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Earnings Call

Tejas Networks Earnings Call: Key Takeaways

Tejas Networks reported Q4 FY26 revenue of ₹333cr and a PAT loss of ₹211cr. The company is transitioning after a massive BSNL project, focusing on AI-driven network architecture and global wireless expansion.

Highlights
Revenue growth8% QoQ growth in Q4 FY26.
MarginsAddressing cost escalations (memory/chips) through renegotiations and new products.
Order book₹1,514cr as of Q4-end, 83% from India business.
Demand visibilityAI traffic predicted to drive infrastructure super-cycle by 2033.
Management confidencePositive on long-term turnaround despite disappointing FY26 results.

Growth

Q4 revenue grew 8% QoQ to ₹333cr. Annual FY26 revenue was ₹1,103cr with a net loss of ₹909cr.

Outlook

Targeting PAT positive in FY27/FY28. Order book stands at ₹1,514cr (excluding BSNL add-ons). Investing in 5G-Advanced and 6G.

Risks

Significant revenue shortfall and financial loss due to delays in several large customer projects and high inventory levels.

Source

Earnings Call filed with BSE, NSE: TEJASNET. Summary written with AI assistance from the document.

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Tejas Networks Ltd: key numbers

Share price
₹491.10
Market cap
₹8,746 Cr
Revenue (annual)
₹1,103 Cr
Net profit (annual)
₹-908.9 Cr
P/E (TTM)
-9.5×Sector 67.3×
Promoter holding
53.33%-0.07% QoQ
FII holding
5.82%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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