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IndiaPulse

Subex Limited (SUBEXLTD)

Small Cap

IT stocks · Small cap · NSE

Subex Limited operates in Telecom Analytics, within the IT sector. Use the latest filing and company disclosures below to verify its revenue mix and current business drivers.

₹17.28
-0.41 · -2.32%
Quote04 Sept, 03:57 pm IST
Fundamentals05 Sept 2026 · screener
Score05 Sept, 10:20 pm IST · v4.3-runtime-valuation
Tags02 May 2026
Coverage13/14 · 93%
Valuation2026-07-20 · Rf 6.8% · IT P/E 22.6 (n=200)
Data confidence
Fresh enough for analysis
Investor decision lenses

One read, four checks

75+ is strong, 60-74 is usable, 45-59 is mixed, and below 45 needs caution. These are research lenses, not buy/sell instructions.

Weak fundamentals, while price trend supports entry. This looks more like momentum/speculation than a clean fundamental investment setup.

Suggested next step
Check latest quarters
Result consistency is weak; verify whether the thesis is improving or deteriorating.
Weak U-Score but strong trend: momentum may be ahead of fundamentals.
U-Score
OVERVALUED
22

Fundamental lens: valuation, quality, growth, balance sheet, and cash flow.

Trust
Healthy Trust
73

low confidence · 0/0 claims checked

Technical
Bullish
70

Timing lens: price trend and sector relative strength.

Result consistency
weak
45

Rolling lens: recent quarterly delivery, not the latest single-result score.

Latest result

Quarter ended 30 Jun 2026

Good · 65/100

Rev +20% YoY · PAT +8% YoY · margin expansion · +8% QoQ

Filed 05 Aug 2026
Open results browser →
MetricThis quarterYoYQoQ
Revenue₹79 Cr+19.7%+8.2%
EBITDA₹15 Cr+275.0%+66.7%
Operating margin19.0%+1300 bps+600 bps
PAT₹14 Cr+7.7%+40.0%
PAT margin17.7%-198 bps+402 bps

NDF means not disclosed in the current structured filing feed. It is intentionally not treated as zero.

Business & thesis

Growth engines, tailwinds/headwinds, and risk radar from management commentary

Business and thesis

Issuer presentation review pending

Subex Limited operates in Telecom Analytics, within the IT sector. Use the latest filing and company disclosures below to verify its revenue mix and current business drivers. The structured result feed currently covers the quarter ended 30 Jun 2026. Investor presentations and earnings-call PDFs will be added as issuer-backed evidence before management claims appear here.

Management accountability

What management said, and what results must prove

Technical timing lens

Trend score and candlestick chart

70Bullish

full bull SMA stack · SMA20 +27.5% / mo · MACD − · near 52W high

Stock trend: 79
Sector RS: 57
Sector 3M: +0.1% vs Nifty -1.5%

Technical chart

SUBEXLTDdaily · 1Y · AUTO+102.3%
Latest close ₹17.28 on 2026-09-04
Bar
-2.1%
RSI
61
MACD hist
-0.08
52W pos
83%
2026-09-04O ₹17.65H ₹17.85L ₹17.21C ₹17.28Vol 19.7L sh
₹5.97₹9.49₹13.00₹16.51₹20.0352H52L17.282026-032026-06VolRSIMACD2026-032026-042026-062026-072026-09
Up bar
Down bar
EMA 20
EMA 50
Volume + 20D avg
Result date
RSI(14)
MACD / signal

Daily technical trend read

Mixed signals

Signals are conflicting — long-term uptrend intact. RSI 61. Wait for confirmation.

  • Price > SMA20 > SMA50 > SMA200 — full bullish stack.
  • SMA20 rising (~21.6% over last month) — short-term momentum positive.
  • RSI(14) at 61 — falling, no extreme reading.
  • MACD below signal but histogram contracting — bearish momentum easing.
  • 11% off 52W high · 161% above 52W low.

Mechanical read from the price + indicator series above. Not a recommendation — technical setups can reverse without warning, especially around earnings and macro events.

Valuation & score drivers

U-Score 22 · OVERVALUED · pillar breakdown, sector model, fair-value anchor

22U-SCORE
OVERVALUED

Fundamental score breakdown

OVERVALUED
Valuation0/30
Growth2/25
Quality0/20
Balance Sheet8/15
Cash Flow7/10
Piotroski
7/9 (+5)
Penalties
0
Raw sum
22

Why this score?

Top U-Score contributors and drags from the latest stored fundamentals.

22/100 · OVERVALUED

Positive drivers

  • FCF yield is supportive at 4.2%.
  • Piotroski is strong at 7/9.
  • Cash flow contributes 7/10 to the score.

Main drags

  • Fair-value margin of safety is negative at -663.5%.
  • Valuation is weaker at 0/30; verify the latest quarterly trend.
  • Quality is weaker at 0/20; verify the latest quarterly trend.
Sector valuation model

Telecom valuation: EV/EBITDA against ARPU, debt, and capex

Telecom needs enterprise-value and cash-flow framing because leverage is structurally important.

