CENTUMBSECentum Electronics LtdMediumNeutral
Announced Thu, 21 May · 19:12 IST

Please refer enclosed

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor 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
-0.6%1-day move
₹3199.00
prior close
₹3220.60
base price
After-mkt
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+0.9+1.6+2.4+1.2-0.6-1.2+0.8+8.3+8.8+12.4+13.3+15.8+12.6
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AI summary

Centum Electronics delivered strong Q4 FY26 performance with standalone revenue of INR 344 crores (26% YoY) and full-year standalone revenue of INR 973 crores (25% YoY growth). The company disclosed a robust order book of INR 1,645 crores, up 23% YoY, including a marquee AESA radar program from HAL worth INR 570 crores over its lifecycle and a INR 30 crores satellite/space debris tracking radar order. Management confirmed it is on track to exit underperforming overseas subsidiaries (Canada discontinued, French subsidiary restructuring expected to conclude by July 2026) with no expected realization from the divestment. The company targets medium-term revenue growth of 25-30% and EBITDA margins of 13-15%, with FY27 capex guidance of INR 40-45 crores.

Likely market impact

Shareholders can expect improved focus and profitability as the company exits loss-making overseas operations and scales its core India ESDM platform in defense, aerospace, and semiconductor equipment sectors. The strong order book provides multi-year revenue visibility.