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Cyient DLM Q3 FY26 Performance Update

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Cyient DLM reported Q3 FY26 revenue of ₹303 crore, down 31% year on year and 2% sequentially. EBITDA stood at ₹27.5 crore, down 2.3% YoY, while PAT was ₹11.2 crore, up 2.2% YoY but lower sequentially. Adjusted EBITDA came at ₹30.9 crore and adjusted PAT at ₹13.8 crore. Margins improved year on year with EBITDA margin at 9.1%.

For 9M FY26, revenue was ₹892 crore, down 18% YoY. EBITDA rose 4.7% to ₹83 crore and PAT increased 36% to ₹50 crore.

Q3 revenue softness was partly due to US tariff uncertainty which led to shipment delays. Management expects positive YoY growth in Q4 and stronger momentum in FY27.

Order book stands at ₹2,349 crore with quarterly intake of ₹387 crore. Book to bill ratio was 1.3 for the quarter. Two new customers were added in medical and industrial segments.

Capacity utilization is 50–60% and working capital is expected to normalize by Q4 end. The company remains net cash positive.

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Raunak Yadav

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