TEJASNETBSETEJAS NETWORKS LIMITEDMediumNeutral
Announced Mon, 3 Aug · 12:07 IST

Tejas Networks Q1 FY27: Revenue INR402 cr, 20% QoQ, BSNL order awaited

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDFExplain this filing

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Price reaction · full curve 14 horizons · vs prior close
+4.1%1-day move
₹513.00
prior close
₹522.00
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AI summary

Tejas Networks Q1 FY27 revenue at INR402 cr (21% QoQ growth), but PBT remained negative at INR271 cr. Won first end-to-end 5G network deal in South America and 5G radio supply in Europe with NEC. Awaiting BSNL 26,000 sites expansion order expected this quarter. Order book INR1,529 cr (93% domestic). Net receivables rose to INR2,232 cr; net debt at INR4,277 cr. Management targets positive EBITDA/EBIT in 12-18 months. Higher-margin AMC revenues from BSNL to start in coming quarters over an 8-year period.

Likely market impact

BSNL expansion order expected soon could clear inventory and receivables. Path to profitability guided at 12-18 months. Negative PBT and elevated working capital remain concerns.