Q4 2025 Tejas Networks Ltd Earnings Call Transcript
Key Points
- Tejas Networks Ltd (BOM:540595) achieved a significant milestone by shipping 100,000 sites for the BSNL 4G project, marking it as one of the largest single-vendor RAN networks globally.
- The company reported a substantial revenue growth, reaching INR 8923 crore for FY25, which is a 3.6x increase year over year.
- Tejas Networks Ltd (BOM:540595) signed a strategic technology collaboration agreement with NEC Corporation to develop advanced wireless technologies, enhancing their market reach.
- The company expanded its sales footprint in America, EMEA, and ANZ, indicating a strategic push towards international markets.
- Tejas Networks Ltd (BOM:540595) received INR 123 crore for FY24 and the first tranche of INR 189 crore as PLI incentives, supporting its financial position.
- The company reported a negative profit after tax of INR 72 crore for Q4, impacted by provisions for inventory obsolescence and write-downs.
- Inventory levels were high at INR 2367 crore, which could pose a risk if not converted to finished goods and shipped in a timely manner.
- Trade receivables increased to INR 4884 crore, primarily due to higher shipments, indicating potential cash flow challenges.
- The India government revenue segment saw a significant decline of 66% year over year, highlighting the volatility in government contracts.
- Tejas Networks Ltd (BOM:540595) faces ongoing challenges with inventory obsolescence and write-downs, which could continue to impact profitability.
Ladies and gentlemen, good day and welcome to Q4 and FY25 earnings conference call off Pages Networks Limited hosted by ICICI Securities. (Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Mr. Mohit Mishra from ICICI Securities. Thank you and over to you, sir.
Good evening, everyone. Thank you for joining Tejas Networks Limited Q4 FY25 results conference call.
We have Tejas Networks management on call represented by Mr. Anand Athreya, CEO and Managing Director; Mr. Arnob Roy, COO and Whole Time Director; Mr. Sumit Dhingra, CFO; and Dr. Kumar N Sivarajan, CTO.
I would like to invite Mr. Anand Athreya to initiate the opening remarks, post it we will have a Q&A session. Over to you, sir.
Thanks, Mohit. Good evening, everyone. So thanks for joining the Q4 FY25 earnings call. I'm here with
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