Route Mobile Ltd
Route Mobile Q3 FY25 earnings call: Revenue & Margins
Q3 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
The company targets a 15% CAGR revenue growth over the next three years, reflecting an industry-leading growth trajectory despite macro headwinds. Route Mobile targets a 15% CAGR revenue growth over the next three years, aiming to outperform the industry growth of 10-11%.
From Route Mobile Ltd's Q3 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets a 15% CAGR revenue growth over the next three years, reflecting an industry-leading growth trajectory despite macro headwinds.
- Q4 FY '25 is expected to perform better than Q3, with efforts to push growth further.
- New product revenues grew by 21% YoY and are expected to continue strong momentum.
- Net revenue retention stands at 105% with 90% recurring revenue, indicating stable growth.
- Volume processed in nine months FY '25 was 116.6 billion billable transactions, with Q3 showing 38.9 billion transactions, up from 31.2 billion in Q3 FY '24.
- Average realization per transaction marginally increased due to mix changes in domestic and ILD traffic.
2 more points from Route Mobile Ltd's call on revenue
Pro opens every point from 15K+ earnings calls
Profitability & Margins
See what Route Mobile Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- No specific mention of current or future capex or capital investments was made during the call.
- The discussion mainly focused on integration and synergy benefits within the expanded Proximus Global group, including leveraging combined capabilities of Route Mobile, BICS, and Telesign.
- Emphasis was placed on digital identity, customer engagement, and use of AI/ML models including LLMs for internal and enterprise optimizations rather than capital expenditures.
- No direct references to strategic or capital investments plans were provided.
2 more points from Route Mobile Ltd's call on capex
Pro opens every point from 15K+ earnings calls
Top-ranked in Telecom - Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Route Mobile Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- There are some large deals currently in the offering pipeline.
- The company stands a very good chance of winning several of these deals.
- However, these deals are not officially finalized yet, so specific details are not disclosed.
- Management prefers to announce large deal wins only after official signing.
2 more points from Route Mobile Ltd's call on order book
Pro opens every point from 15K+ earnings calls
Route Mobile Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.1K Cr, net profit ₹114 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Route Mobile Ltd's management said in earlier quarters
- Q1 FY27 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q2 FY26 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
Others in Telecom - Services this season
- Indus Towers Ltd (Q3 FY25)
Total macro towers and co-locations grew 10.8% and 7.2% YoY respectively; tenancy additions stable. Key concall takeaways from Indus Towers's Q3 FY25 earnings…
- Railtel Corporation of India Ltd (Q3 FY25)
It primarily includes formal communication and submission of the analyst/investor conference call transcript held on January 28, 2025. Key concall takeaways…
- Sar Televenture (Q3 FY25)
The company also has government and private orders like smart meters and camera installations amounting to approximately INR 90 crores. Key concall takeaways…
- Suyog Telematics Ltd (Q3 FY25)
Net profit margin remains strong at approximately 35%, with Q3 net profit of ₹172 million and YTD of ₹543 million. Key concall takeaways from Suyog Telematics…
Arthneeti Pro · Annual
Route Mobile Ltd and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Route Mobile Ltd Q3 FY25 results?
The company targets a 15% CAGR revenue growth over the next three years, reflecting an industry-leading growth trajectory despite macro headwinds. Route Mobile targets a 15% CAGR revenue growth over the next three years, aiming to outperform the industry growth of 10-11%.
What is Route Mobile Ltd share price analysis?
Route Mobile Ltd currently shows a neutral. The stock trades at a P/E of 9.5 with a market cap of ₹3,354 Cr. Investors should review the full earnings analysis for detailed insights.
Is Route Mobile Ltd planning capital expenditure?
No specific mention of current or future capex or capital investments was made during the call.
Keep Route Mobile Ltd on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.