Nifty 50 Weekly Outlook: November3-7, 2025
02 Nov 2025
Route Mobile Q2 FY26 financial results analysis with strong operational performance despite PAT decline
₹ 736
+1.61% increased today
04 Nov 10:06 a.m.
Market Cap
₹4,634 Cr
Stock P/E
15.8
Book Value
₹401
ROCE
17.7%
ROE
14.5%
Debt to Equity
0.01
Industry PE
14.9
Face Value
₹10.0
Financial Performance Overview
Mumbai, India, November 4, 2025: Route Mobile Limited, a leading cloud communication platform service provider, announced its financial results for the second quarter ended on September 30, 2025, showing strong operational performance despite challenges impacting profitability.
Key Financial Highlights (Q2 FY26 - Consolidated)
Revenue from Operations
₹1,119.42 Cr
+0.5% YoY
PBT Before Exceptional
₹137.87 Cr
+5.2% YoY
Profit After Tax
(₹18.83) Cr
-117.6% YoY
EBITDA Margin
12.14%
Strong Operational
Q2 FY26 vs Q2 FY25 Performance (Year-over-Year)
| Financial Metric | Q2 FY26 (₹ Crore) | Q2 FY25 (₹ Crore) | Change |
|---|---|---|---|
| Revenue from Operations | 1,119.42 | 1,113.41 | +0.5% |
| Profit Before Tax & Exceptional Items | 137.87 | 131.06 | +5.2% |
| Profit Before Tax | 2.00 | 137.34 | -98.5% |
| Profit After Tax | (18.83) | 107.03 | -117.6% |
| EPS (Basic & Diluted) | (3.37) | N/A | Negative |
Quarter-over-Quarter Performance (Q2 FY26 vs Q1 FY25)
| Financial Metric | Q2 FY26 (₹ Crore) | Q1 FY25 (₹ Crore) | Change |
|---|---|---|---|
| Revenue from Operations | 1,119.42 | 1,050.83 | +6.5% |
| EBITDA (excl. Exceptional Items) | 135.95 | 93.90 | +44.8% |
| EBITDA Margin | 12.14% | 8.94% | +3.20% |
| PBT Before Exceptional Items | 137.87 | 76.57 | +80.1% |
| Profit Before Tax | 2.00 | 76.57 | -97.4% |
| Profit After Tax | (18.83) | 58.78 | -132.0% |
Analysis Note
While Route Mobile reported negative PAT of (₹18.83) Crores for Q2 FY26, the company demonstrated strong operational performance with:
- PBT before exceptional items growing 5.2% YoY to ₹137.87 Crores
- EBITDA margin improving to 12.14%
- Revenue growth both YoY and QoQ
- The PAT decline is primarily due to exceptional items impacting the quarter
Management Commentary
Chairman's Statement
"We are pleased to deliver strong operating results this quarter, despite near-term headwinds from shifting carrier dynamics and competitive pressures. Our diversified business model and commitment to a strategic focus on innovation have enabled us to maintain momentum and capture market opportunities. We remain confident in our long-term strategy and would like to thank our stakeholders for their continued trust and support as we work towards sustainable growth across our global operations."
- Mr. Mark James Reid, Chairman, Route Mobile Limited
CEO's Perspective
"Our teams have delivered a solid performance this quarter, with strong execution across key operational metrics and customer engagement. We are successfully addressing evolving market dynamics, responding with agility and focus, and our differentiated strategy. We remain committed to seizing new opportunities and delivering sustained value across our global footprint."
- Mr. Rajdipkumar Gupta, Managing Director & Chief Executive Officer, Route Mobile Limited
About Route Mobile Limited
Established in 2004, Route Mobile Limited is a cloud communications platform service provider catering to enterprises, over-the-top (OTT) players, and mobile network operators (MNO). Route Mobile's portfolio comprises solutions in messaging, voice, email, SMS filtering, analytics, and monetization.
The company has a diverse enterprise client base across various industries, including social media companies, banks and financial institutions, e-commerce entities, and travel aggregators. Route Mobile is headquartered in Mumbai, India, with a global presence in Asia Pacific, the Middle East, Africa, Europe, and the Americas.
Important Development: Route Mobile is now a part of Proximus Group, a provider of digital services and communication solutions operating in Belgium and international markets.
Important Note
Source: This analysis is based on the official press release submitted to BSE Limited and National Stock Exchange of India Limited. For complete details, please refer to the official PDF document.
