Centum Electronics Ltd
Centum Electronics Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Centum Electronics targets a 30% growth in standalone revenue for FY26. Standalone business is expected to grow at a 30% revenue rate for the full financial year FY26.
From Centum Electronics Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Centum Electronics targets a 30% growth in standalone revenue for FY26.
- The company expects strong acceleration in revenues in the second half of FY26, driven by BTS and EMS divisions.
- Build-to-Spec (BTS) business anticipates over INR 2,000 crores of order booking over the next three years.
- EMS business is also expected to grow robustly with new customer additions now in production.
- Visibility is high for healthy order booking in BTS during H2 FY26, with order execution typically spanning 2-2.5 years.
- The standalone EBITDA margin for FY26 is expected to be between 13% to 15%.
2 more points from Centum Electronics Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what Centum Electronics Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Centum Electronics continues to invest in CapEx to enhance capacity and build inventory, preparing for strong order execution expected in H2 FY26 (Page 4).
- The company is taking several actions focused on growth, including investments in substantial opportunities in radar and electronic warfare domains (Page 15).
- Evaluating strategic options for its European subsidiary to improve long-term value creation; discussions also ongoing for potential divestment of the Canadian subsidiary (Pages 7, 14).
2 more points from Centum Electronics Ltd's call on capex
Pro opens every point from 15K+ earnings calls
Top-ranked in Aerospace & Defense
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Centum Electronics Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Domestic Build-to-Spec (BTS) order book stands at approximately INR 650 crores as of the current period.
- Over a three-year horizon, the company targets booking over INR 2,000 crores in the BTS business.
- EMS (Electronics Manufacturing Services) business order book stands at INR 763 crores at the end of Q2.
- EMS firm orders typically have less than 12 months execution period, around 10 months.
- Customer forecasts for EMS beyond order book period exist but are not reported as part of the firm order book.
2 more points from Centum Electronics Ltd's call on order book
Pro opens every point from 15K+ earnings calls
Centum Electronics Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹340 Cr, net profit ₹2 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Centum Electron's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY25 earnings call analysis →
- Q1 FY26 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
Others in Aerospace & Defense this season
- Astra Microwave Products Ltd (Q2 FY26)
As of September 30, 2025, Astra Microwave Products Limited's standalone order book stands at INR 1,916 crores. Key concall takeaways from Astra Microwave's Q2…
- Rossell Techsys (Q2 FY26)
Robust order book of INR720 crores with strategic agreements worth INR2,500 crores; bids submitted worth INR920 crores (Page 8). Key concall takeaways from…
- DCX Systems Ltd (Q2 FY26)
192.35 Cr, down 1.60% YoY (Q2 FY25 was Rs. Key concall takeaways from DCX Systems Ltd's Q2 FY26 earnings call — and how it ranks against sector peers.
- Data Patterns (India) Ltd (Q2 FY26)
Current order book stands at around INR 1,300 crores, including negotiated but pending receipt orders. Key concall takeaways from Data Pattern's Q2 FY26…
Arthneeti Pro · Annual
Centum Electronics Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Centum Electronics Ltd Q2 FY26 results?
Centum Electronics targets a 30% growth in standalone revenue for FY26. Standalone business is expected to grow at a 30% revenue rate for the full financial year FY26.
What is Centum Electronics Ltd share price analysis?
Centum Electronics Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹5,593 Cr. Investors should review the full earnings analysis for detailed insights.
Is Centum Electronics Ltd planning capital expenditure?
Centum Electronics continues to invest in CapEx to enhance capacity and build inventory, preparing for strong order execution expected in H2 FY26 (Page 4).
Keep Centum Electronics Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.