Thread by @BullsforBears

#subex #Q3marketupdates #Q3investorpresentations
9mnths fy21
Revenue up 6% ,2758 mn
Ebidta margin 27.3% ,753 mn
PAT (exc exp items) up 101% ,332.5 mn

Products :
Revenue assurance
IOT security
Fraud manag
Identity analytics
Anomaly detection
Network analytics

3 horizon strategy

1 - enhance core areas ( fraud mang,Rev assurance ,Network analytics, partner ecosystem mang)

2 - immediate growth ( IOT security, Analytics center of trust)

3 - long term growth , invest in emerging areas ( Multi-Vertical SaaS)
Crunch metric
IDcentral

Investment rationale

Leader in Digital Trust space

Making strong inroads in the multi vertical IoT Security space; IoT Security Market to touch $4.5 bn by 2022

Incubating virtual startups within the orgztn

Sticky Revenue Model ,60% annuity/ recurring, >98% customer retentn

Investing in newer areas - Digital Trust ,AI/ML, Deep learning-based anomaly detection

Financial Highlights –Q3FY21
Revenue 938 mn, up 0.6% qoq ,down 2.3% yoy
EBITDA 203.5 mn ,EBITDA margin 21.7%
PAT (exc exp items) 87.1 mb, down 7.1% qoq ,up 76.3% yoy

EPS 0.16 vs 0.23 in Q2FY21 & -5.77 Q3FY20
Declared interim divided 0.50 rs

Financial Highlights –9MFY21
Rev 2758 mn, up 5.8% yoy
EBITDA 753.5 mn & margin 27.3%
PAT(exc exp items) 332 mn,up 101% yoy
EPS 0.67 vs -5.51 Cash,cash equivalents & FCF 1,655 & 780.7 mn resp

Key clients
STC ,Vi ,Airtel ,AT& T, Verizon ,Comcast ,Colt

35+ industry recognized awards

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