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Tejas Networks Limited Capital/Financing Update 2021

Aug 10, 2021

59061_rns_2021-08-10_99c0f87a-c626-49d1-89ad-bbac47d65c46.pdf

Capital/Financing Update

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August 10, 2021

The Secretary National Stock Exchange of India Ltd Exchange Plaza, C/1, Block G, Bandra Kurla Complex, Bandra (East) Mumbai – 400 051 NSE Symbol: TEJASNET

The Secretary BSE Limited P J Towers, Dalal Street, Fort, Mumbai – 400 001 BSE Scrip Code: 540595

Dear Sir/Madam,

- - Re: ICRA Rating Tejas Networks Limited Ratings placed on watch with positive implications

Please find enclosed the ICRA Credit Rating action dated August 9, 2021 following the announcement of Material event stating that the Ratings have been placed on watch with positive implications.

The same is also made available on the Company’s website at www.tejasnetworks.com

Kindly take the above on record.

Yours sincerely For Tejas Networks Limited

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N R Ravikrishnan General Counsel, Chief Compliance Officer & Company Secretary

Encl; as above

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August 9, 2021

Tejas Networks Limited- Ratings placed on watch with positive implications

Summary of rating action

Instrument* Previous Rated Amount
(Rs. crore)
Current Rated Amount
(Rs. crore)
Rating Action
Long Term / Short Term - Fund
Based
90.00 90.00 [ICRA]A-%/[ICRA]A2+%; Placed on
watch withpositive implications
Long Term / Short Term - Non
Fund Based
193.50 193.50 [ICRA]A-%/[ICRA]A2+%, Placed on
watch withpositive implications
Long Term / Short Term -
Unallocated
276.36 276.36 [ICRA]A-%/[ICRA]A2+%, Placed on
watch withpositive implications
Total 559.86 559.86

*Instrument details are provided in Annexure-1; % - Rating placed on watch with positive implications

Rationale

Material Event

On July 29, 2021, Tejas Networks Limited (TNL) announced that it has executed definitive agreements with Panatone Finvest Limited (PFL), a subsidiary of Tata Sons Private Limited (TSPL) which will entail preferential allotment of 1.94 crore equity share aggregating to Rs. 500 crore, preferential allotment of 3.68 crore warrants (Series A warrants) aggregating to Rs. 950 crore and preferential allotment of 1.55 crore warrants (Series B warrants) aggregating to Rs. 400 crore. This is subject to shareholder approval in the ensuing Extraordinary General Meeting (EGM) scheduled on August 25, 2021 as well as regulatory approvals. Further, TNL also announced that PFL and certain other companies of the Tata group would also acquire up to 4.03 crore equity shares of TNL through open offer in accordance with SEBI Takeover Regulations.

Impact of Material Event

ICRA has noted the above event and placed the outstanding long-term rating of [ICRA]A- (pronounced ICRA A minus) and shortterm rating of [ICRA]A2+ (pronounced ICRA A two plus) on rating watch with positive implications. ICRA will monitor the progress of the acquisition as well as completion of the open offer as per proposed timelines and its impact on the credit profile of the company. Accordingly, ICRA will take appropriate rating action, going forward.

Please refer to the following link for the previous detailed rationale that captures Key rating drivers and their description, Liquidity position, Rating sensitivities, Key financial indicators: Click here

Analytical approach

Analytical Approach Comments
Applicable Rating Methodologies Corporate Credit Rating Methodology
Parent/Group Support Not Applicable
Consolidation/Standalone The ratings are based on the consolidated financial profile of the rated entity,
which are all enlisted in Annexure-2.

www.icra .in

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About the company

Tejas Networks Limited was incorporated in the 2000. It designs and manufactures optical transmission products, which find application in cellular backhaul, high-speed broadband and backbone network of telecom service providers for the transportation of data and voice over optical fiber. The company’s products are also used in defense communication networks and by utility companies. The company successfully completed its IPO in June 2017 and is now a listed company.

Key financial indicators (audited)

Consolidated FY2020 FY2021
Operating Income (Rs. crore) 396.5 527.9
PAT (Rs. crore) -237.1 37.5
OPBDIT/OI (%) 2.1% 13.5%
PAT/OI (%) -59.8% 7.1%
Total Outside Liabilities/Tangible Net Worth (times) 0.1 0.1
Total Debt/OPBDIT (times) 3.3 0.3
Interest Coverage (times) 1.1 19.2

PAT: Profit after Tax; OPBDIT: Operating Profit before Depreciation, Interest, Taxes and Amortisation

Status of non-cooperation with previous CRA: Not applicable

Any other information: None

Rating history for past three years

Current Rating (FY2022) Current Rating (FY2022) Current Rating (FY2022) Chronology of Rating History Chronology of Rating History Chronology of Rating History Chronology of Rating History
for thepast 3years
Type Amount
Date &
Rating in
Date &
Rating in
FY2021
Date &
Instrument Amount Outstanding as Date & Rating in FY2020 Rating in
Rated (Rs. crore)
FY2019
(Rs.
crore)
Aug 9, 2021 June 22, 2020 Nov 22,
2019
May 24, 2019 May 31,
2018
1 Fund Based Long Term
/ Short
Term
90.0 - [ICRA]A- %/
[ICRA]A2+%
[ICRA]A-
(Stable)/
[ICRA]A2+
[ICRA]A
(Stable)/
[ICRA]A1
[ICRA]A
(Positive)/
[ICRA]A1
[ICRA]A
(Positive)/
[ICRA]A1
2 Non Fund
Based
Long Term
/ Short
Term
193.50 - [ICRA]A- %/
[ICRA]A2+%
[ICRA]A-
(Stable)/
[ICRA]A2+
[ICRA]A
(Stable)/
[ICRA]A1
[ICRA]A
(Positive)/
[ICRA]A1
[ICRA]A
(Positive)/
[ICRA]A1
Unallocated Long Term
/ Short
Term
276.36 - [ICRA]A- %/
[ICRA]A2+%
[ICRA]A-
(Stable)/
[ICRA]A2+
[ICRA]A
(Stable)/
[ICRA]A1
[ICRA]A
(Positive)/
[ICRA]A1
[ICRA]A
(Positive)/
[ICRA]A1

