ALFA Finder| 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
- ₹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
All →Route Mobile Product Launch
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.