Tejas Networks Ltd. · NSE:TEJASNET
Tejas Networks — Q4 FY2026 Earnings Presentation
19 slides from Tejas Networks's earnings presentation, Apr 15, 2026
Slide 1: Cover letter to stock exchanges: Earnings Call Presentation Q4 FY26
April 15, 2026 The Secretary The Secretary National Stock Exchange of India Ltd BSE Limited Exchange Plaza, C/1, Block G, P J Towers, Bandra Kurla Complex, Bandra (East) Dalal Street, Mumbai – 400 051 Mumbai – 400 001 NSE Symbol: TEJASNET BSE Scrip Code: 540595 Dear Sir / Madam, Re: Earnings Call Pr
Slide 2: Q4FY26 – Earnings Call Presentation
Q4FY26 – Earnings Call Presentation April 15, 2026 © Tejas Networks Limited 2026. All rights reserved.
Slide 3: Key Updates: Q4-FY26
Key Updates: Q4-FY26 Financials ▪ Q4FY26 Revenue: INR 333 Cr (307 Cr in Q3FY26; INR 1,103 Cr in FY26) ▪ Q4FY26 Profit After Tax: INR -211 Cr (-197 Cr in Q3FY26; INR -909 Cr in FY26) ▪ Order book at end of Q4: INR 1,514 Cr (1,329 Cr in Q3FY26; 1,019 Cr in Q4FY25) Q4 Revenue Mix (1) Closing Order Book
Slide 4: Q4-FY26: Financial Update
Q4-FY26: Financial Update INR Cr FY 25 FY26 Comments Q4 Full Year Q1 Q2 Q3 Q4 Full Year Revenue from Sales & Service 1,806 8,455 202 257 306 332 1,097 Other Operating Revenue 101 468 - 5 0 0 6 Revenue from Operations 1,907 8,923 202 262 307 333 1,103 ▪ QoQ growth of 8% EBIT(1) 18 905 (232) (394) (23
Slide 5: Q4-FY26: Select Financial Indicators
Q4-FY26: Select Financial Indicators Amount in INR Cr Q3FY26 Q4FY26 ▪ Inventory of INR 2,438 Cr during Q4FY26 (vs 2,363 Cr in Q3FY26) – Will be converted to finished goods and shipped in upcoming months Inventory 2,363 2,438 ▪ Trade Receivables at INR 3,258 Cr vs 3,284 Cr in Q3 Trade receivables 3,2
Slide 6: Business Updates: Q4-FY26
Business Updates: Q4-FY26 Wireless Wireline • BharatNet Phase III • 5G Massive MIMO contract • Completed shipment of 17,000+ IP/MPLS routers for BharatNet Phase III; • Signed agreement with NEC to manufacture and supply 5G massive several sites are now carrying live traffic. MIMO radios for a global
Slide 7: Other Highlights: Q4-FY26
Other Highlights: Q4-FY26 Awards & Recognition DCI Product Launch Patents and R&D PLI Incentives • Recognized with ET Telecom • TJ1600-D3 launched and • Filed 63 patents in Q4 FY26, • Received Rs 69.96 crore in PLI for Satcom IoT solution inaugurated by Hon. Minister bringing the cumulative incentiv
Slide 8: Corporate Updates
Corporate Updates • Appointment of Mr. Srikumar Vijayasekharan as an Additional Director (Non-Executive, Independent Director) of the Company, with effect from April 15, 2026 subject to the approval of the Shareholders of the Company. • Mr. Srikumar Vijayasekharan is a Chartered Accountant with over
Slide 9: Corporate Updates
Corporate Updates • Appointment of Mr. Preetham Uthaiah, currently Vice President, Product Line Management of Tejas Networks, as the Chief Operating Officer of the Company, with effect from April 15, 2026. • Appointment of Mr. AVS Prasad, currently Finance Controller of Tejas Networks, as the Chief
Slide 10: FY26: A Year of Consolidation
FY26: A Year of Consolidation BSNL 4G/5G Largest Indigenous Network Goes Router Live! Deployments Technology Commercialization at Global Scale Global rollout of Deploying the 400G/800G World’s Largest wavelength Sat-IoT Network services © Tejas Networks Limited 2026. All rights reserved.
Slide 11: Continued the Innovation Journey
Continued the Innovation Journey 64TR mMIMO 5G Radio 76Tbps Coherent DWDM system Cloud-native Converged 4G/5G Multi-band CU/DU 1.2T/channel; C+L band support Core 51.2Tbps Purpose-built platform for 147 patents filed in FY26 Data Center Interconnect 150+ 3GPP contributions © Tejas Networks Limited 2
Slide 12: Continued to Build on Strategic Partnerships
Continued to Build on Strategic Partnerships NEC Corporation (Japan) • Signed first contract with NEC for shipment of 5G Massive MIMO radios to an international customer Rakuten Symphony (Japan) • Ongoing PoCs for Open RAN solutions • Focus on global deployments and next-gen networks © Tejas Network
Slide 13: Expanding our Wireless Footprint
Expanding our Wireless Footprint New Geographies 5G mMIMO Radios for a global 4G and 5G RAN deployments in customer South Asia New Applications Private 5G POCs in Mines and 5G RAN Pilot for Railway Safety Critical Infrastructure Application (Kavach) © Tejas Networks Limited 2026. All rights reserved
Slide 14: Industry Outlook: Mega Trends driving Network Transformation
Industry Outlook: Mega Trends driving Network Transformation Counterpoint Research* IDC Report* 145 million Physical AI machines 66% of enterprises list GenAI workloads (vehicles, robots, drones) to be as one of their top usecases for multi Omdia* shipped by 2035 cloud networking By 2033, AI traffic
Slide 15: AI is driving a Network Infrastructure Build Supercycle
AI is driving a Network Infrastructure Build Supercycle Trends Central AI Central AI ▪ Current CSP networks will not suffice to handle data center data center AI traffic in the coming years ▪ 46% of net new AI traffic will be processed at “Edge AI” nodes requiring low-latencies ▪ Significant investm
Slide 16: Enhancing our Portfolio for an AI future
Enhancing our Portfolio for an AI future Wireless RAN High-capacity Optical Network Management 1.6T/ch. DWDM & beyond for 5G-A/6G products with terabit-scale AI Data Center 10X uplink capacity Interconnectivity (DCI) Cognitive RAN solutions AI-driven automation for AI-enabled Edge network management
Slide 17: Key Takeaways: A Year of Transformation
Key Takeaways: A Year of Transformation • Successful completion of • 100,000+ 4G/5G RAN sites multiple field trials • 30,000+ IP/MPLS Routers • Received purchase orders for • 400G/800G Coherent DWDM commercial rollouts Commercial International Scale Wireless Deployments Wins Portfolio Strategic Expa
Slide 18: Key Takeaways: Well-positioned for Long-term Success
Key Takeaways: Well-positioned for Long-term Success 01 Industry Products Massive AI workloads and Product Roadmap well DCs driving strong traffic positioned to leverage future surge and demand for our opportunities wireless & wireline products 03 02 Go-to-market Strong partnerships in place to expa
Slide 19: Thank you!
Thank you! Contact Us: ir@tejasnetworks.com +91(80)41794600 © Tejas Networks Limited 2026. All rights reserved.