Centum Electronics Limited — Investor Meet, 11-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Centum Electronics reported strong Q1 FY26 standalone performance: revenue up 35% YoY to Rs 180 Cr, PAT up over 250% to Rs 16.5 Cr, driven by high-margin domestic build-to-spec. Consolidated revenue grew 11% to Rs 273 Cr. Order book stood at Rs 1,769 Cr, boosted by new EMS and DRDO development orders like the Virupaksha Radar, potentially unlocking a Rs 1,000 Cr long-term pipeline. Management is actively addressing loss-making international subsidiaries, with a decision on the Canadian unit (which lost €600k-€700k this quarter) expected soon. The company targets 18-20% consolidated growth and 13-15% EBITDA margins, fueled by domestic expansion and international turnaround.