Ankit Babil · Shupcom Ventures
directWhy were standalone Q3 last year numbers restated?
standalone numbers have not been restated relating to these two subsidies for prior years. It's only the consolidated financial segment.
CENTUMELECTRONICS / Q3-FY26 / claim-ledger
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Centum Electronics · Analyst questions, management answers, and the quality of the response where the ledger is available.
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Questions audited
12
Answered directly
67%
Numeric claims
3
Consistency
contradicted
Question ledger
What was answered, and how?
Ankit Babil · Shupcom Ventures
evasiveWhat is the value of the radar order where you are L1?
we will disclose that at the time that we receive it but we expect that to hopefully happen in Q4.
Ankit Babil · Shupcom Ventures
directDo you expect any realization from divesting French subsidiary?
based on our assessment today, we don't expect to realize anything meaningful from this divestment.
Balas Subramanyam · Ahan Capital
directWhat is the order value and timeline for the radar system?
total value of this program is to the tune of about 700 crores over a five to six year time horizon.
Balas Subramanyam · Ahan Capital
directWhat is the total potential value for the air navigation program?
total opportunity here is again to the tune of about 500 crores in a 3 to 5 year kind of time horizon.
Balas Subramanyam · Ahan Capital
directWhat margins are expected for these programs?
we expect to be at 20 to 25% the margin and these are more or less in line with that profile.
Balas Subramanyam · Ahan Capital
partialHow much of the 1000 cr space-based program can be expected in 1-2 years?
we expect to book some of this in Q4. Some have been declared L1 and we expect to start receiving orders in Q4 or Q1.
Rupesh Tatya · Long Equity Partners
partialWhat is the opportunity in T90 tank stabilization system?
we have indigenized several things on tank electronics which were previously Russian designs. We continue to work on a couple of others.
Rupesh Tatya · Long Equity Partners
partialHow will the failed PSLV launch impact Centum?
the main payload was from Centum. There is expected to be a repeat mission but we are yet to receive any concrete details.
Sil Jen · Lucky Investments
directWhy was BTS execution softer sequentially?
it's not supposed to be viewed as a quarter-on-quarter business because it's not linear. Year on year it has grown very well.
Sil Jen · Lucky Investments
evasiveWhat is the unexecuted order book portion for Ellen systems?
we don't have exactly the numbers with us right now but we expect to have a fair amount of billing in Q4.
Sil Jen · Lucky Investments
partialWhat is the ramp-up on semiconductor equipment customer?
we won't disclose specific quarterly numbers. We expect to do at least 10 million dollars of business this financial year.