Suyog Telematics Limited has informed the Exchange about Investor Presentation
SUYOG · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Suyog Telematics, a passive telecom infrastructure (IP-1) provider, reported FY25 revenue of INR 1,925.7 Mn, up 15.6% YoY, with EBITDA of INR 1,376.3 Mn (margin 71.5%, +104 bps) and adjusted net profit of INR 680.5 Mn (up 7.5% YoY). Q4FY25 revenue grew 10.4% YoY to INR 500.6 Mn with EBITDA margin expanding 853 bps to 71.4%. The company completed the acquisition of Lotus Tele Infra for INR 13.5 Crores, adding 120 sites in the Delhi/NCR region and making it a 95% subsidiary. Operational scale now includes 5,700+ towers, 7,000+ tenancies, 4,014 small cell tenancies, and 5,807 km of fiber network across 26 states. Free cash flow jumped to INR 211 Mn (vs INR 14.8 Mn in FY24). FY26 targets include 1,000+ new towers for MTNL, 3,000+ small cell towers, and 500+ macro towers for Vodafone and BSNL.
Strong margin expansion and cash flow growth signal improving operational efficiency, while the Lotus Tele Infra acquisition expands Suyog's footprint into the key Delhi market. The FY26 growth targets across MTNL, BSNL, and 5G small cells provide revenue visibility, but reported net profit was hit by a one-time INR 275 Mn ESOP charge, which investors should note as non-cash.