ROUTENSEROUTE MOBILE LIMITEDMediumNeutral
Announced Thu, 7 May · 23:10 IST

ROUTE MOBILE LIMITED has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

ROUTE · price

Loading chart…

▲ 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
₹575.00
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
-0.9-0.0-1.0-3.5-6.5-11.5-9.3-11.9-12.2-9.4-12.7-11.2-6.9
Up moveDown movePending
AI summary

Route Mobile released its Q4 and FY 2025-26 investor presentation. The company reported FY revenue of ₹44,082 million (down 3.7% Y-o-Y) but showed strong margin improvement with EBITDA margin expanding to 11.9% from 11.5% and PAT margin to 8.5% from 7.7% year-over-year. Cash generation was exceptional with CFO/EBITDA conversion at 110.5% and cash balance of ₹13,887 million as of March 31, 2026. The board proposed a dividend of ₹2 per share. Gross profit margin in Q4 improved significantly to 23.3% versus 19.3% in Q4 24-25, driven by enhanced routing strategy and focus on higher-margin regional business. Billable transactions grew to 174.9 billion in FY25-26 from 155.8 billion.

Likely market impact

Strong margin expansion and cash generation indicate improved profitability quality despite modest revenue decline. The company maintains a healthy balance sheet with ₹13,887 million in cash, supporting shareholder returns.