| Management target | EBITDA 6.0% FY27 |
|---|
| Revenue growth | ₹1,180 Cr, 5.4% YoY, supported by organic new product growth. |
|---|---|
| Margins | Gross margin recovered to 22.4%; EBITDA margin currently 10%. |
| Demand visibility | Positive Q3 festive seasonality expected across e-commerce and retail segments. |
| Management confidence | Balanced; optimistic about Q3 seasonality but defensive on one-time costs. |
Growth
Q2 revenue rose 5.4% YoY to ₹1,180 Cr, with new products now contributing over 10% of revenue.
Outlook
Targeting a return to 12% EBITDA margin and mid-single-digit EBITDA growth for the full year.
Risks
One-time costs related to a security incident and volatile international long-distance traffic growth remain key concerns.
Last quarter's promises, checked
Delivered
- Gross margin 21.5–23% range → 22.4% (= BEAT)
Partly delivered
- Masivian security costs 'very, very minor', 'nothing major' → still cited as key one-time concern (= PARTIAL)
Missed
- EBITDA margin ~12%, 'should not materially deviate' → 10% (= MISS)
Earnings Call Transcript filed with NSE, NSE: ROUTE. Summary written with AI assistance from the document.
Route Mobile Ltd: key numbers
- Share price
- ₹438.05
- Market cap
- ₹2,760 Cr
- Revenue (annual)
- ₹4,408 Cr
- Net profit (annual)
- ₹239.0 Cr
- P/E (TTM)
- 7.9×Sector 23.0×
- 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 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.
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.