Suyog Telematics Limited Q2 FY26 earnings call summary

Earnings call of 12 Nov 2025, summarised by AI from the filing.

Suyog Telematics reported Q2 FY26 revenue of ₹554 million and maintained FY26 guidance of ₹250 cr revenue and ₹80 cr PAT, despite BSNL order delay.

Key takeaways

1. FY26 guidance Revenue ₹250 cr and PAT ₹80 cr maintained, dependent on BSNL and inorganic growth.
2. Growth drivers Airtel 5G upgrade, Vodafone rollout, and inorganic growth to drive H2 revenue.
3. Key risk BSNL order delayed to December, pushing rollout and billing to Q4 FY26 and Q1 FY27.

Original filing on BSE

Suyog Telematics Limited Q1 FY27 results

As filed: Revenue ₹71.0 cr (+29% year on year), EBITDA ₹42.1 cr (+3% year on year), PAT ₹14.5 cr (−15% year on year), EBITDA margin 59.3% (−1,000 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹56.0 cr (+12% year on year), EBITDA ₹41.8 cr (+300% year on year), PAT ₹14.5 cr, EBITDA margin 74.6% (+1,000 bps). Score 79 of 100, Above trend. EBITDA margin rose 1000 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: +4.8% in 30 days (Nifty 500: +0.9%).
• Q3 FY26: Revenue ₹52.6 cr (+7% year on year), EBITDA ₹37.5 cr (+10% year on year), PAT ₹14.5 cr (−14% year on year), EBITDA margin 71.4% (+199 bps). Score 44 of 100, In line with trend. EBITDA margin rose 199 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 14% from last quarter. Share price after the results: +23.7% in 30 days (Nifty 500: −3.2%).
• Q2 FY26: Revenue ₹52.0 cr (+8% year on year), EBITDA ₹40.0 cr (+14% year on year), PAT ₹17.0 cr (−15% year on year), EBITDA margin 76.9% (+401 bps). Score 49 of 100, In line with trend. EBITDA margin rose 401 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: −9.6% in 30 days (Nifty 500: −0.6%).
• Q1 FY26: Revenue ₹52.0 cr, EBITDA ₹38.0 cr, PAT ₹17.0 cr, EBITDA margin 73.1%. Not scored. No result for the same quarter last year. Share price after the results: −5.4% in 30 days (Nifty 500: +2.4%).
• Q4 FY25: Revenue ₹50.0 cr, EBITDA ₹9.0 cr, PAT −₹14.0 cr, EBITDA margin 18.0%. Not scored. No result for the same quarter last year. Share price after the results: +0.2% in 30 days (Nifty 500: +0.8%).
• Q3 FY25: Revenue ₹49.0 cr, EBITDA ₹34.0 cr, PAT ₹17.0 cr, EBITDA margin 69.4%. Not scored. No result for the same quarter last year.
• Q2 FY25: Revenue ₹48.0 cr, EBITDA ₹35.0 cr, PAT ₹20.0 cr, EBITDA margin 72.9%. Not scored. No result for the same quarter last year.

Past price moves after results do not indicate future moves. Not a recommendation.

Suyog Telematics Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (12 Aug 2026), Results deck (12 Aug 2026)
• Q4 FY26: Earnings call (2 Jun 2026), Results deck (1 Jun 2026)
• Q3 FY26: Earnings call (6 Feb 2026), Results deck (5 Feb 2026)
• Q2 FY26: Earnings call (12 Nov 2025), Results deck (12 Nov 2025)
• Q1 FY26: Earnings call (13 Aug 2025), Results deck (13 Aug 2025)
• Q4 FY25: Earnings call (21 May 2025), Results deck (21 May 2025)