ROUTE MOBILE LIMITED has informed the Exchange about Transcript
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Route Mobile reported Q4 FY26 revenue of INR 11,309 million (down 3.8% YoY) with gross profit margin expanding to 23.3% vs 19.3% last year. Full year FY26 gross profit crossed INR 1,000 crores for the first time at 22.9% margin (vs 20.8% FY25), driven by exit of low-margin ILD business. New products (RCS, WhatsApp, AI-enabled) grew at 43% CAGR over FY22-26 and now contribute ~8% of revenue. Management guided FY27 revenue growth of mid-to-high single digits with ~12% EBITDA margin. Dividend increased 50% to INR 16.5 per share. Strategy centers on five pillars: omnichannel platform scaling (ELEVATE), AI and India innovation hub (INNOVATE), core market penetration (DEEPEN), geographic expansion (EXPAND), and targeted M&A for AI capabilities (ACCELERATE).
The strategic reset appears complete with margin expansion achieved through product mix shift. The 50% dividend increase signals management confidence in cash generation. FY27 guidance appears conservative given new product investments and market expansion plans.