Subex Ltd — Investor Presentation 2024

Aug 6, 2024

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August 6, 2024

The Secretary BSE Limited Phiroze Jeejeebhoy Towers Dalal Street, Mumbai- 400 001 Fax: 022-2272 2037/2039/2041/3121 BSE Scrip Code: 532348

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

Dear Sir/Madam,

Sub: Subex Limited “The Company”- Investor Presentation for Q1 FY25 on August 5, 2024

Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the Investor presentation for Q1 of FY25 for the Earnings Call scheduled to be held on Wednesday, August 7, 2024, at 11:00 A.M. (IST).

Kindly broadcast the same on your website.

Thanking you

Yours truly, For Subex Limited

KRISHNAKAN Digitally signed by KRISHNAKANTH TH VENKATA VENKATA GANGAVARA GANGAVARAPU Date: 2024.08.06 PU 17:13:53 +05'30'

G V Krishnakanth

Company Secretary & Compliance Officer

Encl: as above

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Subex Limited Investor Presentation

August 24

investor.relations@subex.com

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Agenda of the meeting

• Financial Updates

• Business Highlights

Quarterly Results

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• Operating Revenue at Rs 6,816 Lakhs

• EBITDA at Rs (604) Lakhs;

• PBT at Rs (1,121) Lakhs; PAT at Rs (856) Lakhs.

• EPS at CQ Rs (0.20) vs PQ Rs (2.83) vs CPYQ Rs (0.35)

Other Information

• DSO stood at ~111 days vs ~107 days in Q4 FY24, excluding

• unbilled trade debtors.

		(₹ in	Lakhs)
	Q1 FY24	Q4 FY24	Q1 FY25
EBITDA	(1,474)	308	(604)
PBT*	(1,796)	135	(837)
PAT*	(1,928)	(856)	(1,121)
*Excl.exceptional	items inQ4' FY24

• Closing cash stays at Rs 10,080 Lakhs vs Rs 10,393 Lakhs of

• Q4 FY24.

Business Highlights

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Growth
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Reimagine & Grow

o

• Continued growth in telco business

• ▪ Won Tier 1 Opco from Europe

G

• Moonshot catalyst (AI Agents) with Verizon, Orange, Safaricom and Econet

• • Jointly launched Fraud Management solution on Google AI platform

• • Contribution to TMF 770 (Fraud risk scores for non-telco) and TMF 696 (Telco fraud score)

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o Divestment of IDcentral
o
E Launched code co-pilots for AI and Engineering teams
Efficiency
o Controlled Attrition
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Continued focus on upskilling, training and gender diversity
T
Talent
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Thank you investor.relations@subex.com

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Our portfolio

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Intelligence @ your service

• AI CX Studio

• Digital Onboarding

• Network Analytics & Asset Management

• Business Assurance

• • AI Use Case Studio

CONNECTED EXPERIENCES

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convenience

smart businesses

• Enterprise Billing

• Partner Ecosystem Management

• Fraud Management

• • Network Cybersecurity

• Digital Identity Management

• 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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