Centum Electronics Limited · NSE:CENTUM
Centum Electronics — Investor Presentation (September 2026)
32 slides from Centum Electronics's investor presentation, September 2026
Slide 1: Investor Presentation September 2026
INVESTOR PRESENTATION September 2026
Slide 2: Company At A Glance
Company At A Glance Centum is a Trusted Partner for Defence & Strategic Electronics and High Reliability Electronics Manufacturing, Serving Domestic and Global OEMs Across Defence, Aerospace, Industrial, Transportation, and Medical Sectors Key Certifications 33 2 350,000 Sq Ft SAMAR L5 Years in Elec
Slide 3: Company Overview
COMPANY OVERVIEW
Slide 4: Company Overview
Company Overview One of India's Leading Electronics Manufacturing Services And Build To Specification Companies Serving Mission-critical Industries. Deep Design & Engineering DNA Standalone Revenue (INR Mn), EBITDA Margin (%) Strong design engineering and end-to-end product realization capabilities
Slide 5: Board Governance & Strategic Stewardship
Board Governance & Strategic Stewardship Apparao V Mallavarapu Mr. Nikhil Mallavarapu Chairman and Managing Director Joint Managing Director Mr. Apparao (Rao) V Mallavarapu founded Centum Mr. Nikhil joined Centum in 2012 and currently Electronics in 1993 and has led its growth into a leading serves
Slide 6: Experienced leadership team with deep domain expertise
Experienced leadership team with deep domain expertise Dr. Vinod Chippalkatti, PhD – Chief Technology Officer Jagadish Singh – President, EMS Business Unit Dr. Vinod Chippalkatti leads Centum’s Build-to-Spec India Mr. Jagadish brings 30+ years of experience in electronics business, serving strategic
Slide 7: Our Evolution
Our Evolution Three decades of innovation-led growth, building capabilities that matter 1993 2000s 2010s Mid 2010s 2020s Today & Beyond Incorporation EMS Expansion & Entry Into Defence & Scaled Defence, Global Expansion & From Supplier to Entry Into Aerospace Space & Aerospace Acquisitions System In
Slide 8: Awards & Accolades
Awards & Accolades Received Platinum Award in Sustainability National Award for excellence in Energy Management from CII for Corporate Business Houses Industries from SEEM BTS - Received Platinum Award for Energy Management from SEEM EMS - Received Platinum Award for Energy Management from SEEM 8
Slide 9: State of The Art Manufacturing Facilities
State of The Art Manufacturing Facilities Electronics Manufacturing Services (EMS) Facility, KIADB Build-to-Specification (BTS) Facility, Yelahanka, Bengaluru. Aerospace Park, Devanahalli, Bengaluru. 9
Slide 10: A Diversified Portfolio, Enabled by Execution
COMPETITIVE ADVANTAGE A Diversified Portfolio, Enabled by Execution Centum is positioned in segments where partner selection is driven by reliability, qualification pedigree and platform trust, not only by cost. Mission-Critical Electronics High Entry Barriers Long-Term Customer Relationships Reliab
Slide 11: Business Overview
BUSINESS OVERVIEW
Slide 12: Business Verticals
Business Verticals In-house design and engineering capabilities are deeply embedded within Centum's EMS and BTS businesses, providing product development, certification, and qualification support across both segments. 72% 28% EMS (Revenue Contribution) BTS (Revenue Contribution) Electronic Manufactu
Slide 13: Electronics Manufacturing Services (EMS)
Electronics Manufacturing Services (EMS) How Centum Delivers EMS Solutions? EMS Revenue (INR Mn) Centum provides end-to-end Electronics Manufacturing Services (EMS), converting customer’s product designs and specifications into production-ready electronic 6,961 products and sub-systems. 5,743 4,985
Slide 14: Electronics Manufacturing Services (EMS)
Electronics Manufacturing Services (EMS) Aftermarket / Lifecycle Manufacturing Release Management Product Analysis Test Tools Handling Support Industrial & Medical Electric Mobility Defence & Aerospace 30% Revenue from 20+ Year Customer Relationships 40% Revenue from 10 to 20 Years Customer Relation
Slide 15: Build-To-Specification (BTS)
Build-To-Specification (BTS) How Centum Delivers BTS Solutions? BTS Revenue (INR Mn) Centum partners with customers to transform product concepts and BTS Revenue (INR Mn) specifications into fully engineered, qualified and production-ready electronic systems from system architecture and design to pr
Slide 16: 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 Small Sat & Payload Integration Tank Electronics 17
Slide 17: Industry Overview and Opportunities – EMS
