IP
IndiaPulse

Sar Televenture Ltd. (SARTELE)

SME Cap

Telecom stocks · SME cap · NSE

SAR Televenture Ltd. is an IP-I registered integrated network solutions provider in India, specializing in 4G/5G tower installation, FTTH, OFC projects, enterprise network solutions, and retail broadband. It also delivers smart connectivity solutions and has a UAE subsidiary for fiber cable laying and network equipment supply.

₹89.4
-1.95 · -2.13%
Quote04 Sept, 03:59 pm IST
Fundamentals05 Sept 2026 · screener
Score05 Sept, 10:20 pm IST · v4.3-runtime-valuation
Tags24 Apr 2026
Coverage12/14 · 86%
Valuation2026-07-20 · Rf 6.8% · Telecom P/E 37.3 (n=16)
Data confidence
Fresh enough for analysis
Investor decision lenses

One read, four checks

75+ is strong, 60-74 is usable, 45-59 is mixed, and below 45 needs caution. These are research lenses, not buy/sell instructions.

Investable fundamentals, management trust is acceptable, price trend argues for patience, and recent execution is consistent.

Suggested next step
Research, do not rush
The four lenses are not strongly aligned. Compare peers and wait for a cleaner setup.
U-Score
UNDERVALUED
66

Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.

Trust
Mixed Trust
67

low confidence · 0/0 claims checked

Technical
Bearish
33

Timing lens: price trend and sector relative strength.

Result consistency
stable
75

Rolling lens: recent quarterly delivery, not the latest single-result score.

Latest result

Quarter ended 31 Mar 2026

Excellent · 95/100

Rev +218% YoY · PAT +200% YoY · margin expansion · +16% QoQ

Filed 31 Mar 2026
Open results browser →
MetricThis quarterYoYQoQ
Revenue₹280 Cr+218.2%+15.7%
EBITDA₹47 Cr+46.9%+4.4%
Operating margin17.0%+100 bps-200 bps
PAT₹36 Cr+200.0%+0.0%
PAT margin12.9%-115 bps-202 bps

NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.

Business & thesis

Growth engines, tailwinds/headwinds, and risk radar from management commentary

Business and thesis

Where growth can come from, and what can break the case

Thesis under stressReviewed 2026-08-22T18:11:19.687Z
Management commentary snapshot

SARTELE reported robust FY26 revenue growth of 49.2% YoY to 522.11 Cr, with EBITDA and PAT margins expanding. Operational milestones include 1,800 4G/5G towers completed and 85,000+ home passes added in H2 FY26. However, significant increases in trade receivables and inventory warrant close monitoring.

The company demonstrates strong execution in telecom infrastructure deployment and FTTH expansion, driving impressive top-line and margin growth. The rapid increase in trade receivables and inventory, outpacing revenue growth, raises concerns about working capital management and potential cash flow strain, despite strong reported profits.

Growth engines

4G/5G Tower Expansion

Completed 1,800 4G/5G telecom infrastructure towers by FY26. Received 60 additional 4G/5G towers from Vodafone.

Fiber-to-the-Home (FTTH) Projects

Actively involved in FTTH projects, delivering high-speed broadband connectivity. Added 85,000+ home passes in H2 FY26.

Tower Sharing Model

MSA signed with 3 major Telcos, making tower infrastructure ready for a tower sharing model to increase revenue with low CAPEX.

BSNL Opportunity

BSNL plans to set up ~112,000 towers for 4G and 5G services, providing SAR an opportunity to expand its tower base.

Capacity and execution

4G/5G Telecom Towers

Increased 4G/5G tower sites to 1,800 by 2026, from 650 sites in 2025.

HomePass Additions

Added 85,000+ home passes in H2 FY26, contributing to a total of 170K+ completed HomePass.

Tailwinds

Government PLI Scheme

₹12,195 crore (US$ 1.65 Bn) approved for telecom & networking products under the PLI Scheme.

6G Initiative

DoT set up a 6G Innovation Group to drive next-gen technology development.

Rising Wireline Connectivity

Overall Wireline Tele-density in India rose from 2.73% (May 2025) to 3.36% (June 2025).

Headwinds

Rural Wireless Subscriber Decline

Rural Wireless Subscribers decreased from 533.5 Mn (May 2025) to 533.0 Mn (June 2025), a -0.10% monthly growth.

Risk radar

Trade Receivables Growth

Trade Receivables increased significantly to 164.81 Cr in FY26 from 75.27 Cr in FY25, outpacing revenue growth.

Inventory Build-up

Inventories grew to 29.80 Cr in FY26 from 10.66 Cr in FY25, indicating potential working capital strain.

Dependence on Telco Partnerships

Business relies on Master Service Agreements (MSAs) with major telcos and agreements with ISPs for FTTH services.

