View Financial HealthCentum Electronics 配当と自社株買い配当金 基準チェック /26Centum Electronics配当を支払う会社であり、現在の利回りは0.2%です。主要情報0.2%配当利回り-0.0008%バイバック利回り総株主利回り0.2%将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向317%最近の配当と自社株買いの更新お知らせ • May 16Centum Electronics Limited Recommends Final DividendCentum Electronics Limited announced in the board meeting held on May 14, 2026, recommended a final Dividend of INR 5/- (i.e 50 %) per equity share of INR 10/- each on the fully paid-up equity share capital of the Company which is subject to approval of Shareholders in the ensuing Annual General Meeting of the Company. The Dividend will be paid within 30 days from the date of Shareholders approval in the ensuing Annual General Meeting of the Company.Declared Dividend • Jul 12Dividend of ₹6.00 announcedShareholders will receive a dividend of ₹6.00. Ex-date: 25th July 2025 Payment date: 4th September 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time.お知らせ • May 22+ 1 more updateCentum Electronics Limited Recommends Final DividendCentum Electronics Limited announced that at the board meeting held on May 22, 2025, recommended a final Dividend of INR 6/- (i.e 60 %) per equity share of INR 10/- each on the fully paid-up equity share capital of the Company and which is subject to approval of Shareholders in the upcoming Annual General Meeting of the Company. The Dividend will be paid within 30 days from the date of Shareholders approval in the upcoming Annual General Meeting of the Company.お知らせ • Aug 10Centum Electronics Limited Approves Declaration of Final Dividend for the financial year ended 31st March 2024Centum Electronics Limited at its AGM held on 09th August 2024 approved declaration of final Dividend of INR 3.00/- per equity Share (i.e., 30%) of INR 10/- each for the financial year ended 31st March 2024.Declared Dividend • Jul 18Final dividend of ₹3.00 announcedShareholders will receive a dividend of ₹3.00. Ex-date: 31st July 2024 Payment date: 8th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (4% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time.Upcoming Dividend • Feb 13Upcoming dividend of ₹3.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 20 February 2024. Payment date: 07 March 2024. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (0.9%).すべての更新を表示Recent updatesReported Earnings • 15hFull year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹61.47 (up from ₹1.89 in FY 2025). Revenue: ₹9.69b (down 16% from FY 2025). Net income: ₹1.01b (up ₹982.6m from FY 2025). Profit margin: 10% (up from 0.2% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 28%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 16Centum Electronics Limited Recommends Final DividendCentum Electronics Limited announced in the board meeting held on May 14, 2026, recommended a final Dividend of INR 5/- (i.e 50 %) per equity share of INR 10/- each on the fully paid-up equity share capital of the Company which is subject to approval of Shareholders in the ensuing Annual General Meeting of the Company. The Dividend will be paid within 30 days from the date of Shareholders approval in the ensuing Annual General Meeting of the Company.お知らせ • May 08Centum Electronics Limited to Report Q4, 2026 Results on May 14, 2026Centum Electronics Limited announced that they will report Q4, 2026 results on May 14, 2026New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.分析記事 • Feb 18Centum Electronics Limited Just Beat Revenue Estimates By 6.0%Centum Electronics Limited ( NSE:CENTUM ) shareholders are probably feeling a little disappointed, since its shares...Reported Earnings • Feb 16Third quarter 2026 earnings released: ₹21.49 loss per share (vs ₹12.79 loss in 3Q 2025)Third quarter 2026 results: ₹21.49 loss per share (further deteriorated from ₹12.79 loss in 3Q 2025). Revenue: ₹3.34b (up 19% from 3Q 2025). Net loss: ₹319.3m (loss widened 66% from 3Q 2025). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 59% per year, which means it is well ahead of earnings.お知らせ • Jan 30Centum Electronics Limited to Report Q3, 2026 Results on Feb 06, 2026Centum Electronics Limited announced that they will report Q3, 2026 results at 12:15 PM, Indian Standard Time on Feb 06, 2026分析記事 • Jan 17Centum Electronics (NSE:CENTUM) Has Some Way To Go To Become A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...Board Change • Jan 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Udayant Malhoutra was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Nov 19Centum Electronics (NSE:CENTUM) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDespite posting some strong earnings, the market for Centum Electronics Limited's ( NSE:CENTUM ) stock hasn't moved...Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: ₹2.96 (vs ₹0.26 loss in 2Q 2025)Second quarter 2026 results: EPS: ₹2.96 (up from ₹0.26 loss in 2Q 2025). Revenue: ₹3.01b (up 16% from 2Q 2025). Net income: ₹42.3m (up ₹45.4m from 2Q 2025). Profit margin: 1.4% (up from net loss in 2Q 2025). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 62% per year, which means it is well ahead of earnings.お知らせ • Nov 05Centum Electronics Limited to Report Q2, 2026 Results on Nov 11, 2025Centum Electronics Limited announced that they will report Q2, 2026 results on Nov 11, 2025分析記事 • Aug 25Centum Electronics Limited's (NSE:CENTUM) Share Price Not Quite Adding UpWhen close to half the companies in the Electronic industry in India have price-to-sales ratios (or "P/S") below 2.4x...分析記事 • Jul 30Here's Why Centum Electronics Limited's (NSE:CENTUM) CEO Compensation Is The Least Of Shareholders' ConcernsKey Insights Centum Electronics' Annual General Meeting to take place on 5th of August CEO Rao Mallavarapu's total...お知らせ • Jul 25Centum Electronics Limited to Report Q1, 2026 Results on Aug 05, 2025Centum Electronics Limited announced that they will report Q1, 2026 results on Aug 05, 2025Reported Earnings • Jul 15Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: ₹1.89 (up from ₹1.38 in FY 2024). Revenue: ₹11.6b (up 5.9% from FY 2024). Net income: ₹24.6m (up 38% from FY 2024). Profit margin: 0.2% (in line with FY 2024). Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jul 12Dividend of ₹6.00 announcedShareholders will receive a dividend of ₹6.00. Ex-date: 25th July 2025 Payment date: 4th September 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time.お知らせ • Jul 11Centum Electronics Limited, Annual General Meeting, Aug 05, 2025Centum Electronics Limited, Annual General Meeting, Aug 05, 2025, at 10:30 Indian Standard Time.