Tipsheet
What matters at India’s listed companies
Notes / Sector

Telecom - Equipment

41 recent notes from companies in this sector. 13 companies tracked.

Anchor companies · by market cap
Recent activity
Tue · 28 Jul
6
Telecom - Equipment

Pace Digitek subsidiary hits 300 BESS container milestone

Lineage Power crosses 300 utility-scale containers, representing 1.5 GWh capacity, as the group scales manufacturing toward 10 GWh by October 2026.

PACEDIGITK Small cap 2:53 PM
6
Earnings · Telecom - Equipment

STL Networks narrows loss to ₹21.88 cr as revenue dips to ₹176 cr

The telecom equipment maker's loss halved from the March quarter's ₹47 cr, but revenue slipped 13% sequentially. Management reshuffles roles; AGM set for September 8.

STLNETWORK Small cap 1:07 PM
6
Earnings · Telecom - Equipment

STL Networks narrows loss to ₹21.88 cr but revenue slips to ₹176 cr in June qtr

Net loss halves from ₹47 crore in March quarter, but revenue dips 13%. The board also shuffles senior management and schedules AGM for September.

STLNETWORK Small cap 1:01 PM
6
Concalls · Telecom - Equipment

Tejas Networks gets BSNL 4G order boost to 26,000 sites

Q1 revenue doubles to ₹402 cr as net loss narrows; management expects the expanded BSNL order to close this quarter, offering a path to recovery after a ₹909 cr FY26 loss.

TEJASNET Mid cap 12:20 PM
Mon · 27 Jul
6
Earnings · Telecom - Equipment

Tejas Networks doubles Q1 revenue, lands first overseas 5G deal

Revenue nearly doubled to ₹402 crore on international 5G radio sales and domestic fibre demand. Net loss widened to ₹202 crore. Order book stands at ₹1,529 crore.

TEJASNET Mid cap 8:30 PM
5
Earnings · Telecom - Equipment

Tejas Networks doubles Q1 revenue, net loss narrows sequentially

Revenue nearly doubled YoY to ₹402 cr; net loss at ₹202 cr improves from last quarter but remains elevated as finance costs and provisions weigh.

TEJASNET Mid cap 6:09 PM
5
Telecom - Equipment

Valiant Communications board to meet August 12 for Q1 results

The meeting is a routine procedural step to approve unaudited quarterly financials. No other business items were disclosed.

VALIANT Small cap 11:39 AM
Tue · 21 Jul
5
Telecom - Equipment

Pace Digitek opens battery R&D centre with IISER Pune tie-up

Lineage Power sets up Pune facility for advanced lithium-ion and sodium-ion research. No investment or revenue commitment disclosed.

PACEDIGITK Small cap 11:54 AM
Mon · 20 Jul
6
Earnings · Steel & Iron Products

Grand Foundry posts ₹19.6 cr revenue, rebrands to Tikona Communication

June-quarter results show the telecom pivot is generating cash, but the stock remains under GSM Stage 3 trading curbs and the name change awaits shareholder and regulatory nod.

GFSTEELS Micro cap 1:40 PM
5
Telecom - Equipment

Pace Digitek signs AI data center power deal with no committed revenue

Lineage Power extends its five-year telecom tie-up with MEGMEET to AI data center power infrastructure. The agreement has strategic merit but zero revenue commitments or purchase orders.

PACEDIGITK Small cap 11:16 AM
Thu · 16 Jul
8
Order Wins · Telecom - Equipment

ITI lands ₹856 cr BSNL order for 4G site expansion in West India

Follow-on contract for 7,613 sites deepens ITI's role in indigenous 4G rollout; order worth over 3% of market cap.

ITI Large cap 12:23 PM
Fri · 10 Jul
5
Telecom - Equipment

Lineage Power signs BESS MoU with Bondada — no numbers disclosed

The non-binding pact covers DC blocks, C&I BESS cabinets, residential BESS, power conversion systems, EMS and battery containers. No financial value or delivery quantities, similar to earlier MOUs with Onward Solar and Kalpa Power.

PACEDIGITK Small cap 5:02 PM
Thu · 09 Jul
5
Telecom - Equipment

Pace Digitek's Lineage Power inks BESS MOU — no value, no deadlines

The non-binding agreement with Onward Solar and Kalpa Power covers DC blocks, C&I and residential cabinets, but lacks order size or timelines.

