Suyog Telematics Ltd (BOM:537259)

Q4 2026 Suyog Telematics Ltd Earnings Call Transcript

Jun 2, 2026 / 06:30 AM GMT

Release Date Price: ₹767.7 (-1.77%)

Transcript

Key Points

Positve

Suyog Telematics Ltd (BOM:537259) reported a strong EBITDA margin of 74%, indicating efficient cost management.
The company has a significant presence with 6,008 unique towers and 7,318 tenancies, showcasing its extensive network infrastructure.
Suyog Telematics Ltd (BOM:537259) is expecting substantial business from Vodafone, with plans to deploy 5,000 towers in the current financial year.
The company has improved its revenue per tower to 31,000 INR, reflecting better utilization and pricing strategies.
Suyog Telematics Ltd (BOM:537259) has a strong focus on fiber connectivity, which is crucial for 5G and future network expansions, positioning it well for future growth.

Negative

There are delays in receiving orders from BSNL due to equipment issues with Tejas Networks, affecting potential revenue growth.
The company's revenue from BSNL remains low at 2.5%, despite significant site rollouts, due to lower rental rates compared to private operators.
Interest costs have risen significantly, outpacing operating earnings, which could impact net profitability.
The anticipated rollout from Vodafone has been delayed, with major contributions expected only in Q3 and Q4, affecting short-term revenue growth.
Suyog Telematics Ltd (BOM:537259) has not made significant progress in its data center business, which was expected to be a new growth avenue.

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

SUYO.NS - Suyog Telematics Ltd
Q4 2026 Suyog Telematics Ltd Earnings Call
Jun 02, 2026 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, on behalf of Captify Consulting Investor Relations team, I welcome you to the Q4 and FY26 post-earnings conference call of Suyok Telematics Limited. Today on the call from the management team, we have with us Mr. Shivshankar Lathore, Managing Director, Ms. Subhashita Lathore, Home Time Director, Mr. Ajay Sharma, Chief Financial Officer, Mr. Tushar Shah, Business Head, India, and Mr. Suyesh Lathore, Business Development Manager. As a disclaimer, I would like to inform all of you that this call may contain forward-looking statements which may involve risks and uncertainties. Also, this is a reminder that this call is being recorded. I would now request the management to detail us about the business performance

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