ROUTE Route Mobile Q4 FY26 results (Jan–Mar 2026) and concall
Route Mobile reported a challenging FY26 with revenue declining 3.7% YoY to INR 44,082 million, primarily due to the structural decline in ILD A2P SMS and pricing compression. However, the company achieved a milestone with annual gross profit exceeding INR 1,000 crores, and gross profit margin expanded to 22.9%. New products, including RCS and WhatsApp, showed strong growth, albeit from a small base, and the company is strategically focusing on higher-margin solutions and AI-driven offerings. Management provided guidance for mid-to-high single-digit revenue growth and an EBITDA margin of aroun
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What they filed
Q4 FY26: revenue up 6.3%, net profit up 57.7% against the same quarter last year.
| Line item | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|
| Revenue | 209 | 206 | 208 | 183 | 180 −14% | 186 −10% | 221 +6% |
| EBITDA | 26 | 24 | 43 | 16 | 16 −38% | 23 −4% | 29 −33% |
| Net profit | 48 | 29 | 26 | 30 | 33 −31% | 30 +3% | 41 +58% |
How to read this
₹ crore, as filed. The percentage beside a figure is the change against the same quarter a year earlier — never the quarter before, which would make every seasonal business look like it collapses and booms each year.
Inve summary of a publicly available earnings call transcript; see how call summaries are prepared. Not investment advice.





