1 EN/NN OI at +64% YoY Created 9 qualified large deals ▼ - 0.5% QoQ
Slide 57: What we aspire & aim for
What we aspire & aim for… FY28 – FY29 • Revenue CAGR: FY26 Industry Leader • Revenue CAGR • EBIT: 16%+ > Industry Peer • Revenue: • Lifecycle $657.6 Mn • EBIT: Engineering Steady, 15%+ Leader • EBIT: 12.2% • Qtrs. Of Growth: 4 out of 4 • Qtrs. of Growth : 3 out of 4 • OI: Double Digit QoQ Growth • O
Slide 58: Our Lifecycle view reaffirms what we can deliver
Our Lifecycle view reaffirms what we can deliver. The shift is from projects to outcome - based programs, across the whole life of the asset. For mission - critical industries, the outcome cannot be just adequate. The outcome has to be exemplary . 34
Slide 59: Exemplary Outcomes. Nothing Less
Exemplary Outcomes. Nothing Less
Slide 60: Thank you
Thank you
Slide 61: Technology Pivot: Enabling Lifecycle Engineering with AI
Technology Pivot Enabling Lifecycle Engineering with AI Harjott Atrii Chief Business Officer
Slide 62: Safe harbor
Safe harbor Certain statements made during this Presentation may be forward-looking in nature. These statements are based on current expectations and assumptions regarding future events and business performance, which are subject to risks and uncertainties. This presentation has been prepared solely
Slide 63: Rewriting the Playbook
Rewriting the Playbook SCOPE OPPORTUNITY GROWTH Point Projects $100 Bn Transactional visible ER&D TAM Revenue Whole Asset $2.4T - $3.2T Stickier Lifecyle addressable value pool Revenue One relationship 31x the market we are Bigger, longer, across phases measured against annuity-based deals Delivered
Slide 64: Agenda
Agenda 01 The Shift 03 The Build 02 The Readiness 04 The Right to Win 4
Slide 65: The Shift
The Shift NN
Slide 66: Six Key Shifts in Industrial Engineering Enterprises
SIX Key Shifts in Industrial Engineering Enterprises A generational inflection point for industrial enterprises, products and operations Industrial Engineering Intelligent Engineering Implications for Cyient Physical assets, Intelligent, software, and 01 VALUE DRIVER manufacturing scale data-driven
Slide 67: Three Forces Stalling AI Adoption in Engineering
Three Forces Stalling AI Adoption in Engineering MARKET MEASUREMENT MECHANISM The Widening Gap The Wrong Scoreboard The Trust Ceiling AI is shipping fast in software. It is barely moving The industry celebrates pilots launched, AI works where the cost of being wrong is in the systems that fly, power
Slide 68: Where's the Gap?
Where’s the Gap? The data exists. The connections don't. Structured and Legacy Missing Execution Unstructured Data Systems Intelligence Layer Data is available (but Disparate systems for Current systems are not remains fragmented, different workflows are built to connect data to siloed, and inaccess
Slide 69: The Cost of downtime
The Cost Share of revenue $1.4T lost to downtime. 11% 8% $11B $2.3M/ hr 12-18 months 2019 2024 IATA · Oliver Wyman 2025 Siemens · True Cost of Downtime 2024 Frontiers in Medicine · 2025 Siemens · True Cost of Downtime 2024 The gap is not theoretical. It is line-item. 9
Slide 70: Case 1: The Life of a Commercial Aircraft Engine
Case 1: The Life of a Commercial Aircraft Engine A four-decade, precision-critical journey — and why the aftermarket is where value compounds 01 02 03 04 DESIGN & DEVELOPMENT QUALITY & REGULATORY MANUFACTURING SERVICE 5-7 years 2-3 years 3-5 years 25-35 years QMS, airworthiness, type 2–3 shop visits
Slide 71: Case 1: The Life of a Commercial Aircraft Engine
Case 1: The Life of a Commercial Aircraft Engine A four-decade, precision-critical journey — and why the aftermarket is where value compounds 01 02 03 04 DESIGN & DEVELOPMENT QUALITY & REGULATORY MANUFACTURING SERVICE 5-7 years 2-3 years 3-5 years 25-35 years QMS, airworthiness, type 2–3 shop visits
Slide 72: Case 2: The Lifecycle of a Medical Device
Case 2: The Lifecycle of a Medical Device A decade-long, regulation-bound lifecycle — and why the recurring layers are where value is preserved 01 02 03 04 05 DESIGN & DEVELOPMENT QUALITY & REGULATORY MANUFACTURING SERVICE END OF LIFE 1-3 years 1-2 years 1-2 years 7-20 years 3-8 years 9-10% of OEM r
Slide 73: Quote: Roland Busch, Siemens
“ We have domain know-how. We understand our industries. And we have the data. Together with AI this is a winning combination. Roland Busch President and CEO, Siemens AG 13
