Upgradation of BSNL 4G to 5g will involve only adding a few elements to the 4G stack supplied by Tejas… hence 5g order will not be much…maybe around 4000 crores for 1 lakh towers.
But the thing is 5G requires a denser tower coverage. Airtel needs around 5 lakh towers for Pan India 5G…so BSNL too would need to add atleast 1 lakh more towers just for providing 5G in metros and urban areas…and that will be a bigger order imho…that will be released after the next elections.
Tejas may keep getting significant orders from bsnl for next 3 -4 years…as BSNL increases coverage of 5g from metros to tier 2…tier 3 cities…that will give much breathing space to the new CEO Athteya to propel Tejas into international arena.
Once the selling by old promoters is absorbed over the next 2-3 months, Tejas price may go upto 900-1000…and by next AGM the price target would be around 1500-2000…anything below 1500 will be considered to be severe underperformance…
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