Announcement • 6h
Centum Electronics Limited to Report Q1, 2027 Results on Aug 13, 2026 Centum Electronics Limited announced that they will report Q1, 2027 results on Aug 13, 2026 Reported Earnings • Jul 25
Full year 2026 earnings: EPS and revenues miss analyst expectations Full year 2026 results: EPS: ₹71.74 (up from ₹42.21 in FY 2025). Revenue: ₹9.53b (up 29% from FY 2025). Net income: ₹1.06b (up 93% from FY 2025). Profit margin: 11% (up from 7.4% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 28%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 3 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 34% per year whereas the company’s share price has increased by 35% per year. Declared Dividend • Jul 24
Dividend reduced to ₹5.00 Dividend of ₹5.00 is 17% lower than last year. Ex-date: 31st July 2026 Payment date: 12th September 2026 Dividend yield will be 0.1%, which is lower than the industry average of 0.9%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 105% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Jul 22
Centum Electronics Limited, Annual General Meeting, Aug 13, 2026 Centum Electronics Limited, Annual General Meeting, Aug 13, 2026, at 10:30 Indian Standard Time. Reported Earnings • May 16
Full year 2026 earnings: EPS and revenues miss analyst expectations Full 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 54% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 16
Centum Electronics Limited Recommends Final Dividend Centum 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. Announcement • May 08
Centum Electronics Limited to Report Q4, 2026 Results on May 14, 2026 Centum Electronics Limited announced that they will report Q4, 2026 results on May 14, 2026 New Risk • Feb 23
New minor risk - Share price stability The 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. Reported Earnings • Feb 16
Third 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. Announcement • Jan 30
Centum Electronics Limited to Report Q3, 2026 Results on Feb 06, 2026 Centum Electronics Limited announced that they will report Q3, 2026 results at 12:15 PM, Indian Standard Time on Feb 06, 2026 Board Change • Jan 16
Less than half of directors are independent Following 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. Reported Earnings • Nov 12
Second 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. Announcement • Nov 05
Centum Electronics Limited to Report Q2, 2026 Results on Nov 11, 2025 Centum Electronics Limited announced that they will report Q2, 2026 results on Nov 11, 2025 Announcement • Jul 25
Centum Electronics Limited to Report Q1, 2026 Results on Aug 05, 2025 Centum Electronics Limited announced that they will report Q1, 2026 results on Aug 05, 2025 Reported Earnings • Jul 15
Full year 2025 earnings: EPS in line with analyst expectations despite revenue beat Full 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 12
Dividend of ₹6.00 announced Shareholders 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. Announcement • Jul 11
Centum Electronics Limited, Annual General Meeting, Aug 05, 2025 Centum Electronics Limited, Annual General Meeting, Aug 05, 2025, at 10:30 Indian Standard Time. Reported Earnings • May 23
Full year 2025 earnings: Revenues exceed analyst expectations Full 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. Announcement • May 15
Centum Electronics Limited to Report Q4, 2025 Results on May 22, 2025 Centum Electronics Limited announced that they will report Q4, 2025 results on May 22, 2025 New Risk • May 13
New major risk - Share price stability The 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. Announcement • Mar 14
Centum 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 Announcement • Mar 12
Centum 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 19
Price target decreased by 56% to ₹845 Down from ₹1,918, the current price target is provided by 1 analyst. New target price is 34% below last closing price of ₹1,275. 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. Reported Earnings • Feb 15
Third 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. Announcement • Feb 10
Centum Electronics Limited to Report Q3, 2025 Results on Feb 14, 2025 Centum Electronics Limited announced that they will report Q3, 2025 results on Feb 14, 2025 Recent Insider Transactions • Dec 16
Insider recently sold ₹2.7m worth of stock On 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. New Risk • Dec 12
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.2% 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 (8.2% 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). Reported Earnings • Nov 13
Second 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. Announcement • Nov 07
Centum Electronics Limited to Report Q2, 2025 Results on Nov 12, 2024 Centum Electronics Limited announced that they will report Q2, 2025 results on Nov 12, 2024 Recent Insider Transactions • Sep 04
Insider recently sold ₹3.2m worth of stock On 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. Buy Or Sell Opportunity • Aug 13
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 16% to ₹1,521. The fair value is estimated to be ₹1,947, 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. Announcement • Aug 10
Centum Electronics Limited Approves Declaration of Final Dividend for the financial year ended 31st March 2024 Centum 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. Announcement • Aug 03
