Centum Electronics Ltd — Investor Presentation 2026

May 15, 2026

CENTUM

Ref: CE/NSEBSE/EP/15052026

15th May, 2026

To,

| Listing Department,
National Stock Exchange of India Limited,
Exchange Plaza,
Bandra Kurla Complex,
Bandra (East), Mumbai – 400 051 | Department of Corporate Services – Listing,
BSE Limited,
P. J. Towers,
Dalal Street,
Mumbai – 400 001 |
| --- | --- |

Re: Scrip Symbol: CENTUM/ Scrip Code: 517544

Dear Sir/ Madam,

Sub: Earnings Presentation

This is to inform you that pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 (the “Listing Regulations”), we hereby enclose the Earnings Presentation for Q4 FY26.

Kindly take the same on your records.

Yours faithfully,

For Centum Electronics Limited

INDU H S
Digitally signed by
INDU H S
Date: 2026.05.15
10:06:16 +05'30'

Indu H S
Company Secretary & Compliance Officer
Encl: as above

Centum Electronics Limited

44, KHB Industrial Area, Yelahanka New Town, Bangalore - 560 064, Karnataka, India

Tel +91-(0)80-4143-6000 Fax +91-(0)80-4143-6005 Website www.centumelectronics.com

E-mail info@centumelectronics.com CIN - L85110KA1993PLC013869

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EARNINGS PRESENTATION

Q4-FY26/FY26

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Business and Operational Highlights Q4 / FY26

Record-level performance across several metrics	PBT for FY26 at ₹100.4 crs (before exceptional items) on the highest ever reported Revenue from operations of ₹973 crs led by strong performance across segments and continued financial discipline • Q4 Revenue: ₹344 crs +25.6% YoY and 44.4% QoQ	FY26 Revenue: ₹973 crs +25.4% YoY • FY26 EBITDA: ₹121 crs +28.4% YoY and FY26 PBT (before exceptional items): +62.7% YoY at ₹100 crs • ROCE: 21%, NWC dropped to 142 days, better by ~11% • Closed FY26 with Order book of ₹1,645 crs – up 22.7% YoY
BTS Business Highlights	• FY26 Revenue growth of 37% YoY, driven by strong execution across key programs • Order book +28% YoY driven by strong momentum and strategic value-chain progression to Systems • Won a marquee AESA Radar order from HAL for the UHM platform (₹570+ Cr for the full program) • Received second complete Radar System order for Satellite and Space debris tracking • Complex test systems for aerospace & defence applications
EMS Business Highlights	• FY26 Revenue growth of 21% YoY, driven by successful ramp-up and deliveries for a global 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 Industrial customers for electrification and grid automation • Continuous investments augmenting capabilities and capacity, including installation of new lines
Key Recognition	• “SAMAR Maturity Level 5 (highest level) certified” joining the ranks of very few Indian companies – enabling participation in defence tenders for safety-critical, mission-critical, and non-critical projects • Awarded the “Committed” badge on EcoVadis, a globally recognised independent ESG rating platform, reflecting our sustainability performance

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Realigning Global Portfolio – An Update

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INR M

Canada

• Operations discontinued during Q4FY26
• Wind-up proceedings to commence in Q1FY27

Europe

• Redressement Judiciaire (judicial reorganization) filed in March
• Preliminary bids received in Apr'26 and final bids expected to be submitted to the Court by June 1, 2026
• A few / all the verticals along with some of the employees are likely to be taken over by the successful bidder(s)
• Any residual part will go through the next phase of RJ process after the Court order (likely June 1st week)
• Determination of cessation of control: timing will be decided based on the final court order during Q1FY27

	Standalone	Consolidated
Exceptional Items
Doubtful AR from Canada	394
Investments impairment (100%)	1,538
Inventory w/off Canada projects	101
	2,033
Discontinuing Operations
Net impact of write-down of assets & liabilities – Canada	-	244
Impairment of Goodwill	-	376
Impairment of Intangible assets	-	178
Inventory provisions	-	101
Operating losses FY26	-	626
		1,525

