Suyog Telematics Ltd (BOM:537259)

Q2 2025 Suyog Telematics Ltd Earnings Call Transcript

Nov 11, 2025 / 05:30 AM GMT

Release Date Price: ₹710.6 (+0.17%)

Transcript

Key Points

Positve

Suyog Telematics Ltd (BOM:537259) reported a strong EBITDA margin of 75%, indicating efficient cost management.
The company has a robust growth plan with the deployment of 5G sites for Airtel, which is expected to significantly boost revenue with minimal CapEx.
Suyog Telematics Ltd (BOM:537259) has secured a significant number of sites from Vodafone and BSNL, which will drive future revenue growth.
The company is actively pursuing inorganic growth opportunities, which could enhance its market position and revenue base.
Suyog Telematics Ltd (BOM:537259) has a strong balance sheet and has secured funding for its expansion plans, ensuring financial stability.

Negative

There is a delay in the BSNL order, which could impact the company's rollout schedule and revenue realization.
The company's revenue per tenancy has decreased due to lower site rentals from BSNL, affecting overall revenue growth.
Suyog Telematics Ltd (BOM:537259) faces execution challenges with the large number of sites to be deployed, which could strain resources.
The company is reliant on a few major customers for a significant portion of its revenue, which poses a concentration risk.
There is uncertainty regarding the timeline for the completion of BSNL and other projects, which could affect financial projections.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SUYO.NS - Suyog Telematics Ltd
Q2 2025 Suyog Telematics Ltd Earnings Call
Nov 12, 2025 / 05:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Latu, managing director.

Mr. Tushar Shah, Business Head India, Mr. Ajay Sharma, Chief Financial Officer, Mr. Sush Latu, Business Development Manager, and Mr. Himamanshu Agarwal, part of the finance team.

As a disclaimer, I would like to inform all of you that this call may contain forward-looking statements which may involve risk and uncertainties. Also, a reminder that this call is being recorded.

I would now request the management to brief us about the business and performance highlights for the period ended September 2025.

And a growth plan and vision for the coming year post which we will open the floor for Q&A over to the management team.

----------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.