Centum Electronics Limited · NSE:CENTUM
Centum Electronics — Investor Presentation (September 2025)
25 slides from Centum Electronics's investor presentation, September 2025
Slide 1: Cover letter to stock exchanges
Ref: CEL/NSEBSE/IP/11092025 11 th September, 2025 To, Listing Department, Department of Corporate Services – Listing, National Stock Exchange of India Limited, BSE Limited, Exchange Plaza, P. J. Towers, Bandra Kurla Complex, Dalal Street, Bandra (East), Mumbai – 400 051 Mumbai – 400 001 Re: Scrip Sy
Slide 2: Investor Presentation September 2025
INVESTOR PRESENTATION September 2025
Slide 3: Contents
Contents 1 Company Overview 2 Solution Portfolio 3 Key Opportunities and Growth Strategy 4 Financials – Q1 FY26 2
Slide 4: India's leading provider of end-to-end Electronics System Design and Manufacturing solutions
India’s leading provider of end-to-end Electronics System Design and Manufacturing solutions Key highlights Well-Established Presence Across High-Growth Sectors: Defense, Aerospace & Space, EMS, and ER&D Consolidated revenue across Industry Consolidated revenue • Over 30 Years of Expertise in Provid
Slide 5: Competitive advantage: innovation-led and customer-focused
Competitive advantage: innovation-led and customer-focused; uniquely positioned in sectors with high entry barriers • Diversified Growth Engines – Electronics Manufacturing Services (EMS), Engineering R&D (ER&D), Build-to- Specification (BTS) with a strategic focus on both Indigenization and Export
Slide 6: Diversified portfolio in high growth sectors: driving indigenization
Diversified portfolio in high growth sectors: driving indigenization with a strong export orientation EMS Market ER&D Market India Built to Spec (Defence & Space) Global EMS Market (USD Bn) Indian EMS Market (USD Bn) Global ER&D Spend (USD Tn) Indian ER&D exports (USD Bn) India's Defence Production
Slide 7: End-to-End solutions: optimized for high-complexity and high-reliability applications
End-to-End solutions: optimized for high-complexity and high- reliability applications ER&D EMS BTS ✓ Engineering Services involve conceptualizing, ✓ EMS services include manufacturing high reliability, ✓ The Built to Specification services include taking a designing and certification of various pro
Slide 8: Global presence: designed to support high-tech development with customer proximity
Global presence: designed to support high-tech development with customer proximity 50 p UK Canada Belgium France USA India 400 p Design Team Manufacturing Sales & Support 7
Slide 9: Strategic oversight: Board of Directors & Governance
Strategic oversight: Board of Directors & Governance APPARAO V MALLAVARAPU – Chairman and Managing Director TANYA MALLAVARAPU – Non-Executive Director Mr. Apparao (Rao) V Mallavarapu founded Centum Electronics in the Ms. Tanya is the founder of TMR Design Co. LLP, an interdisciplinary year 1993. Und
Slide 10: Experienced leadership team with deep domain expertise
Experienced leadership team with deep domain expertise DR. VINOD CHIPPALKATTI, PhD – President, Strategic JAGADISH SINGH – President, EMS Business Unit Electronics Business Unit Mr. Jagadish brings over 30 years of experience in the Dr. Vinod Chippalkatti leads Centum’s Build-to-Spec India electroni
Slide 11: Solution portfolio
CENTUM Solution portfolio
Slide 12: Build-To-Specification (BTS)
Build-To-Specification (BTS) Space Defence Railway Earth Observation Satellite Subsystems Missile Control & Guidance Public Address & Intercom Electronic Warfare Payloads Radar Subsystems Passenger Information Systems Global Passenger Information System Market (USD Bn) Small Sat & Payload Integratio
Slide 13: Electronics Manufacturing Services (EMS)
Electronics Manufacturing Services (EMS) Manufacturing high reliability, high complexity products in the high technology vertical ranging from printed circuit board assemblies to complex box builds, Line Replaceable Units (LRU) and full system integration. Aftermarket / Lifecycle Manufacturing Relea
