Tejas Networks Ltd (NSE:TEJASNET)

Q4 2026 Tejas Networks Ltd Earnings Call Transcript

Apr 15, 2026 / 01:45PM GMT

Release Date Price: ₹449.85 (+1.65%)

Transcript

Key Points

Positve

Tejas Networks Ltd (BOM:540595) reported a quarter-on-quarter revenue growth of 8%, reaching INR333 crores in Q4 FY26.
The company experienced a significant year-on-year growth in its order book, ending Q4 with INR1,514 crores compared to INR1,019 crores in the previous year.
Tejas Networks Ltd (BOM:540595) signed an agreement with NEC to manufacture and supply 5G massive MIMO radios for a global customer, indicating international expansion.
The company successfully completed a 5G proof of concept in South America, showcasing its technological capabilities.
Tejas Networks Ltd (BOM:540595) received PLI incentives totaling 469 crores for FY25, supporting its financial position.

Negative

Tejas Networks Ltd (BOM:540595) reported a net loss of INR211 crores in Q4 FY26, an increase from INR197 crores in Q3.
The company faced significant revenue shortfalls due to delays in large customer projects, impacting financial performance.
Inventory levels increased to 2,438 crores, raising concerns about potential overstocking and cash flow management.
Receivables stood at 3,258 crores, indicating potential collection challenges and strain on the balance sheet.
The company did not provide specific revenue guidance for FY27, creating uncertainty about future financial performance.

Operator

Ladies and gentlemen, good day and welcome to the Tejas Networks Limited Q4 FY26 Earnings Conference Call hosted by ICICI Securities Limited.

As a reminder, all participant lines 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 and then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Mohit Mishra from ICICI Securities Limited.

Thank you, and over to you, sir.

Mohit Mishra

ICICI Securities Limited - Analyst

Yeah, thank you. Good evening, everyone.

Thank you for joining on the Q4 FY26 results conference call of Tejas Networks Limited.

We have the management with us of Tejas Networks on this call, represented by Mr. Arnab Roy, Executive Director and COO, Mr. Sumit Bhingra, CFO, Dr. Kumar N. Shivarajan, CTO, and Mr. Sanjay Malik, Chief Business and Strategy

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