Suyog Telematics Ltd. · NSE:SUYOG
Suyog Telematics — Q4 FY26 Earnings Presentation
46 slides from Suyog Telematics's earnings presentation, Jun 1, 2026
Slide 1: Cover letter to stock exchanges
Ref: STL/SEC/2026-27/DT-10 June 01, 2026 The Manager, The Manager, Listing Department, Listing Department, BSE Limited National Stock Exchange of India Limited P J Towers, 1st Floor, Bandra Kurla Complex, C-1, Block G, Dalal Street, Mumbai- 400001 Bandra (East), Mumbai - 400051 Scrip Code: 537259 Sy
Slide 2: Suyog Telematics Limited Investor Presentation Q4 & FY26
SUYOG TELEMATICS LIMITED Investor presentation Q4 & FY26 “ INFINITE Links, INFINITE Possibilities CONNECTING Today, ENVISIONING Tomorrow
Slide 3: Disclaimer
DISCLAIMER This document has been prepared for information purposes only and is not an offer or invitation or recommendation to buy or sell any securities of Suyog Telematics Limited (“STL”, “Suyog”, "Company“), nor shall part, or all, of this document form the basis of, or be relied on in connectio
Slide 4: Table of Contents
About Suyog Telematics Business Overview TABLE OF Industry Overview CONTENTS Way Forward Financial Highlights INVESTOR PRESENTATION 3
Slide 5: About Suyog Telematics
01 About Suyog Telematics Suyog Telematics Limited INVESTOR PRESENTATION 4
Slide 6: Company Overview
COMPANY OVERVIEW Suyog Telematics Limited is a dynamic player in the telecommunications industry, Experience of 30+ years specializing in cutting-edge telecom tower infrastructure solutions. The company is committed to driving connectivity in both urban and rural areas. Known for its strategic Built
Slide 7: Key Highlights
KEY HIGHLIGHTS 26 6,008 7,318 States & UTs Total Towers Total Tenancies 4,054 1,017 6,307 189 Small Cell Government Sites Fiber Network Sites Ready for Tenancies Tenancies “in kms” Integration Enhancing presence with substantial capex and growth strategies INVESTOR PRESENTATION 6
Slide 8: Leadership Team (1/3)
LEADERSHIP TEAM (1/3) Over 20 years of telecom industry expertise, showcasing exceptional entrepreneurship, leadership, and management skills, coupled with profound industry knowledge. Shiv Shankar Lature Co-Founder & Managing Director 7
Slide 9: Leadership Team (2/3)
LEADERSHIP TEAM (2/3) Ms. Subhashita Lature Mr. Suyash Lature Mr. Tushar Shah Whole TimeDirector Business Development Manager Business Head (India) With a Bachelor’s in Electronics and Telecommunication After a short time in ed-tech with MyCaptain, he entered the With an Executive MBA from NMIMS and
Slide 10: Leadership Team (3/3)
LEADERSHIP TEAM (3/3) Mr. Mahesh Rajure Mr. Ajay Sharma Ms. Aarti Shukla Business Head (India) Chief Financial Officer Company Secretary After earning his B.E. in Electronics and Telecom in 1995 and With over 28 years of experience in finance and accounting, he A qualified Company Secretary, LL.B, a
Slide 11: Our Journey
OUR JOURNEY Incorporated as “Suyog Converted to Public Limited Began expanding across India with HPSC Telematics Private Limited” Company “Suyog Telematics (High Power Small Cell), extending beyond on 28th of July Limited” Mumbai and Maharashtra 1995 2013 2021 2008 2014 2024 Obtained IP-1 licence Li
Slide 12: Business Overview
02 Business Overview Suyog Telematics Limited INVESTOR PRESENTATION 11
Slide 13: Business Overview (1/2)
