Announced Wed, 29 Jul · 18:16 IST
Route Mobile Q1 FY27: Revenue up 9.6% YoY, margins under pressure
Mgmt Guided Margin ImprovementOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDFExplain this filing
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AI summary
Route Mobile Q1 FY27 revenue rose 9.6% YoY to INR 1,151.5 crore. Gross margin fell to 20.9% from 23.3% QoQ on customer disruption and Masivian security incident. Adjusted EBITDA margin at 9.5%. Adjusted PAT up 16.6% YoY at INR 68.6 crore. New products (RCS, WhatsApp) revenue grew 14% YoY. Heltar Technologies acquired via slump sale for AI customer engagement. Cash position over INR 1,300 crore. Management termed margin pressure as transient.
Likely market impact
Margin dip attributed to transient factors; growth trajectory intact with Heltar acquisition boosting non-SMS portfolio. Watch for margin recovery in Q2.