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.
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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.
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 reports a 6.1% YoY revenue increase, driven by new orders from Vodafone Idea, though margins show adjustment due to accounting policy changes for electricity reimbursements.
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 reported FY26 revenue of ₹221cr with a strong 74% EBITDA margin and 30% PAT margin, driven by tower upgrades and BSNL rollouts.
Suyog Telematics investor presentation for Q4 & FY26 highlights its role as a passive telecom infrastructure provider with over 6,000 towers and strategic expansion into the Delhi circle through the acquisition of Lotus Tele Infra.