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Investor Presentation

Tejas Networks Investor Presentation: Key Takeaways

Q1FY27 revenue grew 21% QoQ to INR 402 Cr, though net losses continued at INR -202 Cr. Strategy focuses on international 5G expansion and AI-ready optical networking solutions.

Highlights
Revenue growth21% QoQ; 99% YoY
MarginsEBIT improved slightly but remains negative at INR -194 Cr.
Order bookINR 1,529 Cr; 93% India, 7% International.
Demand visibilityStrong; fueled by 5G rollouts and residential broadband growth.
Management confidenceHigh regarding international 5G wins and BSNL performance.

Growth

Revenue rose 21% QoQ and 99% YoY. Order book stands at INR 1,529 Cr, up from 1,514 Cr.

Outlook

Awaiting 26,000 site BSNL 4G expansion order. Expanding 5G footprint in South America and Africa.

Risks

Continued net losses (INR -202 Cr) and increased net debt (INR 4,277 Cr) due to operational/capex funding.

Last quarter's promises, checked

Delivered

  • Guided revenue growth → delivered 21% QoQ / 99% YoY (= BEAT)
  • Guided order book growth → delivered INR 1,529 Cr vs 1,514 Cr (= BEAT)

Partly delivered

  • Guided BSNL 4G expansion order → delivered Awaiting 26,000 site PO (= PARTIAL)

Missed

  • Guided financial turnaround/better results → delivered INR -202 Cr loss (= MISS)
  • Guided receivable reduction → delivered Net Debt increase to INR 4,277 Cr (= MISS)
Source

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

Read the document ↗

Tejas Networks Ltd: key numbers

Share price
₹503.85
Market cap
₹8,973 Cr
Revenue (annual)
₹1,103 Cr
Net profit (annual)
₹-908.9 Cr
P/E (TTM)
-9.8×Sector 68.0×
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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