Tejas Networks Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Tejas Networks reported Q1 FY27 revenue of Rs 402 crore, a 20-21% sequential increase, driven by international shipments of 5G radios and domestic optical and FTTx products. The company won its first end-to-end 5G network deployment in South America and its first significant international 5G customer in Europe, while the BSNL 4G expansion order for 26,000 additional sites remained pending. Management said net receivables rose to Rs 2,232 crore, inventory declined slightly to Rs 2,358 crore, and net borrowings stood at Rs 4,277 crore.
Tejas Networks reported Q4 FY26 revenue of INR333 crores, up from INR307 crores in Q3, with a net PAT loss of INR211 crores for the quarter and INR909 crores for the full year FY26. Management described FY26 as a year of consolidation and transition following the large BSNL project in FY25, citing delays in several large customer projects for both wireline and wireless products that caused a revenue shortfall. The company highlighted an order book of INR1,514 crores at the end of Q4, new wireless contracts with NEC and Rakuten Symphony, and several management and board changes including Arnob Roy's appointment as Managing Director and CEO.