Software - Application
Subex Limited (subexltd) Q4fy26: Revenue Up 3%, Profitability Soars, AI Adoption Scales
Subex Limited (SUBEXLTD) Q4FY26 results show a 3% revenue increase, profitability surge, and strong AI adoption.
Subex Limited (SUBEXLTD) exits the year with a stronger balance sheet and improved profitability profile. Nisha Dutt, MD & CEO, highlighted the company’s focus on the telecom sector, where it continues to invest in core strengths and expand with AI-led offerings like FraudZapTM. In Q4FY26, revenue grew by 3% QoQ to ₹7,296 lakhs, with normalized EBITDA improving to ₹1,058 lakhs, reflecting a growth of 16.4%. Notably, normalized EBITDA margin stood at 14.5% in Q4FY26, a significant improvement from 7.5% in Q4FY25.
Financial Highlights
The company’s normalized PBT stood at ₹1,438 lakhs in Q4FY26, a 36.8% growth on a QoQ basis. Normalized PAT reached ₹1,151 lakhs in Q4FY26, driven purely by operational performance and non-operating gains. Subex’s cash & cash equivalents stood at ₹17,526 lakhs as on 31st March, 2026, reflecting continued liquidity stability.
Business Highlights
Subex has won new deals in North Africa for Enterprise Asset Management and in North America for AI Handset Fraud solution on FraudZapTM. The company also regained a competitor account for Business Assurance in the Middle East. With a focus on AI-led growth, Subex’s AI customer base has scaled to ~4x since the CEO took over. The company’s direction remains clear: double down where it has the right to win.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Subex Limited
Subex Limited belongs to the Technology › Software – Application sector. Here’s a quick read on where the business and the stock stand today.
Subex moves sideways over three months, with neither buyers nor sellers taking control. Razor-thin margins below 5% make profitability extremely vulnerable — this business needs scale or pricing power urgently. Revenue contracts at -4.9% CAGR. That signals structural headwinds, not a short-term blip. The stock holds at 42% of its 52-week range with RSI at 66. In other words, neither side has a clear edge right now. Price climbs recently despite -4.9% revenue growth and a PEG of 99.00. Consequently, either institutions position ahead of improvement or the move fades when earnings disappoint. Treat this as a trading signal, not an investment thesis. Check Fundamentals of Subex Limited.
GENESYS
Genesys International Corporation Limited (genesys) Wins ₹283 Crore Contract for Ahmedabad’s 3D Digital Twin
Genesys International Corporation Limited (GENESYS) secures a ₹283 crore contract to develop Ahmedabad’s 3D digital twin platform.
Genesys International Corporation Limited (NSE: GENESYS), a leading geospatial technology company, has secured a ₹283 crore contract to develop Ahmedabad’s 3D digital twin platform. This World Bank-funded initiative will play a key role in the Gujarat Resilient Cities Partnership program, substantially strengthening urban delivery and financial systems. The project will cover approximately 625 sq km of Ahmedabad, digitally mapping the city’s land parcels, properties, roads, water networks, sewerage systems, and other critical civic assets.
Building a High-Precision Digital Representation
The project will deploy Genesys’ constellation of advanced sensors to create a high-accuracy digital representation of Ahmedabad. An elevation model will be developed using orthophotography, supported by the establishment of 40 primary and 200 secondary survey control points to enhance the accuracy and consistency of the city’s geospatial database.
Mapping Underground Civic Infrastructure
A key component of the project will be the mapping of underground civic infrastructure. Existing water supply, sewerage, stormwater drainage, and cable networks will be surveyed and mapped, including information relating to their location and depth. This data will be integrated into the central GIS database, enabling municipal departments to access a common spatial view of critical infrastructure.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Genesys International Corporation Limited
Genesys International Corporation Limited belongs to the Technology › Software – Application sector. Here’s a quick read on where the business and the stock stand today.
Genesys falls 13.8% over three months and has not found a floor yet. Thin margins at 9.1% leave limited room for error — any demand softness or cost spike hits the bottom line hard. The PEG of 2.88 makes it expensive versus peers. The premium needs earnings to catch up quickly. The stock gains 64.8% in the last month, recovering from the three-month slide. However, it is too early to call this a confirmed reversal. The stock rises -13.8% in three months on 21.9% revenue growth. As a result, the market gives it more credit than the fundamentals strictly justify. Watch the next quarterly results. If growth accelerates, the move makes sense. If not, expect some gains to unwind. Check Fundamentals of Genesys International Corporation Limited.
INTELLECT
Intellect Design Arena Limited Upgrades Cargills Bank’s Core Banking Architecture for the Next Decade
Intellect Design Arena Limited enhances Cargills Bank’s core banking architecture to support next decade growth.
