Tejas Networks Ltd. · NSE:TEJASNET

Tejas Networks — Q2 FY2025 Earnings Presentation

9 slides from Tejas Networks's earnings presentation, Oct 18, 2024

  1. Slide 1: Exchange filing cover letter: Earnings Call Presentation Q2 FY25

    October 18, 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: Earnings Call Pr

  2. Slide 2: Q2FY25 - Investor Presentation

    Q2FY25 - Investor Presentation October 18, 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: Q2-FY25

    Key Updates: Q2-FY25 Financials ▪ Q2FY 25 Net Revenue: INR 2,811 Cr (7.1x YoY) ▪ Q2FY 25 Profit After Tax: INR 275 Cr ▪ Order book at end of Q2: INR 4,845 Cr Wireless Business ▪ Ramped up 4G/5G RAN shipments for BSNL’s pan-India network; cumulatively shipped equipment for 58,000+ sites ▪ Received ad

  5. Slide 5: Q2-FY25: Financial Update

    Q2-FY25: Financial Update INR Cr FY24 FY25 Comments Q2 H1 Full Year Q1 Q2 H1 Revenue from Sales & Service 396 584 2,314 1,496 2,655 4,151 ▪ Q2 Revenue is 1.8x of Q1FY25; 6.7x of Q2FY24 ▪ Primarily consists of PLI incentive (see note 1 Other Operating Revenue(1) - 0 157 67 156 223 below) Total Revenu

  6. Slide 6: Q2-FY25: Select Financial Indicators

    Q2-FY25: Select Financial Indicators Amount in INR Cr Q1FY25 Q2FY25 ▪ Inventory of INR 3,411 Cr during Q2FY25 (vs 3,853 Cr in Q1FY25) – Due to ramping up of wireless shipments Inventory 3,853 3,411 – Will be converted to finished goods and shipped in upcoming months Trade receivables 2,052 3,758 ▪ T

  7. Slide 7: Q2-FY25: Business Update

    Q2-FY25: Business Update Revenue Mix (1) Key opportunities being targeted ▪ India-Government: – 4% (YoY decline of 5%) Wireless ▪ India Private: ▪ Expansion of BSNL’s 4G network and 5G upgrade – 93% (13.7x YoY) – Dominated by BSNL 4G related shipments to TCS ▪ Indian Railways - Kavach (Collision Avo

  8. Slide 8: Business outlook: Continued Investments in Fixed and Mobile Networking Technologies

    Business outlook i- Continued Investments in Fixed and Mobile Networking Technologies worldwide Cloud and enterprise digital AI Data Center connectivity transformation 4G/5G RAN and Multi-Terabit xHaul Packet & Optical GPON Long runway of 4G and 5G XGS-PON Digitalization of cities and economies depl

  9. Slide 9: Thank you!

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

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