Subex Limited · NSE:SUBEXLTD

Subex — Q3 FY25 Earnings Presentation

9 slides from Subex's earnings presentation, Feb 13, 2025

  1. Slide 1: Filing cover letter to BSE and NSE

    February 13, 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 Co

  2. Slide 2: Subex Limited Investor Presentation

    Subex Limited Investor Presentation February 25 investor.relations@subex.com

  3. Slide 3: Agenda of the meeting

    Agenda of the meeting • Financial Updates • Business Highlights

  4. Slide 4: Quarterly Results

    Quarterly Results ƒ Revenue : Operating Revenue declined by 2% to ₹7,269 Lakhs in Q3 vs Q2 ₹7,416. However, the core Telco business continued in positive momentum, growing by 2% QoQ. ƒ EBITDA Recovery : EBITDA improved significantly to ₹250 lakhs from ₹189 lakhs in the previous quarter, reflecting a

  5. Slide 5: Revenue Metrics - Q3 FY25

    Revenue Metrices - Q3 FY25 Revenue By Region 57% Q3 FY24 m= Americas 58% 54% Q3 FY25 | 4 Q2 FY25 i . EMEA India mAPAC and ROW Revenue By Service H Es) Ea ! ca 1 1 1 1 I 38% 32% | 33% I - ~ | 1 1 1 1 1 I Q3 FY24 Q2 FY25 | 3 FY25 1 @ Managed Service eee License implementation and Customization = Suppo

  6. Slide 6: Business Highlights

    Business Highlights o Reimagine & Grow Won two Tier 1 opportunities from Americas & Middle East G ƒ ƒ MS continues to be a strong business ƒ New MS deal from a major APAC operator Growth ƒ Demonstrated AI Agents to manage Fraud at GSMA FASG o Significant cost optimization measures to bring back comp

  7. Slide 7: The Subex Advantage

    The Subex Advantage 01 Strong Tailwinds in AI - Almost all RFPs ask for AI use cases - Fraud Management a top AI 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 Expertise - 25+

  8. Slide 8: Global Marquee Customer Base

    Global Marquee Customer Base 150+ Global customers Asia 100+ Countries Americas 7

  9. Slide 9: Thank you

    Thank you investor.relations@subex.com 8

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