Slide 74: Quote: Lal Karsanbhai, Emerson
“ AI is only as valuable as the data, context, and domain expertise behind it. Lal Karsanbhai President and CEO, Emerson 14
Slide 75: The Build
The Build 15
Slide 76: Outcomes Powered by One Intelligence Platform
Outcomes Powered by One Intelligence Platform Cyient's engineering intelligence platform: Platform domain-grounded AI on governed industrial data years of relationship 300 Customers 16 across 20+ customers 14,000+ Associates Foundation 1,000+ 80 Mn+ 650 Mn+ 85 Mn+ power plants engineered, km of road
Slide 77: Outcomes Powered by One Intelligence Platform
Outcomes Powered by One Intelligence Platform Unlocked MRO Reduced Spare Parts Increased Asset Reduced 100% Regulatory Outcomes Capacity TAT Revenue Uplift Availability Time-to-Market Compliant Engineering Service Quality & Regulatory Playbooks LIFECYCLE LIFECYCLE LIFECYCLE 100K+ knowledge 500+ Mn h
Slide 78: Outcomes Powered by One Intelligence Platform
Outcomes Powered by One Intelligence Platform Unlocked MRO Reduced Spare Parts Increased Asset Reduced 100% Regulatory Outcomes Capacity TAT Revenue Uplift Availability Time-to-Market Compliant Engineering Service Quality & Regulatory Playbooks LIFECYCLE LIFECYCLE LIFECYCLE Domain, Data, and Enterpr
Slide 79: From Data Lakes to Knowledge Graphs
From Data Lakes to Knowledge Graphs Making enterprise data ready for AI models to drive outcomes Impact Data Sources Unification Data Engineering & Governance • AI-ready Data Faster, evidence-backed Human-in-the-loop Structured • Unstructured • Multi-format decision across asset lifecycle Reports, e
Slide 80: The Right to Win
The Right to Win 20
Slide 81: CYIENT x TAO: Accelerate and Amplify
CYIENT x TAO: Accelerate and Amplify Aerospace Production Grade TAO Data Platforms Communications Deep Domain Deep domain Full-Stack Data 6-layer compliant expertise and Engineering SDLC Energy engineering Industry Data context HLS Access Data Platform AI-assisted SDLC golden paths Automotive Data E
Slide 82: Summary
Summary EMBRACING 01 INTELLIGENCE Human Domain Artificial INTELLIGENT Expertise + Knowledge + Intelligence ENGINEERING Fusing people, knowledge and AI to deliver intelligent engineering. LIFECYCLE 02 SOLUTIONS Engineering Service Quality & Regulatory End-to-end solutions across three LIFECYCLE LIFEC
Slide 83: Thank you
Investor Day 2026 Thank you
Slide 84: Building India's First Fabless Semiconductor Product Company
Investor Day ’26 Building India’s First Fabless Semiconductor Product Company Presented by Suman Narayan Cyient Semiconductor - Confidential Information 1
Slide 85: Semiconductors are Everywhere
Semiconductors are Everywhere From your coffee to your commute, silicon powers what you touch every day. Your coffee. Your phone. Your car. 10+ ~169 1,000 – 3,500 chips on average chips on average chips on average Everyday interactions. Extraordinary technology. Semiconductors Supply Chain Controls
Slide 86: A $2T Market by 2029
A $2T Market by 2029 – Growing faster than any Industry Growing 14.7% CAGR from FY20 $ 2.0 T+ 135 > 50 % Global semiconductor Chips per person Chips consumed by data market by 2029 (1.1 trillion ÷ 8.1 billion people) centers, smartphones, and PCs 2.3 x SOX vs. S&P 500 90% Of the world’s most advance
Slide 87: The $2T Arena Breakout: AI can only scale with Analog
The 2T$ Arena Breakout AI can only Scale with Analog where Cyient Semi Plays Semiconductor IC Segments Digital Analog Memory Logic Power Sensing / RF Stores data that chips Processes information Controls, converts and Enables connectivity, Roughly and devices need to 15 silicon atoms and performs ma
Slide 88: Today's Agenda
Today’s Agenda 01 Where Do We Play? 02 Why Would We Win? 03 What is in it for Shareholders? 04 Summary One team. One platform. One opportunity — let's get started. Cyient Semiconductor - Confidential Information 5
Slide 89: Power, Not Compute, Is Now the Bottleneck
Power Not Compute, Is Now the Bottleneck- 5x More WATTS per GPU AI COMPUTE HIGH POWER DEMAND EDGE AI Compute is becoming More Power needs Higher Intelligence is moving to the Power Hungry Voltage device (edge) to save Power 8% 30 36x 36 Cyient Semiconductor - Confidential Information 6
Slide 90: We Own the Silicon. We Deliver the Finished Product.
