Suyog Telematics Share: FY27 Bana 'Game Changer', Par FY26 Revenue Hua Miss!

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AuthorIshaan Verma|Published at:
Suyog Telematics Share: FY27 Bana 'Game Changer', Par FY26 Revenue Hua Miss!
Overview

Arre suno! Suyog Telematics ne bola hai ki FY2027 unke liye ekdum 'game changer' hone wala hai. Telecom companies bade investments kar rahi hain, jisse company ko tagdi growth ki ummeed hai. Haalanki, FY2026 ka revenue target thoda miss ho sakta hai due to delays, par future plans bahut solid lag rahe hain.

Toh bhaiyo aur behno, Suyog Telematics ne bola hai ki aane wala saal FY2027 unke liye ekdum 'game changer' hone wala hai. Iska sabse bada reason hai telecom operators ka massive investment plan.

Dekho, Vodafone ₹45,000 crore lagaane wali hai next 3 saalon mein, aur BSNL bhi FY2027 tak 4G sites ke liye ₹28,000 crore kharch karne ka plan bana rahi hai. BSNL toh 23,000 naye 4G sites lagaayegi.

Is sabke beech, Suyog Telematics ka target hai ki FY2027 tak woh 17,000 tenancies poori karein aur 8,000 naye towers bhi khade karein. Aur ek mast news yeh hai ki Q4 FY2026 mein hi ₹35 crore ka ek data centre project bhi shuru hone wala hai, jo revenue mein accha-khasa boost dega.

Ab aaye FY2026 ki baat. Company ne jo ₹240 crore ka revenue target rakha tha, woh pehle ke rollout delays ke karan shayad poora na ho paaye. Lekin management ka kehna hai ki yeh delays unke profitability margins ko affect nahi karte.

Mast baat yeh hai ki EBITDA margins abhi bhi zabardast ~70% par hain, aur PAT margins bhi 30-32% par maintain hain. Per-tower revenue bhi badh kar ₹31,533 ho gaya hai, matlab company apne assets se zyada kama rahi hai.

Management ne is point ko clear kiya hai ki BSNL ke rollout mein delays se overall revenue per tower kam ho sakta hai kyunki site rental pass-through kam hota hai, but isse company ke profitability margins par koi asar nahi padta.

Ab risks ki baat karein toh FY2027 ke bade targets ko execute karna, telecom operators ke rollout mein aur delays hona, aur bade projects par depend karna kuch chizein hain jin par nazar rakhni hogi. Future outlook ke liye, investors ko tenancy additions, naye towers, Q4 FY2026 mein data centre se aane wala revenue, aur BSNL aur Vodafone projects par focus rakhna chahiye. Company ka aim India ki top 3 telecom tower companies mein aane ka hai, yeh bhi ek bade watchpoint hai.

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