Indian 4G, 5G technology trials ongoing overseas: Tejas Networks' Arnob Roy

Core Insights - Tejas Networks is actively pursuing international opportunities for its 4G and 5G technology, with significant interest from various global markets, including South Asia, and is expected to finalize a commercial deal soon [12] - The company has established strategic partnerships with NEC and Rakuten, enhancing its global market initiatives and expanding its product offerings [4][12] - Tejas Networks aims to increase its market share both domestically and internationally, focusing on expanding its presence among major telecom service providers in India and enhancing its export business [6][12] Company Developments - Tejas Networks has successfully completed a proof of concept (PoC) with a leading network operator in a South Asian country, which is likely to transition into a commercial deployment [12] - The company is already supplying telecom equipment to Bhutan Telecom, which serves as a reference point for potential success in other emerging markets [2][12] - The international business accounted for 20% of Tejas Networks' total net revenues in the first half of FY26, indicating a strong growth trajectory in global markets [6][12] Market Opportunities - Developed economies, including the US, Western Europe, Australia, and Japan, are refreshing their wireless networks, creating opportunities for new technology suppliers like Tejas Networks [3][12] - The US is actively replacing Chinese telecom equipment from Huawei and ZTE, which opens up further market potential for Tejas Networks [3][12] - The company is focusing on expanding its wireless and wireline product sales and strengthening its international team to enhance its global market reach [6][12] Challenges and Future Outlook - Tejas Networks has experienced a recent revenue decline due to delays in certain orders and fixed costs related to R&D investments [7][12] - Despite these challenges, the company sees multiple near-to-medium-term opportunities that promise high-quality growth and profitability [7][12] - The company has deployed nearly 100,000 4G sites, which are upgradable to 5G, for Bharat Sanchar Nigam Limited (BSNL), and anticipates a revenue increase of nearly 15% for BSNL due to the availability of data services [8][12]