ROUTE MOBILE LIMITED has informed the Exchange about Transcript

Route Mobile reported Q4 FY25 revenue of ₹11,750 crore, up 15.5% YoY but down 0.7% QoQ; full-year FY25 revenue grew 13.7% to ₹45,756 crore. However, profitability under pressure: Q4 EBITDA margin fell to 10.4% (from 12.3% YoY) and full-year EBITDA margin slipped to 11.5% (from 12.7%), causing the company to miss its earlier FY25 guidance on both revenue growth and EBITDA margin. Gross margin pressure came largely from low-margin related-party (Telesign/Proximus) traffic, which now contributes about 14% of revenue and 19% of total revenue from Tier-1 CPaaS partners (up from 10%). An exceptional charge of about ₹28 crore was taken on an MNO contract shortfall, though the deal still delivered over $100 million in annual value. The board declared a final dividend of ₹2/share (total ₹11/share for FY25, exceeding prior guidance). New product revenues grew 38% YoY, and net cash stood at ₹891.8 crore with 114% EBITDA-to-cash conversion. Management declined to give specific FY26 guidance citing global uncertainties and ongoing Proximus integration, but expects margins to improve as higher-margin cross-sell and platform deals (firewall, RCS, 365squared) ramp up.