Centum Electronics Limited — PPTs, 15-02-2026: Investor Presentation

**Business Performance:** Centum Electronics reported strong Q3 standalone revenue, up 27.3% YoY to ₹238 Cr. 9M standalone EBITDA jumped 50% to ₹76 Cr with 200 bps margin expansion, largely driven by its Build-to-Spec (BTS) segment. Consolidated results were impacted by underperforming overseas subsidiaries, leading to one-time exceptional losses from strategic portfolio restructuring.

**Growth Drivers & Strategy:** The company is strategically shifting to integrated systems, evidenced by a GRSE partnership for Air Navigation and L1 bidder status for a major radar system. Capacity is expanding at KIADB Aerospace Park. Centum is also poised to benefit from the global semiconductor capex cycle with new orders in Energy & Industrials.

**Key Financials & Outlook:** Q3 standalone PAT was ₹-177.8 Cr and consolidated PAT ₹-61.8 Cr, primarily due to these exceptional restructuring costs. Management highlights strong underlying operational growth, anticipating no major future impact from these one-time items, maintaining a positive outlook for defense, space, and semiconductor segments.