We Own the Silicon. We Deliver the Finished Product. Fabless Product Company MANUFACTURING ECOSYSTEM CUSTOM SILICON FOUNDRY + OSAT PARTNERS FINISHED SILICON DELIVERED TO THE CUSTOMER Wafer Production- Fabrication Assembly Packaging ready devices at the Architecture Design Verification Owned IP Test
Slide 91: India's Largest Semiconductor Company
India’s Largest Semiconductor Company Powering ~4x revenue growth by FY31 VISION The Largest Custom Power Semiconductor Company In India ~4x Revenue Growth 40% Gross Margin + ~20% R&D Spend 20% EBIT + (4x from 65 Mn) Cyient Semiconductor - Confidential Information 8
Slide 92: Two Business Lines. Four Priority Markets. ASIC Funds, ASSP Scales
Two Business Lines. Four Priority Markets. ASIC Funds, ASSP Scales Application Specific Standard Products Application-Specific Integrated Circuits Owned products at scale. Customer-specific silicon. DATA CENTERS INDUSTRIAL EDGE AI AUTOMOTIVE MEDICAL INDUSTRIAL O W N E D I P • M U LT I - C U S T O M
Slide 93: Two Business Lines. Four Priority Markets. ASSP Accelerating Growth
Two Business Lines. Four Priority Markets. ASSP Accelerating Growth. Application Specific Standard Products Application-Specific Integrated Circuits Owned products at scale. Customer-specific silicon. DATA CENTERS INDUSTRIAL EDGE AI AUTOMOTIVE MEDICAL INDUSTRIAL O W N E D I P • M U LT I - C U S T O
Slide 94: Design Where the Talent is, Sell where the Customers are
Design Where the Talent is, Sell where the Customers are Duisburg, Germany Shanghai, China Enschede, Netherlands Hong Kong London, UK South Korea Leuven, Belgium Raleigh, USA Japan San Jose, USA Dallas-Fort Worth, Taiwan Texas, USA Hyderabad, India Chandler, USA Bangalore, India Pune, India Singapor
Slide 95: Two Business Lines. Four Priority Markets. Already Spans Both
Two Business Lines. Four Priority Markets. Already Spans Both Business Lines. ASSP COMPUTING POWER SYSTEMS DATA CENTERS MOBILES INDUSTRIAL CUSTOM ASIC MEDICAL AUTOMOTIVE INDUSTRIAL COMPUTE EMBEDDED & CONNECTED SYSTEMS Cyient Semiconductor - Confidential Information 12
Slide 96: Application Specific Standard Product Deep Dive
Application Specific Standard Product Deep Dive ASSP ASIC Owned products at scale. Customer-specific silicon. DATA CENTERS INDUSTRIAL EDGE AI AUTOMOTIVE MEDICAL INDUSTRIAL O W N E D I P • M U LT I - C U S T O M E R • S C A L A B L E E C O N O M I C S FUNDS THE ROADMAP • BUI LDS TRUST • E X PAN D S R
Slide 97: ASSP - Kinetic Technologies
ASSP - Kinetic Technologies 3Buu Shipped, Leveraging Existing products to New Markets NEXT GROWTH: 2006 – PRESENT TODAY: SHIPPING AT SCALE LEVERAGING CORE IP CONSUMER ROOTS Founding base ~250M Mobile • Computing • UNITS SHIPPED ANNUALLY Protection • Conversion 250+ PRODUCTS IN CATALOG Streamlined Su
Slide 98: More Parts Per Board. More Content.
More Parts Per Board. More Content. Owning More of the Power Architecture. TODAY SOON LONG TERM Basic Protection & Power More Power & Control Full Power Architecture Up to $1 Up to $2-3 Up to $5-10 per unit per unit per unit Increasing semiconductor content per laptop. Increasing value per system. C
Slide 99: One Set of Building Blocks. Driving Expansion to New Markets.
