Centum Electronics Limited — PPTs, 01-09-2026: Investor Presentation

Here's a concise, retail-friendly summary:

**Business Performance:**

Centum Electronics, a key player in Defence & High-Reliability Electronics, posted Q1-FY27 operational revenue of ₹204.8 Cr (11.28% EBITDA margin, ₹13.5 Cr PAT). It shows strong growth, achieving a 25% 3-year revenue CAGR through FY26. EMS drives 72% of revenue, with BTS contributing 28%. The total order book is robust at ₹1,797.2 Cr.

**Growth Drivers / Strategy:**

Growth is fueled by India's strategic indigenisation, global supply chain diversification (China+1), and government incentives. Centum is shifting from sub-systems to full system integration for Defence & Space (e.g., Radar, Satellite Constellations, Avionics) and expanding EMS into new tech like Semiconductor Equipment and EV.

**Recent Developments:**

Key wins include a ₹66 Cr Phase 1 HAL order for AESA Radar (potential ₹500 Cr Phase 2), an MoU with BEL for EW/Radar systems, and a ₹29.4 Cr GRSE order for naval navigation. The company also has customer indications for a ~₹350 Cr three-satellite constellation.

**Key Financial Metrics & Outlook:**

FY26 revenue was ₹973.1 Cr, with a strong 21.32% ROCE and low 0.28x Debt to Equity. Management sees profitable growth ahead, leveraging their "dual engine" model: EMS generates cash (9-10% margins) to fund higher-margin BTS (18-20%+ margins), driving long-term value. Centum is evolving into a full system solution provider.