Management accountability

What management said, and what results must prove

Management accountability

What management said, and what results must prove

Issuer guidance and extracted claims are tracked against later reported outcomes. Treat these as management statements, not IndiaPulse forecasts.

Analyst reading lens
Compare BOTH

Annual results (FY26 vs FY25) provide a comprehensive view of full-year performance and growth trends. Half-yearly results (H2 FY26 vs H2 FY25) offer insight into recent operational momentum and execution pace.

Sector KPIs management disclosed

Revenue from Operations

FY26 Revenue from operations was 522.11 Cr, up 49.2% from 349.93 Cr in FY25. H2 FY26 revenue was 280.35 Cr, up 35.30% from 207.21 Cr in H2 FY25.

EBITDA Margin

EBITDA margin expanded to 19.10% in FY26 from 17.62% in FY25. H2 FY26 EBITDA margin was 17.88% (50.74 Cr / 283.76 Cr total revenue) vs 17.65% in H2 FY25.

PAT Margin

PAT margin increased to 13.88% in FY26 from 13.40% in FY25. H2 FY26 PAT margin was 12.76% (36.22 Cr / 283.76 Cr total revenue) vs 13.48% in H2 FY25.

4G/5G Towers Completed

The company completed 1,800 4G/5G telecom infrastructure towers by FY26, up from 650 sites in 2025.

Management forward view

Mission for Quality Services

Our goal is to provide quality assured services to increase productivity and comfort for clients.

Aim for Methodical Living

Our aim is to make your life more methodical and comfortable through our performance-oriented approach and innovative methods.

Vision for Technological Excellence

We envision our future with you along with the bond of technological excellence in home and commercial automation.

Thesis monitor

Numbers and claims to verify in the next filings

CheckpointCurrent evidenceWhat to verify next
Trade Receivables164.81 Cr (FY26)Improvement in collection period and reduction in receivables as a percentage of revenue to mitigate cash flow risk.
Inventory Levels29.80 Cr (FY26)Stabilization or reduction in inventory levels relative to sales to ensure efficient working capital management and avoid obsolescence.
New Tower & HomePass Deployments1,800 towers, 170K+ HomePass (85K+ in H2 FY26)Continued strong execution in new tower installations and home pass additions, especially from BSNL opportunities and tower sharing.
Cash & Cash Equivalents15.03 Cr (FY26)Growth in cash balance to support operations and future expansion, given the rapid growth in receivables and inventory.

Verification checkpoints are IndiaPulse research interpretation, not investment advice.

Technical timing lens

Trend score and candlestick chart

33Bearish

full bear SMA stack · SMA20 -15.2% / mo · RSI oversold · MACD − · near 52W low

Stock trend: 22
Sector RS: 51
Sector 3M: -1.2% vs Nifty -1.5%

Technical chart

SARTELEdaily · 1Y · AUTO-55.4%
Latest close ₹89.40 on 2026-09-04
Bar
-2.3%
RSI
26
MACD hist
-0.54
52W pos
1%
2026-09-04O ₹91.50H ₹93.50L ₹89.00C ₹89.40Vol 39,500 sh
₹81.95₹117.42₹152.88₹188.35₹223.8152L89.402026-03VolRSIMACD2026-032026-042026-062026-072026-09
Up bar
Down bar
EMA 20
EMA 50
Volume + 20D avg
Result date
RSI(14)
MACD / signal

Daily technical trend read

Mixed signals

Signals are conflicting — long-term trend down. RSI 26. Wait for confirmation.

  • Price < SMA20 < SMA50 < SMA200 — full bearish stack.
  • SMA20 falling (~17.9% over last month) — short-term momentum negative.
  • RSI(14) at 26 — oversold zone; bounce conditions.
  • MACD below signal but histogram contracting — bearish momentum easing.
  • Within 5% of 52-week low — testing support.

Mechanical read from the price + indicator series above. Not a recommendation — technical setups can reverse without warning, especially around earnings and macro events.

Valuation & score drivers

U-Score 66 · UNDERVALUED · pillar breakdown, sector model, fair-value anchor

66U-SCORE
Deep Value

Fundamental score breakdown

UNDERVALUED
Valuation30/30
Growth22/25
Quality0/20
Balance Sheet10/15
Cash Flow1/10
Piotroski
8/9 (+5)
Penalties
-2
Raw sum
66

Why this score?

Top U-Score contributors and drags from the latest stored fundamentals.

66/100 · UNDERVALUED

Positive drivers

  • Piotroski is strong at 8/9.
  • Fair-value margin of safety is positive at 86.3%.
  • Valuation contributes 30/30 to the score.

