ROUTE MOBILE LIMITED — Investor Meet, 14-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Route Mobile has announced a board meeting on May 21, 2025, to consider the financial results for the quarter and half-year ended March 31, 2025.

Q4 FY25 revenue grew 15.5% YoY to Rs. 1175 Cr but dipped 0.7% QoQ. EBITDA fell 2.8% YoY to Rs. 122 Cr with margins at 10.4%. PAT declined 8.9% YoY to Rs. 85 Cr. FY25 revenue rose 13.7% to Rs. 4576 Cr; EBITDA grew 3.3% to Rs. 528 Cr; PAT dropped 5.3% to Rs. 352 Cr. Margin pressures from related party COGS are expected to ease with better cross-sell synergies in FY26.

Management emphasized strong new product growth (+38% YoY) and platform diversification beyond A2P SMS, including WhatsApp, RCS, and email. Integration with Proximus Group enhances firewall, spam protection, and RCS capabilities. Industry consolidation favors Route Mobile despite ILD volume pressures.

Cash conversion stood at 114% with net cash of Rs. 892 Cr. Dividend payout policy remains at 20% of PAT. Focus on cost control via AI automation and efficiency amid integration challenges. Order inflows steady, driven by a robust pipeline and platform-led growth. The outlook remains cautiously optimistic on margin revival and strategic synergies.