Centum Electronics Limited — PPTs, 13-11-2024: Investor Presentation

**Earnings Presentation Summary for Centum Electronics Limited**

**Financial Highlights:** In Q2-FY25, standalone operational income stood at INR 1,667 Mn, with an EBITDA of INR 205 Mn, yielding an EBITDA margin of 12.30%. Net profit remained stable at INR 96 Mn, translating to a PAT margin of 5.76%. Consolidated performance saw operational income of INR 2,598 Mn, but a net loss of INR 3 Mn. For H1-FY25, standalone revenue increased to INR 2,996 Mn, with an EBITDA of INR 333 Mn, although consolidated results showed a modest operational income of INR 5,053 Mn and a net loss of INR 42 Mn.

**Strategic Initiatives and Growth Drivers:** The order book expanded to INR 17,720 Mn, bolstered by new contracts in the defense and space sectors. The company expects significant delivery enhancements in H2-FY25, particularly for Build-To-Specification (BTS) projects.

**Business Developments:** Centum received a Platinum award from the Society of Energy Engineers & Managers for sustainability and energy conservation efforts.

**Market Position and Competitive Advantage:** Centum's robust positioning is evident through its strong international clientele, including 75% of revenues sourced from advanced economies.

**Investor Implications:** With a healthy order book and anticipated improvements in margins due to increased operational efficiencies, there appears to be a positive outlook for Centum. Watch closely the execution of upcoming contracts as they may enhance shareholder value.