分析記事 • Jun 26There Are Reasons To Feel Uneasy About Centum Electronics' (NSE:CENTUM) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • May 24Centum Electronics Limited's (NSE:CENTUM) 37% Share Price Surge Not Quite Adding UpDespite an already strong run, Centum Electronics Limited ( NSE:CENTUM ) shares have been powering on, with a gain of...Reported Earnings • May 23Full year 2025 earnings: Revenues exceed analyst expectationsFull year 2025 results: Revenue: ₹11.6b (up 6.7% from FY 2024). Net loss: ₹19.3m (down 209% from profit in FY 2024). Revenue exceeded analyst estimates by 3.5%. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 22+ 1 more updateCentum Electronics Limited Recommends Final DividendCentum Electronics Limited announced that at the board meeting held on May 22, 2025, recommended a final Dividend of INR 6/- (i.e 60 %) per equity share of INR 10/- each on the fully paid-up equity share capital of the Company and which is subject to approval of Shareholders in the upcoming Annual General Meeting of the Company. The Dividend will be paid within 30 days from the date of Shareholders approval in the upcoming Annual General Meeting of the Company.お知らせ • May 15Centum Electronics Limited to Report Q4, 2025 Results on May 22, 2025Centum Electronics Limited announced that they will report Q4, 2025 results on May 22, 2025New Risk • May 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Paying a dividend despite being loss-making.お知らせ • Mar 14Centum Electronics Limited has completed a Follow-on Equity Offering in the amount of INR 2.1 billion.Centum Electronics Limited has completed a Follow-on Equity Offering in the amount of INR 2.1 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 1,810,345 Price\Range: INR 1160 Transaction Features: Regulation S; Subsequent Direct Listingお知らせ • Mar 12Centum Electronics Limited has filed a Follow-on Equity Offering.Centum Electronics Limited has filed a Follow-on Equity Offering. Security Name: Equity Shares Security Type: Common Stock Price(minimum): INR 1219.65 Transaction Features: Regulation S; Subsequent Direct ListingPrice Target Changed • Feb 19Price target decreased by 56% to ₹845Down from ₹1,918, the current price target is provided by 1 analyst. New target price is 34% below last closing price of ₹1,288. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₹1.90 for next year compared to ₹1.38 last year.分析記事 • Feb 18Investors Give Centum Electronics Limited (NSE:CENTUM) Shares A 25% HidingCentum Electronics Limited ( NSE:CENTUM ) shares have had a horrible month, losing 25% after a relatively good period...Reported Earnings • Feb 15Third quarter 2025 earnings released: ₹12.79 loss per share (vs ₹5.95 profit in 3Q 2024)Third quarter 2025 results: ₹12.79 loss per share (down from ₹5.95 profit in 3Q 2024). Revenue: ₹2.84b (down 4.9% from 3Q 2024). Net loss: ₹193.0m (down 366% from profit in 3Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 10Centum Electronics Limited to Report Q3, 2025 Results on Feb 14, 2025Centum Electronics Limited announced that they will report Q3, 2025 results on Feb 14, 2025Recent Insider Transactions • Dec 16Insider recently sold ₹2.7m worth of stockOn the 12th of December, Vinod Chippalkatti sold around 1k shares on-market at roughly ₹1,796 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹13m more than they bought in the last 12 months.分析記事 • Dec 14Centum Electronics Limited's (NSE:CENTUM) 38% Price Boost Is Out Of Tune With RevenuesCentum Electronics Limited ( NSE:CENTUM ) shares have had a really impressive month, gaining 38% after a shaky period...New Risk • Dec 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Dividend is not well covered by earnings (436% payout ratio). Share price has been volatile over the past 3 months (8.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.07% net profit margin).分析記事 • Dec 05Centum Electronics (NSE:CENTUM) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Nov 13Second quarter 2025 earnings released: ₹0.26 loss per share (vs ₹2.89 loss in 2Q 2024)Second quarter 2025 results: ₹0.26 loss per share (improved from ₹2.89 loss in 2Q 2024). Revenue: ₹2.61b (up 5.3% from 2Q 2024). Net loss: ₹3.12m (loss narrowed 93% from 2Q 2024). Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 07Centum Electronics Limited to Report Q2, 2025 Results on Nov 12, 2024Centum Electronics Limited announced that they will report Q2, 2025 results on Nov 12, 2024Recent Insider Transactions • Sep 04Insider recently sold ₹3.2m worth of stockOn the 29th of August, Vinod Chippalkatti sold around 2k shares on-market at roughly ₹1,576 per share. This transaction amounted to 7.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹4.3m. Insiders have been net sellers, collectively disposing of ₹11m more than they bought in the last 12 months.分析記事 • Sep 02We Think Centum Electronics (NSE:CENTUM) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Buy Or Sell Opportunity • Aug 13Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to ₹1,518. The fair value is estimated to be ₹1,943, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Aug 10Centum Electronics Limited Approves Declaration of Final Dividend for the financial year ended 31st March 2024Centum Electronics Limited at its AGM held on 09th August 2024 approved declaration of final Dividend of INR 3.00/- per equity Share (i.e., 30%) of INR 10/- each for the financial year ended 31st March 2024.お知らせ • Aug 03Centum Electronics Limited to Report Q1, 2025 Results on Aug 09, 2024Centum Electronics Limited announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • Jul 21Full year 2024 earnings released: EPS: ₹1.38 (vs ₹7.62 in FY 2023)Full year 2024 results: EPS: ₹1.38 (down from ₹7.62 in FY 2023). Revenue: ₹10.9b (up 18% from FY 2023). Net income: ₹17.8m (down 82% from FY 2023). Profit margin: 0.2% (down from 1.1% in FY 2023). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 18Centum Electronics Limited, Annual General Meeting, Aug 09, 2024Centum Electronics Limited, Annual General Meeting, Aug 09, 2024, at 11:30 Indian Standard Time.Declared Dividend • Jul 18Final dividend of ₹3.00 announcedShareholders will receive a dividend of ₹3.00. Ex-date: 31st July 2024 Payment date: 8th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (4% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time.Reported Earnings • May 23Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: ₹1.38 loss per share (down from ₹7.62 profit in FY 2023). Revenue: ₹10.9b (up 18% from FY 2023). Net loss: ₹27.6m (down 128% from profit in FY 2023). Revenue missed analyst estimates by 7.3%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has increased by 72% per year whereas the company’s share price has increased by 69% per year.