Tejas Networks Ltd. · NSE:TEJASNET

Tejas Networks — Investor Presentation (September 2024)

21 slides from Tejas Networks's investor presentation, Sep 21, 2024

Slide 1: Regulation 30 disclosure cover letter to exchanges
September 21, 2024 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: Disclosure und
Slide 2: Building a Global Telecom & Networking OEM from India
Building a Global Telecom & Networking OEM from India Anand Athreya, CEO & MD September 23, 2024 © Tejas Networks Limited 2024. All rights reserved.
Slide 3: Global Networking Market: Key Technology Segments
Global Networking Market: Key Technology Segments Carrier Enterprise Networks Networks Technologies Wireless Radio Access Microwave Core WiFi APs Private 5G IoT Devices Network (RAN) $150B+ Annual Global Spend Technologies Wireline Fiber-to-the-X Optical SP Switches and Campus Switches & Data Center
Slide 4: Explosive Growth in Network Traffic Worldwide
Explosive Growth in Network Traffic Worldwide Advancing Technologies and Expanding Connectivity Exponential Growth in Network Traffic 3-4X 4G/5G Mobile Multi-gigabit Fiber IoT, Cloud and Edge Broadband Broadband Computing 2024-2030 High-bandwidth Applications are Driving Network Usage VR& Spatial Mu
Slide 5: Driving Fresh Investments in Networking Technologies
Driving Fresh Investments in Networking Technologies Cloud and enterprise AI Data Center digital transformation Connectivity 4G/5G FTTx & Optical RAN & Core Transmission Switching and Routing Digitalization of cities Long runway of 4G and 5G deployments and economies globally Modernization of utilit
Slide 6: India: Solid Launchpad for a Global Telecom OEM
India: Solid Launchpad for a Global Telecom OEM 4G+5G Subscribers Average Data Usage (Million) (GB/user/month) 866M 24 Global #1 in Smartphone 11 500M Data Usage & 2018 2023 2nd Largest Telecom 2018 2023 Fixed Broadband Subs Market by Subscribers Smartphone Users (Million) Sources: TRAI, Nokia, Stat
Slide 7: Accelerating Spend on Telecom Equipment
Accelerating Spend on Telecom Equipment Utilities Indian Railways Power, Railways and Oil & Gas Upgrading Collision Avoidance companies augmenting System (Kavach) with wayside capacities on their optical towers supporting LTE technology networks Mobile Networks BharatNet Phase-3 Large public and pri
Slide 8: Strong Policy Push for Indigenization
Strong Policy Push for Indigenization  Purchase preference in government tenders for telecom products  Offset disabilities in the domestic  High domestic value-addition is a semiconductor design industry key requirement  50% subsidy on total expenses; Preference to 4-6% production incentive on M
Slide 9: Right Ingredients for Building Product Companies
Right Ingredients for Building Product Companies Favorable Regulatory Environment Growing Government and Private with Strong Government Push for Sector Spend on Telecom and Large Home Indigenization Networking Products Market Geopolitics Market Access Talent World-class Software and Chip Viewed as a
Slide 10: Tejas Networks: A Snapshot
Tejas Networks: A Snapshot Vision: To be a Global top-tier Telecom and Networking Equipment Company  Founded in 2000 and headquartered in Bangalore (India); publicly listed since June, 2017  India’s premier indigenous developer and manufacturer of telecom and networking equipment, both wireless an
Slide 11: Delivering End-to-End Telecom Networks
Delivering End-to-End Telecom Networks Universal, SDN-ready Network Management System (NMS) Broadband Access Metro Aggregation & Routing Metro Core & Long-haul (LTE/LTE-A, xPON, Ethernet) (PTN, OTN, IP/MPLS) (DWDM & OTN) New 4G/5G Macro RAN Nx10G/100G Nx400G/800G+ GPON/XGS-PON PTN/OTN DWDM/OTN Ether
Slide 12: Typical Applications Served
Typical Applications Served Wholesale & 4G/5G Mobile RAN Enterprise Data & Backhaul Services High-performance radios, baseband units & Cost-efficient solutions to optical xHaul solutions for 4G & 5G upgrade bandwidth in Metro Networks and Core networks Products: 4G/5G Radios and Base Products: DWDM,
