Slide 1: Cover letter to stock exchanges
May 02, 2025 The Secretary The Secretary BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Exchange Plaza, 5th Floor, Plot no. C/l Dalal Street, Mumbai- 400 001 G Block, Bandra-Kurla Complex Fax: 022-2272 2037/2039/2041/3121 Bandra (E), Mumbai - 400 051 BSE Scrip Code: 5
Slide 2: Subex Limited Investor Presentation
Subex Limited Investor Presentation May 2, 2025 investor.relations@subex.com
Slide 3: Agenda of the meeting
Agenda of the meeting • Financial Updates • Business Highlights
Slide 4: Quarterly Results
Quarterly Results ▪ Revenue : Q4 Revenue declined by 3% to ₹7,060 lakhs vs Q3 ₹7,269 lakhs . ▪ Full year FY25 Telco revenue stood at ₹28,016 Lakhs, broadly flat vs ₹27,999 Lakhs in FY24, ▪ Full year FY25 Non-Telco revenue declined to ₹545 Lakhs from ₹2,973 lakhs FY24. ▪ Impairment allowances on rece
Slide 5: Core Telco Business back to Profitability
Core Telco Business back to Profitability “Even in a flat quarter, the resilience of our core telco business shines through—with 100% renewals, strong win rates, and solid profitability. This is the result of strategic clarity & disciplined execution. Subex, a brand with high brand recall in BAFM, i
Slide 6: Revenue Metrics – Q4 FY25
Revenue Metrices - Q4 FY25 Revenue By Region Revenue By Service ) = | 41% 7 6UF ' 1 ' 1 ' 1 ! 1 ! 1 ' 1 ' 1 | 1 1 55% | \ 58% 54% ! 61% ! 7 iE ' 1 ' 1 ' 1 ' 1 ' 1 ' 1 be | 1 a _ 10% Q4 FY24 Q2 FY25 Q3 FY25 Q4 FY24 Q2 FY25 Q3 FY25 | Q4 FY25 @ Managed Service en eg ‘ 1 ‘<----- -/ License implementatio
Slide 7: Business Highlights
Business Highlights Reimagine & Grow ▪ Won Tier 1 opportunity in Europe G ▪ MS continues to be a strong business ▪ Renewed 2 Tier 1 MS contracts in Europe & Middle East Showcased latest Gen AI enabled BAFM products at MWC 2025 Growth ▪ • Significant cost optimization initiatives have released ~Rs.22
Slide 8: The Subex Advantage
The Subex Advantage 01 Strong Tailwinds in AI - Almost all RFPs ask for AI use cases - Fraud Management a top AI & GenAI Use Case amongst Telcos 02 Few Players with Data Access - 150+ customer base with data connectors processing 500bn+ records per day - High switching costs 03 Telco Domain Expertis
Slide 9: Global Marquee Customer Base
Global Marquee Customer Base EMEA 150+ Global customers Asia 100+ Countries Americas 8
Slide 10: Thank you
Thank you investor.relations@subex.com 9