Tejas Networks Ltd. · NSE:TEJASNET

Tejas Networks — Investor Presentation (January 2024)

18 slides from Tejas Networks's investor presentation, January 2024

1. Slide 1: Investor Presentation FY22

   INVESTOR PRESENTATION FY22 © 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: Tejas Networks: A Snapshot

   Tejas Networks: A Snapshot • India’s leading R&D-driven telecom product company • Founded in 2000; Headquartered in Bangalore • #1 in Optical Aggregation in India; Top-10 globally (Source: Ovum) • Cumulative Revenues of over US $1 Billion • Customers in 75+ countries; 500,000+ units shipped worldwid

4. Slide 4: Our Product Focus: From Access to Core

   Our Product Focus: From Access to Core Broadband Access Optical Transmission Metro Core & Long-haul (xPON, LTE, Ethernet) (PTN & OTN) (DWDM & OTN)  100% Designed, Developed and Manufactured in India; IPRs for Software and Hardware are in India  Over 50% employees in R&D with strong multi-disciplin

5. Slide 5: Strong Foundation of Technology and R&D

   Strong Foundation of Technology and R&D 5G-ready Home/Office Metro/Core Enterprise Critical Applications Networks Broadband Transport Services Infrastructure Wireline Wireless Management Software Product Segments Optical Transport, FTTX 4G/5G/FWA NMS Deep-Technology PTN OTN DWDM xPON LTE Expertise S

6. Slide 6: Our Sustainable Competitive Advantages

   Our Sustainable Competitive Advantages Software-defined Future Ready Hardware ™ Products Programmable silicon eases Support multiple technology feature upgrades, generations from same shelf incorporation of new (2G/3G to 4G/5G) standards and protocols Ultra Converged Innovative Broadband Business Mo

7. Slide 7: Global Telecom Industry - Positive Growth Drivers

   Global Telecom Industry- Positive Growth Drivers E-Learning Mobile Data Traffic Fiber Rollout 5G User Base Work-from-Home Telemedicine Source: Ericsson *growth as per internal estimates Source: Ericsson Telecom Networks are now an essential infrastructure for Digital society and Economy Internet IoT

8. Slide 8: Our Growth Strategy

   Our Growth Strategy 1. Focus on • Benefit from new geo-political situation, as customers diversify their supplier base International • Increase sales investments and local presence in Markets Africa, Mid-east, SE Asia, N. America & Europe • Explore partnerships • Leverage growth from Fiber-based bro

9. Slide 9: Total International Addressable Market (TAM) of $9.2 Billion in FY22

   1. Focus on International Markets South-East Asia Americas Africa, Middle-East & Europe Source: Omdia and internal estimates Total International Addressable Market (TAM) of $9.2 Billion in FY22  Our Asia business grew by 366% YoY  Our Africa business grew by 68% YoY  Adverse impact of Covid-19 in

10. Slide 10: Enhancing our Brand in International Markets

    Enhancing our Brand in International Markets © Tejas Networks Limited 2021. All rights reserved. 10 10

11. Slide 11: India TAM for FY22: ~$1 Billion

    2. Benefit from Data and Broadband Growth in India Fiberized Cell Mobile Broadband Fixed Broadband Towers (%age) Subs (%age) Subs (%age) Pan-India rollout of FTTX home, enterprise broadband 82% networks by Telcos and ISPs  Growing cell-site fiberization India TAM for FY22: 60% 58%  Backbone capac

12. Slide 12: Trusted Products

    Indian Government push for “Atmanirbhar Bharat”  Our products are included in the list of telecom products All telecom products Preference to eligible for purchase preference in Government tenders being manufactured and  Suppliers from countries sharing a land border with India Make in India to re

13. Slide 13: Differentiation through Innovation and R&D

    3. Differentiation through Innovation and R&D  Expanding product portfolio to address high-growth segments  Successful commercial launch of our wireless broadband product on LTE  High-speed Fiber Broadband (NG-PON) deployed for FTTX  Multi-terabit Metro/Core Switching and Transport (DWDM, OTN) 

14. Slide 14: Award Winning Products and Solutions

    Award Winning Products and Solutions Home & Office Metro Capacity Broadband Expansion Deliver high-speed broadband Cost-efficient solutions to upgrade connectivity on optical fiber, fixed bandwidth in Metro and Core wireless and copper cables to networks residences, businesses & Products: DWDM, OTN

15. Slide 15: 5 Out of Top 10 Telecom Operators

    Leading to Tier-1 Wins in India and Global Markets 5 Out of 3 of the All Large Largest supplier to Asia’s 1st Converged World’s Largest Top 10 Telecom Largest Wholesale Public & Private India’s Utility Fiber & Wireless Rural Broadband Operators Bandwidth Telco networks Networks (Power, Broadband Opt

16. Slide 16: Significant Industry Experience

    Strong Professionally Managed team with Significant Industry Experience Management Board of Directors Sanjay Nayak Kumar N. Sivarajan Balakrishnan V. Chief Executive Officer and Managing Director Chief Technology Officer Non-Executive, Independent Director and Ex-Managing Director at Synopsys Associ

17. Slide 17: Global Recognition for Innovation, R&D & Business

    Global Recognition for Innovation, R&D & Business 2018-2021 FT1000 high-growth list for Asia-Pacific IEEE Technology Best Equipment Supply Aegis Graham Bell award in “Best Exporter” award in Top 3 R&D spender Finalist in Global Finalist in World Finalist in Fierce Finalist in Leading Corporate of th

18. Slide 18: Thank you!

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

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