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Route Mobile Ltd

Route Mobile Ltd

ROUTE Share Price

NSE
567.051.55% (-8.90)
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With a market cap of ₹3,572 cr, stock is ranked 988

Stock is 2.66x as volatile as Nifty

ROUTE Stock Scorecard

Performance

Low

Hasn't fared well - amongst the low performers

Valuation

High

Seems to be overvalued vs the market average

Growth

Low

Lagging behind the market in financials growth

Profitability

High

Showing good signs of profitability & efficiency

Entry point

Good

The stock is underpriced and is not in the overbought zone

Red flags

Low

No red flag found

How to use scorecard? Learn more

With a market cap of ₹3,572 cr, stock is ranked 988

Stock is 2.66x as volatile as Nifty

ROUTE Performance & Key Metrics

ROUTE Performance & Key Metrics

No LabelNo LabelPB RatioPB RatioDividend YieldDiv. Yield
14.951.451.94%
Sector PESector PESector PBSector PBSector Div YldSctr Div Yld
22.606.032.86%

ROUTE Analyst Ratings & Forecast

Detailed Forecast Detailed Forecast 
75%
Analysts have suggested that investors can buy this stock

from 4 analysts

Price Upside

Earnings Growth

Rev. Growth

See Detailed Forecast

ROUTE Company Profile

Route Mobile Limited is an India-based Messaging and Voice application program interface (API) company. The Company provides technology service for mobile communications industry. The Company focuses on messaging and voice solutions.

Investor Presentation

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May 8, 2026

PDF
View Older Presentations

ROUTE Similar Stocks (Peers)

Compare with peers Compare with peers 

ROUTE Similar Stocks (Peers)

Compare with peers Compare with peers 
PE Ratio
16.24
16.24
1Y Return
30.11%
30.11%
Buy Reco %
68.29
68.29
PE Ratio
14.47
14.47
1Y Return
33.03%
33.03%
Buy Reco %
65.00
65.00
PE Ratio
43.89
43.89
1Y Return
18.60%
18.60%
Buy Reco %
41.18
41.18
PE Ratio
13.08
13.08
1Y Return
32.83%
32.83%
Buy Reco %
28.57
28.57
PE Ratio
31.79
31.79
1Y Return
0.87%
0.87%
Buy Reco %
68.42
68.42
Compare with Peers

ROUTE Sentiment Analysis

ROUTE Sentiment Analysis

New
Crisp summary & key insights to decode earnings calls instantly

ROUTE Stock Summary · May 2026

The call framed a disciplined transition: revenue softened 3.7% to INR 44,082 million for FY26 even as gross margin expanded to 22.9%, reflecting resilient profitability and cash generation amid strategic reorientation. Management struck a constructive, execution‑focused tone, emphasizing an AI‑native omnichannel platform to deepen customer engagement and margins, prioritized shareholder returns via a materially higher quarterly dividend (about INR 16–16.5 per share) and set a disciplined M&A program to accelerate capability build‑out while retaining board oversight of capital deployment. They highlighted tangible benefits from group scale and live joint commercial programs, early traction in Network API and high‑margin firewall deals, and India as an innovation hub, but acknowledged clear tensions: declining ILD revenue and lower domestic realizations, slowing new‑product growth, pricing pressure on billable transactions and concentrated SMS exposure. Management reinstated formal FY27 targets of mid‑to‑high single‑digit revenue growth with an EBITDA margin around 12%, pointing to AI‑led OPEX efficiencies and moderated cost of sales as the path to those goals.

