Tejas Networks Limited
4,695words
1turns
0analyst exchanges
0executives
Key numbers — 38 extracted
rs,
1.7X
65%
1 Million
16X
rs
5
69%
67%
64%
70%
60%
200%
Guidance — 2 items
Notes
opening
“Production Linked Incentive (PLI) Scheme Tejas Networks received ₹ 123 Cr as incentives under the Government of India’s PLI scheme for FY24 and ₹ 312 Cr for FY25 Preference to Make in India (PMI) Tejas is a Class-1 local supplier and the majority of our products are included in the PMI list published by DoT.”
Notes
opening
“No representation, warranty, guarantee or undertaking, express or implied, is or will be made as to, and no reliance should be placed on, the accuracy, completeness, correctness or fairness of the information, estimates, projections and opinions contained in this presentation.”
Speaking time
1
Opening remarks
Notes
1. Capex calculated as payments for PPE and intangible assets less capitalized R&D/PD expenses (which are included in Gross R&D expenses) T e j a s N e t w o r k s C o n f i d e n t i a l T e j a s N e t w o r k s C o n f i d e n t i a l Growth Drivers and Strategy T e j a s N e t w o r k s C o n f i d e n t i a l Macro Trends favoring our Business Increase in Connected Devices & Content Greater Adoption of AI Growth in Connectivity Services ▪ Cellular IoT revenues to grow from $18bn to $30bn by 2030 ▪ 200% growth in VR devices by 2030 ▪ 8K video & XR will demand 300Mbps/1Gbps speeds ▪ AI traffic to cross non-AI traffic by 2031 ▪ Investment in data centers to reach $580 billion in 2025 ▪ 5G mobile subs to be more than 50% by 2029 ▪ 5-yr CAGR of 12.8% in FWA subscriptions from 2025-30 ▪ 1.9 billion fixed broadband users by 2030 Investments in Critical Infrastructure Policy Push for Indigenization in India Sources: Omdia, OECD, WBA, McKinsey, GSMA T e j a s N e t w o r k s C o n f i d e