Tejas Networks Ltd. · NSE:TEJASNET

Tejas Networks — Q4 FY2024 Earnings Presentation

14 slides from Tejas Networks's earnings presentation, Apr 22, 2024

  1. Slide 1: Tejas Networks Ltd Q4FY24 Investor Presentation

    TEJAS NETWORKS LTD Q4FY24 INVESTOR PRESENTATION April 22, 2024

  2. Slide 2: Safe Harbor Statement

    Safe Harbor Statement Certain statements in this release concerning our future growth prospects are forward-looking statements, which involve a number of risks, and uncertainties that could cause actual results to differ materially from those in such forward-looking statements due to risks or uncert

  3. Slide 3: Key Updates: Q4-FY24

    Key Updates: Q4-FY24 Financials  Strong revenue growth, business scale to achieve profitability, strong order book  FY 24  FY 24 Net Revenue: Rs. 2,471 Cr (YoY 168%)  FY 24 Profit After Tax: Rs. 63 Cr  Q4 FY24  Q4 Net Revenue: Rs. 1,327 Cr (YoY 343%)  Q4 Profit After Tax: Rs. 147 Cr  Order b

  4. Slide 4: Key Updates: Q4-FY24

    Key Updates: Q4-FY24 Wireless Business  4G/5G RAN installations for BSNL’s pan-India network is progressing well; cumulatively shipped equipment for 10000+ sites  Ongoing wireless POCs with potential customers in private and utility verticals Wireline Business  Completed supplies of our TJ1400 Ac

  5. Slide 5: Corporate Updates: Q4-FY24

    Corporate Updates: Q4-FY24 Awards and Recognitions  Received the 2023 Voice and Data Excellence Award in the “Make in India” category for our Carrier Router portfolio  Tejas/Saankhya recognized as a representative vendor in the Gartner® Open RAN/vRAN/RIC market report  Also showcased in Omdia’s F

  6. Slide 6: FY24: Revenue update

    FY24: Revenue update FY23 FY24 10% 24% Rs. 920 Cr* 26% Rs. 2,314 Cr* 241Cr 225Cr 36% 217Cr 834Cr India - Govt 462cr 1,255Cr India - Pvt International 54% 50%  India-Government: 36% of FY 24 revenues. YoY growth of 247%  India Private: 54% of FY 24 revenues. YoY growth of 172%  International: 10%

  7. Slide 7: Q4-FY24: Financial Update

    Q4-FY24: Financial Update Amount in Rs. crore except EPS Q4-FY24 FY 2024 FY 2023 Revenues (Net) 1327 (YoY 343%) 2471 (YoY 168%) 922 EBIT 248 (YoY 669%) 83 (YoY 178%) -106 PBT 233 (YoY 960%) 100 (YoY 335%) -43 PAT 147 (YoY 1380%) 63 (YoY 273%) -36 EPS 8.61 (YoY 1330%) 3.71 (YoY 251%) -2.46 Strong Rev

  8. Slide 8: Q4-FY24: Key Financial Indicators

    Q4-FY24: Key Financial Indicators  Inventory increased to Rs. 3,738 Cr during Q4-FY24 Amount in Rs. Cr Particulars Q3-FY24 Q4-FY24 − Secured key long-lead components for expediting delivery of several Cash flow from Operations (998) (1,281) critical large orders – primarily BSNL 4G RAN Net Worth 2,

  9. Slide 9: Recap of FY24

    Recap of FY24  FY24 has been a milestone year for the company  Significant growth in revenue and turn to profitability  Growth in all product segments, led by Wireless  Successful entry into 2 new large product/technology segments with high growth – 4G/5G RAN and Service Provider Switching/Routi

  10. Slide 10: Products for building End-to-End Telecom Networks

    Products for building End-to-End Telecom Networks Universal, SDN-ready Network Management System (NMS) Broadband Access Metro Aggregation & Carrier Routing Metro Core & Long-haul (LTE/LTE-A, xPON, Ethernet) (PTN, OTN, IP/MPLS) (DWDM & OTN) New 4G/5G Macro RAN GPON/XGS-PON Nx10G/100G Nx400G/600G+ PTN

  11. Slide 11: Key Applications Served

    Key Applications Served 4G/5G Mobile RAN & Wholesale & Enterprise Data Backhaul Services Cost-efficient solutions to High-performance radios, baseband units upgrade bandwidth in Metro & optical xHaul solutions for 4G & 5G and Core networks Networks Products: DWDM, OTN, Products: 4G/5G Radios and Bas

  12. Slide 12: High Growth Market Segments: Wireless and Wireline

    High Growth Market Segments: Wireless and Wireline  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 Mark

  13. Slide 13: Looking forward: Large Opportunities in Domestic and Global Markets

    Looking forward: Large Opportunities in Domestic and Global Markets Est. Cumulative Spends Expected in India Est. Cumulative Global Spends Expected in In the next 2-3 Years the next 2-3 Years BSNL 4G/5G Private Telco 4G/5G Digital Divide Replacement Market >$1B investments in >$3B capex spend by 4G

  14. Slide 14: Thank you!

    Thank you! Contact Us: ir@tejasnetworks.com +91(80)41794600

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