| Management target | Revenue 25.0% FY27 |
|---|
| Revenue growth | Standalone revenue grew 11% YoY; consolidated revenue rose 14%. |
|---|---|
| Margins | Muted Q1 margins due to BTS mix; expect improvement in Q2-Q4. |
| Order book | Record standalone order book of ₹1,800 Cr, up 31% YoY. |
| Demand visibility | Strong visibility in space, radar, and electronic warfare sectors. |
| Management confidence | Confident, focused on India business after exiting loss-making French subsidiaries. |
Growth
Standalone revenue grew 11% YoY; order book expanded 31% to ₹1,800 Cr, providing strong future visibility.
Outlook
Management maintains a 25%+ revenue growth guidance for the India business in FY27.
Risks
Quarterly margin volatility due to lumpy BTS project phasing and high dependence on aerospace/defense cycles.
Last quarter's promises, checked
Delivered
- Divestment of French subsidiary by July 2026 → delivered exit from overseas entities (= BEAT)
- Standalone revenue growth ~25% YoY → delivered 25% for FY26 (= BEAT)
- Standalone order book ~INR 1,645 Cr → delivered INR 1,800 Cr (= BEAT)
Partly delivered
- Capex INR 40-45 Cr for FY27 → current call plans INR 50-70 Cr (= PARTIAL)
Missed
- Standalone EBITDA margin 13-15% → delivered 12.42% (= MISS)
Earnings Call Transcript filed with BSE, NSE: CENTUM. Summary written with AI assistance from 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.
More from Centum Electronics Ltd
All →Centum Electronics Investor Presentation: Key Takeaways
Centum Electronics delivered Q1-FY27 standalone revenue of INR 2,048 Mn with 11.28% EBITDA margin, driven by its dual EMS-BTS model.
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.
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
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
Centum Electronics Investor Presentation: Key Takeaways
Centum Electronics reported Q1 FY27 standalone revenue growth of 11% YoY. The company is transitioning towards a higher-margin 'Build to Specification' (BTS) model while deconsolidating loss-making French subsidiaries.
Centum Electronics Q1 FY27 Results: Net Profit ₹105.5 Cr, Up 2244.4% YoY
Centum Electronics Ltd reported revenue from operations of ₹204.1 Cr (+14.3% YoY) and net profit of ₹105.5 Cr (+2244.4% YoY) for Q1 FY27.
- Key figure
- Net profit ₹105.5 Cr · +2244.4% YoY