ROUTE MOBILE LIMITED — PPTs, 23-07-2026: Investor Presentation

Route Mobile's Q1 FY27 saw revenue climb 9.6% YoY to ₹1,151.5 Cr, with strong 13.9% YoY growth in new product revenue hitting ₹94.5 Cr. However, gross profit dipped 8.9% QoQ to ₹240.4 Cr (20.9% margin), largely due to a temporary traffic reduction at a major client and a Masivian security incident. Recovery is anticipated.

Adjusted EBITDA fell 18.9% QoQ to ₹108.9 Cr (9.5% margin), and Adjusted PAT dropped 40.1% QoQ to ₹68.6 Cr (6.0% margin), also impacted by higher operating costs including salary increments. EPS for the quarter was ₹9.94.

Strategically, RML is expanding global RCS connectivity and strengthening its new product portfolio with key use cases like WhatsApp marketing. Recent wins include a "Best Application Service Provider" award for Konera and a partnership with Truecaller. The company holds a solid ₹1,345.2 Cr net cash and announced a ₹4 per share interim dividend.