Technology
Business
Finance
Supply Chain Management
Financial Performance
Government Policies
Business model
Tejas networks conducted their conference call on 25th July 2022
" Company continues to suffer from supply chain management issue. "
Here are the concall highlights
" Company continues to suffer from supply chain management issue. "
Here are the concall highlights
Key updates
- Company report a PAT Loss. Due to imbalance in inventory the comaony couldn't achieve its revenue target
- Company is debt free
- Company's business model had too much outsourcing and it has been changed in current quarter.
- Company report a PAT Loss. Due to imbalance in inventory the comaony couldn't achieve its revenue target
- Company is debt free
- Company's business model had too much outsourcing and it has been changed in current quarter.
- Growth margins have been adversely affected which will remain for next few quarters
- Dept of telecom has announced a PLI scheme last quarter.
- The block of 5 years from PLI incentive will start from this year.
- Company is likely have a bigger capital commitment in PLI
- Dept of telecom has announced a PLI scheme last quarter.
- The block of 5 years from PLI incentive will start from this year.
- Company is likely have a bigger capital commitment in PLI
- Imbalance inventory situation led to increase in inventory of around Rs. 45 crs
- Cash side the company is comfortable.
- Company has won few multi 100 crores tenders which will be converted into revenue in coming quarters.
- Backlog order
India : 986 crs
Intl. : 172 crs
- Cash side the company is comfortable.
- Company has won few multi 100 crores tenders which will be converted into revenue in coming quarters.
- Backlog order
India : 986 crs
Intl. : 172 crs
Supply chain issue
- The semiconductor shortage situation will remain till the year end
- Optimization of scarcely available commandment and balancing the inventory was the current issue which the company has solved and is solving going forward
- The semiconductor shortage situation will remain till the year end
- Optimization of scarcely available commandment and balancing the inventory was the current issue which the company has solved and is solving going forward
Product line
- 4g proof of concept trials for BSNL have been completed
- 5g radio have been acquired and will be integrated in the product portfolio.
- Robust 4g system deployment in different parts of India would expand revenue in coming quarters
- 4g proof of concept trials for BSNL have been completed
- 5g radio have been acquired and will be integrated in the product portfolio.
- Robust 4g system deployment in different parts of India would expand revenue in coming quarters
Future targets
- Company is expanding its products portfolio.
- Company is focusing towards new Capex cycle in india towards 5g
- Cash will be used in R&D
- Company is expanding its products portfolio.
- Company is focusing towards new Capex cycle in india towards 5g
- Cash will be used in R&D
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