Tejas Networks Ltd. · NSE:TEJASNET

Tejas Networks — Q3 FY2025 Earnings Presentation

10 slides from Tejas Networks's earnings presentation, Jan 23, 2025

  1. Slide 1: Q3FY25 - Investor Presentation

    Q3FY25 - Investor Presentation January 23, 2025 © Tejas Networks Limited 2025. All rights reserved.

  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: Q3-FY25

    Key Updates: Q3-FY25 Financials ▪ Q3FY 25 Net Revenue: INR 2,642 Cr (4.7x YoY) ▪ Q3FY 25 Profit After Tax: INR 166 Cr ▪ Order book at end of Q3: INR 2,681 Cr Wireless Business ▪ Completed RAN supplies for 27K+ sites, leading to a total 86K+ sites delivered till date in BSNL’s 4G/5G network ▪ Ongoing

  4. Slide 4: Key Updates: Q3-FY25 - Corporate Updates

    Key Updates: Q3-FY25 Corporate Updates ▪ Sanjay Malik, former India Country Head of Nokia, has joined as EVP - Chief Strategy and Business Officer ▪ Arnob Roy, COO and ED, has been elected as the Chairman of Telecom Export Promotion Council (TEPC) for the period 2025-2027 ▪ Won the Global Connectivi

  5. Slide 5: Q3-FY25: Financial Update

    Q3-FY25: Financial Update INR Cr FY24 FY25 Comments Q3 9M Full Year Q1 Q2 Q3 9M Revenue from Sales & 560 1,144 2,314 1,496 2,655 2,497 6,649 ▪ Q3 Revenue is 4.5x of Q3FY24 Service ▪ Primarily consists of PLI incentive (see note 1 Other Operating Revenue(1) - 0 157 67 156 145 368 below) Total Revenue

  6. Slide 6: Q3-FY25: Select Financial Indicators

    Q3-FY25: Select Financial Indicators Amount in INR Cr Q2FY25 Q3FY25 ▪ Inventory of INR 3,127 Cr during Q3FY25 (vs 3,411 Cr in Q2FY25) – Will be converted to finished goods and shipped in upcoming months Inventory 3,411 3,127 ▪ Trade Receivables at INR 4,730 Cr - increase mainly due to higher shipmen

  7. Slide 7: 9M-FY25: Business Update

    9M-FY25: Business Update Revenue Mix (1) Key opportunities being targeted ▪ India-Government: – 3% (YoY decline of 40%) Wireless ▪ India Private: ▪ Expansion of BSNL’s 4G network and 5G upgrade – 94% (10 x YoY) – Dominated by BSNL 4G related shipments to TCS ▪ BSNL’s 5G SA network buildout ▪ Interna

  8. Slide 8: Business Drivers - Continued Investments in Fixed and Mobile Networking Technologies Worldwide

    Business Drivers - Continued Investments in Fixed and Mobile Networking Technologies Worldwide Cloud and enterprise digital AI Data Center connectivity transformation 4G/5G RAN and Multi-Terabit xHaul Packet & Optical GPON Long runway of 4G and 5G XGS-PON Digitalization of cities and economies deplo

  9. Slide 9: Tejas Initiatives

    Tejas Initiatives Wireless Business Development and Sales ▪ State-of-the art, 5G radio units supporting diverse bands, including massive MIMO ▪ Hired Sanjay Malik to drive Strategy and Business Development ▪ FWA solutions for n78 and mmWave bands ▪ Expanded sales teams in North America and LATAM reg

  10. Slide 10: Thank you!

    Thank you! Contact Us: ir@tejasnetworks.com +91(80)41794600 © Tejas Networks Limited 2025. All rights reserved.

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