Enclosed is the Earnings Presentation

Order Pipeline DisclosedMgmt Guided Margin ImprovementInvestor Communications View source PDF

CENTUM · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-2.0%1-day move

₹2980.00

prior close

₹2839.60

base price

In-mkt

timing

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+0.2+0.2+0.8+1.1-2.0-2.7+1.4+7.3+7.7+6.0+10.6+21.7+22.5—

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AI summary

Centum Electronics reported record FY26 performance with highest-ever revenue of ₹973 crs, up 25.4% YoY, driven by strong BTS (37% growth) and EMS (21% growth) segments. PBT before exceptional items rose 62.7% to ₹100.4 crs. However, PAT turned negative at ₹1,171 crs due to ₹2,033 crs in exceptional items—primarily write-offs from discontinuing Canada operations and impairments from Europe restructuring. Q4 standalone revenue was ₹344 crs (+25.6% YoY, +44.4% QoQ). The order book stands at ₹1,645 crs, up 22.7% YoY, including a ₹570+ cr AESA Radar order from HAL. The company achieved SAMAR Maturity Level 5 certification and EcoVadis 'Committed' badge.

Likely market impact

The underlying business is strong with 25%+ revenue growth and improving margins, but exceptional items will significantly impact book value. The large order book provides revenue visibility. Canada wind-up and Europe restructuring are one-time events that may pressure near-term financials but should improve future profitability.