Suyog Telematics Ltd
Suyog Telematics Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Suyog Telematics targets strong revenue growth with major rollout plans in upcoming quarters, aiming for INR 250 crores revenue in FY26. Suyog Telematics expects growth driven by 5G site deployments for Airtel, Vodafone rollout (~1,000 sites in next two quarters), and planned inorganic growth via acquisitions.
From Suyog Telematics Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Suyog Telematics targets strong revenue growth with major rollout plans in upcoming quarters, aiming for INR 250 crores revenue in FY26.
- Deployment of 5G sites for Airtel and Vodafone rollout (~1,000 sites planned in next two quarters) are key revenue drivers.
- Inorganic growth through potential acquisitions is expected to add immediate revenue upside.
- BSNL rollout of 6,000 sites over 12-15 months is expected to contribute 15-20% of revenue.
- Fibre network projects, including a INR 35 crore data centre fibre project and MTNL tender (L1 bidder), offer additional revenue streams.
- Revenue mix target: Airtel 35-40%, Jio 20-25%, VI around 30%, BSNL 15%.
- Tenancy growth to reach 8,000-8,500 sites organically in FY26, plus additions via inorganic growth.
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Profitability & Margins
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Capital Expenditure Plans
- Suyog Telematics plans a CapEx of INR 700 crores over the next 12-15 months for deploying 7,000 towers (6,000 from BSNL and 1,000 from VI).
- Funding for INR 250-300 crores CapEx is arranged via internal accruals, promoter funds (INR 22 crores received in October), and bank debt with a sanctioned limit of INR 150 crores.
- The company is confident of managing up to INR 500 crores from these sources and may consider equity dilution for the balance depending on rollout progress.
- A strategic INR 35 crore fibre project targeting data centre connectivity in Mumbai is in the final stage, expected to close by end of FY26.
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Top-ranked in Telecom - Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- BSNL order: Bid for 12,500 sites; confident of allocation of minimum 6,000 sites; total rollout planned for 17,000+ sites over 12-15 months; approx. INR600 crore CapEx needed for 6,000 sites.
- Vodafone Idea (VI): Recently got 500 sites order; expecting to achieve 1,000 sites deployment for VI in Q3 and Q4 FY26.
- Airtel: Targeted to contribute 35%-40% of revenue; ongoing rollout upgrade from 4G to 5G.
- Jio: Targeted 20%-25% revenue share; rollout delayed due to IPO issues but expected to pick up.
- MTNL fibre project: L1 bidder for about 1,000 km fibre tender; awaiting final approvals; revenue details pending.
- Data Centre fibre project: INR35 crore one-time revenue expected by FY26-end.
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Suyog Telematics Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹53 Cr, net profit ₹14 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Suyog Telematics Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Suyog Telematics Ltd Q2 FY26 results?
Suyog Telematics targets strong revenue growth with major rollout plans in upcoming quarters, aiming for INR 250 crores revenue in FY26. Suyog Telematics expects growth driven by 5G site deployments for Airtel, Vodafone rollout (~1,000 sites in next two quarters), and planned inorganic growth via acquisitions.
What is Suyog Telematics Ltd share price analysis?
Suyog Telematics Ltd currently shows a neutral. The stock trades at a P/E of 15.9 with a market cap of ₹993 Cr. Investors should review the full earnings analysis for detailed insights.
Is Suyog Telematics Ltd planning capital expenditure?
Suyog Telematics plans a CapEx of INR 700 crores over the next 12-15 months for deploying 7,000 towers (6,000 from BSNL and 1,000 from VI).
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.