ROUTE MOBILE LIMITED — Investor Meet, 25-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Route Mobile's Q1 FY26 financial results show revenue of INR 1,050.8 Cr (down 4.8% YoY), gross profit of INR 225.1 Cr (margin 21.4%), and adjusted EBITDA of INR 115.4 Cr (margin 11%). Profit after tax was INR 83.5 Cr. Management highlighted a strategic shift to prioritize profitability over volume, stepping back from low-margin A2P SMS. Focus areas include expanding non-SMS products like WhatsApp and RCS, AI-driven firewall solutions (recently won a large Latin America deal), and leveraging Proximus Global synergies, including BICS partnerships. Leadership is confident in new initiatives driving future growth, aiming for mid-teen expansion.