Tejas Networks Q4 FY26 Earnings Call Transcript Released
Tejas Networks released its Q4 FY26 earnings call transcript. The company reported a Q4 FY26 revenue of ₹333 crore and a PAT loss of ₹211 crore. Full-year FY26 revenue was ₹1,103 crore with a PAT loss of ₹909 crore. The order book stood at ₹1,514 crore. Key management changes were announced, including the appointment of Mr. Arnob Roy as MD & CEO.
The announcement is a transcript of an earnings call, providing detailed financial performance and future outlook. Key management changes and strategic updates, coupled with financial results (PAT loss), have a moderate impact on investor understanding and company valuation.
The transcript details financial results with a net loss for the quarter and the full year, alongside an increased order book and strategic developments. While there are positive aspects like order growth and new partnerships, the overall financial performance indicates a challenging period, leading to a neutral sentiment.
Tejas Networks Limited has released the transcript of its Q4 FY26 Earnings Conference Call, which was held on April 15, 2026. The call featured management including Mr. Arnob Roy (MD & CEO), Mr. Sumit Dhingra (CFO), Dr. Kumar N. Sivarajan (CTO), and Mr. Sanjay Malik (Chief Business and Strategy Officer), with moderation by Mr. Mohit Mishra from ICICI Securities.
During the call, the management discussed the financial performance for Q4 FY26 and the full year. For Q4 FY26, revenue stood at ₹333 crore, an increase from ₹307 crore in Q3 FY26, resulting in a net PAT loss of ₹211 crore compared to a loss of ₹197 crore in Q3 FY26. For the full year FY26, revenues were ₹1,103 crore with a PAT loss of ₹909 crore. The company reported an order book growth, ending Q4 FY26 with ₹1,514 crore, up from ₹1,019 crore at the end of Q4 FY25. India dominated the revenue mix at 88% and also contributed significantly to the order book.
Key business highlights for Q4 included signing an agreement with NEC for manufacturing and supplying 5G Massive MIMO radios, receiving an initial order for 4G network expansion in South Asia, and completing the shipment of IP/MPLS routers for BharatNet Phase III. The company also supplied 100 gig and 400 gig WDM systems to a Tier-1 telco in India and was selected to build a nationwide multi-terabit DWDM network for a hyperscaler data center. For the full year FY26, Tejas Networks highlighted the commercial scale deployment of its products in large networks, including the BSNL 4G/5G network and BharatNet Phase III. They also noted international wireless wins, including a contract with NEC for Massive MIMO radios and partnerships with Rakuten Symphony for Open RAN solutions.
Corporate updates included the appointment of Mr. Srikumar Vijayasekharan as Additional Director, Non-Executive and Independent Director, effective April 15th. Mr. P. R. Ramesh resigned as an Independent Director effective April 18th. Mr. Arnob Roy was appointed as Managing Director and CEO until 2028. Mr. Preetham Uthaiah was appointed as Chief Operating Officer, and Mr. AVS Prasad as Chief Financial Officer effective May 16th. Mr. Sumit Dhingra resigned as CFO, effective May 15th.
The management discussed the future business outlook, emphasizing the transformative impact of AI on network infrastructure, predicting significant investments in new networks with higher connectivity and edge processing. They expressed confidence in their product roadmap and strategic partnerships positioning them for future growth, despite FY26 being a year of transition with delayed projects leading to revenue shortfalls and financial losses. The company aims for better financial results in FY27, with a focus on managing costs and leveraging investments made in product development.
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