Suyog Telematics Limited — PPTs, 01-06-2026: Investor Presentation

Suyog Telematics delivered strong FY26 results with consolidated revenue up 15.2% to ₹221.85 Cr and net profit surging 55.5% to ₹63.07 Cr. EBITDA margin was healthy at 74.0%, and EPS stood at ₹54.70. The company specializes in telecom tower infrastructure, including high-power small cells and fiber solutions, operating across 26 states.

The growth strategy is anchored on expanding its crucial high-power small cell infrastructure for 5G deployment and enhancing fiber connectivity. The company is poised to capitalize on significant capital expenditure plans by major telecom operators like Vodafone Idea (₹45,000 Cr over 3 years) and BSNL (₹89,047 Cr revival package, targeting 4G/5G rollout).

A key move includes the strategic acquisition of Lotus Tele Infra, adding 120 telecom sites in the critical Delhi & NCR region. Suyog is also focused on innovation, exploring R&D in wind turbines for cost reduction, FTTH solutions, and advanced battery technologies.

Management's outlook emphasizes becoming a leading IP-1 infrastructure player, with plans for inorganic growth through acquisitions. The company aims to accelerate 5G deployment in both urban and rural areas, leveraging its extensive network and strategic partnerships to drive higher tenancy additions and asset utilization.