ROUTE MOBILE LIMITED — Investor Meet, 17-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Route Mobile's Q3 FY26 saw flat revenue at 107.1 Cr (down 6.5% YoY) but strong margin expansion. Gross profit jumped 8.6% YoY to 271.2 Cr (24.5% margin), driving Adjusted EBITDA to 142.9 Cr (up 3.5% YoY) and PAT up 20% YoY to 102.6 Cr. This is due to a strategic shift from low-margin international business to higher-margin domestic and new products (WhatsApp, omni-channel). Tushar Agnihotri is the new CEO, with Rajdipkumar Gupta transitioning to MD. Management focuses on quality customers and upcoming telco solutions, expressing confidence in sustainable, profitable growth.