Telecom EV/EBITDA
Primary lens
EV/EBITDA and debt-adjusted cash generation.
Secondary checks
ARPU growth, subscriber quality, spectrum liabilities, capex intensity.
Main risk check
High EBITDA can still be weak equity value if debt and capex absorb cash.
PE
30.1
PB
2.9
EV/EBITDA
20.0
ROE
9.9%
ROCE
12.8%
FCF Yield
4.2%
Debt/Equity
0.1
MoS
-663.5%
Score movement

Stored run vs live recompute

This shows the stored score trend when snapshots exist, and also compares the latest stored nightly score with a live recompute from current fundamentals and price.

Stored run: 05 Sept 2026
v4.3-runtime-valuation
Final score
22
Previous: 22
Verdict
OVERVALUED
Previous: OVERVALUED
Margin of safety
-663.5%
Previous: -663.5%

Score history

12 stored score snapshots. Latest stored move: +2 points.

05 Sept 2026
v4.3-runtime-valuation
27
27
23
23
23
22
21
21
21
20
20
22

Factor attribution

No pillar movement versus the latest stored run. Historical score trend will appear after snapshot storage is enabled.

Modelled fair value

Graham Number
₹8.51
-102.9% MoS
Growth-justified P/E
4.3
Growth-justified Value
₹2.26
-663.5% MoS
PEG

Trust score

Does management behaviour match later outcomes? Claim delivery, forensic breakdown, evidence depth

Trust Score
73Healthy Trust · low confidenceTrust Lite

Trust asks: does management behaviour match later outcomes? Higher is better, but confidence and evidence depth matter as much as the number.

Healthy Trust: Claim history is still being built. It ranks around the 72nd percentile of the scored universe and 71st percentile within IT. Main check: results consistency is weak at 45/100.

Healthy Trust Lite: Promoter pledge is zero. Key concern: OPM spread across recent quarters is 37%.

Computed 05 Sept 2026
management-trust-v1
98 docs text-extracted · 28 concalls text-extracted
Score band
Healthy Trust

Generally investable credibility. Look for weak sub-scores before increasing position size.

Relative rank
72nd percentile

overall median 67 · IT: 71st pctile, median 69 · Small: 75th pctile, median 66

Evidence depth
Financial-only

98 documents have extracted text, but claim history is not strong enough yet.

Claim delivery
Outcome history still building

0 claims extracted · No contradicted claim yet

How to read this Trust Score

Healthy Trust · low confidence
What it measures
Reliability of management and financial delivery, using financial behaviour only.
Confidence
Treat this as an early read until more concalls and outcomes are matched.
Investor use
Acceptable, but check the weakest sub-score before increasing exposure.

Read Trust alongside U-Score, result consistency, and technical trend. A cheap stock with weak Trust needs a larger margin of safety; a high Trust score does not make an expensive stock attractive by itself.

Forensic breakdown

Read low sub-scores as due-diligence warnings, not automatic sell signals.

Promoter
78
strong · holding, pledge, alignment
Cash flow
77
strong · profit to cash conversion
Balance sheet
96
strong · leverage and solvency
Discipline
60
acceptable · capital discipline
Results
45
watch · quarterly consistency

Trust positives

  • Promoter pledge is zero.
  • FCF yield is positive at 4.2%.
  • 9 years of positive FCF.
  • Debt/equity is 0.08.

Trust risks

  • OPM spread across recent quarters is 37%.

Trust Lite uses financial behaviour only. Prefer claim-tested Trust when enough concall claims have later outcomes.

Financials

Full fundamentals table and 10-year revenue / profit / ROE history

Fundamentals

Valuation

P/E
30.10
P/B
2.85
EV/EBITDA
20.04
Market Cap
974.00Cr

Profitability

ROE
9.90%
ROCE
12.80%
ROA
5.43%
Dividend Y

Growth (CAGR)

Revenue 5Y
-6.00%
EPS 5Y
-8.00%
Revenue 3Y
-1.97%
EPS 3Y
38.00%

Balance Sheet

Debt/Equity
0.08
Interest Coverage
13.00×
Altman Z
3.94
Book Value
6.08

Cash Flow

FCF Yield
4.21%
FCF Positive Y
9/5
OCF
72.00 Cr
EPS TTM
0.53

Shareholding

Promoter Hold
Promoter Pledge
0.00%
Momentum 52W
84%

Financial History

Updated 5/9/2026

Revenue

₹ Cr
No data

Net Profit

₹ Cr
No data

Return on Equity

%
No data

Peers

Business-comparable names in IT, ranked by similarity

Verify on:NSE India ↗
All information is for study purposes only. For investment decisions, consult your financial advisor. See Playbook for methodology.