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Well-Established Presence Across High-Growth Sectors: Defense, Aerospace & Space

Revenue across Industry Verticals

• Defence, Space & Aerospace
• Industry & Energy
• Transportation & Automotive
• Healthcare

Revenue across Business Verticals

• Electronic Manufacturing Services (EMS)
• Build to Specification (BTS)

Revenue across Geographies

• Europe & UK
• India
• North America and ROW

As per FY26 Standalone

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Strong outlook across segments | Standalone

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Standalone Revenue (INR Mn)

Standalone Order Book (INR Mn)

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Q4-FY26/FY26 FINANCIAL OVERVIEW

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Financial Highlights | Standalone

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Operational Revenue (INR Mn)

Adjusted EBITDA (INR Mn) & EBITDA Margins (%)

PAT (INR Mn) & PAT Margins (%)

Adjusted Net Working Capital Days

Total Borrowings to Equity

Adjusted ROCE

Adjusted EBITDA is the sum of Profit/ (loss) after tax plus Total tax expenses plus Depreciation and amortisation expenses plus Finance costs minus Other income minus Finance income minus Share of profit / (loss) of associates (net) plus Exceptional Items (net) Adjusted Working Capital Days is calculated as (Total current assets minus Total current liabilities which is adjusted by plus Current Financial liabilities - Borrowings) multiplied by number of days divided by Revenue from operations

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Q4FY26 Consolidated Financial Performance

Revenue From Operations (INR Mn)

EBITDA Margin (%) and PAT Margin* (%)

EBITDA (INR Mn)

PAT* (INR Mn)

*Continuing operations & after exceptional items

*Continuing operations & after exceptional items

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Quarterly Standalone Financial Performance

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Particulars (INR Mn)	Q4-FY26	Q4-FY25	Y-o-Y	Q3-FY26	Q-o-Q
Operational Revenue	3,442	2,741	25.6%	2,383	44.4%
Total Expenses	2,987	2,306	29.5%	2,130	40.2%
EBITDA	455	435	4.6%	253	80.1%
EBITDA Margins (%)	13.22%	15.87%	(265) Bps	10.60%	262 Bps
Other Income	74	37	NA	28	NA
Depreciation	50	45	11.1%	52	(3.8)%
Finance Cost	49	64	(23.4)%	42	16.7%
Profit/ (loss) before exceptional items and tax expense	430	363	18.5%	187	NA
Exceptional items	9	0	NA	(2,042)	NA
PBT	439	363	20.9%	(1,855)	NA
Tax	112	83	34.9%	(74)	NA
PAT	327	280	16.8%	(1,781)	NA
PAT Margins (%)	9.50%	10.22%	(72) Bps	(74.75)%	NA
Other Comprehensive Income	2	(1)	NA	3	NA
Total Comprehensive Income	329	279	17.9%	(1,778)	NA
Diluted EPS (INR)	22.12	20.91	5.8%	(120.63)	NA

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Annual Standalone Financial Performance

Particulars (INR Mn)	FY26	FY25	Y-o-Y
Operational Revenue	9,731	7,761	25.4%
Total Expenses	8,522	6,820	25.0%
EBITDA	1,209	941	28.4%
EBITDA Margins (%)	12.42%	12.12%	30 Bps
Other Income	158	66	NA
Depreciation	195	195	0.0%
Finance Cost	168	195	(13.8)%
Profit/ (loss) before exceptional items and tax expense	1,004	617	62.7%
Exceptional items	(2,033)	-	NA
PBT	(1,029)	617	NA
Tax	142	161	(11.8)%
PAT	(1,171)	456	NA
PAT Margins (%)	(12.04)%	5.88%	NA
Other Comprehensive Income	6	2	NA
Total Comprehensive Income	(1,165)	458	NA
Diluted EPS (INR)	(79.32)	34.84	NA