お知らせ • May 16Centum Electronics Limited to Report Q4, 2024 Results on May 22, 2024Centum Electronics Limited announced that they will report Q4, 2024 results on May 22, 2024Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹2,017, the stock trades at a forward P/E ratio of 77x. Average forward P/E is 50x in the Electronic industry in India. Total returns to shareholders of 426% over the past three years.分析記事 • Apr 23Centum Electronics (NSE:CENTUM) Knows How To Allocate Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹1,536, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 49x in the Electronic industry in India. Total returns to shareholders of 266% over the past three years.分析記事 • Feb 21Centum Electronics Limited's (NSE:CENTUM) Price Is Right But Growth Is Lacking After Shares Rocket 28%The Centum Electronics Limited ( NSE:CENTUM ) share price has done very well over the last month, posting an excellent...Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 28%After last week's 28% share price gain to ₹1,849, the stock trades at a forward P/E ratio of 71x. Average forward P/E is 47x in the Electronic industry in India. Total returns to shareholders of 336% over the past three years.Upcoming Dividend • Feb 13Upcoming dividend of ₹3.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 20 February 2024. Payment date: 07 March 2024. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (0.9%).New Risk • Feb 09New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: ₹5.95 (vs ₹5.92 loss in 3Q 2023)Third quarter 2024 results: EPS: ₹5.95 (up from ₹5.92 loss in 3Q 2023). Revenue: ₹2.99b (up 52% from 3Q 2023). Net income: ₹72.5m (up ₹169.2m from 3Q 2023). Profit margin: 2.4% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth.分析記事 • Feb 06Is Centum Electronics (NSE:CENTUM) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jan 26Centum Electronics Limited to Report Q3, 2024 Results on Feb 07, 2024Centum Electronics Limited announced that they will report Q3, 2024 results on Feb 07, 2024分析記事 • Jan 05There's Been No Shortage Of Growth Recently For Centum Electronics' (NSE:CENTUM) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...New Risk • Dec 12New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 0.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (3.0x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.New Risk • Nov 12New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 3.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 10Second quarter 2024 earnings released: ₹2.89 loss per share (vs ₹4.60 loss in 2Q 2023)Second quarter 2024 results: ₹2.89 loss per share (improved from ₹4.60 loss in 2Q 2023). Revenue: ₹2.49b (up 24% from 2Q 2023). Net loss: ₹45.6m (loss narrowed 34% from 2Q 2023). Revenue is expected to decline by 2.6% p.a. on average during the next 3 years, while revenues in the Electronic industry in India are expected to grow by 21%. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 26Centum Electronics Limited to Report Q2, 2024 Results on Nov 09, 2023Centum Electronics Limited announced that they will report Q2, 2024 results on Nov 09, 2023お知らせ • Aug 03Centum Electronics Limited to Report Q1, 2024 Results on Aug 11, 2023Centum Electronics Limited announced that they will report Q1, 2024 results on Aug 11, 2023Upcoming Dividend • Jul 26Upcoming dividend of ₹4.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 02 August 2023. Payment date: 05 September 2023. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.0%).Reported Earnings • Jul 22Full year 2023 earnings released: EPS: ₹7.62 (vs ₹23.71 loss in FY 2022)Full year 2023 results: EPS: ₹7.62 (up from ₹23.71 loss in FY 2022). Revenue: ₹9.23b (up 18% from FY 2022). Net income: ₹98.2m (up ₹403.6m from FY 2022). Profit margin: 1.1% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 60% per year, which means it is well ahead of earnings.Recent Insider Transactions • Jun 23Insider recently sold ₹4.4m worth of stockOn the 16th of June, Vijay Payappanavar sold around 4k shares on-market at roughly ₹1,176 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹5.6m. Insiders have been net sellers, collectively disposing of ₹28m more than they bought in the last 12 months.Recent Insider Transactions • Jun 03Insider recently sold ₹5.6m worth of stockOn the 31st of May, Vinod Chippalkatti sold around 5k shares on-market at roughly ₹1,025 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹16m more than they bought in the last 12 months.Reported Earnings • May 30Full year 2023 earnings released: EPS: ₹7.62 (vs ₹23.71 loss in FY 2022)Full year 2023 results: EPS: ₹7.62 (up from ₹23.71 loss in FY 2022). Revenue: ₹9.29b (up 19% from FY 2022). Net income: ₹66.9m (up ₹372.4m from FY 2022). Profit margin: 0.7% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 61% per year, which means it is well ahead of earnings.お知らせ • May 28+ 2 more updatesCentum Electronics Limited Accepts Resignation of Dr.Swarnalatha Mallavarapu from the Position of Non-Executive Non-Independent DirectorCentum Electronics Limited announced that at its board meeting held on May 27, 2023, the board accepted the resignation of Dr.Swarnalatha Mallavarapu (DIN: 00288771) from the position of Non-Executive Non-Independent Director of the company from the close of business hours of 27th May, 2023.お知らせ • May 17Centum Electronics Limited to Report Q4, 2023 Results on May 27, 2023Centum Electronics Limited announced that they will report Q4, 2023 results on May 27, 2023Board Change • Mar 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Additional Independent Non-Executive Director Velagapudi Chitturi was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.分析記事 • Mar 14Calculating The Intrinsic Value Of Centum Electronics Limited (NSE:CENTUM)Key Insights Using the 2 Stage Free Cash Flow to Equity, Centum Electronics fair value estimate is ₹513 With ₹512 share...Reported Earnings • Feb 08Third quarter 2023 earnings released: ₹5.92 loss per share (vs ₹2.72 profit in 3Q 2022)Third quarter 2023 results: ₹5.92 loss per share (down from ₹2.72 profit in 3Q 2022). Revenue: ₹2.00b (flat on 3Q 2022). Net loss: ₹96.7m (down 375% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Jan 27Centum Electronics Limited to Report Q3, 2023 Results on Feb 07, 2023Centum Electronics Limited announced that they will report Q3, 2023 results on Feb 07, 2023Recent Insider Transactions • Dec 31Insider recently sold ₹4.8m worth of stockOn the 28th of December, Vinod Chippalkatti sold around 6k shares on-market at roughly ₹760 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.