ALFA Finder| Management target | Revenue 15.0% FY27 |
|---|
| Revenue growth | 10% YoY growth driven by new AI-driven firewall and product solutions. |
|---|---|
| Margins | EBITDA margin softened to 9.5% due to specific high-margin account disruptions. |
| Demand visibility | Strong demand for non-SMS and AI engagement solutions across global markets. |
| Management confidence | Balanced; dismisses margin softening as transient while addressing security setbacks. |
Growth
New product revenue surged 14% YoY; ILD business remains a persistent drag.
Outlook
Management expects volume growth to accelerate to 10-15% in the coming quarters.
Risks
EBITDA margins dropped to 9.5%, missing guidance due to account-specific traffic disruptions.
Last quarter's promises, checked
Delivered
- Guided mid-to-high single digit revenue growth → delivered 10% (= BEAT)
- Guided EBITDA margin around 12% → delivered 11.9% (= BEAT)
- Guided dividend increase to INR 16.5 per share → delivered INR 16.5 (= BEAT)
Partly delivered
- Guided 10-15% volume uptick → delivered 10% revenue growth (= PARTIAL)
Missed
- Guided stable margin performance → delivered 9.5% EBITDA margin in current quarter (= MISS)
Earnings Call Transcript 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.