ROUTE Stock Growth Drivers
ROUTE Stock Growth Drivers
7
  • Robust profitability and cash-generation profile

    Route Mobile delivered materially stronger profitability and cash conversion in FY26: gross profit exceeded INR

  • Product‑led, AI‑native omnichannel platform gaining traction

    The business is transitioning from pure connectivity to a unified, AI‑ready full‑stack CPaaS that combines

ROUTE Stock Challenges
ROUTE Stock Challenges
7
  • Structural secular decline in ILD A2P SMS and adverse revenue mix shift

    The company is experiencing a material, structural reduction in international long-distance (ILD) A2P SMS, historically

  • Sustained pricing pressure and channel commoditization reducing realizations

    Unit economics are deteriorating across messaging channels, with revenue per billable transaction falling from INR

ROUTE Forecast

ROUTE Forecasts

Price

Revenue

Earnings

ROUTE

ROUTE

Income

Balance Sheet

Cash Flow

ROUTE Income Statement

ROUTE Income Statement

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Quarterdec 2023mar 2024jun 2024sep 2024dec 2024mar 2025jun 2025sep 2025dec 2025mar 2026
Total Revenue1,058.851,030.351,113.981,152.241,192.421,187.111,061.801,146.581,119.931,158.75
Operating & Other expensessubtract899.12891.59979.67978.181,053.971,077.84956.931,119.34960.67994.67
Depreciation/Amortizationsubtract21.6321.8522.3022.3022.2422.2222.4822.8722.6323.61
Interest & Other Itemssubtract6.477.529.1314.429.268.105.822.371.421.20
Taxes & Other Itemssubtract25.8921.2924.3636.0724.4722.3723.3623.2137.5129.95
EPS16.8914.0512.5116.1213.108.988.45-3.3715.5117.35

ROUTE Company Updates

Annual Report and Investor Presentation updates mentioned here are as reported by the company to the exchange
FY 2026FY 2026

Annual Report Pending

Investor Presentation

May 8PDF
May 7PDF
Feb 9PDF
+2 more
FY 2025FY 2025

Annual report

PDF

Investor Presentation

May 7PDF
Jan 28PDF
Oct 21PDF
FY 2024FY 2024

Annual report

PDF

Investor Presentation

Jul 28PDF
FY 2023FY 2023

Annual report

PDF

Investor Presentation

May 19PDF
FY 2022FY 2022

Annual report

PDF
FY 2021FY 2021

Annual report

PDF
 

ROUTE Stock Peers

ROUTE Past Performance & Peer Comparison

ROUTE Past Performance & Peer Comparison

Comparing 3 stocks from 
Information TechnologyIT Services & Consulting

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StockPE RatioPE RatioPB RatioPB RatioDiv. YieldDividend Yield
Route Mobile Ltd14.951.451.94%
Tata Consultancy Services Ltd16.247.374.98%
Infosys Ltd14.474.574.56%
HCL Technologies Ltd43.8912.93

ROUTE Stock Price Comparison

Compare ROUTE with any stock or ETF
Compare ROUTE with any stock or ETF
ROUTE
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ROUTE Holdings

ROUTE Shareholdings

ROUTE Promoter Holdings Trend

ROUTE Promoter Holdings Trend

Total Promoter Holding
Increasing promoter holding is considered good and reflects management’s positive view about the future outlook

In last 6 months, promoter holding in the company has almost stayed constant

Low Pledged Promoter Holding
Lower pledged promoter holdings is considered better

Pledged promoter holdings is insignificant

ROUTE Institutional Holdings Trend

ROUTE Institutional Holdings Trend

Total Retail Holding
Increasing retail holding can be considered bad as it can reflect that institutions and promoters are selling their stake which is being absorbed by retail investors.

In last 3 months, retail holding in the company has almost stayed constant

Foreign Institutional Holding
Foreign Institutional Holding is quantum of stock held by foreign large-quantities-trading entities. Increasing value indicates growing support and comfort for the stock

In last 3 months, foreign institutional holding of the company has almost stayed constant

Tickertape Separator

ROUTE Shareholding Pattern

ROUTE Shareholding Pattern

Retail and OthersForeign InstitutionsOther Domestic InstitutionsMutual FundsTotal Promoter Holding74.85%2.94%0.52%2.40%19.29%

