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Earnings Call

Centum Electronics Earnings Call: Key Takeaways

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.

Why this was an Alfa AlertNot a filter event. Performance was in line with management's stated medium-term growth targets and prior margin guidance.
Highlights
Revenue growthStandalone grew 25% YoY; Consolidated grew 29% YoY in FY26.
MarginsTargeting 13-15% EBITDA; BTS margins ~20%+, EMS ~9-11%.
Order bookStandalone ₹1,645cr; BTS segment order book >50% of total.
Demand visibilityStrong visibility from ₹1,645cr standalone order book (up 23%).
Management confidenceHigh confidence in India ESDM and defense sector tailwinds.

Growth

Standalone revenue grew 25% YoY; EBITDA grew 28% YoY; Consolidated PAT from continuing operations doubled to ₹101cr.

Outlook

Targeting 25-30% medium-term revenue growth with 13-15% EBITDA margins. Planned FY27 capex of ₹40-45cr.

Risks

Supply chain bottlenecks in CCL and memory components; geopolitical logistics delays; execution risks in long-cycle defense programs.

Source

Earnings Call filed with BSE, NSE: CENTUM. Summary written with AI assistance from the document.

Read the document ↗

Centum Electronics Ltd: key numbers

Share price
₹4,802.30
Market cap
₹7,089 Cr
Revenue (annual)
₹962.7 Cr
Net profit (annual)
₹-46.65 Cr
P/E (TTM)
142.9×Sector 41.4×
Promoter holding
46.82%-0.06% QoQ
FII holding
3.31%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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18:16 IST BSE
Credit Rating

Centum Electronics Credit Rating

CARE Ratings upgraded Centum Electronics' bank facilities to CARE BBB+ Stable/CARE A2. This revision reflects the company's exit from loss-making overseas subsidiaries and growing order book.

14:20 IST BSE
Capital Structure Change

Centum Electronics Capital Structure Change

Designated person Vinod Srinivasrao Chippalkatti sold 309 equity shares of Centum Electronics Ltd via market sale, valued at Rs. 13.43 Lakhs.

Value
₹0.13 Cr
14:25 IST BSE
Other Announcement

Centum Electronics Other Announcement

A designated person sold 309 shares of Centum Electronics Ltd, valued at Rs. 0.13 Crore, through a market transaction.

Value
₹0.13 Cr