ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Centum Electronics earnings call we streamed: the live audio and our summary of what management said.
Q2 revenue rose 52% to ₹312 Cr and PAT rose 77%, with EBITA margin at 12.7%. Management again avoided quarterly guidance, leaning on a ~₹2,000 Cr order book. The ₹540 Cr inventory build amid component shortages is the…
Q2 revenue rose 52% to ₹312 Cr and PAT rose 77%, with EBITA margin at 12.7%. Management again avoided quarterly guidance, leaning on a ~₹2,000 Cr order book. The ₹540 Cr inventory build amid component shortages is the watch point.
No quarterly guidance. Medium-term revenue CAGR 25–30%, 'closer to 30'; EBITA margin 12.5–13% now, 14–15% in 3–4 years.
Centum reported steady 11% standalone revenue growth while successfully exiting overseas subsidiaries. One-time deconsolidation gains of ₹94 Cr significantly inflated reported consolidated profits, masking a muted quarter impacted by lumpy project execution in the BTS segment.
Centum Electronics FY26 standalone revenue grew 25% YoY to ₹9,731 Mn. Strategic focus is shifting towards core high-growth BTS and EMS segments following overseas subsidiary exit actions.
Centum reported record FY26 standalone revenue of ₹973cr (up 25% YoY) and EBITDA of ₹121cr. The company is divesting underperforming overseas subsidiaries to focus on high-growth India ESDM platforms.
Centum reported record FY26 standalone revenue of ₹973 cr (+25.4% YoY) and EBITDA of ₹121 cr (+28.4% YoY). Focus remains on realigning the global portfolio by discontinuing loss-making Canada/Europe operations.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.