Sep 2025

Dec 2025

Mar 2026

Jun 2026

ROUTE Shareholding History

ROUTE Shareholding History

MarJunSepDec '25MarJun4.45%3.60%2.98%2.74%2.50%2.40%

Mutual Funds Invested in ROUTE

Mutual Funds Invested in ROUTE

No mutual funds holding trends are available

Top 5 Mutual Funds holding Route Mobile Ltd




Funds (Top 5)Market-cap heldWeight3M holding changePortfolio rank
(3M change)
2.1454%1.51%-0.38%28/44 (-5)
0.0623%0.09%-0.01%253/255 (-6)
0.0004%0.00%0.00%751/755 (-5)

Compare 3-month MF holding change on Screener

ROUTE Insider Trades & Bulk Stock Deals

ROUTE Insider Trades & Bulk Stock Deals

Hmm, looks like there hasn't been any net deal activity in the last 6 months

smallcases containing ROUTE stock

smallcases containing ROUTE stock

Looks like this stock is not in any smallcase yet.

ROUTE Events

ROUTE Events

ROUTE Dividend Trend

No Dividend Cuts
Dividends are the portion of earnings that a company distributes to all its shareholders every year

ROUTE has increased or maintained dividend levels over the last 5 years

Dividend Yield
Dividend return is one of the most important things to be considered while investing for long term. It is the additional return on top of what investors earn through price appreciation

Current dividend yield is 1.91%. An investment of ₹1,000 in the stock is expected to generate dividend of ₹19.10 every year

Dividends

Corp. Actions

Announcements

Legal Orders

ROUTE Dividend Trend

No Dividend Cuts
Dividends are the portion of earnings that a company distributes to all its shareholders every year

ROUTE has increased or maintained dividend levels over the last 5 years

Dividend Yield
Dividend return is one of the most important things to be considered while investing for long term. It is the additional return on top of what investors earn through price appreciation

Current dividend yield is 1.91%. An investment of ₹1,000 in the stock is expected to generate dividend of ₹19.10 every year

ROUTE Upcoming Dividends

ROUTE Upcoming Dividends

No upcoming dividends are available

ROUTE Past Dividends

ROUTE Past Dividends

Cash Dividend

Ex DateEx DateFeb 13, 2026

Interim 3
Interim 3 | Div/Share: ₹3.00

Dividend/Share

3.00

Ex DateEx Date

Feb 13, 2026

Cash Dividend

Ex DateEx DateNov 10, 2025

Interim 2
Interim 2 | Div/Share: ₹3.00

Dividend/Share

3.00

Ex DateEx Date

Nov 10, 2025

Cash Dividend

Ex DateEx DateAug 28, 2025

Final
Final | Div/Share: ₹2.00

Dividend/Share

2.00

Ex DateEx Date

Aug 28, 2025

Cash Dividend

Ex DateEx DateJul 23, 2025

Interim 1
Interim 1 | Div/Share: ₹3.00

Dividend/Share

3.00

Ex DateEx Date

Jul 23, 2025

Cash Dividend

Ex DateEx DateJan 31, 2025

Interim 2
Interim 2 | Div/Share: ₹3.00

Dividend/Share

3.00

Ex DateEx Date

Jan 31, 2025

ROUTE Stock News & Opinions

ROUTE Stock News & Opinions

Corporate
Corporate
Route Mobile to announce Quarterly Result

Route Mobile will hold a meeting of the Board of Directors of the Company on 23 July 2026.

6 days agoCapital Market - Live
Spotlight
Spotlight
Route Mobile reports cybersecurity incident at Colombian unit

Masivian S.A.S, a wholly owned subsidiary of Route Mobile (UK) and a step-down wholly owned subsidiary of Route Mobile. The company further said that the affected systems have since been isolated and containment measures have been implemented. The incident is confined to Masivian S.A.S. and has not impacted Route Mobile or any other group companies. The technical team of Masivian S.A.S along with a specialized team of cybersecurity experts and the Masivian S.A.S management initiated necessary precautions and protocols to mitigate the impact of this incident. Masivian S.A.S is investigating the matter and appropriate containment, and remediation actions are being taken in a controlled manner to address the incident,' Route Mobile said in a statement. Route Mobile (RML) is a cloud communications platform service provider, catering to enterprises, over-the-top (OTT) players, and mobile network operators (MNO). RML's portfolio comprises solutions in messaging, voice, email, SMS filtering, analytics, and monetization. RML has a diverse enterprise client base across a broad range of industries, including social media companies, banks and financial institutions, e-commerce entities, and travel aggregators. RML is headquartered in Mumbai, India, with a global presence in the Asia Pacific, the Middle East, Africa, Europe, and North America. The company's consolidated net profit surged 93.2% to Rs 109.32 crore in Q4 FY26 as against Rs 56.58 crore posted in Q4 FY25. Revenue from operations declined 3.8% YoY to Rs 1,130.90 crore in the quarter ended March 2026. The scrip shed 0.53% to currently trade at Rs 530.50 on the BSE. Powered by Capital Market - Live

