Investor Presentation
ROUTE · price
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Route Mobile reported FY 25-26 revenue of ₹44,082 mn (down 3.7% Y-o-Y) with EBITDA of ₹5,259 mn (up 5.9% Y-o-Y) and EBITDA margin expanded to 11.9% from 11.5%. Gross profit margin improved significantly to 22.9% in FY 25-26 vs 20.8% prior year. Q4 25-26 revenue was ₹11,309 mn (down 3.8% Y-o-Y) but gross margin expanded to 23.3% vs 19.3% in Q4 24-25. Adj. PAT for FY 25-26 was ₹3,761 mn (up 6.7% Y-o-Y). The company maintains strong cash position of ₹13,887 mn with 110.5% CFO/EBITDA conversion. Board proposed ₹2 per share final dividend. Management attributes margin improvement to strategic focus on regional business and enhanced routing strategy.
Margin expansion despite revenue decline indicates successful shift to higher-margin business; strong cash generation and cash position provide financial flexibility for growth investments.