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Subex (SUBEXLTD) is showing a strong turnaround, now profitable from FY23 to FY27 YTD. EBITDA improved from (3.9)% to 14.9%, and PAT from (18.4)% to 10.2%. For FY27 YTD, they reported ₹79.45 Cr EBITDA (21.2%) and 17.9% PAT. The company boasts a global presence with 150+ installations across 100+ countries, 92% customer retention, and ~70% recurring revenue.
Their core strategy is to become a "Telecom AI Company," tackling a growing $4.3 billion market in telco leakage and adjacencies. Subex is leveraging GenAI to rapidly develop solutions like Fraudzap, drastically cutting development timelines and aiming for high-margin annuity revenues. This focus has seen cash and cash equivalents grow ~54% to ₹184.8 Cr.
Management believes their AI-driven approach creates a powerful "flywheel effect," enhancing products, expanding their customer base, and deepening their data moat. They project AI will significantly boost revenue and margins, signaling a strong re-rating opportunity for the company.