Cyient DLM: Surge in U.S. Engagement

 

  • Cyient DLM: Surge in U.S. Engagement 



  • Adjusted PAT growth of 21% YoY is driven by Volume growth & Efficiency

  • Revenue growth: 27.5% YoY  

  • Altek Electronics, is an EMS company focused on PCB Assemblies, Box Builds and Cable Harness: Avoid tariffs by leveraging existing facility for onshore production and final assembly.

  • Cyient DLM, incorporated in 1993 as Rangsons Electronics Pvt Ltd, is a leading player in the electronics system design and manufacturing segment. The company provides system design, integration, testing and manufacturing of electronic components and subsystems for OEMs in the aerospace, defense and other high-tech engineering segments. The company is involved in assembling of printed circuit boards for the telecom and direct-to-home industries.

  • Diversified product profile and strong clientele: Cyient DLM is a leading electronics system design and manufacturing player, which provides system design, integration, testing and manufacturing of electronic components and subsystems for original equipment manufacturers (OEMs) in the aerospace and defence sectors and other high-tech engineering segments. It has customers in India, Europe, North America, China and Japan. The company has a diversified clientele, with the top five customers contributing 68% to revenue.
  •   Surge in U.S. Engagement • Spike in RFQs, long-term sourcing inquiries from U.S. customers • EMS with nearshore U.S. presence + India base gaining traction • Growing trend of M&A and strategic tie-ups (Cyient DLM’s U.S. footprint via Altek Electronics acquisition)  
  •   Awarded a contract by Boeing for the production of Battery Diode Module
  •   Strategic partnership with Deutsche Aircraft, for design, development and manufacturing of the Cabin Management System 
  •   Strategic Avionics Manufacturing Program from Thales 
  •   Production contract with Boeing for precision machined parts & assemblies     
  •   Manufacturing Shift: "China+1" 
  • U.S. OEMs actively de-risking China dependence 
  • Seeking resilient, cost-effective supply chain alternatives 
  • India rising as the preferred partner      

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