分析記事 • Dec 15Centum Electronics (NSE:CENTUM) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Buying Opportunity • Nov 10Now 22% undervaluedOver the last 90 days, the stock is up 33%. The fair value is estimated to be ₹787, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.8% over the last 3 years. Meanwhile, the company has become profitable.分析記事 • Oct 27Centum Electronics (NSE:CENTUM) Shareholders Will Want The ROCE Trajectory To ContinueWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹524, the stock trades at a trailing P/E ratio of 42.4x. Average trailing P/E is 25x in the Electronic industry in India. Total returns to shareholders of 28% over the past three years.分析記事 • Sep 02Is Centum Electronics (NSE:CENTUM) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Upcoming Dividend • Jul 26Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 02 August 2022. Payment date: 11 September 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (1.3%).分析記事 • Jul 21Centum Electronics' (NSE:CENTUM) Dividend Will Be Increased To ₹2.50The board of Centum Electronics Limited ( NSE:CENTUM ) has announced that it will be paying its dividend of ₹2.50 on...Reported Earnings • Jul 20Full year 2022 earnings releasedFull year 2022 results: Revenue: ₹7.80b (down 4.6% from FY 2021). Net loss: ₹534.7m (down 412% from profit in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.Reported Earnings • May 26Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: ₹24.04 loss per share (down from ₹13.32 profit in FY 2021). Revenue: ₹7.88b (down 3.6% from FY 2021). Net loss: ₹534.7m (down 412% from profit in FY 2021). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) were also behind analyst expectations. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 17Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: ₹2.72 (down from ₹5.94 in 3Q 2021). Revenue: ₹2.00b (down 7.5% from 3Q 2021). Net income: ₹35.2m (down 55% from 3Q 2021). Profit margin: 1.8% (down from 3.6% in 3Q 2021). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 31%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.分析記事 • Feb 14Does Centum Electronics (NSE:CENTUM) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Dec 14Centum Electronics (NSE:CENTUM) Is Looking To Continue Growing Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Reported Earnings • Nov 16Second quarter 2022 earnings released: ₹0.53 loss per share (vs ₹5.39 profit in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2022 results: Revenue: ₹1.75b (down 15% from 2Q 2021). Net loss: ₹21.1m (down 150% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.分析記事 • Nov 02Calculating The Intrinsic Value Of Centum Electronics Limited (NSE:CENTUM)Does the November share price for Centum Electronics Limited ( NSE:CENTUM ) reflect what it's really worth? Today, we...分析記事 • Sep 15We Think Centum Electronics (NSE:CENTUM) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Executive Departure • Aug 24Independent Non-Executive Director S. Krishnan has left the companyOn the 14th of August, S. Krishnan's tenure as Independent Non-Executive Director ended after 13.9 years in the role. As of June 2021, Krishnan still personally held only 83.00 shares (₹33k worth at the time). Krishnan is the only executive to leave the company over the last 12 months.分析記事 • Aug 05Shareholders Will Probably Hold Off On Increasing Centum Electronics Limited's (NSE:CENTUM) CEO Compensation For The Time BeingUnder the guidance of CEO Rao Mallavarapu, Centum Electronics Limited ( NSE:CENTUM ) has performed reasonably well...Upcoming Dividend • Jul 26Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 06 September 2021. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.4%). In line with average of industry peers (0.7%).Reported Earnings • Jul 21Full year 2021 earnings released: EPS ₹13.32 (vs ₹16.00 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹8.17b (down 7.5% from FY 2020). Net income: ₹171.6m (down 17% from FY 2020). Profit margin: 2.1% (down from 2.3% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹470, the stock trades at a trailing P/E ratio of 29.6x. Average trailing P/E is 25x in the Electronic industry in India. Total returns to shareholders of 16% over the past three years.Reported Earnings • Jun 18Full year 2021 earnings released: EPS ₹13.31 (vs ₹16.00 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹8.23b (down 6.8% from FY 2020). Net income: ₹120.4m (down 42% from FY 2020). Profit margin: 1.5% (down from 2.3% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.分析記事 • May 05Investor Optimism Abounds Centum Electronics Limited (NSE:CENTUM) But Growth Is LackingCentum Electronics Limited's ( NSE:CENTUM ) price-to-earnings (or "P/E") ratio of 36.2x might make it look like a...分析記事 • Apr 14Centum Electronics (NSE:CENTUM) Will Will Want To Turn Around Its Return TrendsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...決済の安定と成長配当データの取得安定した配当: CENTUMの配当金支払いは、過去10年間 変動性 が高かった。増加する配当: CENTUMの配当金は過去10年間にわたって増加しています。配当利回り対市場Centum Electronics 配当利回り対市場CENTUM 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (CENTUM)0.2%市場下位25% (IN)0.3%市場トップ25% (IN)1.5%業界平均 (Electronic)0.8%アナリスト予想 (CENTUM) (最長3年)n/a注目すべき配当: CENTUMの配当金 ( 0.2% ) はIndian市場の配当金支払者の下位 25% ( 0.31% ) と比べると目立ったものではありません。高配当: CENTUMの配当金 ( 0.2% ) はIndian市場の配当金支払者の上位 25% ( 1.48% ) と比較すると低いです。株主への利益配当収益カバレッジ: CENTUMは高い 配当性向 ( 317.2% ) のため、配当金の支払いは利益によって十分にカバーされていません。株主配当金キャッシュフローカバレッジ: CENTUMの 現金配当性向 ( 44.2% ) は比較的低く、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YIN 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/16 11:34終値2026/05/15 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Centum Electronics Limited 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Ravi Kumar PuttaChoice Equity Broking Private LimitedAnil BurraFirstCall Research
お知らせ • May 16Centum Electronics Limited Recommends Final DividendCentum Electronics Limited announced in the board meeting held on May 14, 2026, recommended a final Dividend of INR 5/- (i.e 50 %) per equity share of INR 10/- each on the fully paid-up equity share capital of the Company which is subject to approval of Shareholders in the ensuing Annual General Meeting of the Company. The Dividend will be paid within 30 days from the date of Shareholders approval in the ensuing Annual General Meeting of the Company.