% - Rating placed on watch with positive implications

www.icra .in

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Complexity level of the rated instrument

Instrument Complexity Indicator
LongTerm/Short Term Fund Based Simple
LongTerm/Short Term Non Fund Based VerySimple
LongTerm/Short Term Unallocated Unallocated

The Complexity Indicator refers to the ease with which the returns associated with the rated instrument could be estimated. It does not indicate the risk related to the timely payments on the instrument, which is rather indicated by the instrument's credit rating. It also does not indicate the complexity associated with analyzing an entity's financial, business, industry risks or complexity related to the structural, transactional, or legal aspects. Details on the complexity levels of the instruments, is available on ICRA’s website: Click Here

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Annexure-1: Instrument details

ISIN No/Banker
Name
Instrument Name Date of
Issuance /
Sanction
Coupon
Rate
Maturity
Date
Amount
Rated
(RS Crore)
Current Rating and Outlook
Kotak Mahindra Bank Fund based facility NA NA NA 5.00 [ICRA]A-%/[ICRA]A2+%
Citibank Fund based facility NA NA NA 55.00 [ICRA]A-%/[ICRA]A2+%
Axis Bank Fund based facility NA NA NA 25.00 [ICRA]A-%/[ICRA]A2+%
Standard Chartered
Bank
Fund based facility NA NA NA 5.00 [ICRA]A-%/[ICRA]A2+%
Kotak Mahindra Bank Non-fund based facility NA NA NA 65.00 [ICRA]A-%/[ICRA]A2+%
Axis Bank Non-fund based facility NA NA NA 83.50 [ICRA]A-%/[ICRA]A2+%
Standard Chartered
Bank
Non-fund based facility NA NA NA 45.00 [ICRA]A-%/[ICRA]A2+%
- Unallocated limits NA NA NA 276.36 [ICRA]A-%/[ICRA]A2+%

Source: Company; % - Rating placed on watch with positive implications

Annexure-2: List of entities considered for consolidated analysis

Company Name Ownership Consolidation
Approach
Tejas Communication Pte Limited 100.00% Full Consolidation
Tejas Communications (Nigeria) Limited 100.00% Full Consolidation
Tejas Israel Limited NA* Full Consolidation
vSave Energy Pvt Limited NA** Full Consolidation

Source: Company

wholly owned subsidiary since acquisition on August 17, 2010 and liquidated with effect from November 25, 2018 *wholly owned subsidiary since incorporation on November 06, 2013 which has been dissolved and struck off with effect from July 28, 2018

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ANALYST CONTACTS

Sabyasachi Majumdar +91 124 4545 304 [email protected]

Prashant Vasisht +91 124 4545 322 [email protected]

Sai Krishna Sankalpa Mohapatra +91 44 45964 304 +91 40 4067 6525 [email protected] [email protected]

RELATIONSHIP CONTACT

Jayanta Chatterjee

+91 80 4332 6401 [email protected]

MEDIA AND PUBLIC RELATIONS CONTACT

Ms. Naznin Prodhani

Tel: +91 124 4545 860 [email protected]

Helpline for business queries

+91-9354738909 (open Monday to Friday, from 9:30 am to 6 pm)

[email protected]

About ICRA Limited:

ICRA Limited was set up in 1991 by leading financial/investment institutions, commercial banks and financial services companies as an independent and professional investment Information and Credit Rating Agency.

Today, ICRA and its subsidiaries together form the ICRA Group of Companies (Group ICRA). ICRA is a Public Limited Company, with its shares listed on the Bombay Stock Exchange and the National Stock Exchange. The international Credit Rating Agency Moody’s Investors Service is ICRA’s largest shareholder.

For more information, visit www.icra.in

www.icra .in

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ICRA Limited

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Registered Office

B-710, Statesman House 148, Barakhamba Road, New Delhi-110001 Tel: +91 11 23357940-45

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Branches

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© Copyright, 2021 ICRA Limited. All Rights Reserved.

Contents may be used freely with due acknowledgement to ICRA.

ICRA ratings should not be treated as recommendation to buy, sell or hold the rated debt instruments. ICRA ratings are subject to a process of surveillance, which may lead to revision in ratings. An ICRA rating is a symbolic indicator of ICRA’s current opinion on the relative capability of the issuer concerned to timely service debts and obligations, with reference to the instrument rated. Please visit our website www.icra.in or contact any ICRA office for the latest information on ICRA ratings outstanding. All information contained herein has been obtained by ICRA from sources believed by it to be accurate and reliable, including the rated issuer. ICRA however has not conducted any audit of the rated issuer or of the information provided by it. While reasonable care has been taken to ensure that the information herein is true, such information is provided ‘as is’ without any warranty of any kind, and ICRA in particular, makes no representation or warranty, express or implied, as to the accuracy, timeliness or completeness of any such information. Also, ICRA or any of its group companies may have provided services other than rating to the issuer rated. All information contained herein must be construed solely as statements of opinion, and ICRA shall not be liable for any losses incurred by users from any use of this publication or its contents.

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