Subex Limited — PPTs, 11-11-2025: Investor Presentation

Subex reported a solid Q2, with revenue climbing 4% QoQ to ₹68.91 Cr. While Telco revenue saw a slight yearly dip, normalized EBITDA jumped significantly to ₹7.30 Cr from ₹4.28 Cr last quarter, thanks to stronger margins. Normalised Profit After Tax (PAT) turned positive at ₹3.88 Cr, a key milestone showing sustained operational profitability. EPS for the quarter was ₹0.05. Cash liquidity remains healthy at ₹135.89 Cr.

The company is strategically focused on 'Reimagine & Grow,' capitalizing on its strong annuity revenue model (~70% recurring) and increasing AI adoption across its 150+ global customer base. Recent wins include over $15 million in new deals and renewals of key managed services contracts in APAC, Europe, and the Middle East. With AI use cases becoming crucial for telcos, Subex is building an AI-native workforce to future-proof innovation and drive growth.