ALFA Finder| 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
- ₹506.90
- Market cap
- ₹593.9 Cr
- Revenue (annual)
- ₹221.8 Cr
- Net profit (annual)
- ₹63.07 Cr
- P/E (TTM)
- 10.1×Sector 36.5×
- Promoter holding
- 51.64%+0.00% QoQ
- FII holding
- 0.59%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 Earnings Call Transcript: Key Takeaways
Q2/H1 FY27: Vi share rose to ~31%, BSNL billing stalled on ~300 built sites, no firm roll-out guidance; reported figures are internally inconsistent.
Suyog Telematics Investor Presentation: Key Takeaways
Q2 FY27 consolidated revenue INR 717 Mn (+2.8% YoY), EBITDA INR 431 Mn (60.1% margin), PAT INR 153 Mn (-7.7% YoY). Growth thesis rests on telecom capex cycle from Vodafone Idea and BSNL.
Suyog Telematics Management Change
Suyog Telematics appointed Pankaj Mehta as Non-Executive Independent Director, effective December 1, 2026, for a 36-month term. Approved at the November 3, 2026 board meeting.
Suyog Telematics Q2 FY27 Results: Net Profit ₹15.3 Cr, Down 7.8% YoY
Suyog Telematics Ltd reported revenue from operations of ₹71.7 Cr (+2.9% YoY) and net profit of ₹15.3 Cr (-7.8% YoY) for Q2 FY27.
- Key figure
- Net profit ₹15.3 Cr · -7.8% YoY
Suyog Telematics Price Movement Clarification
Suyog Telematics Limited responded to exchange queries on significant price movement, stating the move appears market-driven and it cannot comment on specific reasons. The company reaffirmed its Regulation 30 disclosure commitments.
Suyog Telematics Board Meeting Date
Suyog Telematics will hold a board meeting on 3 November 2026 for unaudited September 2026 quarter and half-year results. Trading window remains closed until results are announced.