Tejas Networks Q1 FY27 Earnings Call Transcript Released
Tejas Networks reported Q1 FY27 revenues of ₹402 crore, a 20% increase QoQ. Key highlights include international 5G radio shipments and an end-to-end 5G network win in South America. The company expects the BSNL 4G expansion order soon. Management anticipates positive EBITDA and EBIT within 12-18 months.
The earnings call transcript provides detailed financial and operational updates, including revenue figures, order book status, and future outlook. This information is material for investors to assess the company's performance and prospects, thus having a medium impact.
The announcement is a transcript of an earnings call, which provides factual information about the company's performance and outlook. While there are positive developments like revenue growth and new wins, the company still reports a negative PBT and acknowledges a path to profitability over 12-18 months, indicating a neutral overall sentiment.
Tejas Networks Limited has released the transcript of its Q1 FY27 Earnings Conference Call, which was held on July 28, 2026. The call featured management including Mr. Arnob Roy (MD & CEO), Mr. AVS Prasad (CFO), Dr. Kumar N. Sivarajan (CTO), and Mr. Preetham Uthaiah (COO).
During the call, Mr. Roy reported Q1 FY27 revenues of ₹402 crores, marking a 20% growth over Q4 FY26. He highlighted international shipments of 5G radios to a customer in Europe and the first commercial win for an end-to-end 5G network deployment in South America. The company also filed 46 patents in Q1, bringing its global count to 722.
Mr. Prasad provided financial details, noting a PBT of negative ₹271 crores. Inventory reduced to ₹2,358 crores from ₹2,438 crores, and net receivables increased to ₹2,232 crores from ₹1,905 crores. Gross borrowings stood at ₹4,866 crores, and net borrowings at ₹4,277 crores.
The management discussed the outlook, including the anticipated conclusion of the BSNL 4G expansion order for 26,000 sites, expected soon. International traction for wireless products and technology is increasing, with significant business growth in optical and FTTx products for Tier 1 Indian telcos. The company also received a global finalist recognition for its 1600-D3 data center interconnect product at the Leading Lights awards 2026.
Dr. Sivarajan elaborated on the impact of AI on networks, noting a 20x increase in traffic and the subsequent need for enhanced optical and wireless networks, including advancements towards 6G. The company is investing in R&D to support these future network demands.
In the Q&A session, management addressed the path to profitability, expecting positive EBITDA and EBIT within 12-18 months, driven by business growth, international expansion, operating expense optimization, and working capital management. They also discussed warranty provisions related to the BSNL network, expecting them to normalize as products stabilize. The potential size and revenue recognition of AMC contracts were also touched upon, with higher margins expected for AMCs.
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