PACEDIGITK Small cap 6:52 PM
Sat · 04 Jul
5
Telecom - Equipment

Black Box's GSI Americas sales head exits; operations intact

Jai Venkat ceased on June 30. Company cites internal reasons, says daily functioning unaffected as it seeks replacement.

BBOX Mid cap 1:51 PM
Thu · 02 Jul
6
Telecom - Equipment

STL Networks hires ex-Army officer as COO after CEO exit

The appointment of Col Girish Nandan Juneja aims to steady management at a loss-making telecom equipment firm that just lost its CEO.

STLNETWORK Small cap 8:42 PM
Mon · 29 Jun
7
Telecom - Equipment

Pace Digitek locks in 3 GWh of LFP cells for its 10 GWh battery push

Its subsidiary Lineage Power signs a master supply agreement with a Chinese cell maker, covering roughly 30% of the expanded BESS capacity and easing a key execution risk.

PACEDIGITK Small cap 12:15 PM
Sat · 20 Jun
8
Telecom - Equipment

Pace Digitek commits ₹200 cr to quadruple battery storage capacity

The formal board approval turns a May guidance into capital expenditure. A new 5 GWh line and in-house container fabrication will be phased in this fiscal, funded through internal accruals.

PACEDIGITK Small cap 6:25 PM
Mon · 15 Jun
6
Telecom - Equipment

NCLT extends Quadrant Televentures' CIRP by 60 days, names four bidders

The insolvency process now runs till July 29, 2026. GVN Fuels, Fastway Transmissions, Cyfuture India, and Areion Assets have submitted plans.

QUADRANT Micro cap 4:32 PM
Wed · 10 Jun
8
Telecom - Equipment

STL Networks loses its CEO. A loss-making firm now searches for a strategy.

Pankaj Malik, the CEO of a company with negative net worth, is out in three months. The board has named an interim replacement from a system integrator.

STLNETWORK Small cap 9:58 PM
Sun · 07 Jun
6
Telecom - Equipment

Black Box wants to double revenue to $2bn by FY30

A five-year plan to reach $2 billion in revenue leans on $700m of future acquisitions and an $800m order backlog that management says provides multi-year visibility.

BBOX Mid cap 7:44 PM
Wed · 03 Jun
5
Earnings · Telecom - Equipment

Pace Digitek's ₹11,338 cr order book and lithium hedge detailled in transcript

The May 26 concall transcript confirms the company's tactical inventory build-up against rising cell prices and details its aggressive BESS expansion, but introduces no new facts.

PACEDIGITK Small cap 7:49 PM
Tue · 26 May
7
Telecom - Equipment

Telogica MD Mandava Srinivasa Rao resigns, holding 17.51% stake

The managing director stepped down citing pre-occupations, with the board appointing Sudhakara Reddy Allam as his successor for a five-year term.

TELOGICA Micro cap 8:35 PM
7
Telecom - Equipment

Four bidders file rescue plans for insolvent Quadrant Televentures

The telecom infrastructure company drew four resolution plans by the May 25 deadline, narrowing the field from eight original expressions of interest. No valuation details were disclosed.

QUADRANT Micro cap 4:23 PM
6
Earnings · Telecom - Equipment

Black Box's order backlog swells 57% to $792m on US hyperscaler win

Q4 revenue grew 9% but the company's order book is the story. Full-year bookings crossed $1 billion for the first time.

BBOX Mid cap 3:14 PM
5
Earnings · Telecom - Equipment

Black Box posts ~6% profit growth for FY26, lifts board limit for fresh fundraising

Audited results for Q4 and FY2026 show steady but unspectacular growth. The board has cleared a ₹2,500 crore fundraise envelope, with no terms yet set.

BBOX Mid cap 2:59 PM
6
Earnings · Telecom - Equipment

Shyam Telecom has zero revenue, a going-concern flag, and negative net worth.

The auditor flagged material uncertainty over the company's ability to continue. Current liabilities of ₹4,549.50 lakhs exceed current assets of ₹74.36 lakhs.

