Tejas Networks Ltd. · NSE:TEJASNET
Tejas Networks — Investor Presentation (September 2024)
25 slides from Tejas Networks's investor presentation, Sep 10, 2024
Slide 1: Regulation 30 disclosure cover letter to exchanges
September 10, 2024 The Secretary The Secretary National Stock Exchange of India Ltd BSE Limited Exchange Plaza, C/1, Block G, P J Towers, Bandra Kurla Complex, Bandra (East) Dalal Street, Mumbai – 400 051 Mumbai – 400 001 NSE Symbol: TEJASNET BSE Scrip Code: 540595 Dear Sir/Madam, Re: Disclosure und
Slide 2: Investor Presentation September 2024
Investor Presentation September, 2024 © Tejas Networks Limited 2024. All rights reserved.
Slide 3: Tejas Networks: A Snapshot
Tejas Networks: A Snapshot Vision: To be a Global top-tier Telecom and Networking Equipment Company Founded in 2000 and headquartered in Bangalore (India); publicly listed since June, 2017 India’s premier indigenous developer and manufacturer of telecom and networking equipment, both wireless an
Slide 4: Comprehensive Wireless and Wireline Portfolio
Comprehensive Wireless and Wireline Portfolio 4G/5G Radio and Ultra-Converged Baseband Units Access/ Edge Universal NMS Multi-Gigabit Fiber Metro & Backbone Broadband Access DWDM/OTN Routing & Switching Portfolio © Tejas Networks Limited 2024. All rights reserved.
Slide 5: Delivering End-to-End Telecom Networks
Delivering End-to-End Telecom Networks Universal, SDN-ready Network Management System (NMS) Broadband Access Metro Aggregation & Routing Metro Core & Long-haul (LTE/LTE-A, xPON, Ethernet) (PTN, OTN, IP/MPLS) (DWDM & OTN) New 4G/5G Macro RAN Nx10G/100G Nx400G/600G+ GPON/XGS-PON PTN/OTN DWDM/OTN Ether
Slide 6: Typical Applications Served
Typical Applications Served Wholesale & 4G/5G Mobile RAN Enterprise Data & Backhaul Services High-performance radios, baseband units & Cost-efficient solutions to optical xHaul solutions for 4G & 5G upgrade bandwidth in Metro Networks and Core networks Products: 4G/5G Radios and Base Products: DWDM,
Slide 7: Experience in Building Countrywide Telecom Networks
Experience in Building Countrywide Telecom Networks Rural Broadband Pan-India Telecom Networks Critical Infrastructure • Leading supplier of GPON equipment for • Built high-capacity optical backbones for • India’s largest domestic supplier of optical railways, metro rail, power, oil & gas BharatNet
Slide 8: Pan-India BSNL 4G/5G Contract
Pan-India BSNL 4G/5G Contract Tejas was recently selected as the RAN equipment supplier for a pan-India 4G/5G network of BSNL, India’s largest public telco Initial order of INR 7,492 Cr for supply of 4G RAN equipment • ~100,000 cell sites • Sole supplier of Baseband and Radio units • 12-18 month imp
Slide 9: Building a World-class Team with a Strong R&D
Building a World-class Team with a Strong R&D Complex, multi-disciplinary skills are required to make global, high-reliability, state-of-the art telecom products >60% Workforce in R&D 6.6% Attrition Average Experience Gender Average Experience Post-graduates 8+ yrs 14.6% 18+ yrs 25% of Senior R&D Te
Slide 10: Global Scale Manufacturing and Network Services
Global Scale Manufacturing and Network Services 200+ Trained vendor 500+ teams Customers 26 Support centres 350+ across Multi-technology product specialists India, Asia, Africa and Central America • Asset-light business model with multiple Electronics Manufacturing Services (EMS) partners for manufa
Slide 11: Expanding Horizons with Saankhya Labs
Expanding Horizons: Radio, Satellite, Broadcast and Chip Design Competencies with Saankhya Labs 4G/5G 3GPP RAN Equipment 5G ORAN/VRAN Broadcast Satellite IoT RU+DU Radio & Receiver Trackers, Phone, Modem & Demodulator Powered by in-house Software Defined Radio (SDR) chipset © Tejas Networks Limited
Slide 12: Our Competitive Edge and Structural Enablers
Our Competitive Edge and Structural Enablers 01 1. End-to-End Portfolio • Spanning wireless, optical and packet technologies 2. Innovative Solutions • Versatile range of high-power 4G and 5G • Ultra-converged broadband, transport macro radios and routing solution • Differentiated network solutions f
