CENTUM / Q4-FY26 / claim-ledger

Audit the questions that mattered.

Centum Electronics · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-05-15Back to quarter ↗

Questions audited

Answered directly

79%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Ankit Pal · Sukam Ventress

partial

Why margins below guided 14-15% at 12% standalone?

we were slightly below that for the full year basically because of the product mix in the EMS business. Some of this will be executed in the current financial year.

Ankit Pal · Sukam Ventress

direct

What topline growth and margins for FY27 standalone?

we continue to work towards a 25 to 30% growth rate... and similarly 13 to 15% EBITDA margin is what we are working towards.

Ankit Pal · Sukam Ventress

direct

Any realization from selling European businesses?

No. That also remains unchanged. We don't expect to have any realization.

Ankit Pal · Sukam Ventress

partial

Can growth accelerate beyond 25-30% with focus on standalone?

the direct impact and the immediate impact on next year's revenue you would not see... but it can accelerate two three years down the line.

Ankit Pal · Sukam Ventress

direct

Order inflows standalone FY26 and capex for FY27?

we booked over 400 crores in the current year... capex will be in the order of about 40 crores... 40 to 45 you can expect.

Chirag Jetia · Alliance Global Investors

direct

Any further exceptional losses from European subsidiary sale?

we don't expect any exceptional items or one-time losses coming in hitting in the next fiscal year.

Chirag Jetia · Alliance Global Investors

direct

Margin profile of defense/aerospace vs other sectors?

BTS segment we carry margin profile of around 20%... EMS segment across industries is fairly pegged at between 9 and 10%.

Chirag Jetia · Alliance Global Investors

direct

Are defense orders booked under BTS or EMS?

defense and aerospace segment contribution comes from both BTS and EMS but BTS is almost entirely defense and space.

V Khatri · Toro Wealthy Managers

partial

Supply constraints on copper clad laminate for EMS?

supply chain bottlenecks are clearly an emerging theme... we have seen an increase of lead time in some of these component categories.

Rajal · Asset Management (unspecified)

partial

On track for $30M semiconductor revenue in 2-3 years?

we are progressing quite well... broadly in line with our expectations... today it's largely driven by a key anchor customer.

Rajal · Asset Management (unspecified)

direct

Size and timeline of Viru Paksha and space debris radar orders?

Viru Paksha is a relatively small development contract less than 10 crores. The space debris tracking radar is about a 30 odd crore order.

Vijay Sari · Sup Ventures

partial

Why low order inflow growth for BTS standalone (4%) and outlook for FY27?

orders that we could close and book was only about 470 crores... there are a good number of orders that are in the pipeline... we do foresee a significant growth in terms of order booking during this current fiscal.