Centum Electronics Limited — Investor Meet, 21-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Centum Electronics reported strong standalone FY26 results: revenue up 25% to INR 973 Cr, EBITDA up 28% to INR 121 Cr. Core focus is India ESDM business, with overseas subsidiaries now discontinued operations. The standalone order book rose 23% to INR 1,645 Cr, driven by strong execution in defense, aerospace, and semiconductor segments. Key wins include a >INR 570 Cr AESA radar program from HAL. Management targets 25-30% medium-term standalone growth and 13-15% EBITDA margins, confident in the strong pipeline. No financial upside expected from exiting European operations. Supply chain monitoring is ongoing.