ROUTE MOBILE LIMITED — PPTs, 08-05-2026: Investor Presentation

**Route Mobile's FY26 Performance & Outlook**

**Business Performance:** Route Mobile shifted to higher-margin business. FY26 revenue was ₹4,408.2 Cr (-3.7% YoY), but gross profit climbed 5.9% to ₹1,007.3 Cr, and adjusted PAT rose 6.7% to ₹376.1 Cr. New products (RCS, WhatsApp) are key drivers, growing 43% CAGR since FY22.

**Growth Strategy:** Focus on two engines: AI-native omnichannel CPaaS and MNO solutions. India serves as Proximus Global's innovation hub. Strategies include deepening client relationships, global expansion (e.g., Mexico, US/Europe), and strategic M&A, leveraging the Proximus network.

**Recent Developments:** Updates include Proximus Global's majority stake acquisition, TruSense digital identity suite launch, and successful Silent Verification deployment, set for global rollout.

**Key Financial Metrics:** Q4 FY26 saw strong YoY profitability growth, with gross profit up 16.6% and adjusted PAT surging 34.6%.

**Outlook:** Management guides for mid to high single-digit revenue growth in FY27, targeting an adjusted EBITDA margin around 12%. Gross dividend per share to increase to ₹16.5 (from ₹11).