Slide 1: Exchange filing cover letter - Corporate Presentation
Date: 10th March, 2025 The National Stock Exchange of India BSE Limited Limited Department of Corporate Services Listing Department Floor 25, Phiroze Jeejeebhoy Towers Exchange Plaza, Bandra Kurla Complex Dalal Street Bandra (East), Mumbai 400 051 Mumbai 400 001 Symbol: CENTUM Security code no.: 517
Slide 2: Investor Presentation March 2025
INVESTOR PRESENTATION March 2025
Slide 3: One of India's Leading End-to-end Integrated Electronics Solutions Providers
Centum Electronics: One of India’s Leading End-to-end Integrated Electronics Solutions Provider~ 30 years of experience in Concept to Commissioning 1,877 Employees Global Supply Chain Network Global Operations with Electronics Design & capabilities 588 Engineers with 630 suppliers presence in Asia,
Slide 4: Competitive Strengths
Competitive Strengths Diversified presence across multiple high growth verticals ensuring stability and long-term growth Integrated electronics manufacturing player with end-to-end solutions across the Electronics System Design and Manufacturing value chain Multiple manufacturing facilities and desi
Slide 5: Present in multiple high growth verticals
Present in multiple high growth verticals EMS Market ER&D Market India Built to Spec (Defence & Space) Global EMS Market (USD Bn) Indian EMS Market (INR Bn) Global ER&D Spend (USD Tn) Indian ER&D exports (USD Bn) India's Defence Production India's Defence Exports (INR Bn) (INR Bn) CAGR 10.6% 1,304 C
Slide 6: Integrated electronics manufacturing player with end-to-end solutions across the ESDM value chain
Integrated electronics manufacturing player with end-to-end solutions across the ESDM* value chain 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
Slide 7: Multiple manufacturing facilities and design centres across the globe
Multiple manufacturing facilities & design centres strategically located across the globe with advanced infrastructure BTS Vertical – Bangalore EMS Vertical – Bangalore Testing Lab – Bangalore Design Center - Belgium (MIL/Space certified) Design Center - Canada Design Center - France ❑ Extensive Fac
Slide 8: Diverse Product portfolio
CENTUM Diverse Product portfolio
Slide 9: BTS
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 Integration Tank Electronics CAGR 1
Slide 10: EMS
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 Release Management Product Analysis Test To
Slide 11: ER&D
ER&D Develop Embedded Creating efficient Aerospace Software solutions electronic hardware Remote Braking Control A320 Neo A350 Unit Embedded ARINC615 data Alternate Extension Remote data Computing loading computers Control Module concentrator of the braking control system Electrical Control Unit eTH
Slide 12: Long-standing relationships with marquee customer base
Long-standing relationships with marquee customer base Verticals Few key customers Long Standing Relationship with customers Average Business period relationship with the top 3 Customer Groups (in years) in the vertical French Defence Co, 15 15 15 DPSUs Defense 10 Leading national space agency, Prom
Slide 13: Gross Billing & Order Book across Business Verticals
Gross Billing & Order Book across Business Verticals Consolidated Gross Billings across business verticals (INR Mn) Consolidated Order Book across business verticals (INR Mn; %) ER&D BTS EMS ER&D BTS EMS 2Y CAGR (FY22-24): 19.2% Order Book as on 21st February 2025 1,949.15; 10.47% 10,813.32 7,202.85
Slide 14: Strategies
CENTUM Strategies
Slide 15: EMS
EMS • Won a major In-flight entertainment program with existing Aerospace customer • Middle east– New Customers ramping for missile programs Defence, Space & Aerospace • Intend to move up the value chain by delivering complete systems to the armed services • Intend to develop advanced passenger info
Slide 16: BTS
BTS Key Opportunities: • Multifunction Radar subsystems for VLSRSAM • Satellite Constellations for ISR applications • Avionics, radar, and EW system upgrades for fighter aircraft and helicopters • T-90 Tank Upgrade • Drone based payloads and electronics for communication and ISR We now intend to mov
Slide 17: ER&D
ER&D Margin Improvement Growth • Utilisation improvement • Actively exploring opportunities to expand involvement in • Cost Reduction in Canada subsidiary high-value programs • Gross Margin improvement • This strategy positions our ER&D unit as a competitive and reliable partner for global clients,
Slide 18: Board of Directors
Experienced & committed promoters & management team Apparao Mallavarapu - Chairman & Rajiv Chandrakant Mody - Independent Managing Director Director Thiruvengadam Parthasarathi- Independent Board of Directors Nikhil Mallavarapu - Executive Director Director Velagapudi Kavitha Dutt - Independent Mano
Slide 19: Consolidated Financial Highlights
Consolidated Financial Highlights Operational Revenue - (INR Mn) Adjusted EBITDA (INR Mn) & EBITDA Margins (%) PAT (INR Mn) & PAT Margins (%) 2Y CAGR (FY22-24): 18.3% 2Y CAGR (FY22-24): 7.5% 66.94 0.73% 10,908.20 858.48 (27.55) 9,229.69 742.43 762.09 (0.25%) 7,799.40 7,866.79 9.52% (2.98%) 8.26% 7.0
Slide 20: Annexures
Annexures CENTUM 19
Slide 21: Summary Consolidated Statement of Profit and Loss
Summary Consolidated Statement of Profit and Loss Particulars (INR Mn) FY22 FY23 FY24 9M-FY25 Revenue from operations 7,799.40 9,229.69 10,908.20 7,866.79 Other income 47.05 37.25 45.91 30.94 Finance income 33.19 21.28 22.23 19.68 Total income 7,879.64 9,288.22 10,976.34 7,917.41 Cost of materials c
Slide 22: Summary Consolidated Balance Sheet
Summary Consolidated Balance Sheet Particulars (INR Mn) FY22 FY23 FY24 H1-FY25 Particulars (INR Mn) FY22 FY23 FY24 H1-FY25 ASSETS EQUITY AND LIABILITIES (1) Non-current assets 3,356.21 3,359.97 3,037.78 3,058.82 (1) Equity 1,985.20 2,040.57 1,967.10 1,888.50 (a) Property, Plant and Equipment 1,119.5
Slide 23: 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