Centum Electronics Q4 FY26 Earnings Call Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

CENTUM · price

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₹3199.00

prior close

₹3220.60

base price

After-mkt

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AI summary

Centum Electronics posted FY26 standalone revenue of INR 973 crores (+25% YoY), EBITDA of INR 121 crores at 12.42% margin. Q4 revenue grew 26% to INR 344 crores. Order book stood at INR 1,645 crores (+23% YoY). BTS business grew 37%, EMS 21%. Won AESA radar program from HAL worth INR 570+ crores over lifecycle. Management targets 25-30% medium-term growth and 13-15% EBITDA margin. Overseas restructuring nearing completion: Canada ops discontinued, France in court-supervised sale by July 2026. FY27 capex guided at INR 40-45 crores.

Likely market impact

Strong execution and improving margins; overseas restructuring removes earnings drag. Robust INR 1,645 cr order book and HAL AESA win provide strong multi-year visibility.