Declared Dividend • Jul 12Dividend of ₹6.00 announcedShareholders will receive a dividend of ₹6.00. Ex-date: 25th July 2025 Payment date: 4th September 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time.
お知らせ • May 22+ 1 more updateCentum Electronics Limited Recommends Final DividendCentum Electronics Limited announced that at the board meeting held on May 22, 2025, recommended a final Dividend of INR 6/- (i.e 60 %) per equity share of INR 10/- each on the fully paid-up equity share capital of the Company and which is subject to approval of Shareholders in the upcoming Annual General Meeting of the Company. The Dividend will be paid within 30 days from the date of Shareholders approval in the upcoming Annual General Meeting of the Company.
お知らせ • Aug 10Centum Electronics Limited Approves Declaration of Final Dividend for the financial year ended 31st March 2024Centum Electronics Limited at its AGM held on 09th August 2024 approved declaration of final Dividend of INR 3.00/- per equity Share (i.e., 30%) of INR 10/- each for the financial year ended 31st March 2024.
Declared Dividend • Jul 18Final dividend of ₹3.00 announcedShareholders will receive a dividend of ₹3.00. Ex-date: 31st July 2024 Payment date: 8th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (4% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time.
Upcoming Dividend • Feb 13Upcoming dividend of ₹3.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 20 February 2024. Payment date: 07 March 2024. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (0.9%).
Reported Earnings • 15hFull year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: ₹61.47 (up from ₹1.89 in FY 2025). Revenue: ₹9.69b (down 16% from FY 2025). Net income: ₹1.01b (up ₹982.6m from FY 2025). Profit margin: 10% (up from 0.2% in FY 2025). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 28%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 30% p.a. on average during the next 2 years, compared to a 18% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has increased by 53% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 16Centum Electronics Limited Recommends Final DividendCentum Electronics Limited announced in the board meeting held on May 14, 2026, recommended a final Dividend of INR 5/- (i.e 50 %) per equity share of INR 10/- each on the fully paid-up equity share capital of the Company which is subject to approval of Shareholders in the ensuing Annual General Meeting of the Company. The Dividend will be paid within 30 days from the date of Shareholders approval in the ensuing Annual General Meeting of the Company.
お知らせ • May 08Centum Electronics Limited to Report Q4, 2026 Results on May 14, 2026Centum Electronics Limited announced that they will report Q4, 2026 results on May 14, 2026
New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
分析記事 • Feb 18Centum Electronics Limited Just Beat Revenue Estimates By 6.0%Centum Electronics Limited ( NSE:CENTUM ) shareholders are probably feeling a little disappointed, since its shares...
Reported Earnings • Feb 16Third quarter 2026 earnings released: ₹21.49 loss per share (vs ₹12.79 loss in 3Q 2025)Third quarter 2026 results: ₹21.49 loss per share (further deteriorated from ₹12.79 loss in 3Q 2025). Revenue: ₹3.34b (up 19% from 3Q 2025). Net loss: ₹319.3m (loss widened 66% from 3Q 2025). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has increased by 59% per year, which means it is well ahead of earnings.
お知らせ • Jan 30Centum Electronics Limited to Report Q3, 2026 Results on Feb 06, 2026Centum Electronics Limited announced that they will report Q3, 2026 results at 12:15 PM, Indian Standard Time on Feb 06, 2026
分析記事 • Jan 17Centum Electronics (NSE:CENTUM) Has Some Way To Go To Become A Multi-BaggerDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Board Change • Jan 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Udayant Malhoutra was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Nov 19Centum Electronics (NSE:CENTUM) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfDespite posting some strong earnings, the market for Centum Electronics Limited's ( NSE:CENTUM ) stock hasn't moved...
Reported Earnings • Nov 12Second quarter 2026 earnings released: EPS: ₹2.96 (vs ₹0.26 loss in 2Q 2025)Second quarter 2026 results: EPS: ₹2.96 (up from ₹0.26 loss in 2Q 2025). Revenue: ₹3.01b (up 16% from 2Q 2025). Net income: ₹42.3m (up ₹45.4m from 2Q 2025). Profit margin: 1.4% (up from net loss in 2Q 2025). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 62% per year, which means it is well ahead of earnings.
お知らせ • Nov 05Centum Electronics Limited to Report Q2, 2026 Results on Nov 11, 2025Centum Electronics Limited announced that they will report Q2, 2026 results on Nov 11, 2025
分析記事 • Aug 25Centum Electronics Limited's (NSE:CENTUM) Share Price Not Quite Adding UpWhen close to half the companies in the Electronic industry in India have price-to-sales ratios (or "P/S") below 2.4x...
分析記事 • Jul 30Here's Why Centum Electronics Limited's (NSE:CENTUM) CEO Compensation Is The Least Of Shareholders' ConcernsKey Insights Centum Electronics' Annual General Meeting to take place on 5th of August CEO Rao Mallavarapu's total...
お知らせ • Jul 25Centum Electronics Limited to Report Q1, 2026 Results on Aug 05, 2025Centum Electronics Limited announced that they will report Q1, 2026 results on Aug 05, 2025
Reported Earnings • Jul 15Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: ₹1.89 (up from ₹1.38 in FY 2024). Revenue: ₹11.6b (up 5.9% from FY 2024). Net income: ₹24.6m (up 38% from FY 2024). Profit margin: 0.2% (in line with FY 2024). Revenue exceeded analyst estimates by 3.5%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 78% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jul 12Dividend of ₹6.00 announcedShareholders will receive a dividend of ₹6.00. Ex-date: 25th July 2025 Payment date: 4th September 2025 Dividend yield will be 0.3%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time.
お知らせ • Jul 11Centum Electronics Limited, Annual General Meeting, Aug 05, 2025Centum Electronics Limited, Annual General Meeting, Aug 05, 2025, at 10:30 Indian Standard Time.