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Quarterly Consolidated Financial Performance

Particulars (INR Mn)	Q4-FY26	Q4-FY25	Y-o-Y	Q3-FY26	Q-o-Q
Operational Revenue	3,404	2,671	27.5%	2,370	43.6%
Total Expenses	2,917	2,214	31.8%	2,049	42.4%
EBITDA	487	457	6.5%	321	51.5%
EBITDA Margins (%)	14.31%	17.12%	(281) Bps	13.56%	75 Bps
Other Income	75	37	NA	28	NA
Depreciation	50	45	11.1%	52	(3.8)%
Finance Cost	50	64	(21.9)%	42	19.0%
Profit/(loss) before tax from continuing operations	462	385	20.0%	255	80.9%
Tax	112	83	34.9%	(74)	NA
Profit/(loss) after tax from continuing operations	350	302	15.8%	329	6.3%
(Loss)/ profit before tax from discontinued operations	(334)	(87)	NA	(950)	(64.8)%
PAT	16	215	(92.6)%	(621)	NA
PAT Margins (%)	0.47%	8.06%	(759) Bps	(26.18)%	NA
Other Comprehensive Income	(44)	(11)	NA	(7)	NA
Total Comprehensive Income	(28)	204	NA	(628)	(95.5)%
Diluted EPS from continuing operations (INR)	23.68	22.55	5.0%	22.25	6.4%

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Annual Consolidated Financial Performance

Particulars (INR Mn)	FY26	FY25	Y-o-Y
Operational Revenue	9,527	7,403	28.7%
Total Expenses	8,173	6,413	27.4%
EBITDA	1,354	990	36.8%
EBITDA Margins (%)	14.22%	13.37%	85 Bps
Other Income	158	65	NA
Depreciation	195	195	0.0%
Finance Cost	169	195	(13.3)%
Profit/ (loss) before tax from continuing operations	1,148	665	72.7%
Tax	141	161	(12.4)%
Profit/ (loss) after tax from continuing operations	1,007	504	99.9%
(Loss)/ profit before tax from discontinued operations	(1,525)	(523)	NA
PAT	(518)	(19)	NA
PAT Margins (%)	(5.43)%	(0.26)%	(517) Bps
Other Comprehensive Income	(69)	9	NA
Total Comprehensive Income	(587)	(10)	NA
Diluted EPS from continuing operations (INR)	68.19	38.49	77.2%

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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 Cost	157	180	195	168
Profit/(loss) before exceptional items and tax expense	264	490	617	1,004
Exceptional items	-	-	-	(2,033)
PBT	264	490	617	(1,029)
Tax	70	127	161	142
PAT	194	363	456	(1,171)
PAT Margins (%)	3.89%	5.74%	5.88%	(12.04)%
Other Comprehensive Income	6	3	2	6
Total Comprehensive Income	200	366	458	(1,165)
Diluted EPS (INR)	14.91	27.82	34.84	(79.32)