Main drags

  • Penalty bucket subtracts 2 points.
  • Quality is weaker at 0/20; verify the latest quarterly trend.
  • Cash flow is weaker at 1/10; verify the latest quarterly trend.
Sector valuation model

Telecom valuation: EV/EBITDA against ARPU, debt, and capex

Telecom needs enterprise-value and cash-flow framing because leverage is structurally important.

Telecom EV/EBITDA
Primary lens
EV/EBITDA and debt-adjusted cash generation.
Secondary checks
ARPU growth, subscriber quality, spectrum liabilities, capex intensity.
Main risk check
High EBITDA can still be weak equity value if debt and capex absorb cash.
PE
6.2
PB
0.5
EV/EBITDA
4.0
ROE
8.0%
ROCE
8.8%
FCF Yield
Debt/Equity
0.0
MoS
+86.3%
Score movement

Stored run vs live recompute

This shows the stored score trend when snapshots exist, and also compares the latest stored nightly score with a live recompute from current fundamentals and price.

Stored run: 05 Sept 2026
v4.3-runtime-valuation
Final score
66
Previous: 66
Verdict
UNDERVALUED
Previous: UNDERVALUED
Margin of safety
+86.3%
Previous: +86.3%

Score history

12 stored score snapshots. Latest stored move: -3 points.

05 Sept 2026
v4.3-runtime-valuation
69
69
69
69
69
69
65
69
69
69
69
66

Factor attribution

No pillar movement versus the latest stored run. Historical score trend will appear after snapshot storage is enabled.

Modelled fair value

Graham Number
₹250.93
+64.4% MoS
Growth-justified P/E
45.0
Growth-justified Value
₹652.5
+86.3% MoS
PEG
0.02

Trust score

Does management behaviour match later outcomes? Claim delivery, forensic breakdown, evidence depth

Trust Score
67Mixed Trust · low confidenceTrust Lite

Trust asks: does management behaviour match later outcomes? Higher is better, but confidence and evidence depth matter as much as the number.

Mixed Trust: Claim history is still being built. It ranks around the 52nd percentile of the scored universe and 65th percentile within Telecom. Main check: cash conversion is weak at 43/100.

Healthy Trust Lite: Promoter pledge is zero. Key concern: Only 0 years of positive FCF.

Computed 05 Sept 2026
management-trust-v1
4 docs text-extracted · 1 concalls text-extracted
Score band
Mixed Trust

Usable, but needs evidence. Treat guidance with a margin of safety.

Relative rank
52nd percentile

overall median 67 · Telecom: 65th pctile, median 66 · SME: 66th pctile, median 64

Evidence depth
Financial-only

4 documents have extracted text, but claim history is not strong enough yet.

Claim delivery
Outcome history still building

0 claims extracted · No contradicted claim yet

How to read this Trust Score

Mixed Trust · low confidence
What it measures
Reliability of management and financial delivery, using financial behaviour only.
Confidence
Treat this as an early read until more concalls and outcomes are matched.
Investor use
Acceptable, but check the weakest sub-score before increasing exposure.

Read Trust alongside U-Score, result consistency, and technical trend. A cheap stock with weak Trust needs a larger margin of safety; a high Trust score does not make an expensive stock attractive by itself.

Forensic breakdown

Read low sub-scores as due-diligence warnings, not automatic sell signals.

Promoter
78
strong · holding, pledge, alignment
Cash flow
43
weak · profit to cash conversion
Balance sheet
88
strong · leverage and solvency
Discipline
60
acceptable · capital discipline
Results
75
strong · quarterly consistency

Trust positives

  • Promoter pledge is zero.
  • Debt/equity is 0.00.
  • 4/4 latest quarters had positive YoY revenue growth.
  • Latest 3 quarters had positive YoY PAT growth.

Trust risks

  • Only 0 years of positive FCF.
  • ROE is low at 8%.

Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.

Financials

Full fundamentals table and 10-year revenue / profit / ROE history

Fundamentals

Valuation

P/E
6.24
P/B
0.46
EV/EBITDA
4.05
Market Cap
448.00Cr

Profitability

ROE
7.95%
ROCE
8.84%
ROA
6.50%
Dividend Y

Growth (CAGR)

Revenue 5Y
256.00%
EPS 5Y
374.00%
Revenue 3Y
152.00%
EPS 3Y
341.00%

Balance Sheet

Debt/Equity
0.00
Interest Coverage
Altman Z
4.01
Book Value
193.00

Cash Flow

FCF Yield
FCF Positive Y
0/5
OCF
121.00 Cr
EPS TTM
14.50

Shareholding

Promoter Hold
45.30%
Promoter Pledge
0.00%
Momentum 52W
1%

Financial History

Updated 5/9/2026

Revenue

₹ Cr
No data

Net Profit

₹ Cr
No data

Return on Equity

%
No data

Peers

Business-comparable names in Telecom, ranked by similarity

Verify on:NSE India ↗
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.