Route Mobile, Ltd. · NSE:ROUTE
Route Mobile — Q1 FY2026-27 Earnings Presentation
18 slides from Route Mobile's earnings presentation, Jul 23, 2026
Slide 1: Stock exchange cover letter for Investor Presentation
Ref No: RML/2026-27/693 Date: July 23, 2026 To BSE Limited National Stock Exchange of India Limited Scrip Code: 543228 Symbol: ROUTE Sub: Investor Presentation Dear Sir/Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, we are enclosing h
Slide 2: Earnings Update Q1 FY 26-27 Investor Presentation
Earnings Update Q1 FY 26-27 Investor Presentation July 23, 2026 A Company
Slide 3: Safe Harbor
Safe Harbor Certain statements mentioned in this presentation concerning our future growth prospects are forward looking statements (the “Forward Statements”) and are based on reasonable expectations of the management, which involves a number of risks, and uncertainties that could cause actual resul
Slide 4: Route Mobile - Industry Leading Global CPaaS Platform
Route Mobile - Industry Leading Global CPaaS Platform RML offers a scalable and flexible Omnichannel CPaaS platform to enterprises ₹45,089 mn Revenue for LTM ended 30 June 2026 across industry verticals, globally 280+ direct MNO connects, overall access to ₹5,195 mn EBITDA for LTM ended 30 June 2026
Slide 5: Global Diaspora - Footprint & Super Network
Global Diaspora - Footprint & Super Network Europe Direct MNO 110 APAC Employees 32 Direct MNO 36 Employees 7 Americas Direct MNO 53 12 Firewalls deployed India Employees 209 Direct MNO 6 20+ virtualized Data Centers 18 Hubs Employees 502 Middle East 783 Employees Direct MNO 15 Africa Employees 31 2
Slide 6: Key Developments
Key Developments NS
Slide 7: Commercial Highlights (Partnerships & Market Expansion)
Commercial Highlights (Partnerships & Market Expansion) Strengthened industry Expanded global enterprise Enhanced global brand visibility recognition through visibility through a strategic by actively showcasing Route the Konera solution, Route partnership with Truecaller, the Mobile's omnichannel M
Slide 8: Technological Advancements (Product, Platform & Innovation)
Technological Advancements (Product, Platform & Innovation) erman Expanding Global RCS Connectivity-Continued to rt a ran e strengthen our global RCS footprint by expanding direct operator integrations and advancing towards n ia broader direct coverage across key markets. New an a esh partnerships a
Slide 9: Focus on Expanding Product Portfolio
Focus on Expanding Product Portfolio USE CASE WhatsApp API SendClean (Email) New Products Revenue in ₹ mn) Leading Bank Indonesia Your BU electricity bill – Jun 2026 BU Electricity & Transport 13.9% Y-o-Y growth Dear Consumer, 10.5% Q-o-Q growth TOTAL AMOUNT DUE ₹1,248.00 Bill Period Jun 2026 Due Da
Slide 10: Key Business Metrics
Key Business Metrics >
Slide 11: Diverse Customer Base
Diverse Customer Base Revenue contribution from select industries in Q1 26-27 Revenue for Top 50 Digital communication solutions for Banking, countries by termination(1) FinServ Social/ Internet; Edtech and Technology companies Insurance and Payment gateways 15% 36% Digital native Social/ Internet;
Slide 12: Customer Cohort Analysis
Customer Cohort Analysis Clients by Account Size Client Concentration 5 Top 50 >$15mn 5 75% 76% 76% 75% 8 >$10mn 10 Top 10 44% 48% Top 5 43% 43% 32% 21 >$5mn 21 33% 33% 31% 73 >$1mn 77 FY 23-24 FY 24-25 FY 25-26 Q1 26-27 FY 25-26 Q1 26-27 (1) (1) 3M FY26-27 Annualized 11
Slide 13: Financial Highlights
Financial Highlights i
Slide 14: Analysis of Q1 FY 26-27 Performance
Analysis of Q1 FY 26-27 Performance Reven e (in ₹ mn) & i ab e Transa ti ns (# bn) Q1 26-27 revenue performance • Revenue increased by 1.8% Q-o-Q, and 9.6% Y-o-Y • Sustained Q4 25-26 revenue momentum in Q1 26-27 39.3 45.1 45.8 • New gen product revenues grew at 10.5% Q-o-Q and 13.9% Y-o-Y 10,508 11,
Slide 15: Analysis of Q1 FY 26-27 Performance (continued)
Analysis of Q1 FY 26-27 Performance (continued) Adj. EBITDA(1) (In ₹ mn) & Adj. EBITDA Margin (%) Adj. EBITDA analysis 11.9% • Adj. EBITDA decreased by 18.9% Q-o-Q and 5.6% Y-o-Y 11.0% • The changes in Gross Profit flowed through to Adj. EBITDA 9.5% • Increase in operating cost, adjusted for non-cor
Slide 16: Adjusted EBITDA /PAT
Adjusted EBITDA /PAT Quarter Ended Twelve Months ( n ₹ mn) 30.06.2026 31.03.2026 30.06.2025 31.03.2026 EBITDA 1,054.8 1,362.3 938.9 5,372.5 (+) Employee stock option expense (non cash) - - 5.7 10.1 (+) Net loss on foreign currency transactions and translation - - 247.3 - (-) Intangible assets under
Slide 17: Human Resource Capital
Human Resource Capital Location wise break-up Function wise break-up 15 65 100 281 346 783 28 783 502 229 India International Tech & Tech Support Sales & Marketing Firewall & other operator solutions 35 New Employees joined in Q1 FY26-27 General & Admin Strategy, Accounts & Finance 60 Employees left
Slide 18: Thank You
Thank You www.routemobile.com A Company