Centum Electronics Limited — PPTs, 17-11-2025: Investor Presentation

Centum Electronics reports robust H1 FY26 financial results, with operational revenue for the half-year at **₹564 Cr**. The company achieved a Profit After Tax (PAT) of **₹8.7 Cr**, a significant turnaround from previous periods. Europe & UK contributed 51% of revenue, followed by India (37%). Electronics Manufacturing Services (EMS) is the largest vertical at 53%.

Centum's strategy focuses on indigenization and exports, scaling Build-to-Specification (BTS) for defense and strategic sectors, expanding EMS into new technologies like semiconductors and EVs, and leveraging Engineering R&D (ER&D) in aerospace and healthcare, including European defense markets.

The consolidated order book stands strong at **₹1,815.1 Cr** as of September 30, 2025, providing good revenue visibility. Strategic actions are underway to address operating losses from its Canada subsidiary.

H1 FY26 saw an EBITDA of **₹40.7 Cr** (7.22% margins) and Diluted EPS of **₹6.88**. A notable improvement is the Total Borrowings to Equity ratio, reducing to 0.42x.

Management maintains a strong outlook, anticipating significant growth in India's EMS, ER&D export, and defense/space markets, driven by "Make in India" and global demand for high-tech solutions.