ROUTE MOBILE LIMITED — Investor Meet, 29-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Route Mobile's Q1 FY27 revenue rose 9.6% YoY to ₹1,151.5 Cr. Gross margin dipped to 20.9%, pulling adjusted EBITDA margin to 9.5% (₹108.9 Cr). Management attributes this softness to temporary client traffic disruption and a Masivian security incident, both seen as transient. Net revenue retention is 98%. The Heltar acquisition, an AI-driven platform, strategically advances Route Mobile into full-stack customer engagement, funded by its ₹1,300 Cr cash pile. New products like RCS & WhatsApp surged 14% YoY, reshaping revenue mix. Management is confident in resolving Q1 issues, expecting volumes to grow 10-15% seasonally and margins to normalize as challenges subside.