Slide 14: Engineering Research & Development (ER&D)
Engineering Research & Development (ER&D) Remote Braking Develop Creating efficient A320 Neo A350 Control Unit Embedded electronic Embedded ARINC615 data Alternate Extension Remote data Software solutions hardware Computing loading computers Control Module concentrator of the braking control system
Slide 15: Key Opportunities and Growth Strategy: Strategic Edge
Key Opportunities and Growth Strategy Well established presence among Global OEMs, and Strategic Customers in domestic market with significant headroom for growth BTS (India) EMS ER&D Strategic Edge At the forefront of developing and localizing Proven expertise in delivering high-reliability Proven
Slide 16: Financials
Financials CENTUM 15
Slide 17: Consolidated Revenue & Order Book across Business Verticals
Consolidated Revenue & Order Book across Business Verticals Consolidated revenue across business verticals (INR Mn) Consolidated Order Book across business verticals (INR Mn; %) ER&D BTS EMS ER&D BTS EMS Order Book as on 30th June 2025 1,715 ; 9.69% 11,554 10,908 7,107 ; 9,229 40.18% 4,985 5,743 3,5
Slide 18: Strong Outlook Across Segments
Strong Outlook Across Segments Standalone Revenue (INR Mn) Subsidiary Revenue (INR Mn) Consolidated Revenue (INR Mn) BTS EMS ER&D BTS ER&D BTS EMS 11,554 7,498 4,580 10,908 4,224 4,056 9,229 6,328 5,005 1,828 4,985 5,743 1,608 3,538 5,743 1,874 4,985 3,538 1,796 3,075 3,171 2,734 938 3,629 2,616 2,7
Slide 19: Consolidated Financial Highlights
Consolidated Financial Highlights Operational Revenue - (INR Mn) Adjusted EBITDA (INR Mn) & EBITDA Margins (%) PAT (INR Mn) & PAT Margins (%) 967 67 1.65% 859 11,554 762 45 10,908 0.73% 9,229 8.38% (0.26%) (0.16%) 8.26% 7.87% 8.37% 2,734 229 (19) (28) FY23 FY24 FY25 Q1-FY26 FY23 FY24 FY25 Q1-FY26 FY
Slide 20: Historical Standalone Income Statement
Historical Standalone Income Statement Particulars (INR Mn) FY23 FY24 FY25 Q1-FY26 Operational Revenue 5,006 6,328 7,498 1,796 Total Expenses 4,470 5,541 6,478 1,528 EBITDA 536 787 1,020 268 EBITDA Margins (%) 10.71% 12.44% 13.60% 14.92% Other Income 47 67 70 31 Depreciation 162 184 186 41 Finance C
Slide 21: Standalone Balance Sheet
Standalone Balance Sheet Particulars (INR Mn) FY23 FY24 FY25 Particulars (INR Mn) FY23 FY24 FY25 ASSETS EQUITY AND LIABILITIES Non-Current Assets 2,219 2,480 3,117 Equity 2,826 3,124 5,639 (a) Property, Plant & Equipment 993 1,053 1,034 (a) Share Capital 129 129 147 54 3 76 (b) Other Equity 2,697 2,
Slide 22: Historical Consolidated Income Statement
Historical Consolidated Income Statement Particulars (INR Mn) FY23 FY24 FY25 Q1-FY26 Operational Revenue 9,230 10,908 11,554 2,734 Total Expenses 8,468 10,049 10,587 2,505 EBITDA 762 859 967 229 EBITDA Margins (%) 8.26% 7.87% 8.37% 8.38% Other Income 59 68 87 29 Depreciation 438 453 441 103 Finance
Slide 23: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars (INR Mn) FY23 FY24 FY25 Particulars (INR Mn) FY23 FY24 FY25 ASSETS EQUITY AND LIABILITIES (1) Non-current assets 3,360 3,038 3,018 (1) Equity 2,040 1,967 3,942 (a) Property, Plant and Equipment 1,071 1,126 1,096 (a) Equity share capital 129 129 147 (b) Capital
Slide 24: Capital Market Data
Capital Market Data 1 Year Stock Performance upto 31st August,2025 80.00% 60.00% 40.00% 20.00% 0.00% -20.00% -40.00% Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Jul-25 Aug-25 Centum Sensex Price Data (As on 31st August, 2025) Shareholding Pattern (As on 30th June, 2025) CMP
Slide 25: Disclaimer
Disclaimer Centum Electronics Limited No representation or warranty, express or implied, is made as to, and no reliance should be placed on, the fairness, accuracy, completeness or correctness of the information or opinions contained in this presentation. Such information and opinions are in all eve
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