Arthneeti

Centum Electronics Q1 FY27 Share Price & Earnings Call Analysis

₹4,002.60+0.07% today
Market cap
₹5,909 Cr
P/E
67.60
ROE
-12.54%
Price to sales
5.58
Debt to equity
0.36
52W high / low
₹4,921 / ₹2,093
Sales growth (5Y)
3.11%
EBITDA margin
11.76%
Net profit margin
-5.47%
Promoter holding
46.81%
Sales (last year)
₹1,059 Cr

Founded in 1993, Centum Electronics Limited is one of the largest Electronics System Design and Manufacturing (ESDM) companies in India. It offers entire spectrum of design services and manufacturing of systems, subsystems for mission critical products in Defence, Space, Aerospace, Industrial, Transportation and Medical sectors.[1]

Guidance scorecard · Q1 FY27 call

What Centum Electron's management guided
and where it ranks in Aerospace & Defense

#12of 20 in
Aerospace & Defense
Revenue20–40%MarginsFlatCapexPlannedFundraisingWhat management saidOrder bookRising

RevenueQ1 FY27 call

20–40%
  • FY27 and FY28 revenue growth expected to be about 25% year-on-year.
  • Strong order book and inflows provide clear visibility for continued growth.
  • BTS segment anticipated to experience strong revenue acceleration with higher project order intake.
  • EMS business, especially semiconductor equipment segment, expected to more than double revenues in next 1-2 years, with USD25-30 million revenue range.
  • Export component expected to remain 50-55% or slightly higher.
  • Engineering ramp-up and system integration focus aimed to improve execution and deliver new program wins.

2 more points from Centum Electron's call on revenue

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Full Q1 FY27 analysis

MarginsQ1 FY27 call

Flat

See what Centum Electron said on margins — free account, 30 seconds.

Full Q1 FY27 analysis

CapexQ1 FY27 call

Planned
  • Design stage for the new facility at KIADB Aerospace Park, Bengaluru, is complete; construction to start soon.
  • The land for the facility belongs to another group company, so Centum Electronics will not invest this year.
  • Capex spending expected to begin next fiscal year when the factory shell is ready; includes building the factory, MEP, HVAC, clean rooms, dry rooms, plant machinery, etc.
  • Estimated total capex for the facility is between INR 50 crores and INR 70 crores, subject to further budgeting next fiscal.

2 more points from Centum Electron's call on capex

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Full Q1 FY27 analysis

FundraisingQ1 FY27 call

See what Centum Electron said on fundraising — free account, 30 seconds.

Full Q1 FY27 analysis

Order bookQ1 FY27 call

Rising
  • Stand-alone order book as of Q1 FY27: Approximately INR 1,800 crores, up 31% year-on-year.
  • BTS segment order book grew approximately 40% year-on-year.
  • Strong order inflow for the quarter: INR 360 crores, a 70% year-on-year increase, driven by BTS with 150% YoY growth at INR 120 crores.
  • EMS order book expanded 23% year-on-year.
  • Confidence in continued strong order intake throughout the year, especially in space, radar, electronic warfare, air navigation, and semiconductor equipment segments.

2 more points from Centum Electron's call on the order book

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Full Q1 FY27 analysis
Full Aerospace & Defense ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in Aerospace & Defense
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. Strong growth
    3
See all potential multibaggersWhere does Centum Electron rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

Aerospace & Defense companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 2%+₹5,744 Cr216.9
240%+Up 0–2%₹1,197 Cr55.6
340%+Flat₹17,585 Cr—
440%+Flat₹15,942 Cr131.4
540%+Flat₹9,001 Cr274.4
620–40%Up 0–2%₹1,775 Cr43.3

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Pro shows every company guiding 40%+ revenue growth →Full Aerospace & Defense ranking

Financials of Centum Electron

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Financials of Centum Electron

