Centum Electronics Ltd (NSE:CENTUM)

Q1 2026 Centum Electronics Ltd Earnings Call Transcript

Aug 6, 2025 / 10:30 AM GMT

Release Date Price: ₹2330.3 (+9.98%)

Transcript

Key Points

Positve

Centum Electronics Ltd (BOM:517544) reported a strong performance with consolidated revenue from operations growing by 11.4% year on year.
The standalone revenue increased by 35% year on year, driven by high-margin built-to-spec business for domestic defense and space customers.
The company has a robust order book position of 1,769 crores as of June 30, 2025, with new EMS customers entering the serial production phase.
Centum Electronics Ltd received new development orders from DRDO for critical programs like the Varsha radar, which could unlock significant long-term opportunities.
The EBITDA for the quarter grew by more than 100% year on year at the standalone level, with margins reported at 14.92%.

Negative

International subsidiaries, particularly in Europe, are facing demand softness due to delays in customer decisions on new projects amid uncertain macro factors.
The Canadian subsidiary is underperforming, contributing to losses, and strategic actions are being evaluated to address this issue.
Gross margins have declined by 100 basis points year on year, attributed to the mix of revenues and varying margins across different business segments.
The ER&D business is under pressure, with demand softness observed over the past 18 months, particularly in the automotive and aerospace sectors.
The company faces challenges in converting development orders, which often carry lower or negative margins initially, into higher-margin production orders.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

CENT.NS - Centum Electronics Ltd
Q1 2026 Centum Electronics Ltd Earnings Call
Aug 06, 2025 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Center Electronics Q1 FY26 earnings conference call hosted by ICICI Securities Private Limited. As a reminder, all participant clients will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing, then 0 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Mohit Goya.

Thank you and over to you.

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Unidentified_2 [2]
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