ROUTE MOBILE LIMITED has informed the Exchange about Investor Presentation
ROUTE · price
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Route Mobile's Q1 FY25-26 investor presentation shows a mixed quarter: revenue fell 4.8% year-on-year to ₹2,251 mn and Adjusted EBITDA dropped 16.3% to ₹1,154 mn, hurt by a large digital-native client shifting to direct MNO sourcing and weaker CPaaS aggregator volumes. Gross profit margin, however, expanded to 21.4% from 19.3% in the previous quarter as the company prioritized higher-margin traffic. The board recommended an interim dividend of ₹3 per share, and the company sits on a healthy net cash position of ₹10,826 mn. New product revenue grew to ₹830 mn from ₹745 mn a year ago, and the business serves 2,100+ active clients across 20+ global locations with 39.3 billion billable transactions in the quarter.
Year-on-year declines in revenue and profit may weigh on near-term sentiment, though improving gross margin and a strong cash balance offer support. Investors should watch for stabilization in international volumes and traction in new products like RCS and WhatsApp solutions over the coming quarters.