Quarterly Results

Quarter-by-quarter operating performance

Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales +316.28247.52248.22298.19296.90245.51259.83273.04267.08273.40277.00237.04340.43
Expenses +266.10226.39231.07269.30278.76229.98239.55246.45221.37250.68256.83204.95291.73
Operating Profit50.1821.1317.1528.8918.1415.5320.2826.5945.7122.7220.1732.0948.70
OPM %15.87%8.54%6.91%9.69%6.11%6.33%7.81%9.74%17.11%8.31%7.28%13.54%14.31%
Other Income +2.671.570.951.07-1.111.281.47-25.77-4.954.716.62-92.19-25.90
Interest8.078.099.097.729.747.587.687.926.396.968.334.194.96
Depreciation10.9710.6111.1311.5212.0212.2611.179.004.5410.269.625.164.99
Profit before tax33.814.00-2.1210.72-4.73-3.032.90-16.1029.8310.218.84-69.4512.85
Tax %23.69%64.00%115.09%32.37%45.67%27.06%110.69%19.88%27.82%56.22%52.26%-10.66%87.24%
Net Profit +25.791.45-4.567.25-6.90-3.84-0.31-19.3021.534.484.23-62.051.64
EPS in Rs20.021.13-3.545.63-5.35-2.98-0.24-14.9614.643.052.88-42.111.11

Financials of Centum Electron

Profit & Loss

Annual income statement trend

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Sales +4884046927789308838177809231,0911,155953
Expenses +3873546367548487867297108471,0051,059817
Operating Profit10151562382978870768697135
OPM %21%13%8%3%9%11%11%9%8%8%8%14%
Other Income +783213756-5272-6-137
Interest5718223537302627353317
Depreciation171723282841454344454420
Profit before tax873646-14272319-5212814-38
Tax %31%28%19%7%-1%31%38%2%45%135%114%38%
Net Profit +602637-15271612-537-3-2-52
EPS in Rs34.4920.7426.93-14.7421.9115.4713.32-23.707.621.381.67-35.15
Dividend Payout %9%14%19%-7%23%16%30%-11%53%434%359%-14%

Financials of Centum Electron

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital131313131313131313131515
Reserves156179197177206192210191198190391328
Borrowings +8981279390357372374320308242187123
Other Liabilities +169188377493515497381396551618647836
Total Liabilities4274618651,0731,0911,0749789201,0701,0631,2391,303
Fixed Assets +7272250239205256253239220238217140
CWIP0211127141119122810150
Investments014514124049710800
Other Assets +3543665597938607666586618128061,0071,163
Total Assets4274618651,0731,0911,0749789201,0701,0631,2391,303

Financials of Centum Electron

Cash Flows

Operating, investing and financing cash movement

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +2868-53-27501098110371202-2960
Cash from Investing Activity +-18-36-70-31-22-1113-15-10-44-58-43
Cash from Financing Activity +22-259766-33-102-66-81-88-133107-25
Net Cash Flow326-268-4-4287-272519-8
Free Cash Flow829-129-621683568549169-4820
CFO/OP54%158%-86%-79%62%129%101%163%93%263%-10%59%

Financials of Centum Electron

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days839299113108103961171317697115
Inventory Days185223216295225242205272230220213268
Days Payable64114144205138183115138185154135149
Cash Conversion Cycle203202171203195162187251175142175234
Working Capital Days4636-71712-17-5-23-20-6712
ROCE %36%14%15%1%10%12%8%6%8%10%12%26%

Guidance history

How Centum Electron's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q1 FY27 call →20–40%FlatPlanned—Rising
Q1 FY27 call →20–40%FlatPlanned—Rising
Q4 FY26 call →20–40%Up 0–2%Planned—Rising
Q3 FY26 call →20–40%FlatPlanned—Rising

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

86out of 100

Momentum score · price trend

86 out of 100 — Strengthening

Over the past year its share price has done better than most of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months+57.1%87%
Last 6 months+40.5%86%
Last 3 months+16.1%84%
How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Centum Electron: 0.4 × 87 + 0.4 × 86 + 0.2 × 84 = 86.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

Continue your research

What Centum Electron's management said in earlier quarters

Others in Aerospace & Defense this season

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