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 growth in RCS and WhatsApp messaging. |
| Management confidence | High, citing 'A2P SMS decline largely behind us'. |
Growth
Q4 revenue grew 2.2% Q-o-Q; Gross Profit rose 16.6% Y-o-Y with significant margin expansion to 23.3%.
Outlook
Targeting 43% 4-year CAGR for new products; expanding into US, Europe, Mexico, and Philippines via Proximus network.
Risks
Structural decline in ILD A2P SMS, AIT clean-up impact, and complex post-acquisition integration risks.
Earnings Call filed with NSE, 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 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.