Slide 1: Exchange filing cover letter for investor presentation
Ref: CE/NSEBSE/IP/26052026 26th May, 2026 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 Symbol: CE
Slide 2: Investor Presentation May 2026
INVESTOR PRESENTATION May 2026
Slide 3: Contents
Contents 1 Company Overview 2 Solution Portfolio 3 Key Opportunities and Growth Strategy 4 Financials – 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 and EMS Strong • Over 30 Years of Expertise in Providing Global Experience End-to-End Solutions for the Electro
Slide 5: Competitive advantage: innovation-led and customer-focused; sectors with high entry barriers
Competitive advantage: innovation-led and customer-focused; uniquely positioned in sectors with high entry barriers • Diversified Growth Engines – Electronics Manufacturing Services (EMS) and Build-to-Specification (BTS) Diversified Portfolio in with a strategic focus on both Indigenization and Expo
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 India Built to Spec (Defence & Space) Global EMS Market (USD Bn) Indian EMS Market (USD Bn) India's Defence Production India's Defence Exports (USD Bn) (USD Bn) CAGR 10.6% CAGR 27.4% 1,30
Slide 7: Key Highlights – FY26
Key Highlights – FY26 EMS Business • FY26 Revenue growth of 21% YoY, driven by successful ramp-up and deliveries for a global Highlights semiconductor equipment OEM, and new order wins in Defence exports • 80+ successful NPIs supporting new business wins and faster ramp-ups • New business wins from
Slide 8: End-to-End solutions: optimized for high-complexity and high-reliability applications
End-to-End solutions: optimized for high-complexity and high- reliability applications EMS BTS ✓ EMS services include manufacturing high reliability, high complexity ✓ The Built to Specification services include taking a project from products in the high technology vertical ranging from printed circ
Slide 9: Global presence: designed to support high-tech development with customer proximity
Global presence: designed to support high-tech development with customer proximity India 280 p Design Team Manufacturing Customers 8
Slide 10: 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 11: 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 12: 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 13: Solution portfolio
CENTUM Solution portfolio
Slide 14: 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 15: 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 16: 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 Strategic Edge At the forefront of developing and localizing critical technologies Proven expertise in delivering high-re
Slide 17: Financials
Financials CENTUM 16
Slide 18: Strong outlook across segments | Standalone
Strong outlook across segments|Standalone Standalone Revenue (INR Mn) Standalone Order Book (INR Mn) BTS EMS BTS EMS 9,731 16,448 7,761 13,410 6,328 11,178 7,806 6,961 9,480 5,005 6,657 5,743 6,900 4,985 5,715 3,538 8,642 6,753 2,770 3,765 4,278 1,467 1,343 2,018 FY23 FY24 FY25 FY26 FY23 FY24 FY25 F
Slide 19: Historical Standalone Income Statement
Historical Standalone Income Statement Particulars (INR Mn) FY23 FY24 FY25 FY26 Operational Revenue 5,006 6,328 7,761 9,731 Total Expenses 4,470 5,541 6,820 8,522 EBITDA 536 787 941 1,209 EBITDA Margins (%) 10.71% 12.44% 12.12% 12.42% Other Income 47 67 66 158 Depreciation 162 184 195 195 Finance Co
Slide 20: 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 (b) Capital Work in progress 3
Slide 21: Historical Consolidated Income Statement
Historical Consolidated Income Statement Particulars (INR Mn) FY23 FY24 FY25 FY26 Operational Revenue 9,230 10,908 7,403 9,527 Total Expenses 8,468 10,049 6,413 8,173 EBITDA 762 859 990 1,354 EBITDA Margins (%) 8.26% 7.87% 13.37% 14.22% Other Income 59 68 65 158 Depreciation 438 453 195 195 Finance
Slide 22: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars (INR Mn) FY24 FY25 FY26 Particulars (INR Mn) FY24 FY25 FY26 ASSETS EQUITY AND LIABILITIES (1) Non-current assets 3,038 3,025 1,801 (1) Equity 1,967 3,942 3,251 (a) Property, Plant and Equipment 1,126 1,096 1,337 (a) Equity share capital 129 147 147 (b) Other eq
Slide 23: Financial Highlights | Standalone
Financial Highlights |Standalone Operational Revenue (INR Mn) Adjusted EBITDA (INR Mn) & EBITDA Margins (%) PAT *(INR Mn) & PAT Margins* (%) 456 1,209 194 363 9,731 941 5.7% 5.9% 7,761 787 3.9% 6,328 5,006 536 12.4% 12.1% 12.4% 10.7% (1,171) (12.0%) FY23 FY24 FY25 FY26 FY23 FY24 FY25 FY26 FY23 FY24
Slide 24: Capital Market Data
Capital Market Data 1 Year Stock Performance upto 31st March, 2026 90.00% 80.00% 70.00% 60.00% 50.00% 40.00% 30.00% 20.00% 10.00% 0.00% -10.00% -20.00% Apr-25 May-25 Jun-25 Jul-25 Aug-25 Sep-25 Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Centum Sensex Price Data (As on 31st March, 2026) Shareholding P
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