ROUTE MOBILE LIMITED — PPTs, 28-01-2025: Investor Presentation

**Financial Highlights:** For the nine months ended December 31, 2024, Route Mobile reported a revenue of ₹34,006 mn, marking a 13.1% year-on-year increase, with an EBITDA of ₹4,084 mn and a net profit of ₹2,674 mn, reflecting a 9.3% decrease compared to the previous year. The EBITDA margin stood at 12.0%. The company achieved ₹41.72 in earnings per share (EPS) and maintained robust cash flow, with a Cash Flow from Operations (CFO) to EBITDA conversion rate of 102.1%.

**Strategic Initiatives and Growth Drivers:** Route Mobile is focused on expanding its product portfolio and increasing operational capabilities, highlighted by recent partnerships with PT MRT Jakarta for an innovative ticketing solution and L&T Metro Rail Hyderabad for RCS-based services. The company continues to leverage opportunities in emerging markets while aiming to become a global digital communications leader.

**Business Developments:** The company was awarded a 'Partnership Award' at the RCS World Tour in India for advancements in the transit vertical. These moves position Route Mobile to enhance its service diversity and strengthen market presence.

**Market Position and Competitive Advantage:** The company is recognized as a niche player in the Magic Quadrant for CPaaS by Gartner and has maintained a strong footprint across global markets, with over 2,800 active clients. Their extensive network of 900+ MNOs provides a competitive edge in delivering scalable CPaaS solutions.

**Investor Implications:** The company's continued emphasis on innovation, solid financial performance, and strategic partnerships are indicative of a positive outlook for sustained growth. Investors should keep an eye on potential expansion opportunities and the ability to navigate macroeconomic challenges effectively.