Industry Overview and Opportunities – EMS Key Growth Drivers Global EMS Market (USD Bn) Indian EMS Market (USD Bn) 1,200-1,250 150 China+1 diversification – Global OEMs shifting supply chains to India amid rising costs and 640-650 geopolitical risk in China. 40-45 Government incentives (PLI, EMC 2.0
Slide 18: Industry Overview and Opportunities – BTS
Industry Overview and Opportunities – BTS Key Growth Drivers India’s Defence Production (INR Bn) India’s Defence Exports (INR Bn) Rising defence budgets & indigenisation mandates ~18% CAGR 3,000 ~7% CAGR 500 – Higher military spend and "Make in India" push are shifting sourcing to qualified domestic
Slide 19: Complete Mission-Critical Solutions
Complete Mission-Critical Solutions From Sub-systems To Systems Supplying Modules & Electronics End-to-End Solutions for Complex Missions Full System Solution Provider Design | Develop | Integrate Radar Electronic Communication EW System Integration & Testing & Lifecycle | Deliver Sub-systems Module
Slide 20: Dual Growth Engines Across the Value Chain
Dual Growth Engines Across the Value Chain A complementary portfolio balancing profitability, working capital and long-term value creation BTS (Build-to-Specification) EMS (Electronic Manufacturing Services) Benchmark Margin 18–20%+ Benchmark Margin 9–10% Project Lifecycle 2–2.5 Years Project Lifecy
Slide 21: Future Growth Outlook
Future Growth Outlook Well positioned for profitable growth, supported by a richer business mix, exit from loss-making subsidiaries and industry tailwinds. BTS (India) EMS Strategic Edge At the forefront of developing and localizing critical technologies addressing domestic Proven expertise in deliv
Slide 22: Historical Financial Overview
HISTORICAL FINANCIAL OVERVIEW
Slide 23: Historical Standalone Income Statement
Historical Standalone Income Statement Particulars (INR Mn) FY24 FY25 FY26 Q1-FY27 Operational Revenue 6,328 7,761 9,731 2,048 Total Expenses 5,541 6,820 8,522 1,817 EBITDA 787 941 1,209 231 EBITDA Margins (%) 12.44% 12.12% 12.42% 11.28% Other Income 67 66 158 23 Depreciation 184 195 195 55 Finance
Slide 24: Standalone Balance Sheet
Standalone Balance Sheet Particulars (INR Mn) FY24 FY25 FY26 Particulars (INR Mn) FY24 FY25 FY26 ASSETS EQUITY AND LIABILITIES Non-Current Assets 2,480 3,215 1,801 Equity 3,124 5,585 4,315 (a) Property, Plant & Equipment 1,053 1,046 1,337 (a) Share Capital 129 147 147 3 76 - (b) Other Equity 2,995 5
Slide 25: Historical Consolidated Income Statement
Historical Consolidated Income Statement Particulars (INR Mn) FY24 FY25 FY26 Q1-FY27 Operational Revenue 10,908 7,403 9,527 2,041 Total Expenses 10,049 6,413 8,173 1,805 EBITDA 859 990 1,354 236 EBITDA Margins (%) 7.87% 13.37% 14.22% 11.56% Other Income 68 65 158 23 Depreciation 453 195 195 55 Finan
Slide 26: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars (INR Mn) FY24 FY25 FY26 Particulars (INR Mn) FY24 FY25 FY26 EQUITY AND LIABILITIES ASSETS (1) Equity 1,967 3,942 3,251 (1) Non-current assets 3,038 3,025 1,801 129 147 147 (a) Equity share capital (a) Property, Plant and Equipment 1,126 1,096 1,337 (b) Other eq
Slide 27: Standalone Revenue Breakup & Order Book Split
Standalone Revenue Breakup & Order Book Split Revenue across Geographies Revenue across Industry Verticals Defence, Space & 23% 17% Aerospace Europe & UK 31% Transportation & Automotive India 45% 14% Industry & Energy North America and Healthcare ROW 12% 46% Semiconduct 12% Order book across Geograp
Slide 28: Standalone Revenue & Order Book Trend
Standalone Revenue & Order Book Trend Standalone Revenue (INR Mn) Standalone Order Book (INR Mn) BTS EMS BTS EMS 9,731 17,972 16,448 7,761 13,410 6,328 8,718 11,178 7,806 5,005 6,961 9,480 6,657 5,743 6,900 4,985 5,715 3,538 2,048 8,642 9,254 6,753 2,770 1,482 4,278 1,467 2,018 3,765 1,343 566 FY23
Slide 29: Standalone Financial Highlights
Standalone Financial Highlights Operational Revenue (INR Mn) Adjusted EBITDA1 (INR Mn) & EBITDA PAT (INR Mn) & PAT Margins (%) Margins (%) 456 135 363 9,731 1,209 7,761 941 5.74% 5.88% 6.6% 787 6,328 12.44% 12.13% 12.42% 11.28% 2,048 231 (1,171) (12.04%) FY24 FY25 FY26 Q1-FY27 FY24 FY25 FY26 Q1-FY27
Slide 30: Capital Market Data
Capital Market Data 70.00% 1 Year Stock Performance up to 30th June, 2026 60.00% 50.00% 40.00% 30.00% 20.00% 10.00% 0.00% -10.00% -20.00% Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Centum Sensex Price Data (As on 30th June, 2026) Shareholding Pattern (As on 3
Slide 31: 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
Slide 32: Thank You
© CENTUM _THANK YOU
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