Centum Electronics Limited · NSE:CENTUM
Centum Electronics — Q2 FY2027 Earnings Presentation
29 slides from Centum Electronics's earnings presentation, Nov 4, 2026
Slide 1: Exchange filing cover letter
Ref: CE/NSEBSE/EP/04112026 4th November, 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
Slide 2: Earnings Presentation Q2/H1-FY27
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Slide 3: 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 4: Company Overview
COMPANY OVERVIEW 3
Slide 5: 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 6: Trusted Partner To Global OEMs
Trusted Partner To Global OEMs Trusted Partner for High Reliability, High Complexity Products 30% Revenue from 20+ Year Customer Relationships Defence & Aerospace Industrial & Medical Mobility 40% Revenue from 10 to 20 Years Customer Relationships Battery Management System (Electric 70% Centum Produ
Slide 7: Dual Growth Engines Across the ESDM Value Chain
Dual Growth Engines Across the ESDM Value Chain A complementary portfolio balancing profitability, working capital and long-term value creation BTS (Build-to-Specification) EMS (Electronic Manufacturing Services) Benchmark Margin 20%+ Benchmark Margin 9–10% Project Lifecycle 2–2.5 Years Project Life
Slide 8: 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 9: 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 10: Q2/H1-FY27 Financial Overview
Q2/H1-FY27 FINANCIAL OVERVIEW 9
Slide 11: Q2/H1-FY27 Business and Operational Highlights (1/2)
Q2/H1-FY27 Business and Operational Highlights (1/2) • Revenue: Q2 ₹3,121 Mn +52% YoY, +52% QoQ | H1 ₹5,168 Mn +32% YoY • EBITDA: Q2 ₹396 Mn +63% YoY, +71% QoQ | H1 ₹626 Mn +25% YoY Operational • EBITDA Margin%: Q2 12.7% +87 bps YoY, +141 bps QoQ | H1 12.1% (72) bps YoY Highlights – P&L • PBT / PBT%
Slide 12: Q2/H1-FY27 Business and Operational Highlights (2/2)
Q2/H1-FY27 Business and Operational Highlights (2/2) • Strong Revenue Growth: Q2’27 +84 % YoY, +84% QoQ | H1 +39% YoY driven by key program deliveries across defence and space programs • Order book Q2 end +68% YoY, reflecting strong demand; pipeline remains healthy to support the BTS Highlights futu
Slide 13: Q2-FY27 Standalone Financial Performance
Q2-FY27 Standalone Financial Performance Revenue From Operations (INR Mn) EBITDA (INR Mn) 4,000 396 450 3,121 3,500 400 +52% YoY 3,000 350 243 300 2,055 2,048 231 2,500 250 2,000 200 1,500 150 100 1,000 50 500 0 Q2-FY26 Q1-FY27 Q2-FY27 - Q2-FY26 Q1-FY27 Q2-FY27 PAT* (INR Mn) EBITDA Margin (%) and PA
Slide 14: H1-FY27 Standalone Financial Performance
H1-FY27 Standalone Financial Performance Revenue From Operations (INR Mn) EBITDA (INR Mn) 6,000 5,168 +32% 626 700 YoY 5,000 501 600 4,000 3,906 500 400 3,000 300 2,000 200 100 1,000 0 H1-FY26 H1-FY27 - H1-FY26 H1-FY27 PAT* (INR Mn) EBITDA Margin (%) and PAT Margin* (%) 400 363 350 300 284 12.83% 12
Slide 15: 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 11% 48% Industry & Energy North America and ROW 12% Healthcare 46% 12% Semiconduct Order book across Geograp
Slide 16: 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 19,522 7,761 16,448 9,935 6,328 13,410 7,806 6,961 5,168 11,178 5,005 6,657 9,480 5,743 6,900 4,985 5,715 9,587 3,538 3,600 8,642 6,753 2,770 3,765 4,278 1,467 1,343 2,018 1,568 FY2
Slide 17: Quarterly Standalone Financial Performance
