Suyog Telematics Ltd
Suyog Telematics Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #7 of 12 in Telecom - Services
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The short version
FY27 revenue growth expected to be around 15%-20%, with major rollout benefits materializing in FY28. FY27 revenue growth expected around 15-20%, with major rollout in Q3 and Q4; full-year benefits expected in FY28.
From Suyog Telematics Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY27 revenue growth expected to be around 15%-20%, with major rollout benefits materializing in FY28. (Page 15)
- Significant tower rollout planned: approximately 5,000 new towers primarily from Vodafone, with deployment mainly in Q3 and Q4 FY27. (Pages 13-14, 15)
- Revenue per tower is expected to remain stable between INR31,000 to INR32,000. (Page 13)
- Vodafone rollout remains intact with about 5,000 tenancies expected; BSNL rollout uncertain pending resolution of equipment issues. (Pages 17, 18, 22)
- Top-line growth to get a boost due to inclusion of EB (energy billing) in revenue from this quarter onward. (Page 22)
2 more points from Suyog Telematics Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- CapEx for FY27 tower rollout: Planned rollout of 5,000 towers with an estimated CapEx of INR 12 lakhs per tower, totaling approximately INR 600 crore. (Page 14)
- CapEx Funding: Around 50% expected to be funded through internal accruals and existing debt limits; remaining 50% funding plans to be finalized post Vodafone order confirmation. (Page 14)
- Vodafone rollout: Major rollout expected from Q2 with peak activity in Q3 and Q4 FY27; 5,000 tenancies mostly on ground-based 40-meter towers. (Pages 10, 14)
- Acquisitions: Looking to acquire smaller IP companies funded mostly via internal accruals; no big acquisitions finalized yet. (Page 17)
2 more points from Suyog Telematics Ltd's call on capex
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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
- Vodafone rollout order of approximately 5,000 tenancies (around 4,000 towers) expected in FY27; deployment to start mainly from Q2 with a bumper rollout in Q3 and Q4.
- Vodafone order timeline delayed from Feb/March to June; orders directly allocated under master service agreement without tender.
- BSNL expected rollout plan of around 30,000 sites, but currently delayed due to equipment issues with Tejas network; no confirmation received yet on order finalization or timeline.
- Airtel and Jio have not declared any rollouts due to ongoing investments and IPO timelines.
- Orders from Vodafone are mostly confirmed, but BSNL orders are pending resolution of technical issues.
2 more points from Suyog Telematics Ltd's call on order book
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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's management said in earlier quarters
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Potential multibaggers · Q2 FY27
Potential multibaggers in Telecom - Services
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Suyog Telematics Ltd Q4 FY26 results?
FY27 revenue growth expected to be around 15%-20%, with major rollout benefits materializing in FY28. FY27 revenue growth expected around 15-20%, with major rollout in Q3 and Q4; full-year benefits expected in FY28.
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?
CapEx for FY27 tower rollout: Planned rollout of 5,000 towers with an estimated CapEx of INR 12 lakhs per tower, totaling approximately INR 600 crore.
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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.