Subex Limited Shares Surge 8.07% to ₹14.20 After Securing USD 1.67 Million APAC Contract

Mumbai, 13 October 2025:Shares of Subex Ltd (BSE: 532348 | NSE: SUBEXLTD) jumped 8.07% to ₹14.20 as of 10:30 a.m. on Monday, following the announcement of a USD 1.67 million (approx. ₹14 crore) deal with a leading communications service provider (CSP) in the Asia-Pacific region. The five-year contract will focus on upgrading the CSP’s Revenue Assurance and Fraud Management (RAFM) systems using Subex’s HyperSense platform.

Founded in 1994, Subex Limited is headquartered in Bengaluru and operates globally, serving telecom operators with AI and analytics-driven software solutions. With over 300 installations across 100+ countries, Subex provides Revenue Assurance, Fraud Management, and Partner Ecosystem Management solutions to Communication Service Providers (CSPs). The stock is part of the BSE SmallCap Index, positioned within the Software Products category.

Subex Stock Gains Momentum as APAC Contract Secures Strategic International Footing

The share price opened at ₹13.99, touched a high of ₹14.34, and a low of ₹13.56, reflecting strong early-market buying. The company’s market capitalisation now stands at ₹787.89 crore, marking a notable increase from the previous close of ₹13.14. Over a 52-week range of ₹10.55 – ₹27.68, this surge positions Subex for heightened visibility among global telecom software providers.

USD 1.67 Million Five-Year Deal to Enhance Revenue Assurance and Fraud Management

The contract involves upgrading the operator’s RAFM systems to improve the detection and prevention of revenue leakages and fraudulent activities. Extending over five years, this partnership represents a strategic expansion in the Asia-Pacific market with no related-party involvement, signalling Subex’s independent operational strength. The engagement is expected to reinforce the CSP’s digital operations by leveraging the AI-driven HyperSense platform to ensure robust revenue protection.

Management Highlights Strategic Growth and Strengthened International Presence

Nisha Dutt, MD & CEO of Subex, stated, “We are thrilled to deepen our strategic partnership with one of the region’s most prominent operators. This contract underscores the reliability and scalability of our solutions and reinforces our shared commitment to operational excellence and sustainable revenue protection.”

The collaboration underlines Subex’s expanding influence as an AI-driven telecom solutions provider, especially across business assurance and fraud management domains, which are increasingly critical amid rising 5G and Internet of Things (IoT) adoption in the region.

Key Performance Metrics Show Strong Operational Position Despite Challenging Sector Dynamics

Despite ongoing industry pressures, Subex’s trailing twelve-month (TTM) earnings per share (EPS) stand at -₹0.48 on a standalone basis and -₹0.13 on a consolidated basis, with a price-to-earnings (P/E) ratio remaining negative. The company maintains a price-to-book (PB) ratio of 4.08, reflecting investor confidence in its asset base and long-term potential. These figures demonstrate measured resilience in the software products sector while navigating a highly competitive international telecom landscape.

The APAC contract reinforces Subex’s strategy of leveraging international partnerships to expand its AI-driven telecom solutions footprint. The deal highlights the company’s capability to deliver long-term, scalable software solutions, enhance operational reliability for telecom clients, and strengthen its presence in emerging digital markets.

REF: https://www.bseindia.com/xml-data/corpfiling/AttachHis/236b73b4-4d85-48e7-b2c1-3b6f199b8823.pdf

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