BUSINESS OVERVIEW (1/2) Emphasizing high-power small cell Environment friendly Infrastructure solutions Suyog Telematics Limited is a passive telecommunication infrastructure provider, providing cutting-edge solutions by building and operating telecom towers and related assets , thereby providing th
Slide 14: Business Overview (2/2)
BUSINESS OVERVIEW (2/2) SUYOG’s SCOPE OF WORK Tower Infrastructure Power Supply Supported with FIBERIZATION (for providing tower infrastructure) Providing the Telecom Service Providers with The lease arrangement is backed by Master Enabling Telecom companies to proactively ready infrastructure on lo
Slide 15: Business Model
BUSINESS MODEL Sustainable Identification of Site Deployment at Site Infrastructure Sharing Revenue Model Margin Accretive In response to customer requests, After identifying a location, Company leases out the erected Company secures co-locations Incorporating new tenants at their company meticulous
Slide 16: Master Service Agreement
MASTER SERVICE AGREEMENT (LONG TERM SERVICE CONTRACTS) Site Rentals Loading Charges Rentals are billed under one of the following models: Loading charges are determined either through Based on actuals agreed fixed charges or based on the equipment Inbuilt as a fixed cost with IP Fees installed by te
Slide 17: Government Sites Agreements
GOVERNMENT SITES AGREEMENTS Tie-up with Government Agencies MCGM Wards, MMRDA, NHAI, BEST, Monorail, JNPT, SEEPZ, Gujarat & West Bengal Govt. Sites on Government Establishments Flyovers, Skywalks, Foot over bridge, Highways, Monorail, Bus Depot, CCTV, Pole Sites Allotment Process Flyovers, Skywalks,
Slide 18: CCTV Sites
CCTV SITES (LINKED BY FIBER CONNECTIVITY) ▪ Our recent introduction of CCTV Pole Sites is a testament to our dedication to delivering challenging and hard-to-acquire locations, especially in demanding areas like the Mumbai Circle ▪ We continuously adapt our approach to meet Telecom Company’s specifi
Slide 19: Slum Sites Segment
SLUM SITES SEGMENT Slum Sites are installations situated in densely populated and congested areas Key Benefits of Slum Locations High Revenue Generation Low Site Rentals Low Termination Risk Slum site owners demand Mobile phones have emerged as As mobile networks have affordable rentals, making thes
Slide 20: Small Cell Towers
SMALL CELL TOWERS (ESSENTIAL 5G BACKBONE) Fiber Energy 4000+ Connectivity Efficient “Operational Small Cell Seamless deployment for any technology is Savings in the consumption of Tenancies” as on 31st Mar, 2026 facilitated by the easy connection of small electricity. cells with aerial fiber. Latest
Slide 21: Streamlined Operations - Service Reliability & Quality
STREAMLINED OPERATIONS - SERVICE RELIABILITY & QUALITY In-House Maintenance Services for Tower and Fiber ▪ Streamlined in-house maintenance processes for telecom towers and fiber networks ▪ Ensuring higher reliability, quicker response times, and reduced downtime to enhance service quality Upgrading
Slide 22: Ongoing R&D Initiatives
ONGOING R&D INITIATIVES R&D INITIATIVES AIMING TO REDUCE OPERATIONAL COSTS AND Trial Initiated in POSITION SUYOG AS A LEADER IN TELECOM INNOVATION. Q4 FY25 For Zinc batteries as a cost-efficient power backup Electricity Bill Reduction solutions, offering similar utility to lithium batteries Installa
Slide 23: Strategic Expansion into Delhi Circle (1/2)
