Tejas Networks Ltd (TEJASNET) Q2FY26 Concall Summary - Sep-2025 Qtr
Performance Overview
- The company reported a sequential revenue growth of 30% in Q2, driven by key shipments to private customers in India and international clients, despite a delay in receiving a significant BSNL 4G add-on purchase order.
- Profitability was significantly impacted by additional provisions totaling INR 190 crores for inventory obsolescence, manufacturing process losses, and warranty expenses, leading to an increased net loss for the quarter.
- A major operational milestone was the inauguration of BSNL's nationwide 4G network, which is now running on Tejas' 4G RAN products across 97,500 cell towers, handling 4 petabytes of data for 26 million active subscribers.
- The company is actively expanding its product portfolio, launching a new 64T64R massive MIMO radio for 5G and a 1.2 terabytes DWDM transmission system, positioning itself for future growth in both wireless and wireline segments.
- The order book remained stable at INR 1,200 crores, though the revenue and order mix continues to be heavily dominated by the Indian market, with international business contributing a smaller portion.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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