ROUTE · Route Mobile Ltd · Communications Services
ROUTE · Route Mobile Ltd · Communications Services
As of 05 Nov close
52-week range
40.3% below 52-week high
52-week range: as of 05 Nov 2026 close.
Price chartDaily closes on the stock page.
Weighted combination of 8 measured readings. Not a probability, a rating or a forecast.
Full signal detail →Fundamentals as of 15 Sep 2026 · the company's own latest record is 52 days old
Revenue (latest Q)
₹1,152 Cr
Revenue YoY
PAT YoY
+17.7%
Operating margin
Revenue, last 8 quarters
P/E (TTM)
P/B
1.6
P/S (TTM)
0.7
Sector P/E
64
Dividend yield
+1.8%
| Company | P/E | P/B | Net margin | ROE | D/E | Div. yield |
|---|---|---|---|---|---|---|
| ROUTE (this stock) | 13.2 | 1.6 | +5.5% | +9.0% | 0.02 | +1.8% |
| Bharti Airtel | 37.7 | 7.8 | +13.1% | +17.9% | 1.25 | +1.3% |
| Bharti Hexacom | 40.7 | 37.7 | +19.0% | +23.9% | 0.8 | +1.2% |
| Tata Communications | 59.4 | 15 | +3.7% | +27.4% | 3.55 | +1.0% |
Promoter
stable
FII
falling 3q
MF
2.94% (-1.04pp)
falling 3q
Insider trades
No insider trades in the last 12 months.
Bulk/block deals
| date | canonicalSymbol | buy quantity | buyer count | deal strength | deal types present |
|---|---|---|---|---|---|
| 2026-07-23 | ROUTE | 7908046 | 9 | MEDIUM | BULK |
News timeline
No related news.
Concalls & investor presentations
AI-generatedKey takeaway: The investor presentation for Route Mobile Limited (ROUTE) dated October 28, 2026, outlines the company's H1 FY26-27 financial results and strategic developments. The presentation highlights a revenue of ₹21,703 million for the half-year ended September 30, 2026, with billable transactions reaching 93.42 billion. Gross profit amounted to ₹4,722 million, with a gross profit margin of 21.8%. Adjusted EBITDA was ₹2,487 million, yielding a margin of 11.5%, while adjusted PAT stood at ₹1,591 million with a margin of 7.3%. Key developments include the acquisition of Heltar Technologies to enhance AI-driven customer engagement capabilities, expansion into Latin America through Masiv, and the launch of a Salesforce-native messaging app. The company reported 786 employees as of September 30, 2026, with a focus on expanding its product portfolio and strengthening BFSI partnerships. The presentation also notes a cash balance of ₹13,556 million as of September 30, 2026, and a board-recommended interim dividend of ₹4 per share. The document includes forward-looking statements with associated risks and uncertainties.
The document presents factual financial results, strategic developments, and operational metrics without overtly positive or negative language.
Sourced from an exchange-filed presentation, dated 28 Oct 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: Route Mobile Limited reported a return to year-on-year revenue growth of approximately 10% for Q1 FY27, with new product revenue growing 14% year-on-year. Management acknowledged margin softness, with gross profit margin at 20.9%, impacted by specific customer account developments and a security incident at its Colombian subsidiary. The company emphasized that these margin challenges are largely transient. The acquisition of Heltar Technologies was highlighted as a strategic move to enhance capabilities in AI-driven customer engagement. Management noted strong external validation of their execution, particularly through partnerships like Proximus Global. The earnings call also addressed customer retention, with a net revenue retention rate of 98%. Overall, management expressed confidence in the medium-term trajectory of the business despite current challenges.
The document presented both positive revenue growth and challenges related to margins.
Sourced from an exchange-filed transcript, dated 29 Jul 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: Route Mobile Limited submitted an investor presentation on July 23, 2026, detailing its unaudited financial results for the quarter ended June 30, 2026. The presentation highlighted a revenue increase of 1.8% quarter-over-quarter and 9.6% year-over-year, with a total revenue of ₹45,089 million. The company reported an EBITDA of ₹5,195 million and a net cash position of ₹13,452 million as of June 30, 2026. Management noted a decline in gross profit margin to 20.9% due to customer-specific issues and a security incident. The company processed 45.80 billion billable transactions in Q1 FY 26-27. Additionally, Route Mobile announced an interim dividend of ₹4 per share. The presentation emphasized the company's global presence, technological advancements, and strategic partnerships, including recognition for its Konera solution and collaboration with Truecaller.
