Centum Electronics Limited — Investor Meet, 18-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Centum Electronics' Q2 FY26 standalone revenue grew 18% YoY to INR 206 Cr, with PAT up 97% to INR 13 Cr, driven by robust domestic defense and space orders. Consolidated results were impacted by international subsidiary losses, though management plans Canada divestment soon and a strategic review for Europe by Q4 FY26 to curb future losses. The company targets 30% standalone revenue growth for FY26 and 13-15% EBITDA margins, confident in strong H2 execution from a healthy order pipeline including INR 650 Cr for BTS and INR 763 Cr for EMS, plus INR 1,000 Cr potential in space surveillance. Management is addressing subsidiary challenges, maintaining a positive outlook on India's growth.