TEJASNETNSETejas Networks LimitedMediumNeutral
Announced Fri, 25 Apr · 19:27 IST

Tejas Networks Limited has informed the Exchange about Investor Presentation

Order Pipeline DisclosedInvestor Communications View source PDF

TEJASNET · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Tejas Networks reported FY25 total revenue of INR 8,923 Cr, up 3.6x year-on-year, largely driven by BSNL 4G/5G equipment shipments to TCS. Q4 FY25 revenue came in at INR 1,907 Cr (1.4x YoY), but the company slipped into a loss of INR 72 Cr in the quarter due to a INR 117 Cr inventory obsolescence provision and a INR 22 Cr intangible asset write-off. Full-year profit was INR 447 Cr, boosted by INR 468 Cr of PLI incentives, and the Board has recommended a 25% dividend (INR 2.5/share). The closing order book stood at INR 1,019 Cr, and management highlighted a strong FY26 pipeline including large government telecom projects, a new technology partnership with NEC Japan for global go-to-market, and expanded product portfolio across 5G, optical, and routing. Concerns remain around elevated trade receivables of INR 4,884 Cr and borrowings of INR 3,269 Cr taken for working capital.

Likely market impact

Strong FY25 top-line and dividend are positives, but the sharp Q4 profit decline and high working capital intensity may weigh on near-term sentiment. The disclosed government project pipeline and NEC partnership offer FY26 growth visibility, which could support the stock if execution holds.