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Investor Presentation

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.

Highlights
Revenue growth+2.8% YoY in Q2; H1 +4.5%
MarginsEBITDA margin 60.1%, up 29 bps YoY
Order book2,000+ additional VIL sites in progress
Demand visibilityMulti-year VIL and BSNL capex pipeline

Growth

Revenue +2.8% YoY, +1.1% QoQ; H1 +4.5%. PAT -7.7% YoY, +5.8% QoQ; H1 PAT -12.1%.

Outlook

No quantified company guidance. Pipeline: VIL INR 45,000 Cr network expansion, 2,000+ sites; BSNL 16,000 towers proposed.

Risks

Interest cost +37.5% YoY, depreciation +12.8%; net margin down 245 bps; revenue per tower slipped to INR 30,710.

Last quarter's promises, checked

Delivered

  • Guided EBITDA ~59% → 60.1% (= BEAT)
  • Guided PAT margin ~20% → 21.3% (153/717, derived) (= BEAT)

Missed

  • Guided rev/tower ~INR31,000 → INR30,710 (= MISS)
Source

Investor Presentation filed with BSE, NSE: SUYOG. Summary written with AI assistance from the document.

Read 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.

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