Subex Limited , a leading telecom AI solutions provider, has announced a significant brand refresh aimed at positioning the company at the forefront of the AI-powered telecom sector. The rebranding initiative, which retains the company name, introduces a new logo, a modern visual system, and a renewed brand aspiration.

Key Elements of the Rebranding

• New Logo: The refreshed logo symbolizes the convergence of business and technology, underscoring Subex's commitment to delivering trusted outcomes and driving progress in the telecom industry.
• Modern Visual System: The updated visual identity reflects clarity, precision, and innovation, aligning with Subex's forward-looking approach.
• Brand Aspiration: Subex's new brand ethos revolves around three core principles:
  1. Fearless: Enabling operators to address risks proactively through business assurance.
  2. Seamless: Empowering customers to build and manage B2B2X relationships for frictionless experiences.
  3. Fraud-Free: Detecting and preventing fraud across all digital journeys.

Strategic Implications

The rebranding effort marks a significant milestone in Subex's journey, signaling its commitment to leading the next wave of intelligence-driven networks. Nisha Dutt, MD & CEO of Subex, emphasized the importance of this refresh, stating, "This refreshed identity marks the start of Subex's future-facing journey. We are bringing an AI-native portfolio to the market, anchored in our deep telecom domain knowledge."

Commitment to Customers

While evolving its brand identity, Subex reaffirms its core commitment to delivering measurable business outcomes to Communication Service Providers (CSPs). The company's focus remains on AI-powered Business Assurance, Fraud Management, and Partner Ecosystem Management, supported by Managed Services and Domain Consulting.

Looking Ahead

The rebranding initiative is not just a cosmetic change but a strategic move to align Subex's identity with its evolving capabilities and market position. As the company continues to innovate in the AI-driven telecom space, this brand refresh is expected to play a crucial role in communicating Subex's value proposition to both existing and potential clients.

Subex's commitment to AI-native solutions and its deep domain expertise positions the company well to address the evolving needs of the telecom industry, particularly in areas such as risk management, customer experience, and fraud prevention.

As the telecom sector increasingly embraces AI and digital transformation, Subex's rebranding initiative appears timely and strategically sound, potentially setting the stage for the company's next phase of growth and innovation in the AI-powered telecom era.

Subex Limited , a leading telecom analytics solutions provider, has reported a return to operational profitability in the second quarter of fiscal year 2026, marking its first profitable quarter since June 2022. The company also announced new deals worth INR 15 million, signaling potential growth in its order book.

Financial Performance

Subex reported quarterly revenue of INR 68.90 crores for Q2 FY26, compared to INR 66.40 crores in the previous quarter, representing a 3.77% quarter-on-quarter growth. The company achieved PAT (Profit After Tax) positive results without any exceptional items, indicating a turnaround in its core operations.

Key Highlights

• Return to Profitability: Subex has achieved operational profitability for the first time since June 2022, with positive PAT results excluding exceptional items.
• Revenue Growth: The company's revenue increased from INR 66.40 crores in Q1 FY26 to INR 68.90 crores in Q2 FY26.
• New Deals: Subex announced deals worth INR 15 million, potentially strengthening its order book.
• Board Reconstitution: The company plans to reconstitute its board before the Q3 results announcement, following the departure of its chairman and two independent directors after the Annual General Meeting (AGM).

Management Commentary

Nisha Dutt, Managing Director and CEO of Subex Limited, commented on the results during the earnings call: "For the first time since June 20, 2022, we have achieved operational profitability. We are PAT positive without any exceptional items. This is a key milestone in our journey, which strengthens our ability to reinvest in growth."

Future Outlook

Subex is focusing on reconstituting its board and strengthening its management team. The company is also working on product development, with a particular emphasis on making its offerings GenAI native and more lightweight for easier deployment.

Dutt added, "We are seeing an actual uptick in our order funnel this year. Our order funnel continues to be strong, and we are targeting a funnel of INR 180 million to INR 200 million for the current fiscal year."

Investor Relations

Subex plans to host an Investor Day in the coming weeks, where it will share detailed product roadmaps and future strategies with shareholders. The company is also working on improving its engagement with investors and analysts.

As Subex continues its journey towards sustained profitability and growth, investors will be watching closely to see if the company can maintain its positive momentum in the coming quarters.