ALFA Finder| 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
- ₹4,157.60
- Market cap
- ₹6,137 Cr
- Revenue (annual)
- ₹962.7 Cr
- Net profit (annual)
- ₹-46.65 Cr
- P/E (TTM)
- 89.8×Sector 46.8×
- 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.
More from Centum Electronics Ltd
All →Centum Electronics Debt & Borrowing
Centum Electronics has issued a postal ballot notice seeking shareholder approval to raise borrowing limits from Rs 500 crore to Rs 1,000 crore and to create charges on assets. E-voting runs 10 November to 9 December 2026.
Centum Electronics Earnings Call Transcript: 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.
- Call
- Guides 30% growth
Centum Electronics Investor Presentation: Key Takeaways
Q2 FY27 standalone revenue ₹3,121 Mn (+52% YoY), EBITDA ₹396 Mn (12.7% margin), PAT ₹228 Mn (+77%). BTS defence/space drove growth; order book ₹19.5 Bn (+38%).
Centum Electronics Other Announcement
Centum Electronics filed its Regulation 32 statement showing QIP proceeds utilisation as of September 30, 2026. No deviation from the stated objects was reported.
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
Centum Electronics Board Meeting Date
Centum Electronics scheduled its Board meeting for November 4, 2026, to approve Q2/H1 FY27 results. An earnings call follows on November 5.