Route Mobile
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Route Mobile (ROUTE) investor relations material

Route Mobile Q3 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 25/26 earnings summary10 Feb, 2026

Executive summary

  • Leadership transition announced: Tushar Agnihotri appointed CEO, Rajdip Gupta re-designated as Managing Director, with a focus on strategic direction and partnerships.

  • Q3 marked by resilience and disciplined execution amid a business mix transformation, focusing on higher-margin, quality revenue streams.

  • Approved unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025, with statutory auditor review completed.

  • Maintained global presence with 2,700+ active clients and 280+ direct MNO connects across 20+ locations.

  • Board recommended and declared an interim dividend of ₹3 per share.

Financial highlights

  • Q3 FY26 revenue from operations was ₹1,107.06 crore (INR 11,071 million), down 6.5% year-over-year and 1.1% sequentially, mainly due to lower ILD business volumes.

  • Gross profit rose to ₹271.2 million (INR 2,712 million), up 8.6% year-over-year and 9.8% sequentially, with gross margin expanding to 24.5%.

  • Adjusted EBITDA increased 3.5% year-over-year to ₹142.9 million (INR 1,429 million), with margin at 12.9%.

  • Adjusted profit after tax for Q3 was ₹1,026 million, up 20% year-over-year and 2.2% sequentially.

  • Exceptional items included a write-off of ₹135.87 crore in Q3 FY26 related to arbitration and vendor advances.

Outlook and guidance

  • Focus remains on expanding margins and quality of revenue, with growth in higher-margin domestic and regional business expected to continue.

  • Continued investment in new product launches and customer engagement solutions.

  • Leadership changes are aimed at accelerating growth and profitability, with a focus on strategic initiatives and sustainable outcomes.

  • No specific revenue or margin guidance provided; management plans to update investors after upcoming strategic sessions.

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Frequently asked questions

Route Mobile Limited is an India-based company specializing in cloud communications and providing Communication Platform as a Service (CPaaS) solutions. The company's offerings cater to enterprises, over-the-top (OTT) players, and mobile network operators (MNOs). Its product portfolio includes messaging solutions like application-to-peer (A2P) messaging, 2-Way messaging, IP messaging, and omnichannel communication. Additionally, Route Mobile offers voice services, email automation, SMS filtering, and identity management solutions. These services support various sectors, including banking, e-commerce, social media, and travel, helping clients enhance customer engagement, secure communications, and streamline business processes. Route Mobile Limited is headquartered in Mumbai, India, and its shares are listed on the Bombay Stock Exchange.

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