CENTUMNSE13 June 2025

Centum Electronics Limited

3,428words
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Key numbers — 40 extracted
rs,
dra (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,
INR 17,364
liers Global Operations with presence in Asia, Europe and North America Healthy Order Book of ~INR 17,364 Mn Dedicated to Sustainability & Environmental responsibility Serving segments with High growth,
rs 75
ustainability & Environmental responsibility Serving segments with High growth, High Entry Barriers 75% Revenues from Overseas Customers in Advanced Economies Presence in High Growth Markets – EMS, ER
32%
Verticals Consolidated revenue across Industry Verticals Consolidated revenue across Geographies 32% 21% 47% Electronic Manufacturing Services (EMS) Engineering R&D Services (ER&D) Build to Speci
21%
cals Consolidated revenue across Industry Verticals Consolidated revenue across Geographies 32% 21% 47% Electronic Manufacturing Services (EMS) Engineering R&D Services (ER&D) Build to Specificat
47%
Consolidated revenue across Industry Verticals Consolidated revenue across Geographies 32% 21% 47% Electronic Manufacturing Services (EMS) Engineering R&D Services (ER&D) Build to Specification (
9%
tronic Manufacturing Services (EMS) Engineering R&D Services (ER&D) Build to Specification (BTS) 9% 14% 21% Defence, Space & Aerospace Transportation & Automotive 56% Industry & Energy Healthc
14%
ic Manufacturing Services (EMS) Engineering R&D Services (ER&D) Build to Specification (BTS) 9% 14% 21% Defence, Space & Aerospace Transportation & Automotive 56% Industry & Energy Healthcare
56%
uild to Specification (BTS) 9% 14% 21% Defence, Space & Aerospace Transportation & Automotive 56% Industry & Energy Healthcare 8% 2% 31% Europe & UK India Rest of the World North America
8%
21% Defence, Space & Aerospace Transportation & Automotive 56% Industry & Energy Healthcare 8% 2% 31% Europe & UK India Rest of the World North America 59% 2 Competitive Strengths Dive
2%
% Defence, Space & Aerospace Transportation & Automotive 56% Industry & Energy Healthcare 8% 2% 31% Europe & UK India Rest of the World North America 59% 2 Competitive Strengths Diversif
31%
efence, Space & Aerospace Transportation & Automotive 56% Industry & Energy Healthcare 8% 2% 31% Europe & UK India Rest of the World North America 59% 2 Competitive Strengths Diversified p
Guidance — 2 items
Space
opening
✓ Design strength of 600+ design engineers ✓ Design centers located in Europe, North America and India, enabling Centum to work closely with international customers ✓ Flexible engagement models depending on the specific project requirements.
Key Opportunities
opening
• Multifunction Radar subsystems for VLSRSAM • Satellite Constellations for ISR applications • Avionics, radar, and EW system upgrades for fighter aircraft and helicopters • T-90 Tank Upgrade • Drone based payloads and electronics for communication and ISR We now intend to move up the value chain by delivering complete systems to the armed services.
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Speaking time
Defence
1
Space
1
Key Opportunities
1
Valorem Advisors Disclaimer
1
Opening remarks
Defence
✓ Rising defence budget prioritizes advanced technology systems and next-generation capabilities creating substantial opportunities for electronic manufacturing industry ✓ Prioritization of Domestic Procurement in DAP* & fostering defence exports to make India a global defence supplier. ✓ Modernization of armed forces through acquisition of submarines, fighter jets, helicopters etc.
Space
✓ Rapid advancements in space technolody are fueling growth in commercial, military, scientific exploration. ✓ India's share in the global space economy is projected to increase from 2% in FY24 to 8% by FY33 4 Integrated electronics manufacturing player with end-to-end solutions across the ESDM* value chain ER&D EMS BTS ✓ Engineering Services involve conceptualizing, designing and certification of various products. ✓ Design strength of 600+ design engineers ✓ Design centers located in Europe, North America and India, enabling Centum to work closely with international customers ✓ Flexible engagement models depending on the specific project requirements. Customers can choose between Consulting and Fixed Price Engagements ✓ EMS services include manufacturing high reliability, high complexity products in the high technology vertical ranging from printed circuit board assemblies to complex box builds, Line Replaceable Units (LRU) and full system integration ✓ Client centric approach to meet
Key Opportunities
• Multifunction Radar subsystems for VLSRSAM • Satellite Constellations for ISR applications • Avionics, radar, and EW system upgrades for fighter aircraft and helicopters • T-90 Tank Upgrade • Drone based payloads and electronics for communication and ISR We now intend to move up the value chain by delivering complete systems to the armed services. We are actively working on large system-level opportunities in collaboration with our technology partners. 15 ER&D Margin Improvement • Utilisation improvement Growth • Actively exploring opportunities to expand involvement in • Cost Reduction in Canada subsidiary high-value programs • Gross Margin improvement • This strategy positions our ER&D unit as a competitive and reliable partner for global clients, committed to delivering innovative solutions with optimized costs and enhanced margins. 16 Experienced & committed promoters & management team Apparao Mallavarapu Nikhil Mallavarapu Manoj Nagrath Tarun Sawhney Chairman & Managing Director
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: Mr. Anuj Sonpal Valorem Advisors Tel: +91-22-4903-9500 Email: centum@valor
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