Tejas Networks Limited — PPTs, 17-10-2025: Investor Presentation

Tejas Networks reported Q2FY26 revenue of INR 262 Cr (up 30% QoQ), contributing to H1FY26 revenue of INR 464 Cr. The company posted a Q2 net loss of INR 307 Cr (H1 net loss: INR 501 Cr), impacted by INR 190 Cr in inventory/warranty provisions. The order book stands at INR 1,204 Cr.

Key developments include BSNL's nationwide 4G service running on 97,500 Tejas towers, new 64T64R massive MIMO and 1.2Tbps DWDM products launched, and wins in Bharatnet Phase-III. Dr. Randhir Thakur (Tata Electronics) joined the board.

Strategically, Tejas is ramping up 5G RAN, participating in 6G, and expanding optical products globally. Management is optimistic on long-term growth from data demand and AI, aiming to convert existing INR 2,383 Cr inventory to shipments, with international optical deals boosting future expansion.