Centum Electronics Limited to Report Q1, 2025 Results on Aug 09, 2024 Centum Electronics Limited announced that they will report Q1, 2025 results on Aug 09, 2024 Reported Earnings • Jul 21
Full 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 48% per year, which means it is significantly lagging earnings growth. Announcement • Jul 18
Centum Electronics Limited, Annual General Meeting, Aug 09, 2024 Centum Electronics Limited, Annual General Meeting, Aug 09, 2024, at 11:30 Indian Standard Time. Declared Dividend • Jul 18
Final dividend of ₹3.00 announced Shareholders 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 23
Full year 2024 earnings: EPS and revenues miss analyst expectations Full 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. Announcement • May 16
Centum Electronics Limited to Report Q4, 2024 Results on May 22, 2024 Centum Electronics Limited announced that they will report Q4, 2024 results on May 22, 2024 Valuation Update With 7 Day Price Move • Apr 23
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to ₹2,019, 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 421% over the past three years. Valuation Update With 7 Day Price Move • Mar 12
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to ₹1,534, 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 265% over the past three years. New Risk • Feb 21
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% 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 Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change). Valuation Update With 7 Day Price Move • Feb 14
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to ₹1,452, the stock trades at a forward P/E ratio of 55x. Average forward P/E is 55x in the Electronic industry in India. Total returns to shareholders of 249% over the past three years. Upcoming Dividend • Feb 13
Upcoming dividend of ₹3.00 per share at 0.4% yield Eligible 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 09
New major risk - Financial position The 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 08
Third 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 61% per year, which means it is significantly lagging earnings growth. Announcement • Jan 26
Centum Electronics Limited to Report Q3, 2024 Results on Feb 07, 2024 Centum Electronics Limited announced that they will report Q3, 2024 results on Feb 07, 2024 New Risk • Nov 12
New major risk - Financial position The 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. 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 Share price has been volatile over the past 3 months (7.5% average weekly change). Reported Earnings • Nov 10
Second 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 71% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 26
Centum Electronics Limited to Report Q2, 2024 Results on Nov 09, 2023 Centum Electronics Limited announced that they will report Q2, 2024 results on Nov 09, 2023 Announcement • Aug 03
Centum Electronics Limited to Report Q1, 2024 Results on Aug 11, 2023 Centum Electronics Limited announced that they will report Q1, 2024 results on Aug 11, 2023 Upcoming Dividend • Jul 26
Upcoming dividend of ₹4.00 per share at 0.3% yield Eligible 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 22
Full 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 23
Insider recently sold ₹4.4m worth of stock On 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 03
Insider recently sold ₹5.6m worth of stock On 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 30
Full 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 60% per year, which means it is well ahead of earnings. Announcement • May 17
Centum Electronics Limited to Report Q4, 2023 Results on May 27, 2023 Centum Electronics Limited announced that they will report Q4, 2023 results on May 27, 2023 Board Change • Mar 26
Insufficient new directors No 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. Reported Earnings • Feb 08
Third 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. Announcement • Jan 27
Centum Electronics Limited to Report Q3, 2023 Results on Feb 07, 2023 Centum Electronics Limited announced that they will report Q3, 2023 results on Feb 07, 2023 Recent Insider Transactions • Dec 31
Insider recently sold ₹4.8m worth of stock On 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. Buying Opportunity • Nov 10
Now 22% undervalued Over the last 90 days, the stock is up 33%. The fair value is estimated to be ₹785, 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. Announcement • Oct 28
Centum Electronics Limited to Report Q2, 2023 Results on Nov 09, 2022 Centum Electronics Limited announced that they will report Q2, 2023 results on Nov 09, 2022 Announcement • Jul 31
Centum Electronics Limited to Report Q1, 2023 Results on Aug 12, 2022 Centum Electronics Limited announced that they will report Q1, 2023 results on Aug 12, 2022 Upcoming Dividend • Jul 26
Upcoming dividend of ₹2.50 per share Eligible 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%). Reported Earnings • Jul 20
Full year 2022 earnings released Full 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. Announcement • Jul 19