Slide 13: Innovative Solutions
Innovative Solutions 1 3 Ultra-converged Broadband & Transport Micro-OTN Edge Grooming • Combining 4G/5G BBU, GPON/XGS-PON • Compact micro-OTN product with integrated OLT, Ethernet and IP/MPLS in a 2U shelf cross-connect; scalable to 400G • Cost-effective, converged delivery of mobile, • Wide range
Slide 14: Contribution to Global Standards
Contribution to Global Standards 3GPP • AI-ML, Massive MIMO ORAN ITU • Sub-band Full Duplexing • Network Energy Savings • Open RAN • 6G Vision and Standardization • Network protection • Cloudification & Orchestration TSDSI IEEE • Industry Academia Research • Driving standards for India • IEEE Commun
Slide 15: Strong Professionally Managed Team with Significant Industry Experience
Strong Professionally Managed team with Significant Industry Experience Anand Athreya Arnob Roy CEO and MD Chief Operating Officer and Full-time Director Former EVP and Chief Development Officer, Juniper Networks Former Manager, R&D, Synopsys 25+ years of global experience in telecom, networking & s
Slide 16: Growth Drivers and Our Strategy
Growth Drivers and Our Strategy © Tejas Networks Limited 2024. All rights reserved.
Slide 17: Explosive Growth in Network Traffic Worldwide
Explosive Growth in Network Traffic Worldwide Advancing Technologies and Expanding Connectivity Exponential Growth in Network Traffic 3-4X 4G/5G Mobile Multi-gigabit Fiber IoT, Cloud and Edge Broadband Broadband Computing 2024-2030 High-bandwidth Applications are Driving Network Usage VR& Spatial Mu
Slide 18: Driving Fresh Investments in Fixed and Mobile Networking Technologies
Driving Fresh Investments in Fixed and Mobile Networking Technologies Cloud and enterprise AI Data Center digital transformation Connectivity 4G/5G RAN Multi-Terabit and xHaul Packet & Optical GPON XGS-PON Digitalization of cities Long runway of 4G and 5G deployments and economies globally Moderniza
Slide 19: Large Addressable Market
Large Addressable Market Large TAM in both wireless and wireline markets Emergence of open and disaggregated technologies Opportunity to build a top-tier global OEM from India Strong push for Make In India Favourable geo-political situation Addressable Wireless Market (USD bn) Addressable Wi
Slide 20: Our Strategy
Our Strategy Rich Product Portfolio • Create a world-class Wireline + Wireless portfolio for global carrier networks • Expand to adjacent markets such as enterprises and data center networks • Solutions based differentiation R&D Global Scale Operations • Capitalize on India’s PLI scheme to Go to Mar
Slide 21: Key Opportunities being targeted
Key Opportunities being targeted Expansion of BSNL’s 4G and backhaul network Bharatnet Phase 3 Indian Railways - Kavach (Collision Avoidance System) Expansion of network backbone in the utilities segment Broadband deals with Tier 1 operators in the Middle-East Wireless and Metro Aggregation deals wi
Slide 22: Financial Summary
Financial Summary © Tejas Networks Limited 2024. All rights reserved.
Slide 23: Q1FY25 Financial Update
Q1FY25 Financial Update INR Cr FY24 FY25 Comments Q1 Q2 Q3 Q4 Full Year Q1 Revenue from Sales & 188 396 560 1,171 2,314 1,496 28% growth vs Q4FY24; 8.0x vs Q1FY24 Service Primarily consists of PLI incentive (see note 1 below) Other Operating Revenue(1) 0 - - 156 157 67 Q4FY24 included FY23 PLI
Slide 24: Q1-FY25: Select Financial Indicators
Q1-FY25: Select Financial Indicators Amount in INR Cr Q4FY24 Q1FY25 Inventory increased to INR 3,853 Cr during Q1-FY25 – Due to ramping up of wireless shipments Inventory 3,738 3,853 – Will be converted to finished goods and shipped in Trade receivables 1,458 2,052 upcoming months Payables 1,839 1
Slide 25: Thank You!
Thank You! Email: ir@tejasnetworks.com Phone: +91(80)41794600 © Tejas Networks Limited 2024. All rights reserved.
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