ROUTE MOBILE LIMITED has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansInvestor Communications View source PDF

ROUTE · price

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

Price reaction · full curve 14 horizons · vs prior close

-6.5%1-day move

₹575.00

prior close

₹556.00

base price

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AI summary

Route Mobile Limited reported FY25-26 revenue of ₹44,082 million (down 3.7% YoY) with adjusted EBITDA of ₹5,259 million (margin 11.9%) and adjusted PAT of ₹3,761 million (margin 8.5%). The company described the A2P SMS decline as largely behind them, with gross margins expanding to 22.9% as low-quality volume exits the business. New products (RCS, WhatsApp, AI messaging) grew 11% YoY to ₹3,526 million, representing 8% of total revenue with a 43% four-year CAGR. The company outlined five strategic pillars: elevating the omnichannel platform, building an AI innovation hub, deepening core market penetration, geographic expansion into Mexico, Philippines, US and Europe, and pursuing AI-led acquisitions.

Likely market impact

The company guided for mid to high single-digit revenue growth and approximately 12% EBITDA margin for FY26-27, while increasing gross dividend to ₹16.5 per share. The strategic shift toward higher-margin domestic business and new products should support margin expansion, though new products remain a small portion of total revenue.