Tejas Networks Limited (TEJASNET)
Analysts/Institutional Investor Meet/Con. Call Updates
AI summary
- Q2 FY27 revenue INR406 crores (+55% y-y); PAT loss INR207 crores improved from INR307 crores loss in Q2 FY26
- Order book INR2,315 crores, up from INR1,529 crores in Q1; BSNL 4G expansion order key driver
- Wireless business growing with 5G shipments, international POCs, and custom radio development
- Wireline business expanding in BharatNet, pan-India OTN network, and new African optical equipment order
- Inventory and debt expected to reduce significantly with BSNL order execution over next quarters
- Investments in 5G Advanced, 6G, AI RAN, and AI-based network management ongoing
- Partnerships with NEC, Rakuten aiding international traction and radio technology supply
- Multiple analyst queries on BSNL collections and international market expansion addressed
- Visible path to profitability and improved financial performance in upcoming years
Source: Original filing PDF
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🚨 TEJASNET — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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