ROUTE MOBILE LIMITED — PPTs, 07-05-2026: Investor Presentation

Route Mobile posted its Q4 and FY26 financial results. For FY26, revenue was ₹4,408.2 Cr, a 3.7% YoY decrease, though Q4 revenue saw a 2.2% QoQ rise to ₹1,130.9 Cr. Gross profit margin improved significantly to 23.3% in Q4 from 19.3% YoY, mainly due to a strategic focus on regional business and retaining higher-margin traffic.

The company's growth strategy centers on expanding its product portfolio, leveraging solutions like WhatsApp for enhanced customer engagement to reduce delivery times and improve secure communication. A strong emphasis on domestic markets, especially India, is also a key growth driver.

Recent highlights include processing 174.9 billion billable transactions in FY26 and the board proposing a final dividend of ₹2 per share. Route Mobile continues to expand its global infrastructure with 20+ data centers and 280+ direct MNO connects, earning recognition as a "Visionary" in Gartner's CPaaS Magic Quadrant.

Financially, FY26 Adjusted EBITDA grew 0.4% YoY to ₹525.9 Cr (11.9% margin), and Adjusted PAT increased 6.7% YoY to ₹376.1 Cr (8.5% margin). The company maintains a strong cash position of ₹1,388.7 Cr as of March 31, 2026, with an excellent CFO/EBITDA conversion of 110.5%. Management noted sustained revenue momentum and positive margin impact from regional business focus.