| Revenue growth | Q2 +5.4% YoY; H1 +7.4% YoY |
|---|---|
| Margins | Gross margin 22.4% vs 22.1% YoY; Adj. EBITDA margin 10.0% vs 11.9% |
| Demand visibility | Q2 revenue +2.4% QoQ; new-gen products +36.7% YoY |
Growth
Q2 revenue +5.4% YoY, +2.4% QoQ. H1 revenue +7.4% YoY to ₹23,312mn; H1 Adj. PAT -5.0% YoY to ₹1,511mn.
Outlook
No explicit numerical guidance given. ₹4/share interim dividend declared. Heltar deal ₹33.7cr, funded from internal accruals. No capex plan disclosed.
Risks
Adj. EBITDA fell on salary increments, legal and professional fees, and Masiv data-breach remediation (₹69mn Q2). Receivables rose; reported CFO/EBITDA only 15%.
Last quarter's promises, checked
Delivered
- GM 21.5-23% range → 22.4% (= BEAT)
- New-gen 'scaling QoQ' → +36.7% YoY, ₹1,284mn (= BEAT)
- Heltar close 'coming weeks', internal accruals → ₹33.7cr, internally funded (= BEAT)
Partly delivered
- Account revenue/margin back 'this quarter' → GM 20.9% to 22.4%, below 23.3% Q4 FY26 (= PARTIAL)
- Masiv costs 'very minor' beyond provision → ₹69mn Q2 remediation fees, provision basis unclear (= PARTIAL)
Missed
- Adj EBITDA ~12% (cited) → 10.0% (= MISS)
- CFO/EBITDA 75-100% → 15% (= MISS)
- Volume +10-15% next 2 qtrs → revenue +2.4% QoQ, volume n/a (= MISS)
Investor Presentation filed with NSE, NSE: ROUTE. Summary written with AI assistance from the document.
Route Mobile Ltd: key numbers
- Share price
- ₹435.00
- Market cap
- ₹2,741 Cr
- Revenue (annual)
- ₹4,408 Cr
- Net profit (annual)
- ₹239.0 Cr
- P/E (TTM)
- 7.8×Sector 22.9×
- 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 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 Q2 FY27 Results: Turns Profitable, Net Profit ₹82.5 Cr
Route Mobile Ltd reported revenue from operations of ₹1,180 Cr (+5.4% YoY) and net profit of ₹82.5 Cr for Q2 FY27.
- Key figure
- Net profit ₹82.5 Cr
Route Mobile Board Meeting Date
Route Mobile Limited scheduled a board meeting on October 27, 2026, to approve Q2 FY27 results and consider a second interim dividend. The record date for the dividend is November 2, 2026.
Route Mobile Other Announcement
Route Mobile Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026, as required by SEBI regulations.