Suyog Telematics Limited — PPTs, 14-11-2024: Investor Presentation

### Financial Highlights

Suyog Telematics reported revenue of ₹477 million for the quarter, representing a year-over-year increase of 16.9%. The EBITDA for the period stood at ₹350 million, with an impressive EBITDA margin of 73.2%. The net profit amounted to ₹203 million, achieving a profit margin of 42.5%, and the earnings per share (EPS) reached ₹34.40, up 24.8% year-over-year.

### Strategic Initiatives and Growth Drivers

The company is focusing on expanding its high-power small cell infrastructure, crucial for 5G deployment in urban areas, while also enhancing rural connectivity through its RLS sites. With a robust capital expenditure strategy in place, Suyog aims for substantial growth in both urban and rural markets over the next financial years.

### Business Developments

Suyog is on track to introduce new towers for MTNL in the Mumbai Circle and plans for 1,000 new macro towers along with the addition of small cell infrastructures in FY25 and FY26. This is in line with their goal to cement their position in the telecommunications market, supporting the upcoming rollout of 5G services.

### Market Position and Competitive Advantage

As a leader in telecom infrastructure, Suyog operates over 4,400 towers and serves major telecom operators across India. Their extensive portfolio and commitment to environmentally friendly solutions position them favorably within the rapidly evolving telecom market.

### Investor Implications

Given the positive financial performance and strategic growth initiatives, Suyog’s outlook appears promising. Investors should consider potential growth opportunities stemming from the ongoing expansion of 5G infrastructure and increased demand for telecom services across urban and rural areas.