Subex Limited · NSE:SUBEXLTD
Subex — Q1 FY24 Earnings Presentation
8 slides from Subex's earnings presentation, Aug 8, 2023
Slide 1: Exchange filing cover letter for investor presentation
August 8, 2023 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:
Slide 2: Subex Limited Investor Presentation
Subex Limited Investor Presentation August 23 investor.relations@subex.com
Slide 3: Agenda of the meeting
Agenda of the meeting • Financial Updates • Creating Connected Experiences • Business Highlights
Slide 4: Quarterly Results
Quarterly Results ▪ Operating Revenue at Rs 6729 Lakhs 42% ▪ EBITDA at Rs -1474 Lakhs; EBITDA margin -21.9% ▪ PBT at Rs.1796 Lakhs; PAT at Rs.1928 Lakhs. ▪ EPS at Rs -0.35 Other Information ▪ DSO stood at ~109 days, excluding unbilled trade debtors. ▪ Closing cash stays at Rs.1080 Mn vs Rs.1201 Mn
Slide 5: The way forward: Connected Experiences
The way forward: Connected Experiences Macro Tailwinds Connected Experiences Strategic Priorities o AI o Expands TAM o Growth o Cloud Migration o New Use case • Regain & Grow BAFM o 5G 6G opportunities • Expand use case footprint on Hypersense o Data explosion o Efficiency • Contemporary, simplified
Slide 6: Our portfolio
Our portfolio Personalized, seamless, secure, intelligent, and empowering offerings for Telcos Make it Consistently Intelligence @ personal Connected your service • AI CX Studio • Network Analytics & • Business Assurance Asset Management • Digital Onboarding • AI Use Case Studio CONNECTED EXPERIENCE
Slide 7: Business highlights
Business highlights o Reimagine & Grow Won 3 new logos in Q1 G ▪ ▪ Focus on growing in key accounts ▪ Double down in specific geographies Growth o Expand use case footprint with 5G, Cloud & AI first stack o Hyper focus on portfolio optimization E o Establishing a reimagined way of working ▪ Contempo
Slide 8: Thank you
Thank you investor.relations@subex.com 7