Q2 FY26 call: 5G rollout, BSNL order pipeline, INR250Cr guidance held

Order pipeline disclosedPromoter disclosed acquisition plansInvestor Communications View source PDF Explain this filing

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Price reactionminutes from the announcement price · days from the prior close

+0.3%Reaction day

₹673.35

prior close

₹672.55

announcement price

After-mkt

timing

Nifty Microcap 250market · in no size index; the smallest one is used-0.8%+1.1% vs market

Telecom - Infrastructure peers, median of 5sector-1.6%+2.0% vs sector

On the reaction day the stock moved 1.1 pts more than Nifty Microcap 250 and 2.0 pts more than its Telecom - Infrastructure peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

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Next day

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UpDownMarket · Nifty Microcap 250Sector · Telecom - Infrastructure peers, median of 5Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Suyog Telematics Q2 FY26 earnings call: Revenue INR554M, up 16% YoY, EBITDA margin 75% (INR417M), net profit INR166M at 30% margin. FY26 guidance of INR250Cr revenue and INR80Cr PAT maintained. Key drivers: Airtel 5G upgrade on 2,500 ULS sites giving INR3-4K per site monthly upside, VI deployment of 500+ sites targeting 1,000 by March, BSNL 6,000 site order expected in December, INR35Cr data centre fibre project in Mumbai, and inorganic growth talks with 2-3 firms in Delhi and Rajasthan. Tenancy target cut to 8,500-9,000 from earlier 12,000, spilling into FY27. Bank sanctions of INR150Cr available at 9.5% interest.

Likely market impact

Strong pipeline from Airtel 5G, VI and BSNL could drive H2 growth. Tenancy cut signals execution delays. Key catalyst: BSNL order in December.