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✳️ Centum Electronics – Quick Update Same thesis, no major change in direction👍 Company aims to fix the 🇨🇦 Canada subsidiary (₹24 Cr loss) by Q2 FY26, as per concall. While partly priced in, but remains a key positive trigger. Disclosure: Not a buy/sell view. We hold this in the Equity Premium Group. Already up 20%. ____________________________ 🛡️ Defence Theme – Trade #4 Centum is Trade #4 out of 6 in our Defence basket, post Operation Sindoor & the April Panic Bottom. 1️⃣ Mazagon Dock – Profit Booked ✅ 2️⃣ GRSE – Bumper Profit Booked 💰✅ 3️⃣ Apollo Micro – Bumper Profit Booked 💰✅ 4️⃣ Centum Electronics – Holding with ~20% Gain 📈 5️⃣ Company 5 – In Buying Zone 🟢 6️⃣ Company 6 – In Buying Zone 🟢 #Centum #CentumElectronics #DefenceTech #defencestocks #DefencePSUStock