Takyonnetworks earnings calls.

Takyon Networks reported a challenging H2 FY26 with revenue of Rs 28.97Current reported value: 28.97. No comparable prior figure is available in the source record. crore (5.32Current reported value: 5.32. No comparable prior figure is available in the source record.% EBITDA margin) versus a strong H1 showing 42.08 crore revenue at 13% EBITDA margin. Full-year FY26 revenue of Rs 71.05 crore represents a 31% decline from FY25's approximately Rs 103 crore base, attributed to IT hardware component price inflation of 40-300% and supply chain lead times extending from 8-12 weeks to 9-52 weeks. Management made a deliberate strategic choice to defer unviable fixed-price contracts rather than chase revenue at the cost of marginsCurrent reported value: Management made a deliberate strategic choice to defer unviable fixed-price contracts rather than chase revenue at the cost of margins. No comparable prior figure is available in the source record., choosing balance sheet preservation over headline growth. Total liabilities were reduced by 75% to Rs 12.20 crore. The company enters FY27 with a confirmed order book of Rs 32 croreCurrent Rs 32 crore. Reported change: +Rs 3.22 crore in 45 days. and targets 15-20% revenue growth with 11-13% EBITDA margins, assuming supply chain normalization within 3-4 months. Key risk: margin recovery hinges entirely on supply conditions normalizing as guided, and the 85% governmentCurrent 85% Government. Reported change: State Gov: 60%, PSU: 40%. revenue concentration creates working capital cycle vulnerability.