Suyog Telematics Limited has informed the Exchange about Investor Presentation
SUYOG · price
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Suyog Telematics, a passive telecom tower infrastructure provider, shared its Q1 FY26 investor presentation. Standalone revenue grew 12.2% year-on-year to ₹516.2 million, with EBITDA up 19.5% to ₹392.4 million and EBITDA margin expanding sharply to 76% from 71.4% last year. Net profit stood at ₹170.1 million with EPS of ₹15.22. Consolidated numbers, which now include the newly acquired Lotus Tele Infra (95% stake, ₹13.5 crore, completed March 2025), showed revenue of ₹545.8 million and net profit of ₹173.2 million. The company disclosed 5,809 towers, 7,107 tenancies, and 4,029 small cell tenancies across 26 states, and laid out FY26 targets of adding 1,000+ towers for MTNL, 3,000+ small cell towers, and 500+ macro towers for Vodafone and BSNL. Long-term contracts average 10+ years with 2.5% annual fee escalation, supporting steady recurring income.
Strong margin expansion, healthy order pipeline, and a completed acquisition position the company well for FY26 growth. Shareholders may view the presentation as a positive signal of execution, though interest costs rose 61.5% YoY and the full benefits of the Delhi Circle acquisition are yet to play out.