Subex Limited · NSE:SUBEXLTD
Subex — Q1 FY27 Earnings Presentation
10 slides from Subex's earnings presentation, Aug 5, 2026
Slide 1: Cover letter to stock exchanges for Q1 FY27 investor presentation
August 05, 2026 The Secretary The Secretary BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, 5th Floor, Plot no. C/l Dalal Street, G Block, Bandra-Kurla Complex Mumbai- 400 001 Bandra (E), Mumbai - 400 051 BSE Scrip Code: 532348 NSE Symbol: SUBEXLTD Dear
Slide 2: Subex Limited Investor Presentation
Subex Limited Investor Presentation 5th August 2026
Slide 3: Agenda
Agenda Financial Updates Business Highlights 2
Slide 4: Quarterly Results – Q1FY27
Quarterly Results – Q1FY27 Financial Highlights Revenue in ₹ lakhs • Q1FY27 revenue grew by 8.9% QoQ to ₹7,945 lakhs and YoY basis revenue grew by 19.6% • Normalized EBITDA improved to ₹1,687 lakhs in Q1FY27 as compared to ₹1,058 lakhs in Q4FY26, reflecting a growth of 59.5%, primarily supported by
Slide 5: Revenue Metrices – Q1FY27
Revenue Metrices – Q1FY27 Revenue By Services Revenue By Region 29% 29% 25% 23% 27% 32% 1% 2% 2% 29% 31% 33% 60% 60% 58% 41% 40% 38% 14% 15% 13% Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Managed Service License implementation and Customization America EMEA Support and others India APAC and ROW 4
Slide 6: Business Highlights – Q1 FY27
Business Highlights – Q1 FY27 • Won a new deal from European operator for BAFM • Tier 1 Operator in Middle East renewed Managed Services and License G • African operator renewed Managed Services for BAFM • Refocus on PEM has started to deliver results Growth • We participated in industry led thought
Slide 7: Order Intake Snapshot – Q1FY27
Order Intake Snapshot – Q1FY27 Tier 1 operator in Middle Won new deal in Europe Won a deal for Migration East renewed Managed for Business Assurance and Assurance from a Middle Services and License Fraud Management East Operator Tier 1 Africa operator Tier 1 Operator in APAC renewed Managed Services
Slide 8: The Subex Advantage
The Subex Advantage Strong Tailwinds • Almost all RFPs ask for AI use cases 01 in AI • Fraud Management a top AI & GenAI Use Case amongst Telcos Few Players with Data • Large customer base with data connectors processing 200bn+ records per instance 02 Access • High switching costs • 30+ years of exp
Slide 9: Global Marquee Customer Base
Global Marquee Customer Base EMEA Asia Americas 8
Slide 10: Thank You
Thank You For Further Information, Please Contact: Asha Gupta – [email protected] Pratik Jagtap – [email protected] Subex – [email protected]