EARNING CALL PRESENTATION.
Price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Takyon Networks reported a 31% decline in FY26 revenue to ₹71.05 crore from ₹103.12 crore in FY25, primarily due to a global IT component price surge of 40%-300% that made several project economics unviable. EBITDA margin contracted to 9.74% from 12.36%, while PAT fell 47% to ₹3.65 crore. The company deliberately deferred projects worth approximately ₹30 crore (primarily Bihar) rather than execute them at negative margins, preserving capital without losing customers or market share. The order book stands at ₹32 crore. Debt was reduced by 40% during the year, and the company is implementing supply chain resilience measures including multi-vendor sourcing, strategic inventory buffers, and price escalation clauses in new contracts.
The stock may face short-term pressure due to revenue and margin contraction, but the company's deliberate margin protection strategy and 40% debt reduction signal financial prudence. A ₹32 crore order book and new contract terms with escalation clauses provide visibility for FY27 recovery if component prices stabilize.