SHYAMTEL Micro cap 2:57 PM
6
Earnings · Telecom - Equipment

Shyam Telecom auditor flags survival doubt after full-year zero revenue

The company's net worth has turned negative, and the auditor has flagged material uncertainty over its ability to continue.

SHYAMTEL Micro cap 2:52 PM
6
Concalls · Telecom - Equipment

Pace Digitek doubles battery capacity target to 10 GWh by 2026

The company delivered 178 BESS containers last year and now targets ₹3,200-3,400 crore in revenue for FY27, even as margins face pressure from a changing product mix.

PACEDIGITK Small cap 1:05 PM
6
Earnings · Telecom - Equipment

Pace Digitek's consolidated profit jumps 88% as standalone business slips

The company's energy storage subsidiary is masking a 21% revenue decline in its standalone business. Consolidated net profit reached ₹105.9 crore for the quarter.

PACEDIGITK Small cap 12:00 AM
Fri · 22 May
6
Telecom - Equipment

Frog Innovations pivots to EV and AI to offset telecom losses

After negative EBITDA in FY26, management bets on a new electronics manufacturing model and defense contracts to reach ₹500 cr by FY28.

FROG Micro cap 5:49 PM
8
Telecom - Equipment

Kavveri Defence issues 40 lakh shares to the Thobhani family

A major preferential allotment lifted the Thobhani family's stake to 9.98% as the total share count climbed to 6.01 crore.

KAVDEFENCE Micro cap 5:19 PM
9
Telecom - Equipment

Kavveri Defence nearly doubles its share count with a promoter allotment

The company issued 94.7 lakh shares to its promoter group, swelling the equity base by 27% and almost doubling the share count. The offer price wasn't disclosed.

KAVDEFENCE Micro cap 10:49 AM
Thu · 21 May
5
Telecom - Equipment

Black Box board to approve Q4 results and weigh dividend, fund raise

A standard pre-results notice. The filing gives a date and agenda, but no numbers.

BBOX Mid cap 10:38 PM
5
Earnings · Telecom - Equipment

ADC India's profit fell 25% in FY26 despite 7% revenue growth

Net profit slipped to ₹1,832.70 lakhs as costs outpaced sales. Dividend held at ₹25 per share.

KRONECOMM Small cap 3:49 PM
5
Earnings · Telecom - Equipment

ADC India posts 7% revenue growth, profit slips 25% in FY26

Audited results confirm earlier trends; dividend held at ₹25 per share. No material surprises.

KRONECOMM Small cap 3:46 PM
5
Earnings · Telecom - Equipment

ADC India's FY26 profit falls 25% as revenue edges up 7%

Audited numbers confirm previously guided trends; dividend unchanged at ₹25 per share.

KRONECOMM Small cap 3:31 PM
5
Earnings · Telecom - Equipment

ADC India's audited FY26 profit slips 25% as revenue rises 7%

Full-year numbers confirm earlier unaudited trends; dividend held at ₹25/sh. No material surprises.

KRONECOMM Small cap 2:32 PM
5
Earnings · Telecom - Equipment

ADC India profit slips 25% despite 7% revenue jump in FY26

Net profit falls to ₹X cr (not given) on revenue increase; board recommends ₹25 dividend. Routine quarterly filing.

KRONECOMM Small cap 2:24 PM
Wed · 20 May
7
Telecom - Equipment

Punjab Communications loses CFO abruptly, taps internal successors

The nano-cap's finance chief resigned immediately; an 11-day interim and a permanent CFO from within follow. Recent board and MD changes add to governance concerns.

PUNJCOMMU Micro cap 9:07 PM
6
Earnings · Telecom - Equipment

Punjab Comm turns profitable; auditor qualifies opinion on inventory, ECL

Revenue rose 56% to push the nano-cap into the black, but the auditor cited material weaknesses in inventory valuation and credit loss provisioning, with impact 'not ascertainable'.

PUNJCOMMU Micro cap 7:51 PM
6
Earnings · Telecom - Equipment

Punjab Communications swings to profit but auditor flags unquantified weaknesses

Net profit of ₹297.60 lakhs vs loss of ₹37.86 lakhs; revenue up 56%. Auditor cites non-compliance with Ind AS 2 and absence of ECL policy.

PUNJCOMMU Micro cap 7:32 PM