Centum Electronics Limited — Q1FY27 Earnings Call Summary

CENTUM · Q1FY27 · Filed 18 Aug 2026

Key Takeaways

• Stand-alone Q1 FY27 revenue grew 11% y-y to INR205 Cr; EBITDA margin 11.28%, PAT margin 6.59%
• FY27 revenue growth guidance maintained at 25%+; margin target above 13%
• EMS revenue grew 20% y-y; semiconductor equipment revenue ramped to >INR100 Cr in FY26, expected to double in 1-2 years
• Export share expected to remain ~50-55%; EMS margins ~10-11%, BTS margins ~20%+
• Progress on defense and space programs including Virupaksha, UHM, TACAN with prototypes expected next year
• BTS order book grew 40% y-y; strong order intake of INR360 Cr (+70% y-y) with BTS up 150%
• Capex for new aerospace facility estimated INR50-70 Cr, construction to start soon
• Consolidated Q1 revenue grew 14% y-y to INR204 Cr; PAT including one-time gain INR106 Cr
• One-time profit of INR94 Cr on deconsolidation of overseas subsidiaries completed June 4, 2026
• Focus on design-led manufacturing to enhance margins and customer engagement

📄 Source: View original transcript (PDF)

Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.