| Management target | Revenue FY27 |
|---|
| Revenue growth | Revenue grew 6.1% YoY to ₹70.9 Cr including electricity reimbursements. |
|---|---|
| Margins | EBITDA margin at 59.3%; adjusted downward due to electricity accounting change. |
| Order book | 700+ additional tenancies currently in the pipeline for Q2 execution. |
| Demand visibility | Strong visibility from 4G/5G expansion needs of Vodafone and BSNL. |
| Management confidence | High confidence based on aggressive Vodafone Idea rollout plans. |
Growth
Revenue reached ₹710 million; organic growth driven by 150 new tenancies converted from Vodafone in late June.
Outlook
Targeting 3,000 new tenancies in FY27; aim for ₹4,000 million annual revenue by Q4.
Risks
Dependence on Vodafone Idea and BSNL execution remains a key concentration risk.
Last quarter's promises, checked
Delivered
- Guided ₹31,000-32,000 revenue/tower → delivered ₹31,080 (= BEAT)
- Guided 15-20% revenue growth → delivered 18% (= BEAT)
- Guided 30% PAT margin → delivered 30% (= BEAT)
Partly delivered
- Guided 5,000 Vodafone towers FY27 → delivered 700 in pipeline (= PARTIAL)
Missed
- Guided 1,000 Vodafone towers/Q1 → delivered 150 tenancies (= MISS)
- Guided 17,000 exit tenancies FY27 → delivered 12,000-13,000 target (= MISS)
Earnings Call Transcript filed with NSE, NSE: SUYOG. Summary written with AI assistance from the document.
Suyog Telematics Ltd: key numbers
- Share price
- ₹650.40
- Market cap
- ₹762.1 Cr
- Revenue (annual)
- ₹221.8 Cr
- Net profit (annual)
- ₹63.07 Cr
- P/E (TTM)
- 12.7×Sector 33.0×
- Promoter holding
- 51.64%-0.38% QoQ
- FII holding
- 0.67%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Suyog Telematics Ltd
All →Suyog Telematics Management Change
Suyog Telematics re-appointed Ms. Subhashita Lature as Executive Director for 60 months. Mrs. Suchitra Lature was also re-appointed as Non-Independent Director upon retirement by rotation.
Suyog Telematics Annual General Meeting
Suyog Telematics held its 31st Annual General Meeting on September 22, 2026. Shareholders transacted ordinary and special business items, including the declaration of a dividend.
Suyog Telematics Annual Report
Suyog Telematics submitted a revised Annual Report for the fiscal year 2025-26, rectifying inadvertent typographical errors found in the previous submission.
Suyog Telematics Bags New Order from Vodafone Idea Limited
Suyog Telematics received 819 additional site orders from Vodafone Idea in FY 2026-27. No monetary value disclosed; orders are for telecom infrastructure deployment.
- From
- Vodafone Idea Limited
- telecom site deployment
- 819 sites
Suyog Telematics Investor Presentation: Key Takeaways
Suyog Telematics reported its Q1 FY27 presentation focusing on 5G infrastructure expansion, fiberization, and the acquisition of Lotus Tele Infra to enter the Delhi Circle.
Suyog Telematics Q1 FY27 Results: Net Profit ₹14.5 Cr, Down 16.2% YoY
Suyog Telematics Ltd reported revenue from operations of ₹71 Cr (+6.3% YoY) and net profit of ₹14.5 Cr (-16.2% YoY) for Q1 FY27.
- Key figure
- Net profit ₹14.5 Cr · -16.2% YoY