Suyog Telematics Ltd. · NSE:SUYOG
Suyog Telematics — Q2 FY27 Earnings Presentation
21 slides from Suyog Telematics's earnings presentation, Nov 4, 2026
Slide 1: Intimation of Investor Presentation to stock exchanges
Ref: STL/SEC/2026-27/DT-041 November 04, 2026 The Manager, The Manager, Listing Department, Listing Department, BSE Limited National Stock Exchange of India Limited P J Towers, 1st Floor, Bandra Kurla Complex, C-1, Block G, Dalal Street, Mumbai- 400001 Bandra (East), Mumbai - 400051 Scrip Code: 5372
Slide 2: Suyog Telematics Limited Investor Presentation Q2 & H1 FY27
SUYOG TELEMATICS LIMITED Investor presentation Q2 & H1 FY27 “ INFINITE Links, INFINITE Possibilities CONNECTING Today, ENVISIONING Tomorrow
Slide 3: Disclaimer
DISCLAIMER This document has been prepared for information purposes only and is not an offer or invitation or recommendation to buy or sell any securities of Suyog Telematics Limited (“STL”, “Suyog”, "Company“), nor shall part, or all, of this document form the basis of, or be relied on in connectio
Slide 4: Table of Contents
About Suyog Telematics Business Overview TABLE OF Way Forward CONTENTS Financial Highlights INVESTOR PRESENTATION 3
Slide 5: About Suyog Telematics
01 About Suyog Telematics Suyog Telematics Limited INVESTOR PRESENTATION 4
Slide 6: Company Overview
COMPANY OVERVIEW Suyog Telematics Limited is a dynamic player in the telecommunications industry, Experience of 30+ years specializing in cutting-edge telecom tower infrastructure solutions. The company is committed to driving connectivity in both urban and rural areas. Known for its strategic Built
Slide 7: Key Highlights
KEY HIGHLIGHTS 26 6,263 7,674 States & UTs Total Towers Total Tenancies 4,129 1,041 6,510 Small Cell Government Sites Fiber Network Tenancies Tenancies “in kms” Currently working on 2,000+ additional sites from Vodafone Idea for various locations across India, which will be deployed as per VIL deplo
Slide 8: Business Overview
02 Business Overview Suyog Telematics Limited INVESTOR PRESENTATION 7
Slide 9: Business Overview (1/2)
BUSINESS OVERVIEW (1/2) Emphasizing high-power small cell Environment friendly Infrastructure solutions Suyog Telematics Limited is a passive telecommunication infrastructure provider, providing cutting-edge solutions by building and operating telecom towers and related assets , thereby providing th
Slide 10: Business Overview (2/2)
BUSINESS OVERVIEW (2/2) SUYOG’s SCOPE OF WORK Tower Infrastructure Power Supply Supported with FIBERIZATION (for providing tower infrastructure) Providing the Telecom Service Providers with The lease arrangement is backed by Master Enabling Telecom companies to proactively ready infrastructure on lo
Slide 11: Business Model
BUSINESS MODEL Sustainable Identification of Site Deployment at Site Infrastructure Sharing Revenue Model Margin Accretive In response to customer requests, After identifying a location, Company leases out the erected Company secures co-locations Incorporating new tenants at their company meticulous
Slide 12: Master Service Agreement
MASTER SERVICE AGREEMENT (LONG TERM SERVICE CONTRACTS) Site Rentals Loading Charges Rentals are billed under one of the following models: Loading charges are determined either through Based on actuals agreed fixed charges or based on the equipment Inbuilt as a fixed cost with IP Fees installed by te
Slide 13: Clientele
CLIENTELE INVESTOR PRESENTATION 12
Slide 14: Way Forward
03 Way Forward Suyog Telematics Limited INVESTOR PRESENTATION 13
Slide 15: Telecom Capex Cycle
TELECOM CAPEX CYCLE STRONG MULTI-YEAR OPPORTUNITY FOR SUYOG TELEMATICS VODAFONE IDEA | INR 45,000 Crore Network Expansion BSNL | Proposed 16,000 Towers Installation Planned investment over the next 3 years Proposed Tower Installation by Mar’27 ▪ INR 6,400 Cr - First tranche of funding secured for ▪
Slide 16: Financial Highlights
04 Financial Highlights Suyog Telematics Limited INVESTOR PRESENTATION 15
Slide 17: Financial Highlights Q2'FY27
FINANCIAL HIGHLIGHTS Q2’FY27 CONSOLIDATED Revenue EBITDA EBITDA % INR 717 Mn INR 431 Mn 60.1% Net Profit Net Profit % EPS INR 153 Mn 21.4% INR 13.09 INVESTOR PRESENTATION 16
Slide 18: Revenue per Tower / Month (Average Quarterly Trend)
REVENUE PER TOWER / MONTH (AVERAGE QUARTERLY TREND) Standalone Consolidated 34,887 35,160 35,956 32,138 31,316 31,511 31,533 31,080 31,105 29,475 30,710 29,252 Q3FY24 Q4FY24 Q1FY25 Q2FY25 Q3FY25 Q4FY25 Q1FY26 Q2FY26 Q3FY26 Q4FY26 Q1FY27 Q2FY27 Note: Revenue per tower is calculated excluding the reim
Slide 19: Financial Statement (Q2 & H1'FY27)
FINANCIAL STATEMENT (Q2 & H1’FY27) Particulars (Consolidated - INR Mn) Q2’FY27 Q1’FY27 Q2’FY26 YoY% QoQ% H1’FY27 H1’FY26 YoY% Revenue from Operations 717.0 709.5 697.3 2.8 1.1 1,426.5 1,365.7 4.5 Total Expenditure 286.2 288.6 280.4 2.1 (0.8) 574.8 537.5 6.9 Cost of Materials Consumed 170.4 170.6 180
Slide 20: Balance Sheet
BALANCE SHEET Particulars (Consolidated - INR Mn) FY25 FY26 H1’FY27 Particulars (Consolidated - INR Mn) FY25 FY26 H1’FY27 EQUITY & LIABILITIES ASSETS Shareholders' Fund 4,004.9 4,895.8 5,078.4 Non-Current Assets 5,051.0 7,304.3 7,764.3 Share Capital 111.3 117.2 117.2 Property, Plant & Equipment 3,19
Slide 21: Thank You!
THANK YOU ! SUYOG TELEMATICS LTD Suyog House, 30, MIDC Central Road, Andheri East, Mumbai – 400 093 www.suyogtelematics.co.in KAPT I FY ® Consulting Strategy & Investor Relations | Consulting | [email protected] | +91-845 288 6099 | www.kaptify.in