Takyon Networks Ltd. (TAKYON) — Tipsheet

Takyon Networks bags ₹1.5 cr order for F5 network security gear

Tipsheet Editorial — Wed, 17 Jun 2026 18:58:03 GMT

The six-week delivery contract is material for the nano-cap at 4.84% of market cap, but FY26 profit dropped 52% tempering the news.

What’s new

Takyon Networks wins ₹1.5 cr order from Skynet Services for F5 Link Load Balancers with Anti-DDoS.
Delivery must be completed within six weeks; includes 3-year warranty and maintenance.
Order is 4.84% of market cap and 2% of annual revenue, triggering materiality rule.

Why it matters

This is Takyon's second large order this quarter after a ₹1.67 cr railway contract, signalling steady win momentum. But FY26 net profit dropped 52% on a 29% revenue decline, so the order provides near-term visibility without fixing the underlying profitability problem.

What we’re watching

Whether Takyon sustains order flow from private and government clients.
If the company can improve margins and return to profit growth in FY27.
Next quarter's revenue and profit figures to gauge recovery.

The full read

Takyon Networks has won another order — ₹1.5 crore from Skynet Services Global for F5 Link Load Balancers with Anti-DDoS, to be delivered in six weeks. It's the company's second notable win this quarter after a ₹1.67 crore railway contract in June. For a nano-cap with a ₹32 crore market cap, the order is material at 4.84% of cap and 2% of annual revenue. But the context matters: Takyon's FY26 saw revenue slide 29% and net profit drop 52%. The order adds near-term revenue visibility but doesn't reverse the profit trend. The company has low debt (D/E of 0.34) and decent ROE (19.8%), but the latest March quarter net profit was zero on sales of ₹29 crore. Orders are welcome, but profitability is the open question.

Primary source: BSE · NSE

Takyon Networks lands ₹1.67 cr CCTV contract from North Central Railway

Tipsheet Editorial — Wed, 17 Jun 2026 17:26:32 GMT

The order adds to a string of government wins, but the nano-cap still faces steep revenue and profit declines.

What’s new

Won ₹1.67 cr contract from North Central Railway for CCTV systems at four Agra stations.
Order must be completed within nine months.
Follows recent orders from Hindustan Aeronautics Limited and RDSO.

Why it matters

For a nano-cap with a market cap of ₹32 cr, this order is material at 5.4% of its value and adds to a growing government contract pipeline. But the company's latest quarter showed ₹0 cr net profit on ₹29 cr sales, and FY26 revenue slipped 29%. This single order, roughly 1.7% of FY27 guidance, is validation, not a turnaround.

What we’re watching

Revenue contribution from this order in upcoming quarters.
Further railway or defence contract wins.
Whether the company can convert order flow into profit after a weak FY26.

The full read

Takyon Networks, a nano-cap that saw revenue drop 29% and profit falling 52% in FY26, has won a ₹1.67 crore contract from North Central Railway for CCTV systems at four Agra stations. The order is 5.4% of its ₹32 crore market cap, making it material under nano-cap rules. It adds to a string of recent government wins, from HAL and RDSO, but the company's latest quarter posted zero net profit on ₹29 crore sales. At roughly 1.7% of FY27 guidance, the contract provides revenue visibility but little more. Cheap on a trailing P/E of 8.7, the stock is still waiting for a return to profitability. This order is a signal that the government sales channel is active; the test is whether Takyon can turn that into earnings.

Primary source: BSE · NSE

Takyon Networks revenue slips 29%, profit halves in FY26

Tipsheet Editorial — Wed, 20 May 2026 18:44:52 GMT

Standalone revenue falls to ₹70.44 cr, net profit down 52% to ₹3.07 cr; auditor gives clean opinion.

What’s new

Revenue down 29% to ₹70.44 cr for FY26; net profit falls 52% to ₹3.07 cr.
Consolidated figures also decline: revenue -31%, profit attributable to shareholders -47%.
Auditor issues unmodified opinion; IPO proceeds fully utilised as per prospectus.

Why it matters

A nano-cap with a 29% top-line contraction and halved profits signals serious demand or operational challenges. The clean audit offers little comfort when the business is shrinking at this pace.

What we’re watching

Next quarter's revenue trajectory — is the decline accelerating or stabilising?
Any cost actions or strategic pivot from management to arrest the slide.
Whether the stock gets re-rated given the deteriorating fundamentals.

The full read

Takyon Networks' annual results show a sharp deterioration. Standalone revenue dropped 29% year-on-year to ₹70.44 crore, while net profit halved to ₹3.07 crore. Consolidated figures mirrored the trend — revenue down 31% and profit attributable to shareholders down 47%. The auditor gave an unmodified opinion, and IPO proceeds have been fully deployed as promised. But for a nano-cap, a 29% revenue decline is a red flag. The company is shrinking, not growing. The clean audit says nothing about the business's health; it only confirms the numbers are correctly stated. What the numbers say is that Takyon is losing ground. The next test is whether management can explain the slide and outline a credible recovery plan.

Primary source: BSE · NSE