Q2 FY27 revenue up 5.4%; management targets 12% EBITDA margin

Management guided margin improvementOrder pipeline disclosedInvestor Communications View source PDF Explain this filing

ROUTE · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

-0.9%Reaction day

₹454.05

prior close

₹453.95

announcement price

After-mkt

timing

Nifty Microcap 250market+2.2%-3.1% vs market

Telecom - Services peers, median of 17sector · industry level+1.8%-2.7% vs sector

On the reaction day the stock moved 3.1 pts less than Nifty Microcap 250 and 2.7 pts less than its Telecom - Services peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-0.4

10m

-0.7

15m

-0.2

30m

+0.3

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-0.9+2.2-3.1+1.8-2.7

Next day

+1.0+3.3-2.3+2.8-1.8

-0.6pendingpending+3.3-3.9

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15d

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UpDownMarket · Nifty Microcap 250Sector · Telecom - Services peers, median of 17Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Route Mobile reported Q2 FY27 revenue of INR 1,180 crore, up 5.4% year on year, and gross profit of INR 264 crore. Gross margin rose to 22.4% from 20.9% in Q1. New products grew 36.7% to INR 128 crore and exceed 10% of revenue. Adjusted EBITDA was INR 118.4 crore at a 10% margin; management targets about 12% in the second half of FY27 through cost control and high-margin pipeline conversion. Heltar was acquired for INR 33.7 crore.

Likely market impact

Revenue growth, richer mix and margin recovery support sentiment. Risks include weak long-distance traffic, higher messaging prices and execution.