Subex Ltd
NSE:SUBEXLTD
Subex Ltd
Subex Ltd. engages in providing business support systems to communications service providers worldwide. The company is headquartered in Bangalore, Karnataka. The company went IPO on 2003-09-10. The firm provides operations and business support systems (OSS/BSS) to communication service providers (CSPs) in the telecom industry. Its segments include software products and software-related services. The firm offers products and services such as HyperSense, Business Assurance, Fraud Management, Network Asset Management, Capacity Management, Partner Ecosystem Management, Analytics Center of Trust (ACT), Subex Secure, and IDcentral. The company provides business and operations support systems (B/OSS) solutions to telecom service providers. Its solutions include fraud management, network security, business assurance, partner ecosystem management, network analytics, analytics center of trust, Internet of Things (IoT) & Operational Technology (OT) security, anomaly detection, and digital identity. The firm operates across India, the United States of America (USA), the United Kingdom, Singapore, Canada, Bangladesh, and UAE.
Subex Ltd. engages in providing business support systems to communications service providers worldwide. The company is headquartered in Bangalore, Karnataka. The company went IPO on 2003-09-10. The firm provides operations and business support systems (OSS/BSS) to communication service providers (CSPs) in the telecom industry. Its segments include software products and software-related services. The firm offers products and services such as HyperSense, Business Assurance, Fraud Management, Network Asset Management, Capacity Management, Partner Ecosystem Management, Analytics Center of Trust (ACT), Subex Secure, and IDcentral. The company provides business and operations support systems (B/OSS) solutions to telecom service providers. Its solutions include fraud management, network security, business assurance, partner ecosystem management, network analytics, analytics center of trust, Internet of Things (IoT) & Operational Technology (OT) security, anomaly detection, and digital identity. The firm operates across India, the United States of America (USA), the United Kingdom, Singapore, Canada, Bangladesh, and UAE.
Revenue Growth: Subex reported Q3 revenue of INR 70.79 crores, up 2.7% sequentially from the previous quarter.
Profitability: EBITDA margin reached 13.1% and normalized PAT margin was 10.8%, with sustained profitability at both levels.
Order Book & Pipeline: The order book remains strong, with significant new wins and healthy deal pipelines, especially in Europe and the U.S.
AI & Product Launch: Successful commercialization of FraudZap, Subex’s new AI-led fraud detection product, with the first customer secured within a year.
AI Investments: Ongoing investments in GenAI and enterprise-grade AI solutions are showing tangible customer adoption and revenue potential.
Governance Update: Two independent directors have been onboarded, strengthening the Board and aligning with shareholder expectations.
Growth Ambition: Management is targeting double-digit revenue growth and a $10 million quarter, but refrained from issuing formal guidance.
