Centum Electronics Q4 FY26: Record Core Performance, Overseas Reset

FY26 standalone revenue from operations was INR 973.1 crore, up 25.4% YoY (INR 9,731 million vs INR 7,761 million).

Standalone FY26 EBITDA was INR 120.9 crore (INR 1,209 million), up 28.4% YoY with a 12.42% margin. Consolidated FY26 EBITDA was INR 135.4 crore (INR 1,354 million), up 36.8% YoY with a 14.22% margin.

Standalone FY26 included exceptional items of INR 203.3 crore (INR 2,033 million) related to overseas subsidiaries, leading to reported PAT of negative INR 117.1 crore. Consolidated PAT was negative INR 51.8 crore due to discontinued operations loss before tax of INR 152.5 crore.

As per FY26 standalone, EMS contributed 72% (INR 696.1 crore) and BTS contributed 28% (INR 277.0 crore) of revenue.

Standalone order book at end of FY26 was INR 1,644.8 crore (INR 16,448 million), up 22.7% YoY. BTS order book was INR 864.2 crore and EMS order book was INR 780.6 crore.

Management reiterated a medium-term standalone growth target of 25% to 30% and an EBITDA margin target band of 13% to 15%. FY27 capex was guided at about INR 40 to 45 crore.