分析記事 • Jun 26There Are Reasons To Feel Uneasy About Centum Electronics' (NSE:CENTUM) Returns On CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • May 24Centum Electronics Limited's (NSE:CENTUM) 37% Share Price Surge Not Quite Adding UpDespite an already strong run, Centum Electronics Limited ( NSE:CENTUM ) shares have been powering on, with a gain of...
Reported Earnings • May 23Full year 2025 earnings: Revenues exceed analyst expectationsFull year 2025 results: Revenue: ₹11.6b (up 6.7% from FY 2024). Net loss: ₹19.3m (down 209% from profit in FY 2024). Revenue exceeded analyst estimates by 3.5%. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 71% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 22+ 1 more updateCentum Electronics Limited Recommends Final DividendCentum Electronics Limited announced that at the board meeting held on May 22, 2025, recommended a final Dividend of INR 6/- (i.e 60 %) per equity share of INR 10/- each on the fully paid-up equity share capital of the Company and which is subject to approval of Shareholders in the upcoming Annual General Meeting of the Company. The Dividend will be paid within 30 days from the date of Shareholders approval in the upcoming Annual General Meeting of the Company.
お知らせ • May 15Centum Electronics Limited to Report Q4, 2025 Results on May 22, 2025Centum Electronics Limited announced that they will report Q4, 2025 results on May 22, 2025
New Risk • May 13New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.8x net interest cover). Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk Paying a dividend despite being loss-making.
お知らせ • Mar 14Centum Electronics Limited has completed a Follow-on Equity Offering in the amount of INR 2.1 billion.Centum Electronics Limited has completed a Follow-on Equity Offering in the amount of INR 2.1 billion. Security Name: Equity Shares Security Type: Common Stock Securities Offered: 1,810,345 Price\Range: INR 1160 Transaction Features: Regulation S; Subsequent Direct Listing
お知らせ • Mar 12Centum Electronics Limited has filed a Follow-on Equity Offering.Centum Electronics Limited has filed a Follow-on Equity Offering. Security Name: Equity Shares Security Type: Common Stock Price(minimum): INR 1219.65 Transaction Features: Regulation S; Subsequent Direct Listing
Price Target Changed • Feb 19Price target decreased by 56% to ₹845Down from ₹1,918, the current price target is provided by 1 analyst. New target price is 34% below last closing price of ₹1,288. Stock is down 28% over the past year. The company is forecast to post earnings per share of ₹1.90 for next year compared to ₹1.38 last year.
分析記事 • Feb 18Investors Give Centum Electronics Limited (NSE:CENTUM) Shares A 25% HidingCentum Electronics Limited ( NSE:CENTUM ) shares have had a horrible month, losing 25% after a relatively good period...
Reported Earnings • Feb 15Third quarter 2025 earnings released: ₹12.79 loss per share (vs ₹5.95 profit in 3Q 2024)Third quarter 2025 results: ₹12.79 loss per share (down from ₹5.95 profit in 3Q 2024). Revenue: ₹2.84b (down 4.9% from 3Q 2024). Net loss: ₹193.0m (down 366% from profit in 3Q 2024). Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 24% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 10Centum Electronics Limited to Report Q3, 2025 Results on Feb 14, 2025Centum Electronics Limited announced that they will report Q3, 2025 results on Feb 14, 2025
Recent Insider Transactions • Dec 16Insider recently sold ₹2.7m worth of stockOn the 12th of December, Vinod Chippalkatti sold around 1k shares on-market at roughly ₹1,796 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹13m more than they bought in the last 12 months.
分析記事 • Dec 14Centum Electronics Limited's (NSE:CENTUM) 38% Price Boost Is Out Of Tune With RevenuesCentum Electronics Limited ( NSE:CENTUM ) shares have had a really impressive month, gaining 38% after a shaky period...
New Risk • Dec 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.2x net interest cover). Minor Risks Dividend is not well covered by earnings (436% payout ratio). Share price has been volatile over the past 3 months (8.3% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.07% net profit margin).
分析記事 • Dec 05Centum Electronics (NSE:CENTUM) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Nov 13Second quarter 2025 earnings released: ₹0.26 loss per share (vs ₹2.89 loss in 2Q 2024)Second quarter 2025 results: ₹0.26 loss per share (improved from ₹2.89 loss in 2Q 2024). Revenue: ₹2.61b (up 5.3% from 2Q 2024). Net loss: ₹3.12m (loss narrowed 93% from 2Q 2024). Revenue is forecast to grow 26% p.a. on average during the next 2 years, compared to a 25% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 45% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 07Centum Electronics Limited to Report Q2, 2025 Results on Nov 12, 2024Centum Electronics Limited announced that they will report Q2, 2025 results on Nov 12, 2024
Recent Insider Transactions • Sep 04Insider recently sold ₹3.2m worth of stockOn the 29th of August, Vinod Chippalkatti sold around 2k shares on-market at roughly ₹1,576 per share. This transaction amounted to 7.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹4.3m. Insiders have been net sellers, collectively disposing of ₹11m more than they bought in the last 12 months.
分析記事 • Sep 02We Think Centum Electronics (NSE:CENTUM) Is Taking Some Risk With Its DebtThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Buy Or Sell Opportunity • Aug 13Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 17% to ₹1,518. The fair value is estimated to be ₹1,943, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Aug 10Centum Electronics Limited Approves Declaration of Final Dividend for the financial year ended 31st March 2024Centum Electronics Limited at its AGM held on 09th August 2024 approved declaration of final Dividend of INR 3.00/- per equity Share (i.e., 30%) of INR 10/- each for the financial year ended 31st March 2024.
お知らせ • Aug 03Centum Electronics Limited to Report Q1, 2025 Results on Aug 09, 2024Centum Electronics Limited announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • Jul 21Full year 2024 earnings released: EPS: ₹1.38 (vs ₹7.62 in FY 2023)Full year 2024 results: EPS: ₹1.38 (down from ₹7.62 in FY 2023). Revenue: ₹10.9b (up 18% from FY 2023). Net income: ₹17.8m (down 82% from FY 2023). Profit margin: 0.2% (down from 1.1% in FY 2023). Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 23% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 49% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 18Centum Electronics Limited, Annual General Meeting, Aug 09, 2024Centum Electronics Limited, Annual General Meeting, Aug 09, 2024, at 11:30 Indian Standard Time.
