Tejas Networks Ltd. · NSE:TEJASNET

Tejas Networks — Q2 FY22 Earnings Presentation

11 slides from Tejas Networks's earnings presentation, November 2021

  1. Slide 1: Tejas Networks Ltd Earnings Call Presentation Q2FY22

    TEJAS NETWORKS LTD EARNINGS CALL PRESENTATION Q2FY22 Tejas Networks Limited 2021. 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: Q2FY22: Key Updates

    Q2FY22: Key Updates • Financial Update • Q2 Net Revenues: Rs. 172.8 Cr (YoY increase of 62%) • Q2 PBT: Rs. 3.3 Cr (versus PBT of 4.5 Cr in Q2FY21) • Q2 Bookings: Rs 258 Cr; Order book increased to Rs. 783 Cr • Received strategic investment of Rs. 837.5 Cr from Panatone Finvest Limited, towards prefe

  4. Slide 4: Revenue By Segments

    H1-FY22: Revenue By Segments BSNL/BBNL Critical BSNL/BBNL Critical 6% Infrastructure 6% Infrastructure 11% 7% FY21 17% H1 22 Rs. 515 Cr 13% Rs. 317 Cr 42 Cr 86 Cr India - Govt 40% 205 Cr 40 Cr India - Pvt 46% International 146 Cr 224 Cr 131 Cr 41% 43% • Run-rate business (India-Pvt + International)

  5. Slide 5: Financial Update

    Financial Update Amount in Rs. crore except EPS Q2-FY22 H1-FY22 LTM FY 2021 Revenues (Net)1 172.8 (YoY 61.8%) 317.0 (YoY 72.1%) 647.7 (YoY 101.0%) 514.8 EBIT 0.1 (YoY 102.3%) 1.3 (YoY 108.1%) 18.4 (YoY 110.5%) 1.4 PBT 3.3 (YoY -26.5%) 11.7 (YoY 323.1%) 39.4 (YoY 126.9%) 22.5 PAT 3.7 (YoY -19.2%) 11.

  6. Slide 6: Key Financial Indicators

    Key Financial Indicators Amount in Rs. Cr • Inventory increased to Rs. 226 Cr • Due to global semiconductor shortage we are taking Particulars Q1-FY22 Q2-FY22 action on long-lead components • Trade Receivables reduced to 414 Cr Cash flow from Operations (32) 67 • Collected Rs 221 Cr during Q2 Net Wo

  7. Slide 7: Expanding Product Portfolio: Wireline + Wireless

    Expanding Product Portfolio: Wireline + Wireless Universal, SDN-ready Network Management System (NMS) Broadband Access (xPON, Optical Transmission (PTN Metro Core & Long-haul LTE, Ethernet) & OTN) (DWDM & OTN) LTE/LTE-A 4G/5G Versatile Metro/LH Ultra-converged OTN/DWDM Broadband Access Nx400G/600G+

  8. Slide 8: Tejas LTE-based RAN for Mobile and Fixed Broadband Access

    Tejas LTE-based RAN for Mobile and Fixed Broadband Access Mobile Voice RRH RRH: Remote Radio Head BBU: Base Band Unit CPE: Customer Premise Equipment Evolved Packet BBU Core (EPC) Mobile Data RRH 4G Backhaul Fixed Wireless BBU CPE  Tejas 4G RAN Solution includes both BBU (Baseband Unit) and Remote

  9. Slide 9: Strategic Partnership with Tata Group

    Strategic Partnership with Tata Group India’s leading Global Branding, Trust & Innovation & R&D deep sales relationships driven Telecom Product with Tier-1 customers Company Opportunity to + Balance Sheet Strength to Rich Ownership of Software & Silicon IPR; invest in R&D to expand Build a Global, p

  10. Slide 10: Key Takeaways

    Key Takeaways • Strong new order inflows; order book increased to Rs. 783 Cr • Good revenue growth from run-rate customers (India Pvt + International) • Global semiconductor supply chain challenges continue to impact our revenues and margins • We see promising outlook for our wireless RAN product; i

  11. Slide 11: Thank you!

    Thank you! Contact Us: ir@tejasnetworks.com Contact - +91(80)41794600 Tejas Networks Limited 2021. All rights reserved.

Tejas Networks — Q2 FY22 Earnings Presentation on 6ix