ALFA Finder| 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
- ₹456.15
- Market cap
- ₹2,874 Cr
- Revenue (annual)
- ₹4,408 Cr
- Net profit (annual)
- ₹239.0 Cr
- P/E (TTM)
- 8.2×Sector 23.6×
- Promoter holding
- 74.85%+0.00% QoQ
- FII holding
- 1.65%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's subsidiary 365squared launched 365callguard, an AI-powered voice fraud protection solution for operators. The product expands its real-time fraud detection portfolio without disclosed financial value.
Route Mobile Other Announcement
Route Mobile's IPO proceeds monitoring report shows Rs 1,580.91 million utilised by September 30, 2026. The Rs 650 million Mumbai office purchase remains unutilised.
Route Mobile Earnings Call Transcript: Key Takeaways
Revenue growth was driven by new products, though margins were temporarily impacted by non-recurring security costs and bonuses.
- Call
- Guides 6% growth
Route Mobile Dividend
Route Mobile's board approved an interim dividend of ₹4 per equity share for the quarter and half year ended 30 September 2026. The record date is 2 November 2026 and payment is proposed by 17 November 2026.
Route Mobile Results Update
Route Mobile issued a press release on Q2 FY27 results, reporting consolidated revenue of ₹1,179.67 crore and PAT of ₹82.55 crore. The release contains profit and revenue highlights but not the full SEBI results statement.
Route Mobile Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹11,797mn (+5.4% YoY), Adj. EBITDA ₹1,184mn (10.0% margin, -11.1% YoY), Adj. PAT ₹826mn (-17.8% YoY). Heltar AI acquisition adds conversational layer.