ROUTE MOBILE LIMITED — PPTs, 04-11-2025: Investor Presentation

Here's a concise summary for retail investors:

**1. Business Performance:**

Route Mobile reported H1 FY26 revenue of ₹2,170.3 Cr and 84.4 billion transactions. Q2 FY26 showed strong sequential growth: Revenue climbed 6.5% QoQ to ₹1,119.4 Cr, Gross Profit surged 9.8% QoQ to ₹247.1 Cr (margin 22.1%). Adjusted EBITDA grew 15.5% QoQ to ₹133.3 Cr, and Adjusted PAT jumped 70.7% QoQ to ₹100.3 Cr.

**2. Growth Drivers or Strategy:**

Growth stems from international & ILDO business expansion, domestic volume, and routing efficiencies. New-gen products (IP-based messaging, Email solutions) are key, growing 13% QoQ. The firm operates a global CPaaS platform with extensive network reach (280+ direct MNOs).

**3. Recent Developments:**

Key wins include powering a major eCommerce player's email platform, onboarding a Global Logistics Provider for A2P SMS via Tech Mahindra, and enabling a Hyperscaler for RCS messaging in India. The board also declared an interim dividend of ₹3 per share.

**4. Management Commentary / Outlook:**

Management's focus on high-margin traffic and optimized routing boosted margins. Strong adoption of new digital communication solutions indicates a healthy demand outlook. The company holds a solid cash position of ₹1,047 Cr.