Slide 13: Large Addressable Market
Large Addressable Market  Large TAM in both wireless and wireline markets  Emergence of open and disaggregated technologies Opportunity to build a top-tier global OEM from India  Strong push for Make In India  Favourable geo-political situation Addressable Wireless Market (USD bn) Addressable Wi
Slide 14: Experience in Building Countrywide Telecom Networks
Experience in Building Countrywide Telecom Networks Rural Broadband Pan-India Telecom Networks Critical Infrastructure • Largest supplier of GPON equipment for • India’s largest domestic supplier of optical • Built high-capacity optical networks for (PTN, OTN/DWDM, MSPP) & home railways, metro rail,
Slide 15: Large Customer Wins in FY24
Large Customer Wins in FY24 Indigenous 4G/5G Stack for Indigenous Rollout of IP/MPLS Enhancing Maritime Safety with BSNL’s Pan-India Rollout Routers for BSNL MAAN Network two-Way MSS Network • One of the largest mobile • One of the largest indigenous IP/MPLS • Secured provisional PO from NSIL for ne
Slide 16: Building a World-class Team with a Strong R&D
Building a World-class Team with a Strong R&D Complex, multi-disciplinary skills are required to make global, high-reliability, state-of-the art telecom products >60% Workforce in R&D 6.6% Attrition Average Experience Gender Average Experience Post-graduates 8+ yrs 14.6% 18+ yrs 25% of Senior R&D Te
Slide 17: Global Scale Manufacturing and Network Services
Global Scale Manufacturing and Network Services 200+ Trained vendor 500+ teams Customers 26 Support centres 350+ across Multi-technology product specialists India, Asia, Africa and Central America • Asset-light business model with multiple Electronics Manufacturing Services (EMS) partners for manufa
Slide 18: Our Competitive Edge and Structural Enablers
Our Competitive Edge and Structural Enablers 01 1. End-to-End Portfolio • Spanning wireless, optical and packet technologies • Versatile range of high-power 4G and 5G 2. Innovative Solutions macro radios • Ultra-converged broadband, transport and routing solution • Differentiated network solutions f
Slide 19: Contribution to Global Standards
Contribution to Global Standards 3GPP • AI-ML, Massive MIMO ORAN ITU • Sub-band Full Duplexing • Network Energy Savings • Open RAN • 6G Vision and Standardization • Network protection • Cloudification & Orchestration TSDSI IEEE • Industry Academia Research • Driving standards for India • IEEE Commun
Slide 20: Our Strategy
Our Strategy Rich Product Portfolio • Create a world-class Wireline + Wireless portfolio for global carrier networks • Expand to adjacent markets such as enterprises and data center networks • Solutions based differentiation R&D Global Scale Operations • Capitalize on India’s PLI scheme to Go to Mar

Tejas Networks — Investor Presentation (September 2024) on 6ix

Tejas Networks — Investor Presentation (September 2024)

Slide 1: Regulation 30 disclosure cover letter to exchanges

Slide 2: Building a Global Telecom & Networking OEM from India

Slide 3: Global Networking Market: Key Technology Segments

Slide 4: Explosive Growth in Network Traffic Worldwide

Slide 5: Driving Fresh Investments in Networking Technologies

Slide 6: India: Solid Launchpad for a Global Telecom OEM

Slide 7: Accelerating Spend on Telecom Equipment

Slide 8: Strong Policy Push for Indigenization

Slide 9: Right Ingredients for Building Product Companies

Slide 10: Tejas Networks: A Snapshot

Slide 11: Delivering End-to-End Telecom Networks

Slide 12: Typical Applications Served

Slide 13: Large Addressable Market

Slide 14: Experience in Building Countrywide Telecom Networks

Slide 15: Large Customer Wins in FY24

Slide 16: Building a World-class Team with a Strong R&D

Slide 17: Global Scale Manufacturing and Network Services

Slide 18: Our Competitive Edge and Structural Enablers

Slide 19: Contribution to Global Standards

Slide 20: Our Strategy

Slide 21: Thank You!