| 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
- ₹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.
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.