Centum Electronics Limited · NSE:CENTUM
Centum Electronics — Investor Presentation (March 2026)
26 slides from Centum Electronics's investor presentation, March 2026
Slide 1: Investor Presentation March 2026
INVESTOR PRESENTATION March 2026
Slide 2: Contents
Contents 1 Company Overview 2 Solution Portfolio 3 Key Opportunities and Growth Strategy 4 Financials – 9M FY26 2
Slide 3: 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 Strong • Over 30 Years of Expertise in Providing Global Experience End-to-End Solutions for the
Slide 4: 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- Diversified Portfolio in to-Specification (BTS) with a strategic focus on both I
Slide 5: Recent updates: Q3/9M-FY26
Recent updates: Q3/9M-FY26 • Strategic partnership with GRSE for Air Navigation Program - marking entry into mission-critical air navigation systems • Strong alignment with strategy of moving up the value chain to integrated systems Advancing the Shift to Systems & Platforms • First order received,
Slide 6: Diversified portfolio in high growth sectors: driving indigenization with a strong export orientation
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 Belgium France USA India 400 p Design Team Manufacturing Sales & Support 8
Slide 9: Board Governance and Strategic Stewardship
Board Governance and Strategic Stewardship APPARAO V MALLAVARAPU – Chairman and Managing APURVA CHANDRA– Independent Director Director Mr. Apurva Chandra is a former Indian Administrative Service Mr. Apparao (Rao) V Mallavarapu founded Centum (IAS) officer of the 1988 Maharashtra cadre with over 36
Slide 10: Board Governance and Strategic Stewardship
Board Governance and Strategic Stewardship TANYA MALLAVARAPU – Non-Executive Director DR. UDAYANT MALHOUTRA – Independent Director Ms. Tanya is the founder of TMR Design Co. LLP, an Dr. Udayant is the CEO & Managing Director of Dynamatic interdisciplinary design firm that emphasizes innovation, Tech
Slide 11: 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 Mr. Jagadish brings over 30 years of experience in the India business, delivering mission-cr
Slide 12: Solution portfolio
CENTUM Solution portfolio
Slide 13: 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 14: 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 15: 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 16: Key Opportunities and Growth Strategy
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 At the forefront of developing and localizing Proven expertise in delivering high-reliability Proven expertise in de
Slide 17: Financials
Financials CENTUM 7
Slide 18: Consolidated Revenue & Order Book across Business Verticals
Consolidated Revenue & Order Book across Business Verticals Consolidated revenue across business verticals Consolidated Order Book across business verticals (INR Mn) (INR Mn; %) ER&D BTS EMS ER&D BTS EMS Order Book as on 31st December 2025 1,509 ; 8.88% 10,908 11,149 9,229 8,728 4,985 5,743 7,148 ;
Slide 19: 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 10,908 11,149 4,580 9,229 8,728 4,224 7,761 3,388 4,985 5,743 6,328 6,289 1,828 3,538 5,005 1,608 4,625 2,439 1,118 5,743 3,171 4,985 4,625 879 3,075 3,1
Slide 20: Historical Standalone Income Statement
Historical Standalone Income Statement Particulars (INR Mn) FY23 FY24 FY25 9M-FY26 Operational Revenue 5,006 6,328 7,761 6,289 Total Expenses 4,470 5,541 6,820 5,530 EBITDA 536 787 941 759 EBITDA Margins (%) 10.71% 12.44% 12.12% 12.07% Other Income 47 67 66 84 Depreciation 162 184 195 145 Finance Co
Slide 21: Standalone Balance Sheet
Standalone Balance Sheet Particulars (INR Mn) FY24 FY25 H1-FY26 Particulars (INR Mn) FY24 FY25 H1-FY26 ASSETS EQUITY AND LIABILITIES Non-Current Assets 2,480 3,215 3,404 Equity 3,124 5,585 5,764 (a) Property, Plant & Equipment 1,053 1,046 1,237 (a) Share Capital 129 147 147 (b) Capital Work in progr
Slide 22: Historical Consolidated Income Statement
Historical Consolidated Income Statement Particulars (INR Mn) FY23 FY24 FY25 9M-FY26 Operational Revenue 9,230 10,908 11,148 8,728 Total Expenses 8,468 10,049 10,093 7,952 EBITDA 762 859 1,055 776 EBITDA Margins (%) 8.26% 7.87% 9.46% 8.89% Other Income 59 68 87 165 Depreciation 438 453 378 276 Finan
Slide 23: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars (INR Mn) FY24 FY25 H1-FY26 Particulars (INR Mn) FY24 FY25 H1-FY26 ASSETS EQUITY AND LIABILITIES (1) Non-current assets 3,038 3,025 3,247 (1) Equity 1,967 3,942 3,907 (a) Property, Plant and Equipment 1,126 1,096 1,285 (a) Equity share capital 129 147 147 (b) Ot
Slide 24: Consolidated Financial Highlights
Consolidated Financial Highlights Operational Revenue (INR Mn) Adjusted EBITDA (INR Mn) & EBITDA Margins (%) PAT *(INR Mn) & PAT Margins* (%) 67 1,055 10,908 11,148 (19) (28) 9,230 859 0.7% 8,728 762 776 (0.3%) (0.2%) 9.5% 8.3% 7.9% 8.9% (6.1%) (530) FY23 FY24 FY25 9M-FY26 FY23 FY24 FY25 9M-FY26 FY2
Slide 25: Capital Market Data
Capital Market Data 1 Year Stock Performance upto 31st December, 2025 50.00% 40.00% 30.00% 20.00% 10.00% 0.00% -10.00% -20.00% -30.00% -40.00% -50.00% -60.00% Jan-25 Feb-25 Mar-25 Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Centum Sensex Price Data (As on 31st December, 2025) Shar
Slide 26: 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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