Suyog Telematics Limited — PPTs, 13-08-2025: Investor Presentation

Here's the summary for Suyog Telematics Limited:

**1. Financial Highlights:**

Suyog Telematics' consolidated Q1 FY26 Revenue hit INR 54.6 Cr, with EBITDA at INR 41.1 Cr (75.4% margin), and Net Profit INR 17.3 Cr (31.7% margin). Standalone revenue grew 12.2% YoY to INR 51.6 Cr, with EBITDA up 19.5% YoY.

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

FY26 plans target 3000+ new small cell towers and 500+ macro towers for Vodafone/BSNL. A 15-year PAN India BSNL agreement supports its 4G/5G rollout. Driving 5G readiness via small cells, fiberization, and inorganic growth is a core focus.

**3. Business Developments:**

Acquired 95% of Lotus Tele Infra for INR 13.5 Cr, adding 120 Delhi & NCR sites and targeting a 50% tenancy increase. The company operates 5800+ towers and 7100+ total tenancies across 26 states, including 4000+ small cell sites.

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

A key IP-1 player with 25+ years' expertise, Suyog holds the most government sites (1011). Strategic presence in Mumbai & Delhi, serving major telcos, provides a competitive edge with a cost-effective, recurring revenue model.

**5. Investor Implications:**

Well-positioned for positive growth from India's 5G rollout, strategic market expansions, and a robust, margin-accretive business model in a high-demand sector.