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NSE:ROUTE

ROUTE MOBILE LIMITED

Telecommunication › Telecom - Services·NIFTY MICROCAP 250NIFTY SMALLCAP 500NIFTY TOTAL MARKET
₹451.90
at close · 27 Oct 2026
▲ 28.50 (+6.73%)
ThemesCybersecurity· growing

Latest filings

Next results: Tue, 27 Oct · Financial Results/Dividend/Other business matters
  1. Route Mobile to announce Q2 FY27 results on Oct 27, call on Oct 28 · Results
  2. Route Mobile board to consider Q2 FY27 results and second interim dividend on Oct 27 · Corporate Actions
  3. Board meeting on Oct 27, 2026 to consider Q2 FY27 results and second interim dividend · Results
All filings ↓
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Snapshot

What the business is, and whether it's a good one at a fair price.

AI · written from filings

Operates a communications platform-as-a-service (CPaaS) business, selling business messaging, voice, and omnichannel customer engagement solutions to enterprises globally. Revenue in FY26 was ₹4,408.21 crore, with overseas markets contributing 81.5% (₹4,129.31 cr) and India 18.5% (₹934.39 cr). The product mix is shifting from traditional SMS towards non-SMS channels such as RCS, WhatsApp Business Messaging, voice, and AI-driven omnichannel engagement, with new-product revenue growing 14% year-on-year in Q1 FY27 while company-wide revenue grew 9.6% YoY to ₹1,151.51 crore. In July 2026 the company signed an acquisition of Heltar Technologies' AI-led omnichannel business undertaking via its subsidiary Route Connect for about ₹33.66 crore in cash, aimed at accelerating the move up the value chain. A partnership with Truecaller was announced in July 2026 to give enterprise customers access to over 500 million monthly active users for business messaging. The largest cost line in the FY26 cost shape is employee cost at 6.6% of revenue, with other operating expenses at 4.1% and depreciation at 2.1%.

Revenue mix · reported segments
Overseas81.5%
India18.5%
Operating scale
FY26 revenue
₹4,408.21 croreFY26
Q1 FY27 revenue
₹1,151.51 crore (+9.6% YoY)Q1 FY27
New-product revenue growth
+14% YoYQ1 FY27
Overseas share of segment revenue
81.5%FY26
Cash and equivalents
₹1,300+ croreQ1 FY27
Truecaller Business Messaging reach
500 million+ monthly active usersPartnership announced July 2026
Who pays it
Enterprises globally that need business messaging, RCS, WhatsApp, voice, and AI-driven omnichannel customer engagement solutions, reached via partnerships such as Truecaller (500M+ MAUs).
Biggest cost
Employee cost, at 6.6% of FY26 revenue, is the largest single cost line in the disclosed cost shape.
Kind of business
Asset-light, services-based CPaaS business undergoing a mix shift from SMS to non-SMS, AI-native omnichannel engagement channels.
Where it sits
Promoted by Proximus Global SA/NV and expanding capabilities via the Heltar Technologies AI-omnichannel acquisition and the Truecaller Business Messaging partnership.
Market Cap
₹2,847 Cr
P / E (TTM)
11.5×
EV / EBITDA
4.2×
Div Yield
2.51%
Growth
25.7%▲
Revenue 5y CAGR
PAT +14.1% · EBITDA +19.1%
Quality
18.5%▲
ROCE (5y median)
ROE 13.6% (5y median) · margin 10.3%
Leverage
0.00·
Debt / Equity · low
Net cash ₹880 Cr
Revenue FY21→FY26
3.1×▲
Margin −3.6 pts
₹1,406 Cr → ₹4,408 Cr
Cash conversion
0.87×·
Operating cash ÷ profit · 5 yrs
₹1,294 Cr on ₹1,483 Cr
Moves on a normal day
1.37%·
Median daily move
Last 267 sessions · the yardstick for filing-day moves
Where it sits among 19 Telecom - Services peersBar = share of peers beaten · tick = industry median · latest reported figures
P/E (TTM)#6/15
P/B#3/12
ROCE#8/18
ROE#9/12
Debt / Equity#1/12
EBITDA margin#18/19
Revenue growth#9/20
Profit growth#13/18

Scorecard

Measured from the filed financials, judged against its Telecom - Services peers · as of FY26 — not investment advice

Strengths
Revenue compounding 26% a year over 5 years
Profit compounding 14% a year over 5 years
Returns on capital 18.5% (5-year median)
#8 of 18 in Telecom - Services on the latest reported figures · down from 24.6% in FY21
No borrowings on the balance sheet
lower than 91% of its 12 Telecom - Services peers
Pays out 28% of profit as dividend
Concerns
EPS grew slower than profit — the share count rose (bonus or dilution)

Charts

How has the market priced it — with filings on the timeline?

ROUTE · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Peers

How does it stack up on valuation, returns and growth?

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Financials

Quarterly & annual P&L, balance sheet, cash flow, ratios and segments.

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Ownership

Who owns it — and is the promoter stake clean?

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Common questions

Answered from ROUTE MOBILE LIMITED's filed financials and exchange disclosures

What does ROUTE MOBILE LIMITED do?

ROUTE MOBILE LIMITED is a Telecom - Services company listed on NSE and BSE, trading under the symbol ROUTE.

Is ROUTE MOBILE LIMITED profitable?

Yes. Over the trailing twelve months ROUTE MOBILE LIMITED reported a net profit of ₹267 Cr on revenue of ₹4,509 Cr.

Does ROUTE MOBILE LIMITED pay a dividend?

Yes. The dividend yield is 2.51% at the current price. It paid out 28% of its profit as dividend in FY26.

Is ROUTE MOBILE LIMITED debt-free?

Yes. It reported no borrowings on its 31 Mar 2026 balance sheet, and ₹880 Cr of cash.

Is ROUTE MOBILE LIMITED expensive compared with its peers?

On trailing P/E, ROUTE MOBILE LIMITED ranks 6 of 15 in Telecom - Services — cheaper than 64% of them, against an industry median of 13.8×. This is a position, not a valuation judgement.

How much does the ROUTE MOBILE LIMITED share price move in a day?

On a typical session ROUTE MOBILE LIMITED moves 1.37% — that is the median absolute close-to-close move across its last 267 trading days. MarketPing measures each filing's price reaction against it.

When are ROUTE MOBILE LIMITED's next results?

Financial Results/Dividend/Other business matters on Tue, 27 Oct. MarketPing alerts you on WhatsApp the moment the filing lands.

Where can I track ROUTE MOBILE LIMITED's announcements?

Every NSE and BSE filing by ROUTE MOBILE LIMITED appears on this page, AI-summarised, alongside the price reaction that followed it. Follow the company to get each new filing on WhatsApp within minutes.

Figures are as last reported and may lag the latest filing. Not investment advice.