STRATEGIC EXPANSION INTO DELHI CIRCLE (1/2) (ACQUISITION OF LOTUS TELE INFRA) Overview of Lotus Tele Infra & Key Acquisition Highlights Acquisition Highlights Lotus Tele Infra Private Limited Post-Acquisition Acquisition Date: ▪ Incorporated on October 19, 2016 ▪ Lotus Tele Infra becomes a subsidiar
Slide 24: Strategic Expansion into Delhi Circle (2/2)
STRATEGIC EXPANSION INTO DELHI CIRCLE (2/2) (ACQUISITION OF LOTUS TELE INFRA) Strategic Rationale & Synergistic Benefits for Suyog Telematics Strong Strategic Fit ▪ Immediate presence in the Delhi Circle, one of India’s most critical and competitive telecom markets, especially from a site acquisitio
Slide 25: Key Competitive Strengths
KEY COMPETITIVE STRENGTHS Tenancies Diverse telecom operators Operations across 15 key telecom circles Engaged with major telecom operators, including Bharti (26 states & UTs) with a PAN INDIA VISION Airtel, Reliance Jio, Vodafone Idea, Tata, and BSNL. Geographical footprint IP-1 License holder Over
Slide 26: Our Services
Tower Erection Services Pole Erection Services Our Services Range of Towers Fiber Optics Network Solutions INVESTOR PRESENTATION 25
Slide 27: Clientele
CLIENTELE INVESTOR PRESENTATION 26
Slide 28: Industry Overview
03 Industry Overview Suyog Telematics Limited (Passive Telecom Infrastructure) INVESTOR PRESENTATION 27
Slide 29: Passive Infrastructure Industry Overview
PASSIVE INFRASTRUCTURE INDUSTRY OVERVIEW Laid a strong foundation of growth for the The robust and state of the art TELECOM INFRASTUCTURE telecom sector. has been the fundamental backbone for the growth of Indian Telecom telecom services and the unprecedented success of India’s Infrastructure Indust
Slide 30: Empowering Faster Passive Infrastructure Expansion
EMPOWERING FASTER PASSIVE INFRASTRUCTURE EXPANSION (A REGULATORY BREAKTHROUGH) Central Telecom Framework (Key Policy Update): ▪ Adoption of Telecommunications Act, 2023 (effective June 26, 2024) ▪ Implementation of Telecom Right of Way Rules, 2024 (effective January 1, 2025) Implications for IP-1 Pr
Slide 31: Key Insights from Recent Telecom Development
KEY INSIGHTS FROM RECENT TELECOM DEVELOPMENT (SATELLITE NETWORK IN INDIA: LIMITED REACH, NO DISRUPTION TO TERRESTRIAL BUSINESS) Satellite Operator capped at ~2 million Targeting rural and remote areas only; high connections nationwide, with speeds up INR 3,000/month subscription and costly to 200 Mb
Slide 32: Way Forward
04 Way Forward Suyog Telematics Limited INVESTOR PRESENTATION 31
Slide 33: Capitalizing on India's Telecom Capex Upswing
CAPITALIZING ON INDIA’S TELECOM CAPEX UPSWING Industry Strategic Way Tailwind Opportunity Forward ▪ Vodafone Idea to invest INR ▪ Strong positioning to benefit from ▪ Accelerate deployment of telecom 45,000 Crore over next 3 years, network expansion, densification & infrastructure assets aligned wit
Slide 34: Way Forward
WAY FORWARD 5G-Ready Urban Infrastructure Our high-power small cell infrastructure is preparing urban cities for the advent of 5G technology. Rural 5G Bringing 5G Connectivity to Rural Villages Connectivity through Our RLS Sites Revolutionary Empowering Homes with Unprecedented FTTH 5G Speed through
Slide 35: Vodafone Idea
VODAFONE IDEA (RECENT DEVELOPMENTS & STRATEGIC TAILWINDS) Vi’s Large-Scale AGR Resolution Strengthens Network Expansion Vi’s Financial Position • Vodafone Idea plans to deploy 60,000–70,000 new • DoT finalized Vi’s AGR dues at INR 64,046 crore mobile sites across India over the next 12–18 months (as
