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TEJASNET
Powering India's Digital Leap
Tejas Networks recently secured a ₹1,525.53 crore BSNL order for 4G network expansion, a significant boost to its order book. While Q4 FY25 saw a net loss due to strategic R&D investments, the full FY25 profit and revenue surged significantly, showing strong underlying growth.
Fundamentally, Tejas Networks thrives on indigenous technology development (a core strength). It's investing heavily in R&D for advanced products like 5G and high-capacity optical systems. A strategic partnership with NEC (Japan) aims to expand its global reach. With a majority promoter holding (Tata Group) and focus on key domestic projects, Tejas Networks is well-positioned for future growth in the telecom sector.
Financial Performance (Q4 FY2024-25 & Full Year FY2024-25):
Q4 FY2024-25 Results: Tejas Networks reported a consolidated net loss of ₹71.80 crore for the quarter ended March 31, 2025, a significant reversal from a net profit of ₹146.78 crore in Q4 FY2023-24. (April 28, 2025)
This loss was primarily attributed to increased investments in R&D and one-time charges in certain inventory and R&D expenses. (April 28, 2025)
Despite the loss, revenue from operations soared 43.7% year-on-year to ₹1,906.94 crore in Q4 FY2024-25. (April 28, 2025)
EBITDA for the quarter declined by 60.7% to ₹121.5 crore. (April 28, 2025)
Dividend Recommendation: The board has recommended a dividend of 25% (₹2.5 per share) for FY2024-25, subject to shareholder approval. (April 25, 2025)
Production-Linked Incentive (PLI) Scheme: The company received ₹123.45 crore as an incentive from the Ministry of Communications under the PLI Scheme for Telecom and Networking Products for 2023-24. (March 17, 2025)#StockInNews#TechnicalViews#FundamentalViews#EquityResearch#PersonalFinance
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