Centum Electronics : Communication to shareholders as per Reg 30

INVESTOR

PRESENTATION

JUNE 2022

Snapshot

25+ years of domain expertise in	Global Operations with strong	Concept to Commissioning	1,800 Employees
Electronics Design & Manufacturing	presence in India, Europe and North	capabilities	650 Designers
Solutions	America

Flexible Engagement Models	Strong Supply Chain Network	Strong relationship with marquee	Serving segments with Hi-Tech, High
		global clients	Entry Barriers

Healthy Order Book of	Single Source Supplier for ~80% of	75% Revenues from Overseas	Strong Corporate Governance
~INR 10,900Mn*	manufactured products	Customers in Advanced Economies
* As on 31st March 2022, Not including client forecasts of EMS division & signed LOIs for Transportation products
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Company Overview

• Founded in 1993, Centum Electronics Limited(Centum) is one of the largest Electronics System Design and Manufacturing (ESDM) companiesin India.
• Competencies across product design and manufacturing of complex and critical products and supplying to marquee customers in the most

advanced economies as well as in India.

• Offering entire spectrum of design services and manufacturing of systems, subsystems for mission critical products in Defence, Space, Aerospace,

Industrial, Transportation and Medical sectors.

• World-classdesign & manufacturing facilities across North America, Europe and India, with cutting edge
  infrastructure as well as a global supply chain capable of delivering products with high quality and reliability anywhere in the world.

FY22 Key Business Segments:

• Engineering R&D (ER&D)Services (37%) - Involvesconceptualizing and designing of Electronic Hardware, Embedded Software, FPGA, Analog, Radio Frequency products, etc.
• Electronic Manufacturing Services (EMS) (26%) -
  Services include manufacturing services solutions focused on a High Complexity products in hightechnology segment
• Build-To-Specification(37%) - Services include turn- key solutions to take project from conception to mass production quickly and efficiently.

Operational Income (In Mn) and EBITDA

Margins (%)

11.15%	11.11%	10.95%
9,304
8,833	8,174	7,799
			9.51%
1,037	981	895	742
FY19	FY20	FY21	FY22
Operational Revenue	EBITDA	EBITDA Margin

									FY22 Geographical Breakup
			FY22 Industry Breakup						North	Asia
	Defense, Space &
	Transport&
	Industrial & Energy	Healthcare			America
	Aerospace	Automotive			25%
						10%
									Europe
44%	30%	17%		9%	65%
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Key Milestones

•FCP business growth in Telecom dueto product performance & global cost leadership

• Defence & Space segment growth due to indigenization thrust and defence offset policy
• Growth in EMS business after investment in international Sales & Marketing

2016-2022

Future Proof

Expansion

2010-2016

Growth across

the board

2006 - 2010

Restructuring

• Greenfield expansion for EMS capacity
• Acquisition of AdetelGroup to expand service offerings of ER&D Services, establish global footprint across Europe and

North America and new customer/market access

• Exit from FCP component business through the sale of 51% stake to JV partner
• Capacity enhancement for space & defence business to supportstrong orderbook growth
• Demerger of EMS into Solectron EMS
• Buy back & Merger of EMS following Flextronics' acquisition

of Solectron

•Centum Rakon JVformed for Frequency Control Products (FCP) for technology and market access to globalOEMs

• Incorporated and set up manufacturing facility for Hybrid Microelectronics
• Inaugurated as a pioneer in High-Tech electronicmanufacturing in India
• Established a leading position in the Indian telecomcomponentsmarket
• JV with CMAC Industries Canada followed by entry andgrowth in export

markets

• Foray and growth in EMS business following Solectron's acquisition of

CMAC Industries

1993 - 2006

Initial Years

• Exit of domestic telecom components business for C-DOT

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