SUBEXLTDBSESUBEX LTDMediumNeutral
Announced Fri, 7 Aug · 16:32 IST

Subex Q1 FY27 revenue up 19.7% YoY, EBITDA margin 21.2%

Order Pipeline DisclosedMgmt Evaded Key QuestionMgmt Guided Margin ImprovementInvestor Communications View source PDFExplain this filing

SUBEXLTD · price

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

Price reaction · full curve 14 horizons · vs prior close
+1.3%1-day move
₹13.78
prior close
₹13.73
base price
After-mkt
timing
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+0.5-2.0-2.0-1.7+1.3-1.3-0.6+0.9+2.8+13.6
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AI summary

Subex Q1 FY27 (quarter ended June 30, 2026): Revenue INR 79.45 crores, up 8.9% QoQ and 19.7% YoY. EBITDA INR 16.87 crores at 21.2% margin (fourfold YoY). PAT INR 14.22 crores. Cash INR 184.8 crores. Renewed Tier 1 deals in Middle East and Asia Pacific, new European win. CEO says qualified pipeline is 3-4x and sees INR 100 crores quarterly revenue in a few quarters. Capital restructuring and ESOP under consideration.

Likely market impact

Turnaround complete; focus shifts to consistent growth. Margins guided to expand modestly with reinvestment. Capital restructuring ahead.