Suyog Telematics Limited — Investor Meet, 20-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Suyog Telematics (SUYOG) Q1 FY26: Strong EBITDA margins at 76% on revenue of ₹51.6 Cr (standalone). Growth is fueled by BSNL and Vodafone expansion, offsetting slower Airtel/Jio Capex. The company now has over 5,800 towers and 7,107 tenancies, improving efficiency. Management targets adding 5,000-7,000 BSNL sites by March '26, with Q3/Q4 expected to be record quarters. Funding: ₹150 Cr sanctioned, with ₹200-250 Cr available for aggressive rollout. Outlook is confident, targeting FY26 revenue around ₹240-250 Cr, with substantial impact expected in FY27.