Professional
Added to YB: 2025-08-11
Pitch date: 2025-06-30
CENTUM.NS [bullish]
Centum Electronics Limited
-3.69%
current return
Author Info
No bio for this author
Company Info
Centum Electronics Limited designs, manufactures, exports, and sells electronic products in India, the United Kingdom, Europe, North America, and internationally.
Market Cap
INR 34.1B
Pitch Price
INR 2.4K
Price Target
N/A
Dividend
0.26%
EV/EBITDA
31.46
P/E
258.37
EV/Sales
2.97
Sector
Electronic Equipment, Instruments and Components
Category
growth
Baron India Fund Added On Portfolio Holding: Centum Electronics Limited
CENTUM.NS (added to position): Indian EMS provider for mission-critical apps in defense, aerospace, industrial, automotive, healthcare. Well-positioned for 'Make in India' initiative with tax subsidies. Upside from India's defense indigenization efforts. Restructuring loss-making Canadian subsidiary & improving French ops. 18-20% rev CAGR, 25-30% EBITDA CAGR over 3-5 years.
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