Transcript of Earning call held on 3rd Dec, 2025
Price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Takyon Networks reported H1FY26 revenue of Rs 48.02 crore, EBITDA of Rs 5.48 crore (12.89% margin), and PAT of Rs 3.21 crore (7.57% margin), with both margins improving year-on-year. The company has an order book of over Rs 56 crore, with 90-95% expected to be billed this fiscal. Management guided FY26 revenue at Rs 115-120 crore, FY27 at Rs 155-160 crore, and FY28 at around Rs 200 crore, implying a 3-year CAGR of 25-33%. The company is shifting its revenue mix from 95% government to a 60:40 government-corporate split to improve cash cycles. Services portion is targeted to rise from 55:45 to 60:40 over 2-3 years, which should drive further margin expansion. Debt is being reduced, with a target to keep it at or below 15% of revenue.
Strong forward guidance on revenue (25-33% CAGR) and margin expansion (driven by services mix shift) is positive for the stock. Investors should watch execution against the Rs 115-120 crore FY26 target, especially given Q4 historically contributes ~50% of annual billing.