ROUTE MOBILE LIMITED — Investor Meet, 15-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Route Mobile's Q4 FY26 revenue saw a modest 2.2% QoQ growth to ₹11,309 million. Gross profit jumped 16.6% YoY to ₹2,639 million, with margins expanding to 23.3%. This margin expansion reflects a deliberate shift from low-margin ILD business to higher-margin domestic and new-age products like RCS, WhatsApp, and AI-powered solutions. Adjusted EBITDA grew 11.9% YoY and PAT rose 34.6% YoY. Management indicated the "reset is largely behind us," banking on Proximus Global for enhanced MNO access and cross-selling. FY27 guidance anticipates mid-to-high single-digit revenue growth and ~12% EBITDA margin. The company also increased its dividend to ₹16.5/share, signaling confidence in its strategic direction.