Tejas Networks Limited — Q1FY27 earnings call summary

Filed 03 August 2026 · Official transcript

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