ROUTE MOBILE LIMITED — Investor Meet, 10-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Route Mobile's Q2 FY26 results reveal a strong operational recovery. Revenue grew 6.5% QoQ to 1,119.4 Cr. Gross profit margin expanded to 22.1%, with Adjusted EBITDA up 15.5% QoQ to 133.3 Cr, indicating a successful focus on profitable growth. New product revenue surged 13.1% sequentially. The company is actively expanding into new sectors like mobility and securing key partnerships, including Claro and Tech Mahindra. Management is confident in sustaining current margins and eyes future growth through BPO expansion and potential AI/Voice tech acquisitions, leveraging its ~1,000 Cr cash balance.