Tejas Networks Ltd. · NSE:TEJASNET
Tejas Networks — Investor Presentation (November 2025)
32 slides from Tejas Networks's investor presentation, November 2025
Slide 1: Corporate Overview
Corporate Overview November 2025 Tejas Networks Confidential
Slide 2: Tejas Networks: A Snapshot
Tejas Networks: A Snapshot Vision: To be a Global top-tier Telecom and Networking Equipment Company ▪ Founded in 2000, headquartered in Bangalore, publicly listed since 2017 ▪ India’s premier indigenous developer and manufacturer of telecom and networking equipment, wireless and wireline ▪ Part of T
Slide 3: Rich Product Portfolio: Wireless, Wireline, Satcom
Rich Product Portfolio : Wireless, Wireline, Satcom Fiber Broadband iUDC 4G/5G RAN & Core Solutions Wireless Wireline Direct To Mobile (D2M) Optical i Broadcast Solution Transport Solutions Intelligent Unified Domain Controller Switching & Sat-IoT Solutions Routing Solutions Tejas Networks Confident
Slide 4: 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) 4G/5G MaMIMO Mobile Tower Converged Edge & Backhaul 4G 5G GPON/ 3GPP 3GPP 10G-P
Slide 5: Typical Applications Served
Typical Applications Served 4G/5G Mobile Wholesale & RAN & Enterprise Data Backhaul Services Home & Critical Business Infrastructure Broadband SatCom enabled asset tracking, D2M Broadcast Tejas Networks Confidential 5
Slide 6: Global Footprint
Global Footprint Tejas Global Presence 1 Million + 75 + Systems Shipped Countries 500+ Networks Tejas Networks Confidential
Slide 7: Multi-Disciplinary R&D Team
Multi-Disciplinary R&D Team Complex, multi-disciplinary skills >65% Workforce in R&D 350+ Silicon and FPGA IPs Award-winning Software Defined 3M+ Radio (SDR) chip with 27 international 50+ Carrier-grade Lines of Code patents; 100K+ chips shipped Products Tejas Networks Confidential
Slide 8: Asset-lite Manufacturing in India
Asset-lite Manufacturing in India Electronic Sales EMS Component Integration Packaging & Planning Assembly Forecast Ordering Ordering and Testing Shipment and Testing • In line with global best practices, we outsource PCB assembly to Electronics Manufacturing Services (EMS) partners − Redundancy and
Slide 9: Experience in Building Countrywide Telecom Networks
Experience in Building Countrywide Telecom Networks BSNL 4G/5G Pan-India Networks International • India’s largest domestic supplier of optical • 100G/200G/400G wavelength services on • Shipped 300,000+ radios and 100,000+ 10,000+ kms of fiber across Africa baseband systems for BSNL 4G/5G (PTN, OTN/D
Slide 10: Our Competitive Strengths
Our Competitive Strengths Full Stack: Silicon to Satcom Software-defined Hardware Extensive product portfolio encompassing Pioneering programmable hardware that mobile, fixed line, broadcast and satcom can be flexibly adapted to new products with in-house chip design technologies, standards and feat
Slide 11: Board of Directors
Board of Directors N. Ganapathy Subramaniam Non-Executive Chairman & Non-Independent Director Alice G Vaidyan Non-Executive Independent Director ▪ Ex-COO & Executive Director, TCS ▪ Chairman of Tata Communications and Ex-CMD, GIC Re Tata Elxsi Dr. Randhir Thakur P R Ramesh Additional Director (Non-E
Slide 12: Key Management
Key Management Arnob Roy Executive Director & COO Sanjay Malik Chief Strategy & Business Officer Co-Founder, Tejas Networks | Ex-Synopsys & Cadence Ex- Senior Vice-President and India Country Head of Nokia Networks Anantha Murthy N Sumit Dhingra Company Secretary and CFO Compliance Officer Ex-Assist
Slide 13: Business Updates
Business Updates Tejas Networks Confidential
Slide 14: Launch of BSNL Pan-India 4G/5G Network
Launch of BSNL Pan-India 4G/5G Network One of the largest single-vendor 4G/5G RAN networks in the world ~4 PB 100,000+ 22+ Million data traffic carried daily cell sites subscribers 5G NSA Compact ~18 months 13,000+ upgradable Rugged Record delivery time Backhaul Routers Tejas Networks Confidential
Slide 15: Wireless Business Updates
Wireless Business Updates Launch of 64TR mMIMO Successful conclusion of 1st 1st Private 5G POC in Amlohri 5G Radio at IMC, Delhi international 4G RAN POC Mine under CNPN* initiative Strategic partnerships with D2M partnerships with Intel, Note*: Captive Non-Public Network (CNPN), BSNL NEC and Rakute
Slide 16: Wireline Business Updates
Wireline Business Updates Launch of 1.2T/channel Largest OEM supplier by the 400Gbps wins in India, Coherent DWDM number of packages Europe, Africa, Cambodia PTN/DWDM orders from Tier-1 Strategic wins at multiple US ISPs for Indian Telcos for 4G/5G Backhaul our Network Modernization solution Tejas N
Slide 17: Contributing to Global Wireless Standards
Contributing to Global Wireless Standards 100+ 3GPP Standards Contributions in FY25 58 patents in 5G-Adv and 6G filed in H1FY26 ITU TSDSI 3GPP • 6G Vision and • Driving standards for India • AI-ML, Massive MIMO Standardization • xHaul, 5Gi, Reconfigurable • Sub-band Full Duplexing • Network p