Intellect Design Arena Limited (INTELLECT), a global leader in AI-First, enterprise-grade financial technology, announced today that Cargills Bank, a licensed commercial bank in Sri Lanka, has selected the Composable eMACH.ai Core Banking Architecture to expand its digital banking capabilities and strengthen its long-standing technology partnership with Intellect. This expanded engagement marks the next phase of Cargills Bank’s digital transformation journey, enabling the bank to modernize its technology landscape with a composable, cloud-ready banking architecture.
Modernizing Technology for Future Growth
The programme spans Core Banking, Lending, Trade Finance and Treasury, creating a unified technology foundation that supports greater agility, operational resilience, and long-term business growth. The modernization programme will enable Cargills Bank to transform critical banking capabilities spanning Customer On-boarding, Deposits, Payments, Loan Origination, Loan Management, Limits and Collateral Management, Trade Finance and Treasury, enabling faster product innovation and seamless customer experiences.
Building a Future-Ready Banking Platform
Building on a trusted relationship established over the years, this expanded engagement reflects Cargills Bank’s continued commitment to investing in a modern banking platform that can evolve with its business and customer needs. Guided by Intellect’s Design Thinking philosophy and First Principles approach to banking transformation, the engagement focuses on creating a resilient, scalable, and future-ready technology foundation that will support the bank’s growth, innovation agenda, and evolving customer expectations over the next decade.
As part of the expanded engagement, Cargills Bank will modernize its banking technology with the Composable eMACH.ai Core Banking Architecture, establish a unified platform spanning Core Banking, Lending, Treasury and Trade Finance, and strengthen its digital foundation with a modern, composable and cloud-ready architecture. This upgrade reinforces Intellect’s shared commitment to building a banking foundation that will serve Cargills Bank, its customers, and the evolving financial ecosystem for the next decade.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Intellect Design Arena Limited
Intellect Design Arena Limited belongs to the Technology › Software – Application sector. Here’s a quick read on where the business and the stock stand today.
Intellect falls 14.2% over three months and has not found a floor yet. The PEG of 2.93 makes it expensive versus peers. The premium needs earnings to catch up quickly. Revenue grows at 10.8% and profits at 8.9% CAGR. However, that pace does not justify a premium multiple. The stock sits at 8% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Revenue grows at 10.8% and the stock moves sideways over three months. Neither side makes a strong case. The next earnings print will likely break this stock out of its current range. Check Fundamentals of Intellect Design Arena Limited.
RATEGAIN
Rategain Travel Technologies Limited (NSE: Rategain) Honors Sylvia Weiler in 2026 Adexchanger Top Women in Media and Ad Tech Awards
RateGain Travel Technologies Limited (NSE: RATEGAIN) announces Sylvia Weiler, President and GM of Global Destinations at Sojern, honored in 2026 AdExchanger.
RateGain Travel Technologies Limited (BSE: 543417, NSE: RATEGAIN), a global leader in AI-powered SaaS solutions for the travel and hospitality industry, announced today that Sylvia Weiler, President and General Manager of Global Destinations at Sojern, a RateGain brand, has been named a 2026 honoree in AdExchanger’s Top Women in Media and Ad Tech Awards, in the Sell-Side Tech Trailblazers category. This recognition marks the first time a Sojern executive has been acknowledged by the program.
Sylvia Weiler’s Career Milestone
Weiler has spent more than two decades at the intersection of travel, hospitality, and advertising technology, holding leadership roles at Sojern, Tripadvisor, Airbnb, and Travelocity. At Sojern, she built the company’s destination programmatic advertising business from the ground up and led development of an economic impact measurement framework that has become a benchmark for destination marketing organizations.
Impact on the Industry
Beyond her commercial track record, Weiler has been a longstanding advocate for women in advertising and travel technology. She founded Sojern’s first Women’s Group and has personally mentored more than 15 emerging women leaders across the industry. This recognition reflects the impact she’s had not just at Sojern, but across the industry.
As the industry continues to evolve, RateGain remains committed to driving growth and profitability for travel and hospitality businesses worldwide.
Source: NSE Corporate Announcement
Fundamental & Technical Analysis of Rategain Travel Technologies Limited
Rategain Travel Technologies Limited belongs to the Technology › Software – Application sector. Here’s a quick read on where the business and the stock stand today.
Rategain holds in the upper half of its 52-week range, a sign the market backs the stock. Revenue grows at 47.8% and profits at 41.6% CAGR. Both numbers are exceptional. Not a single revenue dip or loss quarter in five years — this is a business built to last through cycles. Sellers drive 1.9x the volume of buyers. Furthermore, they controlled 15 of recent sessions versus 15 for buyers — a clear distribution signal. Revenue grows at 47.8% and profits at 41.6%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of Rategain Travel Technologies Limited.
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