CENTUMNSE17 August 2021

Centum Electronics Limited

2,805words
2turns
0analyst exchanges
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Key numbers — 40 extracted
rs,
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 10,100
rquee global clients Serving segments with Hi-Tech, High Entry Barriers Healthy Order Book of ~INR 10,100 Mn* Single Source Supplier for ~80% of manufactured products 75% Revenues from Overseas Customer
80%
Hi-Tech, High Entry Barriers Healthy Order Book of ~INR 10,100 Mn* Single Source Supplier for ~80% of manufactured products 75% Revenues from Overseas Customers in Advanced Economies Strong Corp
75%
Healthy Order Book of ~INR 10,100 Mn* Single Source Supplier for ~80% of manufactured products 75% Revenues from Overseas Customers in Advanced Economies Strong Corporate Governance * As on 30th
34%
reliability anywhere in the world. FY22 Key Business Segments: • Engineering R&D (ER&D) Services (34%) – Involves conceptualizing and designing of Electronic Hardware, Embedded Software, FPGA, Analog,
32%
sed on a High Complexity products in high technology segment 1 1 8 7 , • Build-To-Specification (32%) – Services include turn- key solutions to take project from conception to mass production quickly
11.15%
rom conception to mass production quickly and efficiently. Operational Income (In Mn) and EBITDA 11.15% 11.11% 10.95% 4 0 3 9 , 3 3 8 8 , 4 7 1 8 , 5.11% 9 9 3 8 3 0 1 , 1 8 9 5 9 8 5.50%
11.11%
eption to mass production quickly and efficiently. Operational Income (In Mn) and EBITDA 11.15% 11.11% 10.95% 4 0 3 9 , 3 3 8 8 , 4 7 1 8 , 5.11% 9 9 3 8 3 0 1 , 1 8 9 5 9 8 5.50% 4 4 7 ,
10.95%
o mass production quickly and efficiently. Operational Income (In Mn) and EBITDA 11.15% 11.11% 10.95% 4 0 3 9 , 3 3 8 8 , 4 7 1 8 , 5.11% 9 9 3 8 3 0 1 , 1 8 9 5 9 8 5.50% 4 4 7 , 1 6 9
5.11%
Operational Income (In Mn) and EBITDA 11.15% 11.11% 10.95% 4 0 3 9 , 3 3 8 8 , 4 7 1 8 , 5.11% 9 9 3 8 3 0 1 , 1 8 9 5 9 8 5.50% 4 4 7 , 1 6 9 FY18 FY19 FY20* FY21 Q1-FY22 Ope ratio
5.50%
11.15% 11.11% 10.95% 4 0 3 9 , 3 3 8 8 , 4 7 1 8 , 5.11% 9 9 3 8 3 0 1 , 1 8 9 5 9 8 5.50% 4 4 7 , 1 6 9 FY18 FY19 FY20* FY21 Q1-FY22 Ope rational Revenue EBITDA EBITDA Margin * FY
44%
pace & Aerospace Transport & Automotive Industrial & Energy Healthcare FY21 Industry Breakup 44% 30% 17% 9% North America 10% Asia 25% Europe 65% 3 Q1-FY22 FINANCIAL OVERVIEW Q1-F
Guidance — 1 items
Standalone performance was affected due to
opening
• Expect to see improvement in Q3FY22 onwards.
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Risks & concerns — 1 flagged
o Lockdown (impact of second wave) affecting the domestic BTS business o Supply chain challenges due to global semiconductor shortages.
Standalone performance was affected due to
Speaking time
Standalone performance was affected due to
1
Valorem Advisors Disclaimer
1
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Opening remarks
Standalone performance was affected due to
o Lockdown (impact of second wave) affecting the domestic BTS business o Supply chain challenges due to global semiconductor shortages. • Centum Adetel Group (Continuing Operations) improved performance marginally due to improvement in capacity utilization. • Major impact amounting to INR 447 M due to impairment of investment in Holiwatt and provisioning of Receivables since Holiwatt is under liquidation. • Company received the Silver award at the SEEM National Energy Management Awards 2020 for work done on Energy Conservation & Management activities. • Significant supply chain challenges expected to continue due to shortage of semiconductor components and increase in lead times, which are expected to impact revenues in Q2-FY22, however we are working with our customers and suppliers to minimise the impact as much as possible. • Expect to see improvement in Q3FY22 onwards. 7 Q1-FY22 – Standalone Income Statement Particulars (INR Mn) Operational Income Total Expenses EBITDA EBITDA Margi
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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