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Concalls · Telecom - Equipment · Mid cap

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.

2 earlier stories on Tejas Networks Ltd.
Mkt cap₹11,076 cr
ROE0.00%
Debt / eq.1.38
26,000 BSNL 4G expansion sites, up from 18,000.

What's new

  • BSNL 4G expansion order revised to 26,000 sites from 18,000; expected closure in current quarter.
  • Q1 FY27 revenue ₹402 cr, nearly double YoY; net loss narrows.
  • International 5G wins in Europe and South America; wireline traction.

Why this matters

After a revenue collapse and ₹909 cr loss in FY26, the BSNL order expansion and overseas wins offer a recovery catalyst. But net borrowings of ₹4,277 cr and high receivables keep the balance sheet a risk.

What we're watching

  • BSNL order closure timeline and revenue recognition.
  • Receivables clearance and debt reduction.
  • International 5G revenue ramp in Europe and South America.

The full read

Tejas Networks reported Q1 FY27 revenue of ₹402 crore, nearly double year ago, and a narrower net loss. The bigger news: BSNL's 4G expansion order is now set at 26,000 sites, up from 18,000 earlier, and management expects it to close in the current quarter. That follows the initial 100,000-site rollout completed in FY25, after which the company suffered a ₹909 crore full-year loss in FY26. International 5G wins in Europe and South America and wireline traction offer some offset. But net borrowings of ₹4,277 crore and elevated receivables keep the balance sheet stretched. The order expansion is a near-term catalyst, but given the stretched balance sheet and dependence on a single customer, the company's recovery path remains contingent on closing the BSNL deal and winning more international contracts. That is the test.

Questions answered

What is the size of the revised BSNL 4G order?
The order now covers 26,000 sites, up from 18,000 earlier. Management expects it to close in the current quarter.
How did Tejas perform in Q1 FY27?
Revenue was ₹402 crore, nearly double year-ago levels, and net loss narrowed. The company reported a net profit of -₹202 crore for the quarter.
What caused the sharp revenue decline in FY26?
After completing the initial 100,000-site BSNL 4G rollout in FY25, the business suffered a revenue drop and a full-year loss of ₹909 crore.
What is the company's debt position?
Net borrowings stand at ₹4,277 crore with elevated receivables, keeping the balance sheet stretched despite the order pipeline.
Mentioned: BSNL · ₹4,277 cr borrowings · 26,000 sites
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Tejas Networks Ltd.

Telecom Towers
₹9,131 cr

Latest quarter · Jun 2026

Sales₹402 cr
Net profit−₹202 cr
Op. margin−25.0%
EPS−₹11.16

Strength & growth

Debt / equity1.38×
Current ratio1.20×
Sales CAGR+1.9%
  1. 28 Jul 2026 · 12:20 PM IST Tejas Networks gets BSNL 4G order boost to 26,000 sites
  2. 1d ago Tejas Networks doubles Q1 revenue, lands first overseas 5G deal
  3. 1d ago Tejas Networks doubles Q1 revenue, net loss narrows sequentially