| 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
- ₹426.50
- Market cap
- ₹2,687 Cr
- Revenue (annual)
- ₹4,408 Cr
- Net profit (annual)
- ₹239.0 Cr
- P/E (TTM)
- 10.8×Sector 21.8×
- Promoter holding
- 74.85%+0.00% QoQ
- FII holding
- 2.40%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 Other Announcement
Route Mobile has adopted a new corporate logo. This change does not affect the company's name, legal status, or business operations.
Route Mobile Annual General Meeting
Route Mobile Limited held its 22nd Annual General Meeting on September 02, 2026. All resolutions listed in the AGM notice were deemed passed.
Route Mobile Management Change
Route Mobile appointed Mr. Marko Erkic, CEO of subsidiary Masivian S.A.S., as Senior Management Personnel effective September 01, 2026.
Route Mobile Dividend
Route Mobile fixed August 18, 2026, as the record date to determine shareholder entitlement for the final dividend of ₹2 per equity share.
Route Mobile Other Announcement
Route Mobile Limited has filed its Business Responsibility and Sustainability Report (BRSR) for FY 2025-26. This regulatory filing complies with SEBI (LODR) disclosure requirements.
Route Mobile Annual General Meeting
Route Mobile Limited submitted its Annual Report for FY 2025-26 and notice for the 22nd Annual General Meeting scheduled for September 02, 2026.