Analyst corner – Expert insight into Cerillion, Dialight, Symphony Environmental, Surface Transforms and CyanConnode

Analyst corner
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In Analysts’ corner, DirectorsTalk brings you exclusive professional opinions from five of the leading equity research analysts on five companies listed on the London Stock Exchange.

Symphony Environmental Technologies plc (LON:SYM) is a world leader in the development of additives to make ordinary plastic biodegradable and protective technologies to enhance plastic products.

Surface Transforms plc (LON:SCE) is a highly innovative company, with its own patented materials technology and a team of PhD-qualified scientists and degree-qualified engineers who are continually developing new processes for the production of carbon-ceramic materials and new products for various applications.

Cerillion plc (LON:CER) is a leading provider of billing, charging and customer management systems with more than 20 years’ experience delivering its solutions across a broad range of industries including the telecommunications, finance, utilities and transportation sectors.

Dialight plc (LON:DIA) is the world leader in LED industrial lighting technology with millions of LED fixtures installed worldwide. The company’s LED products are providing the next generation of lighting solutions that deliver reduced energy consumption and create a safer working environment and support its customers’ ESG agendas.

CyanConnode Holdings Plc (LON:CYAN) is a world leader in the design and development of Narrowband RF mesh networks that enable Omni Internet of Things (IoT) communications. With a wealth of expertise and experience in smart technology, the Group provides customers with long-range, low-power, end-to-end networking solutions and high-performance applications that help them enhance service delivery, improve business efficiency and save energy.

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CyanConnode secures £1.2m follow-on order for in MENA region

CyanConnode has received a follow-on order worth over AED 5.8 million (£1.2m) for cellular gateways in the MENA region. The contract supports a multi-year smart metering rollout, with delivery scheduled by 31 March 2026.

CyanConnode posts Annual Report and confirms AGM details

CyanConnode has posted its Annual Report & Accounts and Notice of AGM to shareholders requesting a hard copy. The AGM will be held at 11.00am on 21 August 2025 at Panmure Liberum, London.

Surface Transforms Delivers 72% Revenue Surge on Turnaround of Manufacturing Operations

Delivering sustainable improvements in output, yield and quality. Cautiously confident this level of performance will be maintained in the second half of the year

CyanConnode: A Stronger Foundation and Growing Momentum – Highlights Panmure Liberum

Backed by government support, strong international partnerships and an early-mover advantage, CyanConnode remains one of the key enablers in India’s smart metering revolution and a rising player in global markets.

Liverpool’s brake disc reinvention

A north Liverpool manufacturer has transformed its fortunes by uniting R&D and production in one plant, driving efficiency gains that underpin renewed growth.

CyanConnode triples order book to £180m as Q1 FY26 shipments jump over 3x

CyanConnode grew its contracted order book from £50m to £180m and secured a c.£70m Goa AMISP contract. Gross margin rose to 35%, and Q1 FY26 module shipments climbed to 568,000 from 170,000, signalling renewed deployment momentum.

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