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Standalone Balance Sheet

Particulars (INR Mn)	FY24	FY25	FY26
ASSETS
Non-Current Assets	2,480	3,215	1,801
(a) Property, Plant & Equipment	1,053	1,046	1,337
(b) Capital Work in progress	3	76	-
(c) Goodwill	36	36	36
(d) Other Intangible Assets	18	8	4
(e) Right of use asset	23	25	21
(f) Intangible assets under development	-	-	-
(g) Financial Assets
(i) Investments	1,081	1,538	-
(ii) Other financial assets	158	232	148
(h) Deferred tax assets (net)	89	189	194
(i) Non-current tax assets (net)	9	37	12
(j) Other non-current assets	10	28	49
Current Assets	5,748	7,990	9,258
(a)Inventories	2,874	3,274	4,568
(b) Financial Assets
(i)Investments	-	-	-
(ii)Trade Receivables	2,203	3,171	3,073
(iii)Cash and Cash Equivalents	130	510	378
(iv)Bank balances other than above	235	619	822
(iv) Others current financial assets	29	3	37
(c) Other Current Assets	277	413	380
TOTAL ASSETS	8,228	11,205	11,059
Particulars (INR Mn)	FY24	FY25	FY26
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EQUITY AND LIABILITIES
Equity	3,124	5,585	4,315
(a) Share Capital	129	147	147
(b) Other Equity	2,995	5,438	4,168
Non Current Liabilities	735	131	69
(a) Financial Liabilities
(i)Borrowings	103	78	22
(ii)Other Financial Liabilities	-	-	-
(iii) Lease Liabilities	3	2	9
(b) Government Grants	16	11	13
(c) Net non-current employee defined benefit liabilities	50	40	25
(d) Other Non-Current Liabilities	563	-	-
Current Liabilities	4,369	5,489	6,675
(a) Financial Liabilities
(i) Borrowings	1,068	883	1,198
(ii)Trade Payables	1,494	1,701	2,549
(iii)Other Financial Liabilities	159	302	298
(iv) Lease Liabilities	2	11	6
(b) Government Grants	8	6	7
(c) Other current Liabilities	1,501	2,285	2,411
(d) Net current employee defined benefit liabilities	8	8	11
(e) Provisions	81	158	131
(f) Liabilities for current tax (net)	48	135	64
TOTAL EQUITY AND LIABILITIES	8,228	11,205	11,059

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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 Cost	273	346	195	169
Share of profit / (losses) of associates and JV from continuing operation	12	-	-	-
Profit/ (loss) before exceptional items and tax expense from continuing operations	121	128	665	1,148
Exceptional Item	-	(49)	-	-
Profit/ (loss) before tax from continuing operations	121	79	665	1,148
Tax	54	107	161	141
Profit/ (loss) after tax from continuing operations	67	(28)	504	1,007
(Loss)/ profit before tax from discontinued operations	-	-	(523)	(1,525)
PAT	67	(28)	(19)	(518)
PAT Margins (%)	0.73%	(0.26)%	(0.26)%	(5.43)%
Other Comprehensive Income	7	23	9	(69)
Total Comprehensive Income	74	(5)	(10)	(587)
Diluted EPS from continuing operations (INR)	7.55	1.36	38.49	68.19

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Consolidated Balance Sheet

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Particulars (INR Mn)	FY24	FY25	FY26
ASSETS
(1) Non-current assets	3,038	3,025	1,801
(a) Property, Plant and Equipment	1,126	1,096	1,337
(b) Capital work-in-progress	3	76	-
(c) Goodwill	413	413	36
(d) Other Intangible assets	314	238	4
(e) Right of use asset	530	428	-
(f) Intangible assets under development	101	74	21
(g) Financial assets
(i) Investment in joint ventures and associates	84	-	-
(ii) Other Investments	1	1	-
(iii) Other non current financial assets	276	343	148
(h) Deferred tax assets (net)	102	189	194
(i) Non-current tax assets (net)	13	37	12
(j) Other non-current assets	75	130	49
(2) Current assets	7,600	9,369	9,142
(a) Inventories	3,174	3,474	4,562
(b) Financial assets
(i) Trade receivables	2,280	3,065	2,997
(ii) Cash and cash equivalents	481	678	379
(iii) Bank balances other than cash and cash equivalents	235	619	822
(iv) Other current financial assets	441	463	37
(c) Other current assets	989	1,070	345
(3) Asset held for Sale	-	-	2,084
Total assets (1+2+3)	10,638	12,394	13,027
Particulars (INR Mn)	FY24	FY25	FY26
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EQUITY AND LIABILITIES
(1) Equity	1,967	3,942	3,251
(a) Equity share capital	129	147	147
(b) Other equity	1,904	3,905	3,285
Equity attributable to equity holders of the parent (a+b)	2,033	4,052	3,432
(c) Non-controlling interests	(66)	(110)	(181)
(2) Non-current liabilities	1,616	600	69
(a) Financial liabilities
(i) Borrowings	447	213	22
(ii) Lease Liabilities	408	318	9
(b) Deferred tax liabilities (net)	5	-	-
(c) Net non-current employee defined benefit liabilities	53	40	25
(d) Other non-current liabilities	672	8	-
(e) Provisions	15	10	-
(f) Government Grants	16	11	13
(3) Current liabilities	7,055	7,852	6,655
(a) Financial liabilities
(i) Borrowings	1,446	1,235	1,198
(ii) Trade payables	2,222	2,200	2,530
(iii) Other current financial liabilities	372	436	298
(iv) Lease Liabilities	118	107	6
(b) Other current liabilities	2,517	3,353	2,410
(c) Government Grants	8	6	7
(d) Net employee defined benefit liabilities	8	8	11
(e) Provisions	313	372	131
(f) Liabilities for current tax (net)	51	135	64
(4) Liability directly associated with assets held for sale	-	-	3,052
Total equity and liabilities (1+2+3)	10,638	12,394	13,027

