Please find attached Investor Presentation for Q1FY27

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 enclosed d investor Presentation issued by the company on the financial results for the quarter ended 30 June 2026. This information will also be hosted on the Company’s website, at http://www.cyientdlm.com This is for your information and records. For Cyient DLM Limited S. Krithika Company Secretary & Compliance Officer Cyient DLM Limited Mysore Office Registered Office Plot no.347, D1 &2, KIADB Plot No.5G, Survey No.99/1 www.cyientdlm.com Electronics City, Hebbal Industrial Mamidipalli Village, Company.Secretary@cyientdlm.com Area, Mysore 570 016, GMR Aerospace & Industrial Park, T: +91 8214282222/4004500 Karnataka, India Rajiv Gandhi International Airport F: +91 8214000369 Shamshabad, Hyderabad – 500 108 CIN: L31909TG1993PLC141346 INVESTOR PRESENTATION Q1 FY27 © CYIENT DLM 2026 | Confidential 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 manner whatsoever, might constitute a violation of laws or regulations in vogue in geographies in which the company operates, besides breaching confidentiality. The users shall meet any liability emanating from such violation and shall indemnify company for any loss, damage, expense, penalty, fine, fee, charges incurred by company on account of any such violation. 2 | © CYIENT DLM 2026 | Confidential TODAY’S PRESENTERS Krishna Bodanapu Rajendra Velagapudi Subramanian RM Chairman MD & Chief Executive Officer Chief Financial Officer 3 | © CYIENT DLM 2026 | Confidential Business Finance Updates Overview 4 | © CYIENT DLM 2026 | Confidential 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 Growth Focus • Rising electronics content with focus on more compute, sensing and connectivity per product. Core segments Aerospace & Defense, Industrial, Medical, and • AI infrastructure demand are driving new hardware Automotive — Driven by focus on Power Electronics categories and capacity expansion Lane 1: Robotics • Supply-chain regionalization and China+1 are redistributing manufacturing globally. Needs high-reliability subsystems, control electronics and test assemblies. • Shift toward high-mix, high-reliability builds over commodity volume work. Lane 2: AI infra & data center AI is creating electronics-heavy, high-complexity • Semiconductor Growth: Chiplets, 2.5D/3D packaging and hardware categories suited to specialized EMS players. HBM are raising back-end equipment, test and assembly complexity. 5 | © CYIENT DLM 2026 | Confidential 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 Aerospace & Defense Medical Aerospace & Defense Medical Aerospace & Defense Medical Industrial Automotive / EV Industrial Automotive / EV Industrial Automotive / EV AI Data Center Robotics AI Data Center Robotics Expanded B2S Products Margins ~9–11% · proven core stack Margins ~11–13% · same stack, new sectors Margins ~13–18% · product + IP moat 6 | © CYIENT DLM 2026 | Confidential 6 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 QUALITY MILESTONE 6K to 15K sq ft Strong Pipeline NADCAP Certified B2S lab capacity expanded from 6,000 Continued product-platform Cable Harness assembly audit to 15,000 sq ft. momentum with a strong order completed for Mysore Unit pipeline from key customers. 7 | © CYIENT DLM 2026 | Confidential 7 Business Finance Updates Overview 8 | © CYIENT DLM 2026 | Confidential 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 its Order Book EBITDA Margin PAT Margin highest level till date.. ▪ PAT more than doubled due strong revenue and ₹ 25,989 Mn 10.5% 4.4% healthy mix 1,823 Mn QoQ 147 bps YoY 168 bps YoY 9 | © CYIENT DLM 2026 | Confidential BUSINESS OVERVIEW FINANCE UPDATES KEY KPI’s TREND 1 Revenue (INR Mn) EBITDA (INR Mn) Normalized Comments: One-off’s addition • Q1 FY27 started with strong 3691 3738 431 performance in Revenues and 3106 3033 392 2784 Margins. 312 309 • EBITDA margin improved 147 bps YoY to 10.5%, Consistently achieving 275 double digit margins for 4 quarters in a row. Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 • Q1 FY27 PAT more than doubled YoY to ₹163 Mn, compared to ₹75 Mn in Q1 EBITDA % Normalized PAT (INR Mn) Normalized FY26 One-off’s reduction 11.7% 10.0% 10.2% 10.5% 9.0% 224 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 10 | © CYIENT DLM 2026 | Confidential 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) 195 71 73 25,989 172 64 63 22,911 23,494 24,166 153 162 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 DSO (Days) Customer Advance (Days) NWC (Days) 160 161 76 145 74 72 74 21 139 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 * Operation free cash flow for Q1 FY27: INR -171Mn 11 | © CYIENT DLM 2026 | Confidential BUSINESS OVERVIEW FINANCE UPDATES Q1 FY27 REVENUE SHARE INDUSTRY PRODUCT CATEGORY MIX 1% 6% Aerospace PCBA 42% Defence INDIA Box Build Industrial Cables Med Tech Mech & Others 32% 41% Auto & Others 9% 94% • Aerospace and Industrial segments • PCBA business share continues to • Rest of the World (ROW) share of leading the share and delivered remain high and delivered 21% YoY business continues to be higher 40% and 90% YoY growth growth from increased demand in respectively. Aerospace, Medical & Industrial • Box Build is the 2nd highest share in customers outside of India • Defense segment YoY growth at product category with YoY growth of 35% 85% • India business Mix of 6% is primarily contributed from A&D, • Med Tech growth remains flat YoY • Others share includes B2S. Auto and Medtech segments. 12 | © CYIENT DLM 2026 | Confidential BUSINESS OVERVIEW FINANCE UPDATES Q1 FY27 FINANCIALS – CONSOLIDATED Amount in ₹ Mn Details Q1 FY27 Q1 FY26 YoY % Notes:. • DMC % is higher in Q1FY27 due to Mix and Revenue 3 ,738 2 ,784 34.3% procurement towards B2S. Material cost 2 ,320 1 ,665 39.3% • Employee cost increased with headcount Employee Cost 6 44 5 78 11.5% additions for growth. Other Expense 3 82 2 91 31.4% • Other expenses remained in line with revenue growth. EBITDA 3 92 2 51 56.2% • Finance cost declined 29% YoY, driven by EBITDA % 10.5% 9.0% 147 bps lower working capital borrowings. D&A 1 11 1 05 5.5% • Other income decreased, primarily due to Finance cost 6 1 8 6 -29.1% forex losses Other income 3 4 2 -93.7% Profit before Tax 2 22 1 01 119.9% Tax 5 9 2 6 124.6% PAT 1 63 7 5 118.2% PAT % 4.4% 2.7% 168 bps 13 | © CYIENT DLM 2026 | Confidential 14 | © CYIEN [Showing first 8,000 characters — download PDF for full document]