Centum Electronics Management Guidance Tracker

Management expects to receive the order for the ₹700 crore radar system in Q4 FY26.

Revenue from the new semiconductor equipment customer is expected to grow from $10 million in FY26 to $30 million annual run-rate within two years.

Management targets 25-30% revenue growth on a medium-term basis at standalone level, driven by defense, aerospace, and semiconductor tailwinds.

Management expects to maintain or improve standalone EBITDA margins in Q4 FY26, driven by operating leverage and higher revenue.

Management expects EBITDA margins to improve to 13-15% over the next 1-2 years, aided by better product mix and operating leverage.

Clarity on French subsidiary divestment or judicial reorganization expected by Q4 FY26 reporting.

Management expects the French subsidiary to be deconsolidated by Q1 or Q2 FY27, with no further exceptional losses expected.

Capital expenditure for FY27 is expected to be in the range of ₹40-45 crore, with ~50% allocated to BTS R&D capabilities.