Declared Dividend • Jul 18Final dividend of ₹3.00 announcedShareholders will receive a dividend of ₹3.00. Ex-date: 31st July 2024 Payment date: 8th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (4% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time.
Reported Earnings • May 23Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: ₹1.38 loss per share (down from ₹7.62 profit in FY 2023). Revenue: ₹10.9b (up 18% from FY 2023). Net loss: ₹27.6m (down 128% from profit in FY 2023). Revenue missed analyst estimates by 7.3%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 25% p.a. on average during the next 2 years, compared to a 21% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has increased by 72% per year whereas the company’s share price has increased by 69% per year.
お知らせ • May 16Centum Electronics Limited to Report Q4, 2024 Results on May 22, 2024Centum Electronics Limited announced that they will report Q4, 2024 results on May 22, 2024
Valuation Update With 7 Day Price Move • Apr 23Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹2,017, the stock trades at a forward P/E ratio of 77x. Average forward P/E is 50x in the Electronic industry in India. Total returns to shareholders of 426% over the past three years.
分析記事 • Apr 23Centum Electronics (NSE:CENTUM) Knows How To Allocate Capital EffectivelyThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹1,536, the stock trades at a forward P/E ratio of 59x. Average forward P/E is 49x in the Electronic industry in India. Total returns to shareholders of 266% over the past three years.
分析記事 • Feb 21Centum Electronics Limited's (NSE:CENTUM) Price Is Right But Growth Is Lacking After Shares Rocket 28%The Centum Electronics Limited ( NSE:CENTUM ) share price has done very well over the last month, posting an excellent...
Valuation Update With 7 Day Price Move • Feb 20Investor sentiment improves as stock rises 28%After last week's 28% share price gain to ₹1,849, the stock trades at a forward P/E ratio of 71x. Average forward P/E is 47x in the Electronic industry in India. Total returns to shareholders of 336% over the past three years.
Upcoming Dividend • Feb 13Upcoming dividend of ₹3.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 20 February 2024. Payment date: 07 March 2024. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (0.9%).
New Risk • Feb 09New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: ₹5.95 (vs ₹5.92 loss in 3Q 2023)Third quarter 2024 results: EPS: ₹5.95 (up from ₹5.92 loss in 3Q 2023). Revenue: ₹2.99b (up 52% from 3Q 2023). Net income: ₹72.5m (up ₹169.2m from 3Q 2023). Profit margin: 2.4% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Electronic industry in India. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 60% per year, which means it is significantly lagging earnings growth.
分析記事 • Feb 06Is Centum Electronics (NSE:CENTUM) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jan 26Centum Electronics Limited to Report Q3, 2024 Results on Feb 07, 2024Centum Electronics Limited announced that they will report Q3, 2024 results on Feb 07, 2024
分析記事 • Jan 05There's Been No Shortage Of Growth Recently For Centum Electronics' (NSE:CENTUM) Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
New Risk • Dec 12New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 0.3% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (3.0x net interest cover). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
New Risk • Nov 12New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 3.0x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 10Second quarter 2024 earnings released: ₹2.89 loss per share (vs ₹4.60 loss in 2Q 2023)Second quarter 2024 results: ₹2.89 loss per share (improved from ₹4.60 loss in 2Q 2023). Revenue: ₹2.49b (up 24% from 2Q 2023). Net loss: ₹45.6m (loss narrowed 34% from 2Q 2023). Revenue is expected to decline by 2.6% p.a. on average during the next 3 years, while revenues in the Electronic industry in India are expected to grow by 21%. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 26Centum Electronics Limited to Report Q2, 2024 Results on Nov 09, 2023Centum Electronics Limited announced that they will report Q2, 2024 results on Nov 09, 2023
お知らせ • Aug 03Centum Electronics Limited to Report Q1, 2024 Results on Aug 11, 2023Centum Electronics Limited announced that they will report Q1, 2024 results on Aug 11, 2023
Upcoming Dividend • Jul 26Upcoming dividend of ₹4.00 per share at 0.3% yieldEligible shareholders must have bought the stock before 02 August 2023. Payment date: 05 September 2023. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.0%).
Reported Earnings • Jul 22Full year 2023 earnings released: EPS: ₹7.62 (vs ₹23.71 loss in FY 2022)Full year 2023 results: EPS: ₹7.62 (up from ₹23.71 loss in FY 2022). Revenue: ₹9.23b (up 18% from FY 2022). Net income: ₹98.2m (up ₹403.6m from FY 2022). Profit margin: 1.1% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 60% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Jun 23Insider recently sold ₹4.4m worth of stockOn the 16th of June, Vijay Payappanavar sold around 4k shares on-market at roughly ₹1,176 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹5.6m. Insiders have been net sellers, collectively disposing of ₹28m more than they bought in the last 12 months.
Recent Insider Transactions • Jun 03Insider recently sold ₹5.6m worth of stockOn the 31st of May, Vinod Chippalkatti sold around 5k shares on-market at roughly ₹1,025 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹16m more than they bought in the last 12 months.
Reported Earnings • May 30Full year 2023 earnings released: EPS: ₹7.62 (vs ₹23.71 loss in FY 2022)Full year 2023 results: EPS: ₹7.62 (up from ₹23.71 loss in FY 2022). Revenue: ₹9.29b (up 19% from FY 2022). Net income: ₹66.9m (up ₹372.4m from FY 2022). Profit margin: 0.7% (up from net loss in FY 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 61% per year, which means it is well ahead of earnings.
お知らせ • May 28+ 2 more updatesCentum Electronics Limited Accepts Resignation of Dr.Swarnalatha Mallavarapu from the Position of Non-Executive Non-Independent DirectorCentum Electronics Limited announced that at its board meeting held on May 27, 2023, the board accepted the resignation of Dr.Swarnalatha Mallavarapu (DIN: 00288771) from the position of Non-Executive Non-Independent Director of the company from the close of business hours of 27th May, 2023.
