Subex Limited has informed the Exchange about Investor Presentation
November 8, 2023
The Secretary BSE Limited Phiroze Jeejeebhoy Towers Dalal Street, Mumbai- 400 001 Fax: 022-2272 2037/2039/2041/3121 BSE Scrip Code: 532348
Dear Sir/Madam,
The Secretary National Stock Exchange of India Limited Exchange Plaza, 5th Floor, Plot no. C/l G Block, Bandra-Kurla Complex Bandra (E), Mumbai - 400 051 Fax: 022-2659 8237/38; 2659 8347/48 NSE Symbol: SUBEXLTD
Sub: Subex Limited “The Company”- Investor Presentation for Q2 FY24 on November 9, 2023
Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the Investor presentation for Q2 of FY24 for the Earnings Call scheduled to be held on Thursday, November 9, 2023, at 10:30 A.M. (IST).
Kindly broadcast the same on your website.
Thanking you
Yours truly, For Subex Limited
G V Krishnakanth Company Secretary & Compliance Officer
Encl: as above
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Subex Limited Investor Presentation
November 23
investor.relations@subex.com
Agenda of the meeting
• Financial Updates
• Business Highlights
Quarterly Results
▪ Operating Revenue at Rs 7,681 Lakhs 14% (PQ) 4% CPYQ
▪
EBITDA at Rs (457) Lakhs); EBITDA margin -6%
▪ PBT at Rs (815) Lakhs; PAT at Rs (1,105) Lakhs.
▪
EPS at CQ Rs (0.20) vs PQ Rs (0.35) vs CPYQ Rs (0.09)
Other Information
▪ DSO stood at ~116 days, excluding unbilled trade debtors.
▪
Closing cash stays at Rs.10,014 Lakhs vs Rs. 10,813 Lakhs of Q1FY24
▪ Q2 FY24 Monthly recurring revenue stays at $2.3 Mn
7,4506,729 7,681 Q2 FY23Q1 FY24Q2 FY24Revenue in Rs LakhsRs in LakhsQ2 FY 23Q1 FY 24Q2 FY 24EBITDA 31 (1,474) (457)PBT (328) (1,796) (815)PAT (490) (1,928) (1,105) The way forward: Connected Experiences
Macro Tailwinds
Connected Experiences
Strategic Priorities
o AI o Cloud Migration o 5G 6G o Data explosion
o Expands TAM o New Use case opportunities
o Growth • •
Regain & Grow BAFM Expand use case footprint on HyperSense
o Efficiency •
Contemporary, simplified & digitized operations
o Talent •
Best in class, engaged & organized the right way
Market demands "Connected Experiences", Subex responds
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Business highlights
o Reimagine & Grow
▪ Won 3 new logos in Q2 FY24 ▪
Cocreation of products through User Meet
o Expand use case footprint with 5G, Cloud & AI first stack
Growth
Launch of Subex Gen-AI solution
▪ ▪ Gen AI partnership with Google
o Hyper focus on portfolio optimization o Establishing a reimagined way of working Contemporary technology first
▪ ▪ Work with world's best strategic partners
o Retain domain knowledge (Nurture business critical talent) o
Investing in AI, Cloud skills
Efficiency
Talent
G
E
T
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Thank you
investor.relations@subex.com
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Our portfolio
Personalized, seamless, secure, intelligent, and empowering offerings for Telcos
Make it personal
• AI CX Studio
• Digital Onboarding
Consistently Connected
• Network Analytics & Asset Management
Intelligence @ your service
• Business Assurance
• AI Use Case Studio
CONNECTED EXPERIENCES
Smart connections for smart businesses
• Enterprise Billing
• Partner Ecosystem
Management
Connect with confidence
• Fraud Management • Network
Cybersecurity • Digital Identity Management
Cashless convenience
• Fraud Management
• Transaction Monitoring
• AI FinTech Studio
Positioned at the heart of a new use case driven + multi-year tech driven investment cycle
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