Centum Electronics Limited — Investor Meet, 20-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Centum Electronics posted strong standalone Q3 FY26 results: revenue +27% YoY to 238 Cr, EBITDA +27% to 26 Cr, PBT (pre-exceptional) +77% to 19 Cr. Consolidated results saw one-time impairments (153.8 Cr for subsidiary investments, 57 Cr for French goodwill) as Canada operations were discontinued and France options assessed. Management sees this as an inflection point, focusing on India's core ESDM growth.

Major wins include an L1 bid for a 700 Cr radar system & a GRSE partnership for a 500 Cr air navigation program. EMS is ramping up with a semiconductor equipment customer, targeting $30 million annual run rate. Strong order book & positive demand outlook signal continued momentum.