Transcript of Analyst/Investor Meet
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Takyon Networks, a BSE-listed IT system integrator focused on network security, cloud, and managed services, held an investor meet on January 21, 2026. Order book stands at approximately Rs 54 crore (Rs 56.25 crore as of Sept 30), with an additional Rs 9.5 crore in process orders. H1FY26 revenue was Rs 42 crore vs Rs 41 crore last year; PAT was Rs 7.57 crore vs Rs 6.72 crore for full-year FY25. Management guided 25-30% revenue growth and EBITDA margin expansion from current 10-11% to about 15% in the medium term. Revenue mix is 65-70% government (margins ~20%) and 30-35% corporate (margins 12-14%), with a strategic goal to lift enterprise share to 35-40% by FY27. Debt has been cut by 30% in the current year, and management highlighted opportunities in cybersecurity, the DPDP Act, and AI labs.
Positive signals for shareholders: explicit margin improvement target (10-11% to 15% EBITDA), revenue growth guidance of 25-30% for FY27, and lower leverage. However, near-term execution depends on concentrated billing in Feb-March, and revenue growth has been flat around Rs 100 crore for two years, so the guidance is a key catalyst to watch.