Tejas Networks Ltd. · NSE:TEJASNET

Tejas Networks — Q2 FY23 Earnings Presentation

9 slides from Tejas Networks's earnings presentation, Oct 21, 2022

  1. Slide 1: Tejas Networks Ltd Q2FY23 Investor Presentation

    TEJAS NETWORKS LTD Q2FY23 INVESTOR PRESENTATION October 21, 2022 © Tejas Networks Limited 2022. All rights reserved.

  2. Slide 2: Key Updates: Q2-FY23

    Key Updates: Q2-FY23 • Q2 Financial Update • Net Revenue: Rs. 220 Cr • PAT : Rs. 1 Cr • Cash and Cash Equivalents at: Rs 1,402 Cr (no debt) • Order book at end of Q2: Rs. 1,455 Cr (all-time high) • Key highlights • Strong Q2 booking (Rs 481 Cr) driven by multiple wins for our optical products • Wire

  3. Slide 3: Corporate Highlights: Q2-FY23

    Corporate Highlights: Q2-FY23 5G 5G RAN Broadcast SDR  Integration of Saankhya Labs on track Chipset  Company had acquired 64.40% of Saankhya Labs in July 2022  For the balance 35.6%, we have filed for amalgamation of Saankhya Labs and Saankhya Strategic with Tejas, through NCLT process on 30th S

  4. Slide 4: Q2-FY23: Financial Update

    Q2-FY23: Financial Update Amount in Rs. crore except EPS Q2-FY23 H1-FY23 LTM FY 2022 Revenues (Net)1 219.9 (YoY 27.3%) 345.7 (YoY 9.0%) 579.3 (YoY -10.6%) 550.6 EBIT2 -4.3 (YoY -7233.3%) -35.0 (YoY -2832.0%) -193.5 (YoY -1153.3%) -157.2 PBT3 10.9(YoY 227.3%) -2.1 (YoY -117.5%) -130.8 (YoY -431.9%) -

  5. Slide 5: Q2-FY23: Key Financial Indicators

    Q2-FY23: Key Financial Indicators Amount in Rs. Cr • Inventory increased to Rs. 399 Cr • Inventory increased since we couldn’t ship complete/ Particulars Q1-FY23 Q2-FY23 balanced systems to fulfill customers orders due to Cash flow from Operations (49) (71) critical component shortage. Expect to con

  6. Slide 6: H1-FY23: Sales update

    H1-FY23: Sales update BSNL/BBNL Critical BSNL/BBNL Critical 5% Infrastructure 5% Infrastructure 12% 15% FY22 H123 Rs. 551 Cr 17% 29% Rs. 346 Cr 20% 36% 94 Cr 42 Cr 67Cr 200 Cr India - Govt 101Cr 25Cr India - Pvt 39Cr 257 cr International 178 cr 66 cr 47% 51% • Run-rate business (India-Pvt + Internat

  7. Slide 7: Comprehensive Products: Optical + Wireless + Satellite

    Comprehensive Products: Optical + Wireless + Satellite Universal, SDN-ready Network Management System (NMS) Successful Trial of our 4G Broadband Access (xPON, Optical Transmission (PTN Metro Core & Long-haul equipment LTE, Ethernet) & OTN) (DWDM & OTN) LTE/LTE-A 4G/5G Versatile Metro/LH Ultra-conver

  8. Slide 8: Key Takeaways

    Key Takeaways • Improved Q2 revenues and margin performance. Expect revenue improvements in 2H • With a healthy order book of Rs 1,455 Cr and good visibility of new order inflows, we expect to accelerate our quarterly revenue growth • Award-winning products; successful demonstration of indigenous 5G

  9. Slide 9: Thank You!!

    Thank You!! Contact: ir@tejasnetworks.com © Tejas Networks Limited 2022. All rights reserved. 9

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