3 weeks agoCapital Market - Live
Spotlight
Spotlight
Route Mobile Q4 PAT spurts 93% YoY to Rs 109 cr

However, revenue from operations declined 3.8% YoY to Rs 1,130.90 crore in the quarter ended March 2026. Profit before tax surged 76.4% to Rs 139.27 crore in Q4 FY26 as against Rs 78.95 crore posted in Q4 FY25. Adj. EBITDA jumped 11.88% to Rs 134.30 crore in Q4 FY26 from Rs 120.04 crore in Q4 FY25. Adj. EBITDA margin stood at 11.9% in Q4 FY26 as against 10.2% in Q4 FY25. Total expenses fell 5.9% to Rs 1,019.48 crore in Q4 FY26 as against Rs 1,083.43 crore posted in the corresponding quarter of the previous year. Employee benefits expenses stood at Rs 74.86 crore (up 24.79% YoY), and finance costs stood at Rs 1.20 crore (down 85.19% YoY) during the quarter under review. Seckin Arikan, Chairman, Route Mobile, and CEO, Proximus Global, commented, 'Route Mobile's FY26 performance reinforces the strategic rationale of its place within the Proximus Global portfolio'disciplined execution through a year of deliberate portfolio reshaping has delivered improving profitability as revenues transition toward higher-value business. I am confident that with the Route Mobile team's focus and the strength of our combined enterprise capabilities, the business is well-placed to grow revenue and sustain profitability in FY27.' Tushar Agnihotri, CEO, Route Mobile, added, 'Last year, we crossed Rs 1,000 crore in gross profit for the first time, which translates to a robust 22.9% gross profit margin and enhanced EBITDA performance, propelling us into FY27 with strong momentum. This year, our strategic focus is accelerating revenue growth while sustaining these margin gains'powered by deepening enterprise partnerships, expanding into new geographies, and leveraging AI-driven conversations across high-engagement channels like WhatsApp and RCS. We're also pioneering Telco Network APIs in India, capitalizing on surging demand and our unmatched infrastructure for a clear competitive edge.' For FY27, the company has guided for revenue growth in the mid-to-high single digits and an adjusted EBITDA margin of around 12%. The company has also increased the gross dividend per share to a sustainable Rs 16.5. Meanwhile, the board recommended a final dividend of Rs 2 per equity share for FY26, subject to shareholders' approval at the ensuing AGM. Including three interim dividends of Rs 3 per share each declared earlier, the total dividend for FY26 stands at Rs 11 per equity share. Route Mobile (RML) is a cloud communications platform service provider, catering to enterprises, over-the-top (OTT) players, and mobile network operators (MNO). RML's portfolio comprises solutions in messaging, voice, email, SMS filtering, analytics, and monetization. RML has a diverse enterprise client base across a broad range of industries, including social media companies, banks and financial institutions, e-commerce entities, and travel aggregators. RML is headquartered in Mumbai, India, with a global presence in the Asia Pacific, the Middle East, Africa, Europe, and North America. Shares of Route Mobile fell 3.04% to Rs 557.75 on the BSE.Powered by Capital Market - Live

2 months agoCapital Market - Live
Corporate
Corporate
Board of Route Mobile recommends final dividend

Route Mobile announced that the Board of Directors of the Company at its meeting held on 7 May 2026, inter alia, have recommended the final dividend of Rs 2 per equity Share (i.e. 20%) , subject to the approval of the shareholders.

