Suyog Telematics Ltd
Suyog Telematics Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Suyog Telematics targets adding around 10,000 new tenancies in FY 2027, leading to a closure of approximately 17,000 tenancies by year-end. Suyog Telematics targets rolling out approximately 10,000 new tenancies (towers) in FY 2027, with 7,000+ tenancies currently active.
From Suyog Telematics Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Suyog Telematics targets adding around 10,000 new tenancies in FY 2027, leading to a closure of approximately 17,000 tenancies by year-end.
- 40% of new tenancies expected in H1 FY27 and 60% in H2, depending on operator feedback (BSNL and Vodafone).
- Revenue per site is expected to reach ₹32,000-₹33,000 soon, supported by BSNL billing completion and Airtel upgrades.
- Vodafone plans to roll out about 15,000 sites in FY 2027 with ₹45,000 crore investment over three years; BSNL plans 23,000 new 4G sites backed by ₹28,000 crore budget.
- Suyog is cautiously targeting ~30-35% market share in this rollout, focusing on balance sheet strength and limiting dependency on BSNL.
2 more points management made on revenue & sales performance
Profitability & Margins
See what Suyog Telematics Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Suyog Telematics plans to roll out 3,000 new sites with a budget of ₹300 crore for FY 2026-27.
- Funds for these sites are secured through ₹150 crore bank sanctions and ₹30-50 crore vendor credit facilities.
- The company intends to focus investment in their core telecom domain, particularly in Mumbai and Delhi markets.
- Future capital expenditure will depend on the progress of the 3,000 site rollout, with improved cash flow expected thereafter.
- Post 3,000 sites, the company may raise additional debt or consider fundraising options (preferential allotment or QIP) as needed.
- Large operator rollouts from BSNL (23,000 sites) and Vodafone (13,000-15,000 sites) for FY 2027 are expected to drive further capex opportunities.
2 more points management made on capital expenditure plans
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
See what Suyog Telematics Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- Suyog Telematics has planned a rollout of 3,000 sites with a budget of ₹300 crore.
- ₹80 crore profit is expected from these orders within the current year.
- Bank sanctions of ₹150 crore are already available for funding.
- Vendor credit facilities range from ₹30 crore to ₹50 crore.
- Company targets roughly 10,000 new tenancies in FY 2027 — about 6,000 from BSNL and 3,500 from Vodafone.
- BSNL plans around 23,000 new sites; Suyog aims to cap their share to 5,000-6,000 sites.
- Vodafone plans around 15,000 sites; Suyog targets 3,500-4,000 sites (about 35-40% market share from Vodafone).
2 more points management made on order book & pipeline
Suyog Telematics Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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's management said in earlier quarters
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Frequently Asked Questions
What were Suyog Telematics Ltd Q3 FY26 results?
Suyog Telematics targets adding around 10,000 new tenancies in FY 2027, leading to a closure of approximately 17,000 tenancies by year-end. Suyog Telematics targets rolling out approximately 10,000 new tenancies (towers) in FY 2027, with 7,000+ tenancies currently active.
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 to roll out 3,000 new sites with a budget of ₹300 crore for FY 2026-27.
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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.