On set of Building Blocks. Driving Expansion to New Markets. Scaling without Rebuilding LAPTOPS AUTOMOTIVE DATA CENTERS SAME BUILDING BLOCKS INCREASING CONTENT ACROSS MARKETS SCALE ADVANTAGE Common IP, architectures and More power, more One platform. Multiple end Higher volumes, better know-how. fun
Slide 100: Data Centers: Three Products With Filed Patents
Data Centers: Three Products With Filed Patents Highly Integrated 800V to 50V GRID DATA CENTERS AI Servers / GPU Powering Compute HIGH VOLTAGE POWER PLATFORM SENSE PROTECT CONVERT Real-time monitoring Fast fault detection High-efficiency of voltage, current and isolation for 800V to 50V and temperat
Slide 101: Data Center IP Enables New Adjacent Markets
Data Center IP Enables New Adjacent Markets Grid / Electrification and Automotive ONE HIGH VOLTAGE PLATFORM Sense Protect Convert Same IP foundation across applications. Multiple ways to create value. Sense power smarter. Protect device faster. Convert more efficiently Cyient Semiconductor - Confide
Slide 102: Product Value Takes Time
Product Value Takes Time. 120 to 150 weeks from Concept to Samples; Sustained R&D Investment 01 02 03 04 05 SPEC / VERIFICATION + SILICON RAMP TO DESIGN ARCHITECTURE TAPE-OUT VALIDATION VOLUME Define product, market and Circuit, TTL, Validate, sign off, Bring-up, characterization, Customer adoption
Slide 103: Application-Specific Integrated Circuits Deep Dive
Application-Specific Integrated Circuits Deep Dive ASSP ASIC Owned products at scale. Customer-specific silicon. DATA CENTERS INDUSTRIAL EDGE AI AUTOMOTIVE MEDICAL INDUSTRIAL O W N E D I P • M U LT I - C U S T O M E R • S C A L A B L E E C O N O M I C S FF UUNN DDS ST T HHE ER R OOAA DDMMAAP P• •B B
Slide 104: ASIC End to End Silicon Integration
ASIC End to End Silicon Integration Across Core Functional Blocks. Medical Wearables Ultra-low-power implantable ASIC for continuous glucose monitoring CONFIGURED INTO Industrial/Field APPLICATION - Devices SPECIFIC SILION Custom ASIC for accurate, low-power ultrasonic flow metering RF/ Implantable/
Slide 105: A First for India: Proof not just a Plan
A First for India Proof not just a Plan. Cyient Semiconductor - Confidential Information 22
Slide 106: Riding the India Wave
Riding the India Wave Through Robust Indian Ecosystem Engagement. $200B India semi market by 2035 20% of the world's chip designers are Indian $10B+ India Semiconductor Mission backing From ~$52B today · 13% CAGR 3rd-largest design hub globally ISM outlay + PLI + DLI incentives Cyient Semiconductor'
Slide 107: The Market Pays 70x+ for Companies that Invest in R&D
The Market Pays 70x+ for Companies that Invest in R&D Developing Intellectual Property (IP) is Mission Critical $11B Rev · 62% GM · $2.8B Rev · 55% GM · $0.9B Rev · 46% GM · 16% R&D 14% R&D 23% R&D 71x 87x 91x P/E MULTIPLE — P/E MULTIPLE — P/E MULTIPLE — PREMIUM VALUATION PREMIUM VALUATION PREMIUM V
Slide 108: Our Right to Win Is Already in Place
Our Right to Win Is Already in Place. Intellectual Property Our Team Customers 100+ Patents Owned architectures and differentiated IP >500 Across Asia, Europe and North America Already Engaged Team Active customer programs across multiple end markets 250+ Products Across power management, protection
Slide 109: Growth First. Value Follows.
Growth First. Value Follows. Invest early in IP, products and market access — scale drives the return. ~R&D Forever Typical product-company 10x investment to sustain durable IP Front-loaded investment Product development • Sales - IP Valuation Ambition Custom ASIC funds the journey Reducing reliance
Slide 110: Favorable Semiconductor Economics
Favorable Semiconductor Economics Product Businesses Command Attractive Valuation Multiples Segment EV / Revenue multiples Recent Transactions Product Businesses TEXAS with R&D Investment INSTRUMENTS 30x-50x Acquired Silicon Labs (Low-power connectivity for Industrial IoT applications) Feb 2026 (Clo
Slide 111: Six Major Wins in 15 Months
Six Major Wins in 15 Months Strong Momentum Built in Short Span 01 02 03 Majority Acquisition Strategic Financing at Three Patents ; of Kinetic $500Mn Valuation — OCP Membership Technologies EAAA Accelerating our product portfolio, Strengthening R&D and product Actively contributing to open IP stren
Slide 112: Why Cyient Semi. Why Now.
Why Cyient Semi. Why Now. We have the Right Inputs – Focus Right Now on Execution 01 Playing in a $100 Bn Power Market 05 Validated with Right Customers Bringing Silicon to Customers 02 With 250+ Products and 100+ IPs 06 Doorstep (3B shipped) Targeting the High Growth 03 Segments 07 Led by an Experi
Slide 113: Leadership Driving Global Growth
Leadership Driving Global Growth Suman Narayan CHIEF EXECUTIVE OFFICER Kin Shum Ramya Mohan Jan Crols Anuj Narain Jeff Dickhart Sathish Kumar Ganesan FOUNDER, CEO & CHIEF FINANCIAL OFFICER CHIEF TECHNOLOGY OFFICER VP - PRODUCT VP - WORLDWIDE SALES VP - GLOBAL DELIVERY BOARD MEMBER DEVELOPMENT, POWER
Slide 114: Thank You
Thank You Cyient Semiconductor - Confidential Information 31