Route Mobile Ltd
Route Mobile Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
- Revenue
- ₹1,131Cr
- −3.7% YoY
- Net profit
- ₹114Cr
- +90% YoY
- Margin
- 12%
- +2 pp YoY
Guidance rank: #10 of 12 in Telecom - Services
See the sector's top 10 — free with your mobile number.
The short version
Revenue is expected to grow by mid to high single digits in the coming financial years, reflecting a conservative but positive guidance. Revenue expected to grow by mid to high single digits in the coming financial year.
From Route Mobile Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Revenue is expected to grow by mid to high single digits in the coming financial years, reflecting a conservative but positive guidance.
- The domestic business in India and other international markets is showing consistent volume growth, offsetting declines in the ILD segment which has now bottomed out.
- Growth in new product segments (WhatsApp, RCS, AI-enabled messaging) is strong, with a 43% CAGR from FY22 to FY26, and these are expected to drive future resilience and rapid growth.
- Internal initiatives aim to accelerate growth beyond base expectations as domestic volumes replace higher-priced ILD volumes but require larger transaction volumes to match revenue impact.
- The launch and scaling of AI-native CPaaS solutions and network API products are anticipated to bolster revenue streams and margins over time.
2 more points from Route Mobile Ltd's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what Route Mobile Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Organic CapEx is modest and largely flat year-on-year, focused on internal development to support platform growth and omni-channel products.
- Management is evaluating targeted, capability-led M&A opportunities, especially in AI, to accelerate technology roadmaps and complement customer bases.
- M&A targets are small, capability add-ons rather than large transformational acquisitions; geography expansion acquisitions are under consideration but complex.
- Cash on balance sheet (~₹1,400 crore) is primarily earmarked for acquisitions, with management and board actively evaluating deployment options.
- Capital allocation strategy includes increasing dividends (raised from ₹11 to ₹16.5 per share) while leaving room for value-accretive investments.
2 more points from Route Mobile Ltd's call on capex
Create a free account to keep reading this call
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
See what Route Mobile Ltd said on order book & pipeline — free account, 30 seconds.
Route Mobile Ltd — Quarterly revenue & net profit
Route Mobile Ltd Q4 FY26 results — key figures
| ₹ Cr | Q4 FY26 | Q4 FY25 | YoY | Q3 FY26 | QoQ |
|---|---|---|---|---|---|
| Revenue | 1,131 | 1,175 | -3.7% | 1,107 | +2.2% |
| Operating profit (EBITDA) | 136 | 122 | +11.5% | 146 | -6.8% |
| Operating margin | 12% | 10% | +2 pp | 13% | -1 pp |
| Profit before tax | 139 | 79 | +75.9% | 135 | +3% |
| Net profit (PAT) | 114 | 60 | +90% | 103 | +10.7% |
| EPS (₹) | 17.35 | 8.98 | +93.2% | 15.51 | +11.9% |
Source: reported quarterly figures (Screener), ₹ crore.
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹1.2K Cr, net profit ₹83 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Route Mobile's management said in earlier quarters
Others in Telecom - Services this season
- Kore Digital (Q4 FY26)
Total Income for FY26: ₹408.38 crore, up 24.58% YoY from FY25 (₹327.82 crore) [Page 6] . Key investor presentation takeaways from Kore Digital's Q4 FY26 investo
- Sar Televenture (Q4 FY26)
For H2 FY26, Revenue from Operations was ₹280.35 crore, up 35.30% YoY from ₹207.21 crore in H2 FY25. Key investor presentation takeaways from Sar Televenture's
- Bondada Engineer (Q4 FY26)
As of March 31, 2026, the confirmed order book stands at approximately INR 7,147 crores. Key concall takeaways from Bondada Engineering Ltd's Q4 FY26 earnings…
- Railtel Corporation of India (Q4 FY26)
. Key concall takeaways from Railtel Corporation of India Ltd's Q4 FY26 earnings call — and how it ranks against sector peers.
Potential multibaggers · Q2 FY27
Potential multibaggers in Telecom - Services
on management's own guidance
- Strong growth2
- Strong growth1
- Bharti AirtelGood growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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 Q4 FY26 results?
Revenue is expected to grow by mid to high single digits in the coming financial years, reflecting a conservative but positive guidance. Revenue expected to grow by mid to high single digits in the coming financial year.
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?
Organic CapEx is modest and largely flat year-on-year, focused on internal development to support platform growth and omni-channel products.
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.