2 months agoCapital Market - Live
Earnings
Earnings
Route Mobile consolidated net profit rises 93.21% in the March 2026 quarter

Net profit of Route Mobile rose 93.21% to Rs 109.32 crore in the quarter ended March 2026 as against Rs 56.58 crore during the previous quarter ended March 2025. Sales declined 3.75% to Rs 1130.90 crore in the quarter ended March 2026 as against Rs 1175.00 crore during the previous quarter ended March 2025. For the full year,net profit declined 25.04% to Rs 239.02 crore in the year ended March 2026 as against Rs 318.85 crore during the previous year ended March 2025. Sales declined 3.66% to Rs 4408.21 crore in the year ended March 2026 as against Rs 4575.62 crore during the previous year ended March 2025. ParticularsQuarter EndedYear EndedMar. 2026Mar. 2025% Var.Mar. 2026Mar. 2025% Var. Sales1130.901175.00 -4 4408.214575.62 -4 OPM %12.0510.37 -12.1911.53 - PBDT162.88125.90 29 580.52533.64 9 PBT139.27103.68 34 488.91444.56 10 NP109.3256.58 93 239.02318.85 -25 Powered by Capital Market - Live

2 months agoCapital Market - Live
Corporate
Corporate
Route Mobile schedules board meeting

Route Mobile will hold a meeting of the Board of Directors of the Company on 7 May 2026.

2 months agoCapital Market - Live
Spotlight
Spotlight
Route Mobile gains as Q3 PAT spurts 18% YoY to Rs 98 cr

However, revenue from operations declined 6.48% to Rs 1,107.06 crore in Q3 FY26, compared with Rs 1,183.79 crore in Q3 FY25. Profit before tax jumped 26.42% to Rs 135.21 crore in Q3 FY26 as against Rs 106.95 crore in Q3 FY25. Total expenses fell 9.28% to Rs 984.72 crore in Q3 FY26 as against Rs 1,085.47 crore posted in the corresponding quarter of the previous year. Employee benefits expenses stood at Rs 73.74 crore (up 2.91% YoY), and finance costs stood at Rs 1.42 crore (down 84.66% YoY) during the quarter under review. Seckin Arikan, Chairman of the Board, Route Mobile and CEO, Proximus Global, commented, 'Our performance this quarter reflects solid profitable growth. Despite a transitional period in parts of the portfolio, disciplined execution drove solid margin expansion thanks to strong seasonal contributions across regions. I would like to congratulate Mr. Agnihotri on his appointment as CEO and am confident his industry experience will drive our continued growth. I also extend sincere thanks to Mr. Gupta for his leadership in shaping Route Mobile's success and look forward to benefiting from his continued expertise as Managing Director and Advisor to the Board. As we advance our strategy, we remain committed to building a scalable, differentiated business supported by a solid pipeline and the strengths of Proximus Global.' Rajdipkumar Gupta, MD, Route Mobile, added, 'Q3 25-26 saw slightly downward revenue as we managed a transitional period in certain segments of our business. More importantly, our gross margins have strengthened considerably, driven by new customer additions in higher-margin segments, demonstrating the effectiveness of our portfolio optimization strategy. I am grateful to our teams across geographies for their dedication and agility in executing this strategic shift while delivering consistent service quality to our customers.' The Board of Route Mobile has approved the redesignation of Rajdipkumar Gupta as managing director, effective 9 February 2026, as he steps down from the role of CEO. Gupta will continue as a Key Managerial Personnel, with all other terms of his appointment unchanged. Simultaneously, Tushar Agnihotri has been appointed as chief executive officer and key managerial personnel, effective 9 February 2026. Previously Executive Vice President ' India & APAC, Agnihotri will oversee overall operations and drive strategic initiatives, working closely with Mr. Gupta to accelerate growth and profitability. The company's board has approved a third interim dividend of Rs 3 per equity share of Rs 10 each for the financial year 2025-26. The record date for eligibility is February 13, 2026, and the dividend will be paid to shareholders on the approved payment date. Route Mobile (RML) is a cloud communications platform service provider, catering to enterprises, over-the-top (OTT) players, and mobile network operators (MNO). RML's portfolio comprises solutions in messaging, voice, email, SMS filtering, analytics, and monetization. RML has a diverse enterprise client base across a broad range of industries, including social media companies, banks and financial institutions, e-commerce entities, and travel aggregators. RML is headquartered in Mumbai, India, with a global presence in the Asia Pacific, the Middle East, Africa, Europe, and North America. Powered by Capital Market - Live

