Q1 2026 Tejas Networks Ltd Earnings Call Transcript
Key Points
- Tejas Networks Ltd (BOM:540595) reported a strong order book of 1,241 crores, which is higher than the previous quarter.
- The company is expecting to receive a significant order of 1,500 crores for the BSNL 4G network expansion, indicating potential future revenue growth.
- Tejas Networks Ltd has signed strategic partnerships with Rakuten Symphony and Intel, which could enhance their 5G solutions and expand global market reach.
- The company has launched advanced products, including a 1.2 terabit per wavelength DWDM solution, enhancing their technology portfolio.
- Tejas Networks Ltd received PLI incentives of 122 crores, reflecting government support and recognition of their contributions to the technology sector.
- The company reported a significant decline in quarterly revenue to 202 crores, down from 1,907 crores in the previous quarter, primarily due to delays in purchase orders and inventory arrivals.
- Tejas Networks Ltd experienced a net loss of 194 crores, which is higher than the previous quarter's loss.
- The company's trade receivables are high at 4,453 crores, indicating potential cash flow challenges.
- There are delays in the execution of certain projects, including the BSNL 4G network, which could impact future revenue realization.
- The company has increased borrowings to 3,990 crores, primarily for working capital and CapEx, which could affect financial stability if not managed properly.
Ladies and gentlemen, Good day and welcome to the Thess Networks Limited Q1 FY26 earnings conference call. As a reminder, all participant clients will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.
Should you need assistance during the conference call, please signal an operator by pressing 90 on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Mohit Misha from ICICI Securities. Thank you and over to you, sir.
Good evening everyone. Thank you for joining on Pages Networks Limited Q1 FI 26, the conference call. We have the management of Page Networks.
On this Sir. Call represented by Mr. Ernav Roy, executive director and CEO Mr. Sumihra, CFO, Dr. Kumar and Sevarajan, CTO, and Mr. Sanjay Malik, Chief strategy and business officer. I would like to invite. Mr. Underloy. To initiate with opening remarks post which we will have a Q&A session over to you, sir.
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