Q2 2025 Subex Ltd Earnings Call Transcript

Nov 13, 2024 / 09:00 AM GMT

Transcript

Key Points

Positve

Subex Ltd (BOM:532348) achieved a quarter-on-quarter revenue growth of approximately 9%, indicating a positive trend despite challenging market conditions.
The company has successfully improved its bottom line with a cost reduction of about 9% year-on-year, turning positive after seven quarters.
Subex Ltd (BOM:532348) has retained its clients well, converting every single renewal opportunity and acquiring a competitor account in the quarter.
The company is focusing on long-term sustainable growth through market expansion, product expansion, and cost efficiencies, with AI investments leading to a higher contracted order book.
Subex Ltd (BOM:532348) has delivered a 16% growth on a trailing 12-month basis, outperforming many of its peers in the market.

Negative

The growth rate, although positive, was considered muted due to ambitious targets not being fully met.
There is an overall slowdown in Telco investments due to the lack of 5G use cases materializing, impacting decision-making on new software projects.
The company is facing a tough geopolitical climate in key operational geographies, particularly in the Middle East and Asia Pacific, causing delays in decision-making.
Subex Ltd (BOM:532348) has significant exposure to the Middle East, a region currently experiencing instability, affecting business operations.
The company has faced criticism for strategic flip-flops, particularly in divesting from areas like IoT security and identity verification, which were previously highlighted as growth areas.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

SUBX.NS - Subex Ltd
Q2 2025 Subex Ltd Earnings Call
Nov 13, 2024 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day. And welcome to Q2 FY25 earnings conference call of Subex Limited.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call? Please signal an operator by pressing star and then zero on your Touchstone phone.

Please note that this conference is being recorded.

I would now like to hand the conference over to Mr Avi Chakraborty. Thank you and over to you, sir.

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Unidentified_2 [2]
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