The call ran from 3:59 PM to 5:03 PM IST (1 h 4 min).
Key takeaways
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.
| Management target | Revenue 30.0% |
|---|
| Revenue growth | Q2 revenue +52% YoY to ₹312 Cr; H1 +32% to ₹517 Cr. |
|---|---|
| Margins | Q2 EBITA margin 12.69%, up 87 bps YoY; BTS 20–22% band. |
| Order book | ~₹2,000 Cr, up ~38% YoY; BTS ₹959 Cr, up 47%. |
| Demand visibility | Order book ~₹2,000 Cr, up 38%; semicon demand rising quarterly; AI/data-centre driven. |
| Management confidence | Confident but evasive; refused quarterly guidance, cites medium-term visibility. |
Growth
Q2 revenue +52%, EBITA +63%, PAT +77%; H1 only +32%, so Q2 is the outlier. Receivable days improved to 106.
Outlook
No quarterly guidance. Medium-term revenue CAGR 25–30%, 'closer to 30'; EBITA margin 12.5–13% now, 14–15% in 3–4 years.
Risks
Inventory ₹540 Cr vs 50% prepayment cover; PCB lead times 40–50 weeks; borrowings up; limits nearly used at ~₹490 Cr.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Centum Electronics Q2 FY27 Results: Net Profit ₹22.9 Cr, Up 458.5% YoY
Centum Electronics Ltd reported revenue from operations of ₹312.1 Cr (+58.7% YoY) and net profit of ₹22.9 Cr (+458.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹22.9 Cr · +458.5% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management maintains a 25%+ revenue growth guidance for the India business in FY27.
Growth they described
Standalone revenue grew 11% YoY; order book expanded 31% to ₹1,800 Cr, providing strong future visibility.
Call details
| Company | Centum Electronics Ltd |
|---|---|
| NSE symbol | CENTUM |
| ISIN | INE320B01020 |
| Call | Q2 FY27 earnings call |
| Date | Thursday, 5 November 2026 |
| Time | 4:00 PM IST |
| Length | 1 h 4 min |
Centum Electronics Ltd: key numbers
- Share price
- ₹4,103.10
- Market cap
- ₹6,057 Cr
- Revenue (annual)
- ₹962.7 Cr
- Net profit (annual)
- ₹-46.65 Cr
- P/E (TTM)
- 88.7×Sector 46.5×
- Promoter holding
- 46.81%-0.01% QoQ
- FII holding
- 3.73%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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