5 months agoCapital Market - Live
Corporate
Corporate
Board of Route Mobile recommends Third Interim dividend

Route Mobile announced that the Board of Directors of the Company at its meeting held on 9 February 2026, inter alia, have recommended the Third Interim dividend of Rs 3 per equity Share (i.e. 30%) , subject to the approval of the shareholders.Powered by Capital Market - Live

5 months agoCapital Market - Live
Earnings
Earnings
Route Mobile consolidated net profit rises 18.45% in the December 2025 quarter

Net profit of Route Mobile rose 18.45% to Rs 97.70 crore in the quarter ended December 2025 as against Rs 82.48 crore during the previous quarter ended December 2024. Sales declined 6.48% to Rs 1107.06 crore in the quarter ended December 2025 as against Rs 1183.79 crore during the previous quarter ended December 2024. ParticularsQuarter EndedDec. 2025Dec. 2024% Var. Sales1107.061183.79 -6 OPM %13.2210.97 - PBDT157.84129.19 22 PBT135.21106.95 26 NP97.7082.48 18 Powered by Capital Market - Live

5 months agoCapital Market - Live
Corporate
Corporate
Route Mobile to hold board meeting

Route Mobile will hold a meeting of the Board of Directors of the Company on 9 February 2026.Powered by Capital Market - Live

5 months agoCapital Market - Live

Frequently asked questions

Frequently asked questions

  1. What is the share price of Route Mobile Ltd (ROUTE) today?

    The share price of ROUTE as on 22nd July 2026 is ₹567.05. The stock prices are volatile and keep changing through the day depending upon various factors and market conditions.

  2. What is the return on Route Mobile Ltd (ROUTE) share?

    The past returns of Route Mobile Ltd (ROUTE) share are
    • Past 1 week: -1.00%
    • Past 1 month: 3.70%
    • Past 3 months: 9.31%
    • Past 6 months: -8.24%
    • Past 1 year: -39.46%
    • Past 3 years: -61.95%
    • Past 5 years: -72.64%

  3. What are the peers or stocks similar to Route Mobile Ltd (ROUTE)?

    The peers or stocks similar to Route Mobile Ltd (ROUTE) include:

  4. What is the dividend yield % of Route Mobile Ltd (ROUTE) share?

    The current dividend yield of Route Mobile Ltd (ROUTE) is 1.94.

  5. What is the market cap of Route Mobile Ltd (ROUTE) share?

    Market capitalization, short for market cap, is the market value of a publicly traded company's outstanding shares. The market cap of Route Mobile Ltd (ROUTE) is ₹3572.59 Cr as of 22nd July 2026.

  6. What is the 52 week high and low of Route Mobile Ltd (ROUTE) share?

    The 52-week high of Route Mobile Ltd (ROUTE) is ₹949.90 and the 52-week low is ₹410.70.

  7. What is the PE and PB ratio of Route Mobile Ltd (ROUTE) stock?

    The P/E (price-to-earnings) ratio of Route Mobile Ltd (ROUTE) is 14.95. The P/B (price-to-book) ratio is 1.45.

  8. Which sector does Route Mobile Ltd (ROUTE) belong to?

    Route Mobile Ltd (ROUTE) belongs to the Information Technology sector & IT Services & Consulting sub-sector.

  9. How to buy Route Mobile Ltd (ROUTE) shares?

    You can directly buy Route Mobile Ltd (ROUTE) shares on Tickertape. Simply sign up, connect your demat account and place your order.