Tejas Networks Limited — PPTs, 25-04-2025: Investor Presentation

**Financial Highlights:** Tejas Networks reported a net revenue of INR 1,907 Cr for Q4 FY25, reflecting a 1.4x increase year-over-year, and an impressive INR 8,923 Cr for FY25, up 3.6x YoY. The company incurred a loss of INR 72 Cr in Q4, but recorded a profit of INR 447 Cr for the full year. The order book stood at INR 1,019 Cr at the end of Q4.

**Strategic Initiatives and Growth Drivers:** The company successfully delivered all radio and baseband equipment for BSNL's 4G/5G network, establishing one of the world's largest single-vendor RAN networks. A strategic collaboration with NEC, Japan, aims at developing advanced wireless technologies.

**Business Developments:** A noteworthy achievement includes winning the “Best Mobile Technology Breakthrough” award from ET Telecom. The company also received INR 123 Cr for FY24 and an initial tranche of INR 189 Cr for H1 FY25 as PLI incentives.

**Market Position and Competitive Advantage:** Tejas has expanded its presence in the Americas, EMEA, and ANZ. Their product portfolio enhancements position them favorably in the growing global markets for 5G and optical systems.

**Investor Implications:** The favorable revenue growth and expanding order book create a positive outlook for investors, with significant potential for new business in both domestic and international markets. Investor attention is warranted as the company prepares for further growth in FY26, driven by a robust pipeline and strategic partnerships.