お知らせ • May 17Centum Electronics Limited to Report Q4, 2023 Results on May 27, 2023Centum Electronics Limited announced that they will report Q4, 2023 results on May 27, 2023
Board Change • Mar 26Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 5 highly experienced directors. Additional Independent Non-Executive Director Velagapudi Chitturi was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
分析記事 • Mar 14Calculating The Intrinsic Value Of Centum Electronics Limited (NSE:CENTUM)Key Insights Using the 2 Stage Free Cash Flow to Equity, Centum Electronics fair value estimate is ₹513 With ₹512 share...
Reported Earnings • Feb 08Third quarter 2023 earnings released: ₹5.92 loss per share (vs ₹2.72 profit in 3Q 2022)Third quarter 2023 results: ₹5.92 loss per share (down from ₹2.72 profit in 3Q 2022). Revenue: ₹2.00b (flat on 3Q 2022). Net loss: ₹96.7m (down 375% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Jan 27Centum Electronics Limited to Report Q3, 2023 Results on Feb 07, 2023Centum Electronics Limited announced that they will report Q3, 2023 results on Feb 07, 2023
Recent Insider Transactions • Dec 31Insider recently sold ₹4.8m worth of stockOn the 28th of December, Vinod Chippalkatti sold around 6k shares on-market at roughly ₹760 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
分析記事 • Dec 15Centum Electronics (NSE:CENTUM) Seems To Use Debt Quite SensiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Buying Opportunity • Nov 10Now 22% undervaluedOver the last 90 days, the stock is up 33%. The fair value is estimated to be ₹787, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 7.8% over the last 3 years. Meanwhile, the company has become profitable.
分析記事 • Oct 27Centum Electronics (NSE:CENTUM) Shareholders Will Want The ROCE Trajectory To ContinueWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
Valuation Update With 7 Day Price Move • Sep 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹524, the stock trades at a trailing P/E ratio of 42.4x. Average trailing P/E is 25x in the Electronic industry in India. Total returns to shareholders of 28% over the past three years.
分析記事 • Sep 02Is Centum Electronics (NSE:CENTUM) Using Too Much Debt?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Upcoming Dividend • Jul 26Upcoming dividend of ₹2.50 per shareEligible shareholders must have bought the stock before 02 August 2022. Payment date: 11 September 2022. The company is not currently making a profit but it is cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (1.3%).
分析記事 • Jul 21Centum Electronics' (NSE:CENTUM) Dividend Will Be Increased To ₹2.50The board of Centum Electronics Limited ( NSE:CENTUM ) has announced that it will be paying its dividend of ₹2.50 on...
Reported Earnings • Jul 20Full year 2022 earnings releasedFull year 2022 results: Revenue: ₹7.80b (down 4.6% from FY 2021). Net loss: ₹534.7m (down 412% from profit in FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 98 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 26Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2022 results: ₹24.04 loss per share (down from ₹13.32 profit in FY 2021). Revenue: ₹7.88b (down 3.6% from FY 2021). Net loss: ₹534.7m (down 412% from profit in FY 2021). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) were also behind analyst expectations. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 17Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2022 results: EPS: ₹2.72 (down from ₹5.94 in 3Q 2021). Revenue: ₹2.00b (down 7.5% from 3Q 2021). Net income: ₹35.2m (down 55% from 3Q 2021). Profit margin: 1.8% (down from 3.6% in 3Q 2021). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 31%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 85 percentage points per year, which is a significant difference in performance.
分析記事 • Feb 14Does Centum Electronics (NSE:CENTUM) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 14Centum Electronics (NSE:CENTUM) Is Looking To Continue Growing Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Reported Earnings • Nov 16Second quarter 2022 earnings released: ₹0.53 loss per share (vs ₹5.39 profit in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2022 results: Revenue: ₹1.75b (down 15% from 2Q 2021). Net loss: ₹21.1m (down 150% from profit in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
分析記事 • Nov 02Calculating The Intrinsic Value Of Centum Electronics Limited (NSE:CENTUM)Does the November share price for Centum Electronics Limited ( NSE:CENTUM ) reflect what it's really worth? Today, we...
分析記事 • Sep 15We Think Centum Electronics (NSE:CENTUM) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Executive Departure • Aug 24Independent Non-Executive Director S. Krishnan has left the companyOn the 14th of August, S. Krishnan's tenure as Independent Non-Executive Director ended after 13.9 years in the role. As of June 2021, Krishnan still personally held only 83.00 shares (₹33k worth at the time). Krishnan is the only executive to leave the company over the last 12 months.
分析記事 • Aug 05Shareholders Will Probably Hold Off On Increasing Centum Electronics Limited's (NSE:CENTUM) CEO Compensation For The Time BeingUnder the guidance of CEO Rao Mallavarapu, Centum Electronics Limited ( NSE:CENTUM ) has performed reasonably well...
Upcoming Dividend • Jul 26Upcoming dividend of ₹2.00 per shareEligible shareholders must have bought the stock before 02 August 2021. Payment date: 06 September 2021. Trailing yield: 0.8%. Lower than top quartile of Indian dividend payers (1.4%). In line with average of industry peers (0.7%).
Reported Earnings • Jul 21Full year 2021 earnings released: EPS ₹13.32 (vs ₹16.00 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹8.17b (down 7.5% from FY 2020). Net income: ₹171.6m (down 17% from FY 2020). Profit margin: 2.1% (down from 2.3% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jul 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to ₹470, the stock trades at a trailing P/E ratio of 29.6x. Average trailing P/E is 25x in the Electronic industry in India. Total returns to shareholders of 16% over the past three years.
Reported Earnings • Jun 18Full year 2021 earnings released: EPS ₹13.31 (vs ₹16.00 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: ₹8.23b (down 6.8% from FY 2020). Net income: ₹120.4m (down 42% from FY 2020). Profit margin: 1.5% (down from 2.3% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
分析記事 • May 05Investor Optimism Abounds Centum Electronics Limited (NSE:CENTUM) But Growth Is LackingCentum Electronics Limited's ( NSE:CENTUM ) price-to-earnings (or "P/E") ratio of 36.2x might make it look like a...
分析記事 • Apr 14Centum Electronics (NSE:CENTUM) Will Will Want To Turn Around Its Return TrendsWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...