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CENTUM · price
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Centum Electronics released its FY26 investor presentation covering strong standalone performance. Standalone revenue grew 21% YoY to ₹9,731 Mn, driven by a 37% rise in Build-to-Spec (BTS) business and 21% growth in EMS. EBITDA stood at ₹1,209 Mn with margins stable at 12.4%. However, standalone PAT turned negative at -₹1,171 Mn due to a ₹2,033 Mn exceptional charge. The consolidated PAT was also negative at -₹518 Mn. The order book grew 28% YoY to ₹8,642 Mn, anchored by a marquee AESA Radar order from HAL for ₹570+ Cr for the UHM platform. The company also won a second complete Radar System order for satellite and space debris tracking. Strategic actions include exiting overseas subsidiaries to sharpen focus on core high-growth businesses. FY23–FY26 revenue CAGR was ~25% on a standalone basis.
The strong order book and FY26 revenue growth demonstrate business momentum, but the negative PAT due to exceptional items and the strategic subsidiary exits may create near-term uncertainty. The ₹570+ Cr HAL radar order provides significant multi-year revenue visibility, especially in the high-margin BTS segment.