Quarterly Standalone Financial Performance Particulars (INR Mn) Q2-FY27 Q2-FY26 Y-o-Y Q1-FY27 Q-o-Q Operational Revenue 3,121 2,055 51.9% 2,048 52.4% Total Expenses 2,725 1,809 50.4% 1,817 50.0% EBITDA 396 243 63.0% 231 71.4% EBITDA Margins (%) 12.69% 11.82% 87 Bps 11.28% 141 Bps Other Income 23 27
Slide 18: Half Yearly Standalone Financial Performance
Half Yearly Standalone Financial Performance Particulars (INR Mn) H1-FY27 H1-FY26 Y-o-Y Operational Revenue 5,168 3,906 32.3% Total Expenses 4,542 3,405 33.4% EBITDA 626 501 25.0% EBITDA Margins (%) 12.11% 12.83% (72) Bps Other Income 46 56 (17.9)% Depreciation 112 94 19.1% Finance Cost 98 77 27.3%
Slide 19: Quarterly Consolidated Financial Performance
Quarterly Consolidated Financial Performance Particulars (INR Mn) Q2-FY27 Q2-FY26 Y-o-Y Q1-FY27 Q-o-Q Operational Revenue 3,121 1,967 58.7% 2,041 52.9% Total Expenses 2,724 1,702 60.0% 1,805 50.9% EBITDA 397 265 49.8% 236 68.2% EBITDA Margins (%) 12.72% 13.47% (75) Bps 11.56% 116 Bps Other Income 22
Slide 20: Half Yearly Consolidated Financial Performance
Half Yearly Consolidated Financial Performance Particulars (INR Mn) H1-FY27 H1-FY26 Y-o-Y Operational Revenue 5,162 3,753 37.5% Total Expenses 4,530 3,207 41.3% EBITDA 632 546 15.8% EBITDA Margins (%) 12.24% 14.55% (231) Bps Other Income 47 57 (17.5)% Depreciation 112 94 19.1% Finance Cost 99 77 28.
Slide 21: Standalone Financial Highlights
Standalone Financial Highlights Operational Revenue (INR Mn) Adjusted EBITDA (INR Mn) & EBITDA PAT* (INR Mn) & PAT Margins* (%) Margins (%) 363 456 1,209 363 7.02% 9,731 5.74% 5.88% 7,761 941 FY24 FY25 FY26 H1-FY27 787 6,328 5,168 626 12.44% 12.13% 12.42% 12.11% (1,171) (12.04%) FY24 FY25 FY26 H1-FY
Slide 22: Historical Financial Overview
HISTORICAL FINANCIAL OVERVIEW 21
Slide 23: Historical Standalone Income Statement
Historical Standalone Income Statement Particulars (INR Mn) FY24 FY25 FY26 H1-FY27 Operational Revenue 6,328 7,761 9,731 5,168 Total Expenses 5,541 6,820 8,522 4,542 EBITDA 787 941 1,209 626 EBITDA Margins (%) 12.44% 12.12% 12.42% 12.11% Other Income 67 66 158 46 Depreciation 184 195 195 112 Finance
Slide 24: Standalone Balance Sheet
Standalone Balance Sheet Particulars (INR Mn) FY25 FY26 H1-FY27 Particulars (INR Mn) FY25 FY26 H1-FY27 ASSETS EQUITY AND LIABILITIES Non-Current Assets 3,215 1,801 1,897 Equity 5,585 4,315 4,602 (a) Property, Plant & Equipment 1,046 1,337 1,334 (a) Share Capital 147 147 148 (b) Other Equity 5,438 4,
Slide 25: Historical Consolidated Income Statement
Historical Consolidated Income Statement Particulars (INR Mn) FY24 FY25 FY26 H1-FY27 Operational Revenue 10,908 7,403 9,527 5,162 Total Expenses 10,049 6,413 8,173 4,530 EBITDA 859 990 1,354 632 EBITDA Margins (%) 7.87% 13.37% 14.22% 12.24% Other Income 68 65 158 47 Depreciation 453 195 195 112 Fina
Slide 26: Consolidated Balance Sheet
Consolidated Balance Sheet Particulars (INR Mn) FY25 FY26 H1-FY27 Particulars (INR Mn) FY25 FY26 H1-FY27 ASSETS EQUITY AND LIABILITIES (1) Non-current assets 3,025 1,801 1,897 (1) Equity 3,942 3,251 4,601 1,096 1,337 1,334 (a) Equity share capital 147 147 148 (a) Property, Plant and Equipment (b) Ot
Slide 27: Capital Market Data
Capital Market Data 100.00% 1 Year Stock Performance upto 30th September, 2026 80.00% 60.00% 40.00% 20.00% 0.00% -20.00% -40.00% Oct-25 Nov-25 Dec-25 Jan-26 Feb-26 Mar-26 Apr-26 May-26 Jun-26 Jul-26 Aug-26 Sep-26 Centum Sensex Price Data (As on 30th September, 2026) Shareholding Pattern (As on 30th
Slide 28: 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 29: Thank You
© CENTUM THANK YOU 28