| Revenue growth | 2.2% Q-o-Q growth; -3.8% Y-o-Y decline. |
|---|---|
| Margins | Gross margin expanded to 23.3% from 19.3% Y-o-Y. |
| Demand visibility | Strong for RCS and WhatsApp; ILD SMS remains under pressure. |
| Management confidence | High; leveraging Proximus network for global scale. |
Growth
FY26 revenue at ₹44,082mn; New Products grew 11% Y-o-Y, reaching 8% of total revenue mix.
Outlook
Focus on 43% CAGR for omnichannel/AI products (FY22-26); expansion into Mexico, Philippines, US, and Europe.
Risks
Structural decline in ILD A2P SMS and industry-wide Artificially Inflated Traffic (AIT) clean-up impacting volumes.
Earnings Call filed with BSE, NSE: ROUTE. Summary written with AI assistance from the document.
Route Mobile Ltd: key numbers
- Share price
- ₹463.00
- Market cap
- ₹2,917 Cr
- Revenue (annual)
- ₹4,408 Cr
- Net profit (annual)
- ₹239.0 Cr
- P/E (TTM)
- 11.7×Sector 22.1×
- Promoter holding
- 74.85%+0.00% QoQ
- FII holding
- 2.40%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Route Mobile Ltd
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Route Mobile has adopted a new corporate logo. This change does not affect the company's name, legal status, or business operations.
Route Mobile Annual General Meeting
Route Mobile Limited held its 22nd Annual General Meeting on September 02, 2026. All resolutions listed in the AGM notice were deemed passed.
Route Mobile Investor Presentation: Key Takeaways
Route Mobile reported Q1 FY27 revenue growth of 10% YoY, though EBITDA margins faced transient pressure at 9.5%. Management focuses on non-SMS growth and Heltar acquisition.
Route Mobile Earnings Call Transcript: Key Takeaways
Route Mobile achieved 10% YoY revenue growth but faced significant margin pressure from temporary customer disruptions and a security incident in Colombia.
- Call
- Guides 15% growth
Route Mobile Investor Presentation: Key Takeaways
Route Mobile reported Q1 FY 26-27 revenue of ₹11,515 mn, up 9.6% YoY. Strategy focuses on expanding product portfolio and omnichannel CPaaS platform globally.
Route Mobile Earnings Call: Key Takeaways
Route Mobile is pivoting to a platform-centric model after structural declines in high-value International (ILD) SMS volumes. Management is trading revenue size for higher margin quality and AI-led stickiness.