Tejas Networks Ltd. · NSE:TEJASNET
Tejas Networks — Q1 FY22 Earnings Presentation
12 slides from Tejas Networks's earnings presentation, Jul 21, 2021
Slide 1: Exchange filing cover letter for earnings presentation
July 21, 2021 The Secretary The Secretary National Stock Exchange of India Ltd BSE Limited Exchange Plaza, C/1, Block G, P J Towers, Dalal Street, Bandra Kurla Complex, Bandra (East) Fort, Mumbai – 400 001 Mumbai – 400 051 BSE Scrip Code: 540595 NSE Symbol: TEJASNET Dear Sir/Madam, Re: Earnings Call
Slide 2: Earnings Call Presentation Q1FY22
TEJAS NETWORKS LTD EARNINGS CALL PRESENTATION Q1FY22 Tejas Networks Limited 2021. All rights reserved.
Slide 3: 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
Slide 4: Q1FY22: Key Updates
Q1FY22: Key Updates • Financial Update • Q1 Net Revenues: Rs. 144.3 Cr (YoY increase of 86%) • Q1 PBT: Rs. 8.3 Cr (versus loss of 9.8 Cr in Q1FY21) • Strong bookings: Order book increased to Rs. 701 Cr • Cash and cash equivalents decreased to Rs. 312 Cr • Sales Update • India Government • Slow execu
Slide 5: Financial Update
Financial Update Amount in Rs. crore except EPS Q1-FY22 LTM FY 2021 Revenues (Net)1 144.3 (YoY 86.4%) 581.7 (YoY 93.5%) 514.8 EBIT 1.2 (YoY 109.3%) 15.7 (YoY 108.5%) 1.4 PBT 8.3 (YoY 185.5%) 40.6 (YoY 125.6%) 22.5 PAT 7.6 (YoY 177.4%) 54.9 (YoY 121.7%) 37.5 EPS 0.81 (YoY 176.3%) 5.91 (YoY 121.5%) 4.
Slide 6: Key Financial Indicators
Key Financial Indicators Amount in Rs. Cr • Inventory decreased to Rs. 201 Cr • While we continue to consume existing inventory, due to global Particulars Q4-FY21 Q1-FY22 semiconductor shortage we are stocking-up on long-lead components to avoid supply chain disruptions Cash flow from Operations 47
Slide 7: FY22: Revenue By Segments
FY 22:Revenue By Segments BSNL/BBNL Critical BSNL/BBNL Critical 6% Infrastructure 5% Infrastructure 11% 8% FY21 Q122 17% Rs. 515 Cr Rs. 144 Cr 13% 42 Cr 86 Cr India - Govt 18 Cr 40% 205 Cr India - Pvt International 75 Cr 51 Cr 224 Cr 52% 35% 43% • Run-rate business (India-Pvt + International) contri
Slide 8: India Business Update: Q1FY22
India Business Update: Q1FY22 India Government India Private • BSNL/Bharatnet • Tejas 4G Wireless RAN products have been positioned as • Good order inflows for metro capacity expansion projects. a part of fully-Indian solution by SI partners for BSNL’s 4G Operators expanding their networks to cater
Slide 9: International Business Update: Q1FY22
International Business Update: Q1FY22 Africa, Middle East Americas Strong traction for Metro DWDM/OTN and Alien USA & Canada: Initial success for FTTX rollouts with Wavelength solutions; repeat orders from existing Tier-1 rural carriers, who are using US Government funding. customers Mexico: b
Slide 10: Applications where we are winning
Applications where we are winning Applications Products Technologies TJ1400 Family Access: GPON/NG-PON (FTTX) 349 Patents and 300+ Silicon IPs Wireline and LTE (4G), Wireless PTN, Carrier Ethernet 2.0 Broadband • Unique, Software-defined TJ1600 Family Hardware architecture DWDM • Over 50% Employees
Slide 11: Key Takeaways
Key Takeaways • We are on track, with solid financial performance in Q1 • Good revenue growth from run-rate customers (India Pvt + International) • New order inflows continue to be good; order book has increased to Rs. 701 Cr • Our focus on international business is yielding positive results • We se
Slide 12: Thank you!
Thank you! Contact Us: ir@tejasnetworks.com Contact - +91(80)41794600 Tejas Networks Limited 2021. All rights reserved.