| Revenue growth | 20% QoQ to INR 402 Cr. |
|---|---|
| Margins | Expected normalization of high warranty costs; AMC revenues provide higher margins. |
| Order book | INR 1,529 Cr, primarily domestic (93%). |
| Demand visibility | Strong international traction for 5G radios; awaiting BSNL 4G expansion order. |
| Management confidence | High for international 5G traction and BSNL receivables clearance. |
Growth
Revenue grew 20% QoQ. Order book slightly increased to INR 1,529 Cr (93% domestic).
Outlook
Targeting EBITDA and PAT profitability in 12-18 months. Expanding 5G/6G portfolio for AI-driven infrastructure.
Risks
High inventory (INR 2,358 Cr) and increased net receivables (INR 2,232 Cr) impacting working capital.
Last quarter's promises, checked
Delivered
- BSNL Collections → Net receivables reduced from INR 3,258 Cr to INR 2,232 Cr (= BEAT)
- Order Book Growth → INR 1,514 Cr (Q4) to INR 1,529 Cr (Q1) (= BEAT)
- Revenue Growth → INR 333 Cr (Q4) to INR 402 Cr (Q1) (= BEAT)
Partly delivered
- Inventory Reduction → INR 2,438 Cr to INR 2,358 Cr (= PARTIAL)
Missed
- Financial Turnaround starting FY27 → Q1 FY27 loss widened to INR 271 Cr (= MISS)
Earnings Call Transcript filed with BSE, NSE: TEJASNET. Summary written with AI assistance from the document.
Tejas Networks Ltd: key numbers
- Share price
- ₹475.85
- Market cap
- ₹8,477 Cr
- Revenue (annual)
- ₹1,103 Cr
- Net profit (annual)
- ₹-908.9 Cr
- P/E (TTM)
- -9.2×Sector 75.4×
- 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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- Value
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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.