Centum Electronics Limited, Annual General Meeting, Aug 12, 2022 Centum Electronics Limited, Annual General Meeting, Aug 12, 2022, at 16:30 Indian Standard Time. Agenda: To consider and adopt the audited standalone and consolidated financial statements of the Company for the financial year ended March 31, 2022; to declare a final Dividend of INR 2.50 per equity share (i.e. 25%) of INR 10/- each for the financial year 2021-22; to Retirement of Director by rotation; to Re-appointment of M/s. S. R. Batliboi & Associates LLP, Chartered Accountants; and to consider other matter. Reported Earnings • May 26
Full year 2022 earnings: EPS exceeds analyst expectations while revenues lag behind Full 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. Announcement • May 17
Centum Electronics Limited to Report Q4, 2022 Results on May 24, 2022 Centum Electronics Limited announced that they will report Q4, 2022 results on May 24, 2022 Reported Earnings • Feb 17
Third quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind Third 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. Reported Earnings • Nov 16
Second 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. Executive Departure • Aug 24
Independent Non-Executive Director S. Krishnan has left the company On 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. Upcoming Dividend • Jul 26
Upcoming dividend of ₹2.00 per share Eligible 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 21
Full 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 05
Investor sentiment improved over the past week After last week's 18% share price gain to ₹470, the stock trades at a trailing P/E ratio of 35.3x. Average trailing P/E is 25x in the Electronic industry in India. Total returns to shareholders of 15% over the past three years. Reported Earnings • Jun 18
Full 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. Reported Earnings • Feb 12
Third quarter 2021 earnings released: EPS ₹5.94 (vs ₹6.61 in 3Q 2020) The company reported a soft third quarter result with weaker revenues, although earnings and profit margins were flat. Third quarter 2021 results: Revenue: ₹2.16b (down 4.2% from 3Q 2020). Net income: ₹78.5m (flat on 3Q 2020). Profit margin: 3.6% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Announcement • Jan 29
Centum Electronics Limited to Report Q3, 2021 Results on Feb 10, 2021 Centum Electronics Limited announced that they will report Q3, 2021 results on Feb 10, 2021 Valuation Update With 7 Day Price Move • Dec 30
Investor sentiment improved over the past week After last week's 15% share price gain to ₹442, the stock is trading at a trailing P/E ratio of 30x, up from the previous P/E ratio of 26x. This compares to an average P/E of 22x in the Electronic industry in India. Total return to shareholders over the past three years is a loss of 37%. Is New 90 Day High Low • Dec 30
New 90-day high: ₹442 The company is up 47% from its price of ₹302 on 01 October 2020. The Indian market is up 21% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 15% over the same period. Valuation Update With 7 Day Price Move • Dec 16
Investor sentiment improved over the past week After last week's 20% share price gain to ₹404, the stock is trading at a trailing P/E ratio of 27.4x, up from the previous P/E ratio of 22.7x. This compares to an average P/E of 21x in the Electronic industry in India. Total return to shareholders over the past three years is a loss of 38%. Valuation Update With 7 Day Price Move • Dec 10
Market bids up stock over the past week After last week's 24% share price gain to ₹401, the stock is trading at a trailing P/E ratio of 27.2x, up from the previous P/E ratio of 22x. This compares to an average P/E of 21x in the Electronic industry in India. Total return to shareholders over the past three years is a loss of 36%. Is New 90 Day High Low • Dec 10
New 90-day high: ₹401 The company is up 24% from its price of ₹324 on 11 September 2020. The Indian market is up 18% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Electronic industry, which is up 2.0% over the same period. Reported Earnings • Nov 16
Second quarter 2021 earnings released: EPS ₹5.39 The company reported a soft second quarter result with weaker earnings and profit margins, although revenues were improved. Second quarter 2021 results: Revenue: ₹2.06b (up 1.1% from 2Q 2020). Net income: ₹42.0m (down 50% from 2Q 2020). Profit margin: 2.0% (down from 4.1% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings. Announcement • Oct 30
Centum Electronics Limited to Report Q2, 2021 Results on Nov 11, 2020 Centum Electronics Limited announced that they will report Q2, 2021 results on Nov 11, 2020 Is New 90 Day High Low • Oct 22
New 90-day low: ₹282 The company is down 17% from its price of ₹341 on 24 July 2020. The Indian market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 12% over the same period. Is New 90 Day High Low • Sep 24
New 90-day low: ₹292 The company is down 4.0% from its price of ₹304 on 26 June 2020. The Indian market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 10.0% over the same period. Announcement • Aug 20
Centum Electronics Limited to Report Q1, 2021 Results on Aug 28, 2020 Centum Electronics Limited announced that they will report Q1, 2021 results on Aug 28, 2020 Announcement • Jul 18
Centum Electronics Limited to Report Q4, 2020 Results on Jul 28, 2020 Centum Electronics Limited announced that they will report Q4, 2020 results on Jul 28, 2020