Q1 2026 Subex Ltd Earnings Call Transcript

Aug 12, 2025 / 11:30 AM GMT

Transcript

Key Points

Positve

Subex Ltd (BOM:532348) has shown a significant improvement in its cash position due to sharper working capital management and one-time gains.
The company landed a major Tier 1 win in the Middle East, marking a clear step forward in a priority market.
Subex Ltd (BOM:532348) renewed its AI-based contract with a Tier 1 operator in Africa, validating its strategy and positioning in high-potential markets.
The company launched a lightweight AI-powered fraud detection platform targeting Tier 3 telcos and MVNOs, offering a cost-effective and easy-to-deploy solution.
Subex Ltd (BOM:532348) has integrated Gen AI into its platform, enhancing customer experience and enabling new use cases in fraud management and revenue assurance.

Negative

The company's top-line results were subdued due to slow order intake in the previous financial year, impacting subsequent quarters.
Subex Ltd (BOM:532348) is facing challenges in closing deals due to budgetary and geopolitical reasons, affecting revenue intake.
There is a decline in year-on-year revenue, with growth stagnating over the last eight quarters.
The company is experiencing margin pressure on deals, with customers elongating decision-making processes.
Currency challenges in certain geographies are affecting deal closures, as some countries lack hard currencies like USD or Euros.

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

SUBX.NS - Subex Ltd
Q1 2026 Subex Ltd Earnings Call
Aug 12, 2025 / 11:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Ladies and gentlemen, good day and welcome to Q1F 526 earnings conference call of Soex 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 with pressing and then 0 on your touchstone phone.

Please note that this conference is being recorded.

I would now like to hand over the floor to Mr. Ramo.

Thank you and over to you, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
-----------------------------------------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.