Centum Electronics Limited has informed the Exchange about Investor Presentation
CENTUM · price
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Centum Electronics shared its Q1-FY26 earnings presentation, reporting consolidated revenue of INR 2,734 Mn, up 11.4% YoY from INR 2,455 Mn, driven by strong 35% YoY standalone growth. Consolidated EBITDA improved 46.8% YoY to INR 229 Mn with margins expanding 203 bps to 8.38%; standalone EBITDA margin stood at a healthy 14.92%. The company turned profitable at the consolidated level with PAT of INR 45 Mn versus a loss of INR 38 Mn a year ago. The order book stood at INR 17,691 Mn as of 30th June 2025, supported by new DRDO orders for the Virupaksha radar and EMS customers entering serial production. However, the subsidiary continues to face headwinds from weak ER&D demand and customer decision delays, with management expecting improvement only in H2-FY26.
Margin expansion and return to consolidated profitability are positives for shareholders, but the weak subsidiary performance and 25.8% QoQ revenue decline may cap near-term excitement. The robust INR 17.7 Bn order book and defence pipeline provide revenue visibility.