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Tejas Networks Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Q1 FY27 revenue INR402 Cr, +20% q-q; PAT improved slightly; order book grew slightly
- Path to profitability expected in 12-18 months with revenue growth, margin improvement, and working capital optimization
- BSNL 4G expansion order for 26,000 sites expected soon; AMC revenues to start in next quarters
- Warranty provisions elevated due to BSNL rollout; expected to normalize
- Revenue split evenly India/international; order book 93% domestic, 7% international
- AI driving 20x traffic growth; investing in 5G-Advanced, 6G, and high-capacity optical products
- Multiple analyst queries on BSNL receivables, international orders, and AI impact; management optimistic on growth and profitability
- International 5G radio shipments to Europe; first end-to-end 5G network win in South America
- Inventory reduced slightly; net receivables increased to INR2,232 Cr; net debt INR4,277 Cr
- Wireless business growing internationally; wireline growth driven by data center connectivity and broadband
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.