Suyog Telematics Limited — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Suyog Telematics reported Q2 & H1 FY26 financial results with revenue of ₹55.4 Cr and PAT of ₹16.6 Cr, sustaining 75% EBITDA and 30% net profit margins. Revenue per tenancy rose to ₹25,000 from ₹22,000 due to Airtel 5G upgrades and recent acquisitions.

Management is confident in growth drivers: VIL rollout (targeting 1,000+ sites), BSNL order (expecting 6,000+ sites), and Airtel's 5G deployment on 2,500 ULS sites. Funding of ₹300 Cr (debt, promoter funds, internal accruals) is secured for the initial BSNL rollout. Strategic inorganic growth is also being pursued. The company anticipates a significant operational ramp-up in H2 FY26 and FY27.