Slide 18: Investments for Future Growth
Investments for Future Growth Number of Employees R&D Expense and Other Investments Global Patents Filed 2,370 2,424 557 587 1,980 69% 529 404 445 446 1,417 67% 347 259 64% 135 64% 74 FY23 FY24 FY25 FY26 H1 FY23 FY24 FY25 FY23 FY24 FY25 FY26 H1 Total Headcount R&D % Gross R&D Expense Capex (excl cap
Slide 19: Growth Drivers and Strategy
Growth Drivers and Strategy Tejas Networks Confidential
Slide 20: Macro Trends favoring our Business
Macro Trends favoring our Business Increase in Growth in Greater Adoption of Connected Devices Connectivity AI & Content Services ▪ Cellular IoT revenues to grow ▪ AI traffic to cross non-AI ▪ 5G mobile subs to be more from $18bn to $30bn by 2030 traffic by 2031 than 50% by 2029 ▪ 200% growth in VR
Slide 21: AI is driving a Network Infrastructure Build Super-cycle
AI is driving a Network Infrastructure Build Super-cycle Current CSP networks will not suffice to handle AI traffic in the coming years Central AI Central AI 46% of net new AI traffic will be processed at data center data center “Edge AI” nodes accessed at 100G/200G speeds Significant investments in
Slide 22: Growing Investments in Network Infrastructure
Growing Investments in Network Infrastructure 4G/5G Mobile Wholesale and Infrastructure Enterprise Services ▪ 4G expansion and densification in ▪ High-bandwidth interconnections emerging markets between AI data centers (400G+) ▪ 4G network refresh in USA and ▪ Multi-fold optical network capacity Eur
Slide 23: Strong Policy Push for Indigenization in India
Strong Policy Push for Indigenization in India Research, DST has announced a Rs ‘Trusted’ Development 1 lac crore fund to boost Tejas products have received private sector R&D in Telecom Trusted Source certification Innovation (RDI) India to strengthen from NSDTS (National technological self- Equipm
Slide 24: Strategic Initiatives
Strategic Initiatives 2 3 1 Evolving our Portfolio Partnerships to Expand Actively Contributing for the AI Era Global Market Reach to Emerging Standards • Early investments in 5G-Adv/6G, Edge • Fostering strategic partnerships to • Working on 5G-Adv/6G standards and AI and AI data center products in
Slide 25: Roadmap - Expanding Product Capabilities
Roadmap - Expanding Product Capabilities 4G/5G Optical Transport, Wireless FTTX, DCI Advanced AI 5G mMIMO Radios 1.2T/ch. DWDM & beyond (64TR and beyond) Ultra-fast 50G-PON 6G RAN & Converged Purpose-built, multi-terabit 4G/5G/6G Core data center interconnect Agentic AI for network Switching & analy
Slide 26: Well-positioned for an Exciting Future
Well-positioned for an Exciting Future Technology Cost Leadership Leadership • Software defined Hardware • Cost-efficient India-based R&D • Platform Convergence • Scalable EMS model for • Customer-specific Adaptations Manufacturing • Lean Overheads enabling Agile Operations • Large and Growing Marke
Slide 27: Financial Update
Financial Update Tejas Networks Confidential
Slide 28: Revenue and Business Mix
Revenue and Business Mix Revenue (INR Cr) Revenue Mix % (1) 8,923 10% 3% 24% 20% 54% 50% 94% 57% 2,471 922 464 36% 26% 23% 3% FY23 FY24 FY25 FY26 H1 FY23 FY24 FY25 FY26 H1 Ind Govt Ind Pvt International ▪ Significant growth in revenue in FY24 and FY25 ▪ In H1FY26, revenue mix – driven by large proje
Slide 29: Key Opportunities being Targeted
Key Opportunities being Targeted ▪ Order Book at the end of Q2-FY26: INR 1204 Cr ▪ Order Book Mix: India (93%), International (7%) Wireless Wireline ▪ Expansion of BSNL’s 4G Network and 5G ▪ BharatNet Phase-III Upgrade; Greenfield 5G SA ▪ Capacity augmentation of DWDM networks ▪ Expansion of 4G and
Slide 30: Financial Summary
Financial Summary Summary P&L INR Cr FY23 FY24 FY25 FY26 YTD ▪ Revenue increased by ~9x between FY23 and FY25 Revenue from Operations 922 2,471 8,923 464 mainly due to large project execution (BSNL 4G, BSNL MAAN) Gross Margin % 26% 28% 22% ▪ H1FY26 profitability impacted due to EBIT (1) -106 93 905
Slide 31: Thank You
Thank You Discover how we can revolutionize your network USA UAE UK MALAYSIA HQ: Bangalore, India KENYA SINGAPORE New Delhi | Gurgaon | Mumbai | Kolkata | Chennai SOUTH AFRICA MEXICO www.tejasnetworks.com | +91-80-4179-4600 NIGERIA BANGLADESH info@tejasnetworks.com ALGERIA Tejas Networks Confidentia
Slide 32: Disclaimer
Disclaimer This presentation has been prepared by Tejas Networks Limited (“Company") solely for reliance on these forward looking statements. This presentation may contain certain currency information purposes without any regard to any specific objectives, financial situations or exchange rates and
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