Tejas Networks Ltd. · NSE:TEJASNET

Tejas Networks — Q1 FY2025 Earnings Presentation

10 slides from Tejas Networks's earnings presentation, Jul 19, 2024

  1. Slide 1: Filing cover letter to stock exchanges

    July 19, 2024 The Secretary The Secretary National Stock Exchange of India Ltd BSE Limited Exchange Plaza, C/1, Block G, P J Towers, Dalal Street, Bandra Kurla Complex, Bandra (East) Fort, Mumbai – 400 001 Mumbai – 400 051 BSE Scrip Code: 540595 NSE Symbol: TEJASNET Dear Sir/Madam, Re: Earnings Call

  2. Slide 2: Q1FY25 - Investor Presentation

    Q1FY25 - Investor Presentation July 19, 2024 © Tejas Networks Limited 2024. All rights reserved.

  3. Slide 3: 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

  4. Slide 4: Key Updates: Q1-FY25

    Key Updates: Q1-FY25 Financials ▪ Q1FY 25 Net Revenue: INR 1,563 Cr (8.3x YoY) ▪ Q1FY 25 Profit After Tax: INR 77 Cr ▪ Order book at end of Q1: INR 7,091 Cr Wireless Business ▪ 4G/5G RAN installations for BSNL’s pan-India network is progressing well; cumulatively shipped equipment for ~27,000 sites

  5. Slide 5: Q1-FY25: Financial Update

    Q1-FY25: Financial Update INR Cr FY24 FY25 Comments Q1 Q2 Q3 Q4 Full Year Q1 Revenue from Sales & Service 188 396 560 1,171 2,314 1,496 ▪ 28% growth vs Q4FY24; 8.0x vs Q1FY24 ▪ Primarily consists of PLI incentive (see note 1 below) ▪ Q4FY24 included FY23 PLI receipt and the revenue Other Operating R

  6. Slide 6: Q1-FY25: Select Financial Indicators

    Q1-FY25: Select Financial Indicators Amount in INR Cr Q4FY24 Q1FY25 ▪ Inventory increased to INR 3,853 Cr during Q1-FY25 – Due to ramping up of wireless shipments Inventory 3,738 3,853 – Will be converted to finished goods and shipped in upcoming months Trade receivables 1,458 2,052 ▪ Trade Receivab

  7. Slide 7: Q1-FY25: Business Update

    Q1-FY25: Business Update Revenue Mix (1) Closing Backlog: INR 7,091 Cr ▪ India-Government: ▪ India: INR 6,831 Cr – 7% (2.5x YoY) ▪ International: INR 260 Cr – Led by growth in the utility segment ▪ India Private: Key opportunities being targeted: – 90% (14.3x YoY) ▪ Expansion of BSNL’s 4G and backha

  8. Slide 8: Explosive Growth in Network Traffic Worldwide

    Explosive Growth in Network Traffic Worldwide High-bandwidth Applications are Driving Exponential Growth in Network Traffic Generative AI VR & Spatial Computing Multiplayer Gaming Streaming Video Key Enablers: Advancing Technologies and Expanding Connectivity 4G/5G Mobile Broadband Multi-gigabit Fib

  9. Slide 9: Driving Fresh Investments in Fixed and Mobile Networking Technologies

    Driving Fresh Investments in Fixed and Mobile Networking Technologies Cloud and enterprise digital AI Data Center connectivity transformation 4G/5G RAN and Multi-Terabit xHaul Packet & Optical GPON XGS-PON Digitalization of cities and Long runway of 4G and 5G economies deployment globally Modernizat

  10. Slide 10: Thank you!

    Thank you! Contact Us: ir@tejasnetworks.com +91(80)41794600 © Tejas Networks Limited 2024. All rights reserved.

Tejas Networks — Q1 FY2025 Earnings Presentation on 6ix