Q2 2026 Subex Ltd Earnings Call Transcript

Nov 12, 2025 / 06:00 AM GMT

Transcript

Key Points

Positve

Subex Ltd (BOM:532348) achieved operational profitability for the first time since June 2022, driven by operations rather than one-time gains.
The company reported a 4% growth in top-line revenue over the previous quarter.
Subex Ltd (BOM:532348) secured significant deals, including a major contract with a leading telco in the Netherlands and a major deal in the Middle East.
The company was recognized in Gartner's Magic Quadrant for AI in CST operations for the second consecutive year.
Subex Ltd (BOM:532348) is focusing on expanding its customer base and deepening relationships within existing accounts to drive future growth.

Negative

The company faces challenges in achieving consistent top-line growth.
There are legacy issues that may require financial or structural corrections in the coming quarters.
Subex Ltd (BOM:532348) has experienced slow deal conversions in certain geographies.
The company is not actively pursuing mergers and acquisitions, which could limit growth opportunities.
There are concerns about insider trading and transparency, as raised by shareholders during the call.

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

SUBX.NS - Subex Ltd
Q2 2026 Subex Ltd Earnings Call
Nov 12, 2025 / 06:00AM 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 Subex Limited Q2F526 earnings conference call.

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 the operator by pressing then 0 on your touchstone phone.

Please note this conference is being recorded. I would now like to hand over the floor to Mr. Pratik Jaktat from EY Investor team.

Thank you and over to you, sir.

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Unidentified_2 [2]
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