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Capital Market Data

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1 Year Stock Performance upto 31st March, 2026

Price Data (As on 31st March, 2026)

CMP	2,765.15
52 Week H/L	3,066.00/1,310.30
Avg. Vol. ('000)	59.35
Avg. turnover (Mn)	145.76
Market Capital (INR Mn)	40,747.67
Total outstanding shares (Mn)	14.74

Shareholding Pattern (As on 31st March, 2026)

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Disclaimer

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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 events not current after the date of this presentation. Certain statements made in this presentation may not be based on historical information or facts and may be "forward looking statements" based on the currently held beliefs and assumptions of the management of Centum Electronics Limited ("Company" or "Centum"), which are expressed in good faith and in their opinion reasonable, including those relating to the Company's general business plans and strategy, its future financial condition and growth prospects and future developments in its industry and its competitive and regulatory environment.

Forward-looking statements involve known and unknown risks, uncertainties and other factors, which may cause the actual results, financial condition, performance or achievements of the Company or industry results to differ materially from the results, financial condition, performance or achievements expressed or implied by such forward-looking statements, including future changes or developments in the Company's business, its competitive environment and political, economic, legal and social conditions. Further, past performance is not necessarily indicative of future results. Given these risks, uncertainties and other factors, viewers of this presentation are cautioned not to place undue reliance on these forward-looking statements. The Company disclaims any obligation to update these forward-looking statements to reflect future events or developments.

This presentation is for general information purposes only, without regard to any specific objectives, financial situations or informational needs of any particular person. This presentation does not constitute an offer or invitation to purchase or subscribe for any securities in any jurisdiction, including the United States. No part of it should form the basis of or be relied upon in connection with any investment decision or any contract or commitment to purchase or subscribe for any securities. None of our securities may be offered or sold in the United States, without registration under the U.S. Securities Act of 1933, as amended, or pursuant to an exemption from registration there from.

This presentation is confidential and may not be copied or disseminated, in whole or in part, and in any manner.

Valorem Advisors Disclaimer:

Valorem Advisors is an Independent Investor Relations Management Service company. This Presentation has been prepared by Valorem Advisors based on information and data which the Company considers reliable, but Valorem Advisors and the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Valorem Advisors also hereby certifies that the directors or employees of Valorem Advisors do not own any stock in personal or company capacity of the Company under review.

For further information please contact our Investor Relations Representative:

VALOREM ADVISORS

Mr. Anuj Sonpal

Valorem Advisors

Tel: +91-22-3507-5100

Email: centum@valoremadvisors.com

Investor Kit Link: http://valoremadvisors.com/centum/