Route Mobile Limited share price

NSE: ROUTE · ISIN INE450U01017

Key numbers

Market cap
₹ 2,917 Cr
Current price
₹ 463.00
52-week high / low
₹ 842 / 411
Stock P/E
11.8
Book value
₹ 439.6
Dividend yield
1.73%
ROCE
12.7%
ROE
9.2%
Debt to equity
0.02
Sales growth (3 yrs)
7.3%
Profit growth (3 yrs)
-9.9%
1-year return
-45.0%

About Route Mobile Limited

Route Mobile Limited provides cloud-communication platform solutions to enterprises, over-the-top service providers, and mobile network operators in India and internationally. The company offers messaging, voice, e-mail, enhanced business messaging, identity and verification, bespoke solutions, and other solutions. It also provides A2P messaging that includes SMS, 2-way messaging, and Acculync; enterprise email communication, RCS messaging, and OTT messaging solutions; voice application services; voice services comprising interactive voice response, Click2Call, missed call facility, and outbound dialer; and communications platform and managed service solutions, such as A2P SMS firewall and filtering, analytics, monetization, hubbing, SMSC, and MMSC solutions to mobile network operators. In addition, the company offers digital identity and security services; business process outsourcing (BPO) voice services, such as customer care, technical support, and booking assistance and payment collection services; and non-voice services comprising client support through email and chat, IT helpdesk, and billing and data processing. Additionally, it provides short message service (SMS)…

Quarterly results

Consolidated figures in ₹ crores

Mar 2025Jun 2025Dec 2025Mar 2026Jun 2026
Sales1,1751,0511,1071,1311,152
Operating profit12294146136105
Net profit57539810963
EPS (₹)8.988.4515.5117.359.94

Concall summary (2026-07-29)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • In Q1 FY27, revenue from operations grew approximately 10% year-on-year and 2% quarter-on-quarter.
  • Gross profit margin for the quarter was 20.9%, which is lower than the levels we exited FY26 at.

Growth & demand

  • New product revenue grew 14% year-on-year and 11% quarter-on-quarter, growing meaningfully faster than the company as a whole.
  • To summarize the quarter, we have returned to year-on-year revenue growth with new product revenues growing 14% year -on-year and 11% sequentially, ahead of the company average.

Margins & costs

  • The gross margin performance translated into an EBITDA into an adjusted EBITDA margin of 9.5% for the quarter.
  • Adjusted EBITDA for Q1 was INR .1,089 million, which is lower by 5.6% year -on-year and 18.9% as compared to the previous quarter due to the aforementioned in-quarter margin impacts.

Capex & expansion

  • At the same time, we took a decisive strategic step with Heltar acquisition, a precise expression of the build versus buy philosophy we articulated at our strategy update in May.
  • On July 13, we signed a business transfer agreement to acquire the identified business undertaking of Heltar Technologies Private Limited on a slump sale basis.

Balance sheet & cash

  • And again, we have a dividend program in place where a certain portion of the cash is returned to the shareholders as well.
  • Last time we indicated revenue margin, dividend kind of guidance.

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