Centum Electronics Limited — Q2FY27 earnings call summary

Filed 10 November 2026 · Official transcript

Medium-term revenue growth guidance maintained at 25%-30%; EBITDA margin target 12.5%-13%
Export BTS order of 30cr for electronic warfare subsystem; repeat orders expected
Semiconductor segment expected to grow to $45-50m annual run rate in 2 years
BTS revenue +84% y-y in Q2; order book 959cr +47% y-y; key wins in electronic warfare and air navigation
EMS revenue +41% y-y; strong semiconductor equipment demand; 3 new marquee customers added
Supply chain bottlenecks in memories, PCBs, MLCCs extend lead times and increase costs
Capex planned for new BTS facility with system-level capabilities and satellite assembly
Q2FY27 standalone revenue 312cr +52% y-y; EBITDA 40cr +63% y-y; PAT 23cr +77% y-y