Centum Electronics Limited — Investor Meet, 30-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Centum Electronics reported Q4 revenues up 24% YoY and 31% QoQ, driven by BTS and EMS segments. FY ’25 standalone revenue rose 18.5% YoY, with EBITDA margins at 13.6%. The consolidated order book stands at Rs. 1,736 Cr, led by defense and space BTS. Challenges in the Canadian subsidiary affect consolidated profitability; cost controls are in progress. Management expects 18-20% consolidated revenue growth and 10%+ EBITDA margins in FY ’26, backed by China+One strategy and domestic defense demand. Employee retention and scaling capabilities are key growth levers.