Centum Electronics Limited has informed the Exchange about Transcript

Centum Electronics reported strong Q3 FY26 results with standalone revenue up 27% year-on-year to INR238 crores and EBITDA up 27% to INR26 crores; 9-month standalone EBITDA margin improved 200 basis points to 12.1% on the back of higher-value Build-to-Spec mix. The company has discontinued its loss-making Canadian subsidiary and initiated restructuring/divestment options for its French arm, taking a one-time standalone investment impairment of INR153.8 crores and consolidated exceptional items of INR57 crores in Q3. Management disclosed a sizeable order pipeline, including L1 status in a INR700 crore radar program for a defense PSU helicopter platform, a INR500 crore opportunity in air navigation systems with GRSE, about INR1,000 crore in space-based surveillance, and a new semiconductor equipment customer expected to scale from $10 million in FY26 to a $30 million annual run rate in 2-3 years. Build-to-Spec segment margins run at 20-25% EBITDA while EMS sustains around 10-11%, with management guiding to steady margin improvement going forward. A new systems integration facility broke ground at the KIADB Aerospace Park in Bengaluru, and the company is positioning to benefit from India Semiconductor Mission 2.0 and higher indigenous defense spending.