Supply chain constraints on key components
Copper clad laminate and memory component lead times are increasing due to global demand, potentially impacting EMS execution.
CENTUM / Q4-FY26 / risks
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Centum Electronics · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Margin pressure from EMS product mix
FY26 EBITDA margin of 12.42% was below the guided 13-15% range due to unfavorable EMS product mix; improvement depends on mix shift.
Order inflow lumpiness in BTS
BTS order inflow in FY26 was only ~₹470 crore (low growth), with some orders slipping to FY27; execution visibility depends on timely closures.
No cash recovery from European subsidiary sale
Management confirmed no expected realization from the French asset sale; liabilities exceed assets by over ₹100 crore.