| 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
- ₹430.80
- Market cap
- ₹2,714 Cr
- Revenue (annual)
- ₹4,408 Cr
- Net profit (annual)
- ₹239.0 Cr
- P/E (TTM)
- 10.9×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.
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