Slide 36: BSNL
BSNL (THE GROWTH PERSPECTIVE) Offering a comprehensive range of telecom services, including wireline and wireless local loop (WLL) telephone services, mobile services, broadband, internet, leased circuits, and long-distance telecom services. GOVERNMENT’S BSNL’S STRATEGIC OBJECTIVE PLAN ▪ Reposition
Slide 37: BSNL - MSA Agreement
BSNL - MSA AGREEMENT The company has the potential to cover for non performing IPs, for BSNL, thereby increasing the potential tower count with BSNL Aggressive Roll Lock-In for a out of New Sites period of 10 across India on years IP-1 model 01 04 Rollout of New Circles Relocation Sites Added Mumbai
Slide 38: Our Growth Drivers (1/2)
OUR GROWTH DRIVERS (1/2) BSNL’s 4G/5G Rollout (Nationwide) Small Cell Towers ▪ BSNL targets nationwide 4G rollout by Aug 2024, followed by ▪ Small cells are fundamental for nationwide 5G deployment. transition to 5G services. ▪ Mr. T. R. Dua of DIPA estimates a need for ~12,00,000 towers for ▪ A pro
Slide 39: Our Growth Drivers (2/2)
OUR GROWTH DRIVERS (2/2) Optical Fiber Cable (OFC) Network Fiber-to-the-Home (FTTH) Network ▪ Fiberization links mobile towers with optical fiber cables, crucial for ▪ The rise in IoT devices emphasizes the necessity for strong 5G deployment. network infrastructure. ▪ It's essential for upgrading ex
Slide 40: Financial Highlights
05 Financial Highlights Suyog Telematics Limited INVESTOR PRESENTATION 39
Slide 41: FY26 Financial Highlights
FY26 FINANCIAL HIGHLIGHTS CONSOLIDATED Revenue EBITDA EBITDA % INR 2,219 Mn INR 1,642 Mn 74.0% Profit Before Tax Net Profit EPS INR 833 Mn INR 631 Mn INR 54.70 INVESTOR PRESENTATION 40
Slide 42: Revenue per Tower / Month
REVENUE PER TOWER / MONTH (AVERAGE QUARTERLY TREND) Standalone Consolidated 34,887 35,160 35,956 32,138 31,316 31,511 31,533 31,080 29,475 29,252 Q3FY24 Q4FY24 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 INVESTOR PRESENTATION 41
Slide 43: Financial Statement (Q4 & FY26)
FINANCIAL STATEMENT (Q4 & FY26) Particulars (Consolidated - INR Mn) Q4FY26 Q3FY26 Q4FY25 YoY% FY26 FY25 YoY% Revenue from Operations 560.2 558.5 500.6 11.9 2,218.5 1,925.7 15.2 Total Expenditure 142.2 163.2 143.3 (0.8) 577.0 549.4 5.0 Cost of Materials Consumed 32.6 39.0 35.6 (8.6) 146.5 194.7 (24.8
Slide 44: Annual Income Statement
ANNUAL INCOME STATEMENT Particulars (Standalone - INR Mn) FY22 FY23 FY24 FY25 FY26 Revenue from Operations 1,263.4 1,436.4 1666.1 1,925.7 2,218.5 Total Expenditure 397.0 508.0 492.7 549.4 577.0 Cost of Materials Consumed 182.9 201.3 173.4 194.7 146.5 Employee Benefit Expenses 112.3 141.6 170.9 **201
Slide 45: Annual Balance Sheet
ANNUAL BALANCE SHEET Particulars (Consolidated - INR Mn) FY25 FY26 Particulars (Consolidated - INR Mn) FY25 FY26 EQUITY & LIABILITIES ASSETS Shareholders' Fund 4,004.9 4,895.8 Non-Current Assets 5,051.0 7,304.3 Share Capital 111.3 117.2 Property, Plant & Equipment 3,195.9 3,464.6 Other Equity 3,892.
Slide 46: Thank You
THANK YOU ! SUYOG TELEMATICS LTD Suyog House, 30, MIDC Central Road, Andheri East, Mumbai – 400 093 www.suyogtelematics.co.in KAPT I FY ® Consulting Strategy & Investor Relations | Consulting | contact@kaptify.in | +91-845 288 6099 | www.kaptify.in