The presentation included both positive financial metrics and challenges affecting profitability.
Sourced from an exchange-filed presentation, dated 23 Jul 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: Route Mobile Limited held its Q4 FY26 earnings conference call on May 8, 2026, where management provided a comprehensive update on the company's strategy and financial performance. Management reported that FY26 marked a significant milestone, with annual gross profit exceeding INR 1,000 crores and a gross profit margin of 22.9%. The company highlighted the exit from lower-margin international long-distance (ILD) business, which contributed to improved margins. Two key growth engines identified were AI-enabled messaging and MNO solutions, with a compounded annual growth rate of 43% for new products from FY22 to FY26. Management emphasized the importance of being part of Proximus Global, which enhances access to a broader customer base and operational synergies. The earnings call also addressed challenges faced, including a decline in ILD revenue and the need for a strategic shift towards higher-margin products. Management set a revenue growth goal of mid to high single digits for FY27, alongside a commitment to increase dividends.
The tone reflected both positive milestones in financial performance and acknowledgment of ongoing challenges.
Sourced from an exchange-filed transcript, dated 15 May 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: The investor presentation dated May 8, 2026, provided an update on Route Mobile's strategy and financial performance for the quarter and fiscal year ending March 31, 2026. Management reported a revenue of INR 44,082 million for FY 25-26, with a focus on transitioning from A2P SMS to AI-powered solutions. The presentation highlighted the company's growth strategy, emphasizing the importance of omnichannel communication and AI integration. Management noted that gross margins expanded as low-quality volume exited, and they aimed to deepen market penetration and geographic expansion. The presentation also discussed the impact of structural industry changes, including a decline in A2P SMS volumes and the need for new product growth. Financial metrics showed a slight revenue decrease year-on-year but an increase in adjusted PAT by 34.6%. Management set a goal for revenue growth in the mid to high single digits for FY 26-27.
The presentation highlighted both growth opportunities and challenges faced by the company.
Sourced from an exchange-filed presentation, dated 08 May 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: Route Mobile Limited submitted an investor presentation on May 7, 2026, detailing its audited financial results for the quarter and year ended March 31, 2026. The presentation highlighted a revenue of ₹44,082 million for FY 25-26, with an EBITDA of ₹5,259 million. The company processed 174.9 billion billable transactions during the fiscal year. Management reported a 2.2% quarter-on-quarter revenue increase in Q4 FY 25-26, although there was a 3.8% year-on-year decline. Gross profit increased by 16.6% year-on-year, with a gross profit margin of 23.3% in Q4 FY 25-26. Adjusted PAT rose by 34.6% year-on-year, attributed to a foreign exchange gain. The company proposed a final dividend of ₹2 per share. Route Mobile emphasized its global presence, with over 3,100 active clients and a significant focus on expanding its product portfolio.
The presentation provided a balanced overview of financial performance and strategic initiatives.
Sourced from an exchange-filed presentation, dated 07 May 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: Route Mobile Limited held its Q3 FY26 earnings conference call on February 10, 2026, where management announced a leadership transition, with Tushar Agnihotri becoming the new CEO. Rajdipkumar Gupta, the outgoing CEO, highlighted the company's focus on higher-margin revenue streams despite a slight decline in overall revenues due to low-margin international messaging. The company reported successful deployments of new solutions, including WhatsApp-based logistics and educational chatbots. Vinay Binyala, Chief Strategy Officer, noted a strategic transformation towards domestic high-margin business, resulting in gross profit margin expansion. The financial results showed a revenue of 1,071 million INR, down 6.5% year-on-year, but gross profit increased by 8.6%. Management emphasized ongoing investments in talent and technology to support future growth, while maintaining profitability. The call concluded with a Q&A session addressing various investor concerns, including market dynamics and customer acquisition strategies.
The document presented both positive developments in leadership and strategic initiatives, alongside challenges in revenue performance.
Sourced from an exchange-filed transcript, dated 17 Feb 2026. Summary is RedixFi-generated and distinct from investment advice.
Key takeaway: The investor presentation dated February 9, 2026, provided an overview of Route Mobile Limited's performance for the quarter and nine months ended December 31, 2025. Management reported a revenue of ₹44,523 million for the last twelve months, with an EBITDA of ₹5,237 million. The presentation highlighted a decrease in revenue by 6.5% year-on-year and 1.1% quarter-on-quarter for Q3 FY25-26, while gross profit increased by 8.6% year-on-year. The adjusted PAT rose by 20% year-on-year, attributed to improved EBITDA performance. Key developments included the launch of various customer engagement solutions via WhatsApp. The company maintained a strong cash position of ₹12,877 million as of December 31, 2025, and announced an interim dividend of ₹3 per share. The document also noted the company's global footprint and diverse client base, emphasizing its leadership in the CPaaS sector.
