Pls refer enclosed

Ref: CE/NSEBSE/18082026 August 18, 2026 Listing Department, Department of Corporate Services – Listing, National Stock Exchange of India Limited, BSE Limited, Exchange Plaza, P. J. Towers, Bandra Kurla Complex, Dalal Street, Bandra (East), Mumbai – 400 051 Mumbai – 400 001 Re: Scrip Symbol: CENTUM/ Scrip Code: 517544 Dear Sir/ Madam, Sub: Transcript of the conference call with Analysts/ Investors In continuation to our letter dated 14th August, 2026 and pursuant to Regulation 30 and 46 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the Transcript of the conference call that was organized with the Analysts / Investors on Friday, 14th August 2026 at 12:00 hours IST is enclosed. Yours faithfully, For Centum Electronics Limited Indu H S Company Secretary & Compliance Officer Encl: as above Centum Electronics Limited # 44, KHB Industrial Area, Yelahanka New Town, Bangalore - 560 064, Karnataka, India Tel +91-(0)80-4143-6000 Fax +91-(0)80-4143-6005 Website www.centumelectronics.com E-mail info@centumelectronics.com CIN - L85110KA1993PLC013869 “Centum Electronics Limited Q1 FY27 Earnings Conference Call” August 14, 2026 MANAGEMENT: MR. NIKHIL MALLAVARAPU – JOINT MANAGING DIRECTOR – CENTUM ELECTRONICS LIMITED MR. SUNDARARAJAN PARTHASARATHY – CHIEF FINANCIAL OFFICER – CENTUM ELECTRONICS LIMITED VALOREM ADVISORS, INVESTOR RELATIONS MANAGERS – CENTUM ELECTRONICS LIMITED MODERATOR: MR. JUZER HAVELIWALA – VALOREM ADVISORS Page 1 of 15 Centum Electronics Limited August 14, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Centum Electronics Q1 and FY27 Earnings Conference Call hosted by Avendus Spark Institutional Equities. This conference call may contain forward-looking statements about the company, which are based on beliefs, opinions and expectations of the company as on date of this call. These statements are not a guarantee of future performance and involve risks and uncertainties that are difficult to predict. As a reminder, all participant line will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during this conference call, please signal an operator by pressing star then zero on your touch-tone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Juzer. Thank you, and over to you Juzer. Juzer Haveliwala: Good morning, everyone, and a very warm welcome to you all. My name is Juzer Haveliwala from Valorem Advisors. We represent the Investor Relations of Centum Electronics. On behalf of the company and Valorem Advisors, I would like to thank you all for participating in the company's earnings conference call for the first quarter of the financial year 2027. Before we begin, let me mention a short cautionary statement. Some of the statements made in today's earnings call may be forward-looking in nature. Such forward-looking statements are subject to risks and uncertainties, which could cause actual results to differ from those anticipated. Such statements are based on management beliefs as well as assumptions made by information currently available. Audiences are cautioned not to place undue reliance on these forward-looking statements in making any investment decisions. The purpose of today's earnings call is purely to educate and bring awareness about the company's fundamental business and financial quarter under review. Let me now introduce you to the management participating with us in today's earnings call and hand it over to them for opening remarks. We have with us Mr. Nikhil Mallavarapu, Joint Managing Director; and Mr. Sundararajan Parthasarathy, the Chief Financial Officer. Without any further delay, I request Mr. Nikhil to start with his opening remarks. Thank you, and over to you, sir. Nikhil Mallavarapu: Thank you, Juzer, and thank you, and good afternoon, everyone. Welcome to our Earnings Conference Call to discuss performance of the first quarter FY27. And let me extend a special thanks to our hosts at Avendus Spark for today's call. Let me start by taking you through the key business highlights for the quarter, after which our CFO, Mr. Sundararajan Parthasarathy, will take you through the financial performance in greater detail. We have started FY27 on a steady note with revenue growth in our stand-alone business and continued strengthening of our strategic positioning across high reliability electronics. At the outset, I would like to highlight that the first quarter was somewhat muted compared with our expectations for the full year, both in terms of growth and margins. This is primarily a function Page 2 of 15 Centum Electronics Limited August 14, 2026 of the quarterly variations in project execution and revenue phasing, particularly in our build-to- spec business. Based on the momentum we are seeing across our businesses, our order pipeline and customer engagements, we are confident that the stronger execution expected in the subsequent quarters will enable us to deliver against full year growth objectives. As we mentioned consistently, we encourage investors to look at our performance and outlook on a full year basis. During the quarter, stand-alone revenue grew 11% year-on-year to INR205 crores, while we closed the quarter with a stand-alone order book of approximately INR1,800 crores, representing a robust 31% year-on-year growth and providing strong visibility for future growth. One of the most significant developments during the quarter was the successful completion of the restructuring and exit from our overseas subsidiaries. As many of you would recall, we initiated this strategic exercise last year with the objective of sharpening our focus on our core India business and ensuring more disciplined capital allocation. During the quarter, the French court approved the acquisition of substantially all operating business and employees of Centum T&S Group SA and certain subsidiaries to the successful bidders, which were MBDA and SII. Following the transfer, these entities ceased operating activities and were deconsolidated from our financial statements effective 4th of June 2026. Subsequently, the French court converted the process into liquidation judiciaire and appointed a judicial liquidator on 2nd July 2026 to oversee the remaining wind-down activities. Importantly, with the operating businesses now transferred and restructuring process substantially completed, we do not expect any further liabilities in relation to these subsidiaries. This allows us to put this chapter behind us and move forward with a much sharper focus on our core India ESDM platform with greater management attention and capital directed towards our stand-alone business. Sundar will take you through the accounting impact of these developments in greater detail. Let me now move to our operational performance and business highlights. Our build-to- specification or BTS business continues to have a strong underlying demand environment. Revenue in the quarter was impacted by the project execution schedules, but our order book remained healthy and grew approximately 40% year-on-year. Looking ahead, we expect continued strong order intake through the year across several of our key programs, particularly in the areas of space, radar, electronic warfare and air navigation. This gives us confidence in the growth trajectory of the BTS business as we move through the year. Our Electronic Manufacturing Services or EMS business also continued to perform well with the revenue growing 20% year-on-year and order book expanding 23% year-on-year. We are ramping up well with our semiconductor equipment customer and the demand remains solid and is in line with our expectations for the current year. And importantly, based on customer Page 3 of 15 Centum Electronics Limited August 14, 2026 engagements and opportunities we are seeing, we believe there is visibility to surpass our current expectation [Showing first 8,000 characters — download PDF for full document]