| Revenue growth | 9.6% YoY |
|---|---|
| Margins | Gross Margin declined to 20.9% from 23.3% QoQ |
| Demand visibility | Sustained momentum in new gen products |
| Management confidence | High |
Growth
Revenue grew 9.6% YoY to ₹11,515 mn; Adj. PAT increased 16.6% YoY to ₹686 mn.
Outlook
Interim dividend of ₹4/share; recovery expected in margins; continued focus on RCS and WhatsApp product expansion.
Risks
Margin softness due to transitory traffic reduction at a large account and a security incident at Masivian.
Last quarter's promises, checked
Delivered
- Guided EBITDA margin around 12% → delivered 11.9% in Q4 (FY26) (= BEAT)
- Guided dividend increase to 16.5 INR/share → delivered 16.5 INR/share (= BEAT)
- Guided annual gross profit >1,000 crores → delivered 1,007.3 crores (= BEAT)
Partly delivered
- Guided recovery in margins → delivered 20.9% GM in Q1FY27 vs 22.9% FY26 (= PARTIAL)
Missed
- Guided mid-to-high single digit revenue growth → delivered -3.7% for FY26 (= MISS)
Investor Presentation filed with NSE, 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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