Tejas Networks Limited — PPTs, 14-07-2025: Investor Presentation

Here is the summary:

**1. Financial Highlights:**

Q1FY26 Net Revenue fell to INR 202 Cr (from INR 1,907 Cr Q4FY25), resulting in a INR 194 Cr net loss. Performance reflects delayed POs & shipments. Order book is INR 1,241 Cr, plus an expected INR 1,526 Cr BSNL 4G order. Inventory (INR 2,537 Cr) awaits conversion.

**2. Strategic Initiatives & Growth Drivers:**

Expanded product portfolio (5G, advanced DWDM) broadens market reach. Partnerships with Rakuten Symphony (5G Open RAN) and Intel (D2M chipsets for mobile phones) target global growth.

**3. Business Developments:**

Secured APO for ~INR 1,526 Cr BSNL 4G expansion. Won Bharatnet Phase-III IP router orders, critical infrastructure tenders (railways, defence), and expanded internationally. Launched 1.2Tbps Coherent DWDM.

**4. Market Position & Competitive Advantage:**

Leveraging an expanded, advanced product range in 5G and optical networks for differentiation. Strategic alliances enhance market access.

**5. Investor Implications:**

Q1FY26 reflects short-term delays. Yet, a robust order pipeline, including the substantial BSNL 4G deal, signals strong future revenue potential. Product innovation and partnerships indicate positive growth, with execution on orders a key monitor.