The presentation included both positive financial metrics and challenges in revenue performance.
Sourced from an exchange-filed presentation, dated 09 Feb 2026. Summary is RedixFi-generated and distinct from investment advice.
AI Summary of Annual Report
AI-generatedRoute Mobile Limited (ROUTE) reported revenue of INR 44,082 Mn for FY2025-26, with a 11% Y-o-Y growth in annual new product revenue. The company operates as a leading CPaaS provider with a global client base of over 40,000. However, the report highlights significant impairment indicators for investments in subsidiaries, including Send Clean Private Limited and Call 2 Connect India Private Limited, with carrying amounts exceeding the net worth of these subsidiaries. Additionally, the company faces ongoing disputes with tax authorities, including pending appeals related to income tax and GST, with amounts paid under protest. The audit report identifies impairment assessment of goodwill as a key audit matter, emphasizing the need for detailed valuation testing. The company also disclosed a write-off of INR 107.96 crores from a vendor and INR 27.91 crores from another vendor due to uncertainty in recovery.
- Revenue of INR 44,082 Mn for FY2025-26 with 11% Y-o-Y growth in new product revenue.
- Significant impairment indicators for investments in subsidiaries Send Clean and Call 2 Connect, with carrying amounts exceeding their net worth.
- Ongoing disputes with tax authorities, including pending appeals for income tax and GST with amounts paid under protest.
- Audit identified impairment assessment of goodwill (INR 544.51 crore) as a key audit matter requiring detailed valuation testing.
- Write-off of INR 107.96 crores from a vendor and INR 27.91 crores from another due to recovery uncertainty.
Key takeaway: Despite revenue growth, Route Mobile faces significant risks from asset impairments, tax disputes, and vendor receivable write-offs, necessitating close monitoring of these factors for investment decisions.
The following annual report excerpts provide qualitative strategic context. Do not treat any specific financial figures in these excerpts as authoritative — they may be incorrectly labeled due to PDF table extraction limitations. For precise financial data, refer to the structured fundamentals data above.
Governance disclosures
AI-generatedNeeds attention
Regulatory Action (1 item)
Items of these kinds are disclosed in the filings. This is a count of disclosed items. It is not a finding about the company and its cause has not been independently established.
Regulatory Action
1 occurrenceEarlier (1-3 years ago)
The company paid penalties of ₹33,01,84,635 and ₹5,89,66,271 to the Joint Commissioner of Central Goods and Service Tax, Mumbai West and the Office of the Deputy Commissioner of CGST, Division -X, Mumbai-West, respectively, for penalties under section 74 of the CGST Act 2017 related to RCM late payment. Appeals have been preferred in both cases.
Routine disclosures
Contingent Liability
2 occurrencesRecent (last 12 months)
The company has contingent liabilities related to service tax, income tax, and GST matters, with the company contesting these claims and not making provisions as it believes its position will be upheld.
Earlier (1-3 years ago)
The company has contingent liabilities including service tax, income tax, GST matters, and guarantees given on behalf of the company and its subsidiary. The company is contesting these claims and does not expect any adverse material outcome, hence no provision has been made.
Related-Party Transaction
3 occurrencesRecent (last 12 months)
The Company has made a contribution of ₹2.36 crores for the year ended 31 March 2026 to a foundation considered to be a related party as per Indian Accounting Standard (Ind AS) 24.
The company disclosed that its business with Proximus Global Group involves related party transactions, not revenue-sharing deals.
Earlier (1-3 years ago)
Gross profit margin declined from 21.39% in FY2023-24 to 20.78% in FY2024-25 primarily due to increased contribution of relatively lower gross profit margin related party transactions.
Statutory dues in dispute
2 occurrencesRecent (last 12 months)
The company has disputes over income tax and GST dues for various assessment years, with amounts unpaid and pending before the Commissioner of Income-tax (Appeals) and Appellate Authority.
Earlier (1-3 years ago)
The company has outstanding income tax TDS dues under dispute with the Commissioner of Income Tax (Appeals) for the years 2013-14, 2015-16, and 2019-20, with amounts paid under protest.