Archive · 22 Jun 2025
Indian Network Providers Expect Strong FY26 on Demand Surge
Companies that provide network solutions are expecting to get many more orders in the next year.
This is because they sell things like fiber optic cables and help set up 5G networks, which are becoming very popular.
Companies like Sterlite Technologies and Tejas Networks have recently won big contracts to help improve internet and mobile phone services in India, especially in rural areas.
One company, HFCL, did very well last year and expects even more growth.
Experts are keeping an eye on how these companies are doing, but they think things are looking up because more and more people are using the internet and mobile phones.
Network solutions providers anticipate increased orders in FY26 due to rising demand for optic fiber cables, data centers, and 5G expansion.
Sterlite Technologies (STL) secured a ₹2,631-crore order from BSNL for the BharatNet project in J&K and Ladakh.
Tejas Networks received a ₹1,525 crore order from TCS for BSNL's 4G mobile network project.
HFCL experienced a strong FY25 with a 30% rise in order bookings, expecting revenue from fiber optic cable to double in FY26.
Analysts are cautiously optimistic about the companies' stock performance, depending on order execution.
- Who
- Network solutions providers like STL, Tejas Networks, and HFCL.
- What
- Network solutions providers expect higher order inflows in FY26.
- When
- FY26
- Where
- India
- Why
- Due to rising demand for optic fiber cables, data centers, and 5G expansion, plus government projects.
Market Overview
Financials
Company Performance in FY25
Market Overview
Companies are optimistic of order boom
Financials
Some experienced a muted FY25
- STL order from BSNL
- ₹2,631 crore
- Tejas Networks order from TCS
- ₹1,525 crore
- HFCL FY25 order booking increase
- 30%
- STL FY25 order booking fall
- 30%
- HFCL contracts for BharatNet & 5G CPE
- ₹157 crore, ₹173.72 crore