No, Milo - the delay has been in the approval of the UK schemes for the use of 'state aid' - 6 months. Not one of the BDUK framework local authorities have been able to progress talks with BT and only in the last 6 or so weeks have BT even been prepared to consider signing any contracts even if conditional on EU approval.
BT have far more than a 'couple' of contracts - so far they have all that have progressed to tenders.. Fujitsu did not 'pull out nearly a year ago' - they are still 'the other' bidder for contracts - except they have not actually placed any bids
Whether or not others may 'put in a rival low-cost network' will not affect the BDUK scheme since all providers have now declared where they will install networks in the next 3 years, including BT. (trust us......) and the scheme is designed to provide where 'others' (BT) don't (in theory).