ALFA Finder| Revenue growth | 9.6% YoY; 1.8% QoQ. |
|---|---|
| Margins | Transient softness in Q1; target restoration to 21.5%-23% levels. |
| Demand visibility | Strong demand for solutions; healthy traffic growth expected with seasonal upswing. |
| Management confidence | High on medium-term trajectory and recovery of transient margin softness. |
Growth
Revenue grew 9.6% YoY to INR 11,515 million. New product revenue (RCS, WhatsApp) surged 14% YoY.
Outlook
Expect 10-15% volume growth in coming quarters. Aiming to restore margins to 21.5%-23% range through optimizations.
Risks
Gross margin deterioration to 20.9% due to temporary traffic disruption in large high-margin accounts and security incident.
Last quarter's promises, checked
Delivered
- Revenue growth mid-to-high single digits → delivered 9.6% (= BEAT)
- EBITDA margin around 12% → delivered 9.5% (= MISS)
- Dividend increase to INR 16.5/share → delivered INR 16.5 (= BEAT)
Partly delivered
- New product revenue growth → delivered 14% YoY (below 43% historical CAGR) (= PARTIAL)
Missed
- Stable margin performance → delivered 20.9% GM vs 22.9% FY26 (= MISS)
- EBITDA margin target 12% → delivered 9.5% (= MISS)
Investor Presentation filed with BSE, NSE: ROUTE. Summary written with AI assistance from the document.
Route Mobile Ltd: key numbers
- Share price
- ₹457.75
- Market cap
- ₹2,884 Cr
- Revenue (annual)
- ₹4,408 Cr
- Net profit (annual)
- ₹239.0 Cr
- P/E (TTM)
- 8.3×Sector 23.7×
- 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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- Call
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Route Mobile Investor Presentation: Key Takeaways
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