Subex Limited , a leading telecom analytics solution provider, has reported a significant turnaround in its financial performance for the first quarter. The company posted a consolidated net profit of ₹128.00 crore, marking a substantial improvement from a loss of ₹112.00 crore in the same period last year.

Revenue Performance

Despite the positive bottom-line results, Subex experienced a slight dip in its top-line performance. The company's Q1 revenue stood at ₹664.00 crore, down from ₹682.00 crore year-over-year, representing a 2.6% decrease.

Key Financial Highlights

Factors Contributing to Profitability

The company's return to profitability can be attributed to several factors:

1. Non-operating Income: Subex received approximately ₹11.40 crore from IT refund interest.
2. Lease Termination Gain: A gain of about ₹2.60 crore was recorded due to lease termination.
3. Cost Optimization: The company implemented effective cost management strategies, particularly in its non-telco business segments.

Business Highlights

• Won a new deal from a tier-1 operator in the Middle East for HyperSense Fraud management.
• Renewed an AI Managed Services contract for a tier-1 operator in Africa.
• Launched FraudZap, a light-weight Fraud Detection platform.
• Embedded GenAI in their HyperSense offering.

Cash Position and Working Capital

Subex reported a significant improvement in its cash position, which stood at ₹135.82 crore at the end of Q1, up from ₹104.75 crore in the previous quarter. This reflects enhanced working capital efficiency and one-time income gains.

Management Commentary

The company's investor presentation highlighted its focus on reimagining and growing its business, with an emphasis on AI integration across its operations.

Future Outlook

Subex continues to leverage its strong presence in emerging markets and increased AI adoption in developed markets to drive growth. The company's strategy includes:

1. Operationalizing AI across engineering teams.
2. Building an AI-native workforce to future-proof innovation.
3. Focusing on its core telecom domain expertise and expanding its AI offerings.

Investors and analysts can gain more insights into Subex's Q1 performance during the upcoming earnings call.

Note: All financial figures are in Indian Rupees (₹).

Subex Limited , a leading telecom AI company, has announced its schedule for the release of its Q1 FY26 financial results and the subsequent earnings call. The company will unveil its unaudited financial results for the quarter ended June 30, 2025, on August 11, 2025, followed by an earnings call on August 12, 2025.

Earnings Call Details

The earnings call is scheduled for August 12, 2025, at 05:00 P.M. Indian Standard Time (IST). Key management representatives will be present to discuss the quarterly results and address queries:

• Ms. Nisha Dutt, Managing Director & CEO
• Mr. Harsha Angeri, VP-Corporate Strategy
• Mr. Sumit Kumar, Chief Financial Officer

Investors and analysts can access the call through various means:

• Universal Dial-in Numbers: 086 3416 8615 / 086 4536 7360
• International Toll-Free Numbers:
  • USA: 1877 387 0849 / 1800 974 0768
  • UK: 0800 016 3439 / 0808 101 7155 / 00 800 0044 0033
  • Singapore: 800 101 1941 / 001 800 0044 0033
  • Hong Kong: 800 903 171 / 001 800 0044 0033

For international participants, a PIN number (7732155#) is required for access.

Company Overview

Subex Limited is a telecom AI company that provides analytics solutions to communication service providers globally. With over 300 installations across more than 90 countries, Subex enables connected experiences for CSPs worldwide. The company's offerings include:

• HyperSense: An AI-driven platform for telecom analytics
• FraudZap: Solutions for fraud management and risk reduction

Subex's solutions are designed to help its clients maximize revenues and profitability through business optimization and analytics. The company has a strong focus on areas such as Business Assurance and Fraud Management, aiming to reduce risk and combat fraud in the telecom industry.

Investor Relations

For any queries related to the earnings call or financial results, investors and analysts can reach out to:

Mr. Ramu Akkili Company Secretary & Compliance Officer Email: ramu.akkili@subex.com Phone: +91 80 3745 1377

The announcement of the earnings call demonstrates Subex's commitment to transparency and open communication with its stakeholders. Interested parties are advised to log in 5 minutes prior to the scheduled start of the call to ensure smooth participation.

As Subex continues to lead in providing AI-driven solutions for the telecom industry, the upcoming earnings call will offer valuable insights into the company's performance and strategic direction for the first quarter of the fiscal year 2026.