ALFA Finder| Revenue growth | FY26 revenue declined 3.7% YoY due to structural SMS market decline. |
|---|---|
| Margins | Gross margins expanded to 22.9% as low-margin business exited the mix. |
| Demand visibility | Strong visibility for RCS and WhatsApp; ILD SMS demand remains weak. |
| Management confidence | Balanced; acknowledging structural headwinds while focusing on AI-led recovery strategy. |
Growth
ILD revenue saw a secular decline, partially offset by domestic volume growth and a 43% CAGR in new products.
Outlook
FY26 guidance: Mid-to-high single-digit revenue growth with EBITDA margins stabilizing at 12%.
Risks
Pricing compression in WhatsApp channels and high exposure to shrinking ILD SMS routes remain structural headwinds.
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.
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