Aadil Kadiwal📊 Market Breadth ↗Breadth ↗
← All companiesBy market cap
◆ConcernTier 1

Cyient DLM LtdNSE:CYIENTDLM

Contract · ₹6,858 Cr market cap · covered for 1 quarter since Q1 2027

Current view Q1 2027

Electronics maker for aerospace and defence. A new CEO turned it around, the order book is at a record two years of sales and plants are only half full. The recovery has barely started after the same promise was broken three times, almost all sales are exports exposed to war disruption, and the stock is very expensive.

Latest exchange filings last 5 · 5 after Q1 2027

Exchange filings, with the company's own one-line summary, read off the same page as the figures. Screener publishes only the most recent few, so this is the last 5 — not everything filed since your note, and a quiet-looking list is not proof of a quiet quarter. A filing is marked new when it is dated after the end of the quarter your note covers. Not scored, and not a judgement — a routine repayment notice and a takeover sit in the same list.

AI concall report · Q1 2027

The full earnings-call read behind this view — what management promised, what they delivered, and the earning trigger.

✨ Read the report ↗

Growth Q1 2027

Metric This year vs lastYoY · vs Q1 2026 vs the quarter beforeQoQ, sequential · vs Q4 2026 3-year yearly average3Y CAGR · compounded 5-year yearly average5Y CAGR · compounded
Sales▲ +34.5%+1.4%+14.9%+8.5%
Operating profit▲ +56.0%−9.3%+20.1%+18.0%
EPS▲ +118.1%−27.6%+15.4%−39.3%
PAT▲ +128.6%−27.3%——

Tinted rows drive the Tier. Tier = the weaker of YoY Sales and YoY PAT growth. Here the weaker is Sales at +34.5%, which is ≥ 20% → Tier 1.

QoQ is sequential, not a trend. For most Indian companies the March quarter is seasonally the largest, so a June-quarter fall against it is a calendar effect. Only the YoY column feeds the Tier.

Multibagger potential Average60/100

Cheap, and growing fast. Profit per share grew 15% a year, while the price-tag on its earnings actually got smaller. That gap — real growth nobody has paid up for — is exactly what this score looks for.

Doubling needs a price-tag it has never reached

₹918 → ₹1,836 needs the P/E at 115× — it is 89× today, and has ranged 17× to 112× over the last 5 years. The rest would come from earnings growing as they have.

If this keeps up for 3 more years ×1.2 +21% — profit growing 15% a year, and buyers paying 70× for it again

What you pay for its profitlog scale · 5-year range

17×5-year low 61×usual level 89×today 112×5-year high 115×to double 173×to triple

Tripling needs 173× — never traded above 112× in 5 years.

The Treadmillearnings climbing while the price-tag on them has not — no re-rating yet⚠ inflection⚠ priced in
Is it cheap right now?P/E 89× is 1.27× its own 5-year average of 70× — above it; forward PEG 4.98 — expensive for its growth 4/25
Has the market paid for this growth yet?ΔMultiple ×0.94 a year (×0.83 over 3 years) — slight de-rate 10/15
Is the growth real, or flattered?QoQ softening; EPS fully backed by sales 24/30
What does it earn on its own money?earns 8% on its own book — thin 2/10
Is the price trend agreeing?above all three EMAs — accumulation 20/20
Price vs its book value 7.2×P/B — ₹128 of book value per share
Price vs next year’s profit 77×forward P/E — what an entry pays now
Price over the last year ×1.08earnings ×1.15, price-tag ×0.94
At what price this changes
Average from ₹279 to ₹1,908 · now ₹918
above ₹1,917 → Weak

At ₹721 the price-tag on its earnings reaches the 70× it is being projected toward — the point where being cheap against that yardstick is used up.

Unpaid, but the growth quality is thin. Verify before acting.

How this is calculated

This is arithmetic, not a forecast — Return = ΔEPS × ΔMultiple. It says what would have to be true, not how likely it is, and "earnings keep growing at this rate for three more years" is the assumption doing the most work. This is a small-cap at ₹6,858 cr, so the odds of a re-rate are not fighting its own size.

Growth rate used: 15.4% — the weakest of EPS / Sales / Op-profit from 3-year EPS CAGR. Latest quarter reads 60%.

How it compares with its rivals Contract · 6 of 33 listed

These are the industry's largest names rather than companies of its own size, so the columns are worth reading straight across — a ranking against them would only be restating the size gap.

Company PriceP/ESizeROCE Profitlast qtr Saleslast qtr
Cyient DLM ₹936 90.5× ₹7,428 Cr 9.9% +118.4% +34.3%
Hind.Aeronautics ₹4,865 34.9× ₹3.25 L Cr 32.0% +14.9% +14.4%
Bharat Electron ₹398 47.4× ₹2.91 L Cr 36.4% +8.7% +24.9%
Bharat Dynamics ₹1,176 82.8× ₹43,099 Cr 13.9% +547.4% +130.8%
Garden Reach Sh. ₹2,390 34.2× ₹27,377 Cr 42.8% +43.8% +38.5%
Data Pattern ₹4,540 94.1× ₹25,417 Cr 21.9% −13.5% +16.8%

Screener's own peer group, from the request already made for the industry P/E. It serves the industry's largest names by market cap, not companies of a similar size, so treat this as context rather than a like-for-like table; this company is always shown. On a phone the price, size and sales columns are dropped rather than pushed off the edge. Not part of the score.

Business quality to Jun 2026

Are the margins widening? broadly flat operating margin 9% → 10% over 3 years
Did the profit turn into cash? very little of it arrived as cash 60% last year, -4% over three · free cash flow ₹9 cr, positive in 2 of 4 years
Is the growth borrowed? lightly borrowed ₹172 cr — 0.17× its own equity (was 0.32×)
Is it being collected? collection is steady 89 days to collect, up 6 in a year · cash cycle 270 days
Who has been buying? the promoters have held steady promoters 52.1%, 66.7% → 52.1% over 2.8 years · FIIs 0.2% (−2.2) · DIIs 29.2% (+1.0) · shareholders 47,883 → 98,926
What does it earn on its capital? earns little on its capital ROCE 9.9% · ROE 7.5%

Fetched from the filings, not typed — and deliberately not part of the score. These are the questions the score cannot ask: it reads growth, price and trend, so a company can score well while its profit never becomes cash. Weigh these beside the note, not against the number.

Screener's own checklist not mine, not the score

In its favour

  • Company has reduced debt.

Against it

  • Stock is trading at 7.31 times its book value
  • Though the company is reporting repeated profits, it is not paying out dividend
  • Company has a low return on equity of 8.23% over last 3 years.
  • Promoter holding has decreased over last 3 years: -14.6%
  • Working capital days have increased from 118 days to 169 days

Generated by screener.in from a fixed checklist — not written by me and not an input to the score. It is here as a second machine opinion to weigh against the note; where it disagrees with the view above, the note is the considered one.