SUBEXLTDNSESubex LimitedHighNeutral
Announced Fri, 2 May · 18:11 IST

Subex Limited has informed the Exchange regarding Outcome of Board Meeting held on May 02, 2025.

Revenue DeclinePat NegativeEbitda Margin ExpansionExceptional ItemResults View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Subex Limited reported its audited consolidated results for Q4 and FY25 (year ended March 31, 2025). Full-year revenue fell to about ₹285.6 crore from ₹309.7 crore in FY24, a decline of roughly 8%. The consolidated net loss narrowed sharply to ₹31.4 crore from ₹191.7 crore a year ago, aided by the absence of a large one-time goodwill impairment that had hit FY24. In Q4 alone, the company booked an extra impairment allowance of about ₹16.9 crore on disputed trade receivables. Normalised EBITDA, however, improved sequentially to ₹5.3 crore in Q4 from ₹4 crore in the previous quarter. The Board also approved the appointment of M.S.K.C & Associates LLP (a BDO affiliate) as the new statutory auditor for five years, replacing S.R. Batliboi & Associates LLP whose term ends at the upcoming 31st AGM.

Likely market impact

The revenue dip is a soft signal, but shrinking losses and improving underlying EBITDA offer some comfort to shareholders. The sizeable provision on disputed receivables is a cautious flag for cash collection, and the auditor change is routine as the previous auditor's term is expiring.