High Scoring Large Cap stocks have outperformed low scoring stocks by 90% over last 4 years
Dividend: Dividend paying stock. Dividend yield of 2.14%.
Technicals: Bullish SharesGuru indicator.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Balance Sheet: Strong Balance Sheet.
Smart Money: Smart money is losing interest in the stock.
Past Returns: Underperforming stock! In past three years, the stock has provided -29% return compared to 8.9% by NIFTY 50.
Valuation | |
|---|---|
| Market Cap | 3.24 kCr |
| Price/Earnings (Trailing) | 13.57 |
| Price/Sales (Trailing) | 0.72 |
| EV/EBITDA | 5.19 |
| Price/Free Cashflow | 5.85 |
| MarketCap/EBT | 9.19 |
| Enterprise Value | 2.36 kCr |
Fundamentals | |
|---|---|
| Revenue (TTM) | 4.49 kCr |
| Rev. Growth (Yr) | -2.4% |
| Earnings (TTM) | 256.94 Cr |
| Earnings Growth (Yr) | 89.8% |
Profitability | |
|---|---|
| Operating Margin | 11% |
| EBT Margin | 8% |
| Return on Equity | 9.11% |
| Return on Assets | 7.23% |
| Free Cashflow Yield | 17.1% |
Growth & Returns | |
|---|---|
| Price Change 1W | -0.90% |
| Price Change 1M | 3.5% |
| Price Change 6M | -22.4% |
| Price Change 1Y | -46.3% |
| 3Y Cumulative Return | -29% |
| 5Y Cumulative Return | -21.8% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | -14.02 Cr |
| Cash Flow from Operations (TTM) | 581.15 Cr |
| Cash Flow from Financing (TTM) | -535.21 Cr |
| Cash & Equivalents | 880.12 Cr |
| Free Cash Flow (TTM) | 554.71 Cr |
| Free Cash Flow/Share (TTM) | 88.04 |
Balance Sheet | |
|---|---|
| Total Assets | 3.56 kCr |
| Total Liabilities | 734.61 Cr |
| Shareholder Equity | 2.82 kCr |
| Current Assets | 2.55 kCr |
| Current Liabilities | 661.13 Cr |
| Net PPE | 30.4 Cr |
| Inventory | 0.00 |
| Goodwill | 545.68 Cr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.00 |
| Debt/Equity | 0.00 |
| Interest Coverage | 31.66 |
| Interest/Cashflow Ops | 54.76 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 11 |
| Dividend Yield | 2.14% |
| Shares Dilution (1Y) | 0.00% |
| Shares Dilution (3Y) | 0.90% |
Dividend: Dividend paying stock. Dividend yield of 2.14%.
Technicals: Bullish SharesGuru indicator.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Balance Sheet: Strong Balance Sheet.
Smart Money: Smart money is losing interest in the stock.
Past Returns: Underperforming stock! In past three years, the stock has provided -29% return compared to 8.9% by NIFTY 50.
Investor Care | |
|---|---|
| Dividend Yield | 2.14% |
| Dividend/Share (TTM) | 11 |
| Shares Dilution (1Y) | 0.00% |
| Earnings/Share (TTM) | 37.94 |
Financial Health | |
|---|---|
| Current Ratio | 3.85 |
| Debt/Equity | 0.00 |
Technical Indicators | |
|---|---|
| RSI (14d) | 35.58 |
| RSI (5d) | 41.17 |
| RSI (21d) | 53.76 |
| MACD Signal | Sell |
| Stochastic Oscillator Signal | Hold |
| SharesGuru Signal | Buy |
| RSI Signal | Hold |
| RSI5 Signal | Hold |
| RSI21 Signal | Hold |
| SMA 5 Signal | Buy |
| SMA 10 Signal | Buy |
| SMA 20 Signal | Sell |
| SMA 50 Signal | Buy |
| SMA 100 Signal | Buy |
Summary of Route Mobile's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
Management's outlook for Route Mobile indicates a cautiously optimistic growth trajectory for FY27, anticipating revenue growth in the mid to high single digits driven by a robust playbook involving strategic initiatives in various markets. The company highlighted that gross profit margins improved to 22.9% in FY26, correlating with a shift away from lower-margin International Long Distance (ILD) business towards higher-margin domestic revenues.
Key forward-looking points from management include:
Growth Metrics: For FY27, revenue is expected to grow by 5-10%, with an anticipated EBITDA margin around 12%. Management aims to leverage their strategic advantages and internal efficiencies to maintain stable margin performance.
Product Expansion: The company aims to accelerate revenues from new products, which include RCS, WhatsApp, and AI-enabled messaging channels, which grew at a CAGR of 43% from FY22 to FY26. The new products generated approximately Rs.3,500 million in FY26, indicating significant future growth potential.
Capital Allocation: Route Mobile plans to increase its dividend from Rs.11 to Rs.16.5 per share, marking a 50% increase as part of a strategy to return a higher portion of free cash flow to shareholders while still allowing for value-accretive initiatives in M&A.
Focus Areas: Major initiatives include deepening penetration within existing enterprise client accounts, expanding geographic markets (notably in regions like Mexico and the Philippines), and enhancing AI capabilities through focused M&A activities.
Project Milestones: The company is currently deploying AI-driven solutions and expects to commercialize opportunities such as silent verification, enhancing their services offered to mobile network operators while capturing higher-margin recurring revenue streams.
Overall, the management's strategy reflects a deliberate shift towards generating sustainable growth and profitability through innovative solutions and strategic market positioning.
Question 1: Amit Chandra: "I see the competition that has scaled up WhatsApp and OTT channels quickly, which now make up 30"“35% of revenue. For us, it's only 8%. Where have we missed in terms of cross-sell and new opportunities?"
Answer: "Amit, we are well-equipped in terms of technology and channels like WhatsApp and RCS. Our platform supports multiple channels, and we are enhancing AI capabilities to meet enterprise needs. We also launched the "˜Konera' platform for innovative solutions, which we believe will boost our new product focus and customer base in India."
Question 2: Amit Chandra: "How has the ILD revenue shift changed over the next two years, and what portion is currently from ILD?"
Answer: "ILD revenue has seen a decline, contributing about one-fourth to one-third of total revenue currently. However, the decline has stabilized, and we've offset some loss with growth in our domestic business. We're optimistic about recovery as we expand our product offerings and customer base."
Question 3: Shweta Sharma: "Could you quantify the gross margin difference between traditional A2P SMS and new AI-driven solutions?"
Answer: "The margin difference varies, but typically, while A2P SMS generates substantial revenue, AI-driven solutions, particularly firewalls, can achieve margins from 30% to upwards of 70%. AI capabilities should further enhance the margin profile as they become more integrated into our service offerings."
Question 4: Dipesh Kumar Mehta: "What is the outlook for organic CapEx and M&A investment over the next few years?"
Answer: "Our organic CapEx is relatively modest, primarily focused on supporting platform growth. For M&A, we are targeting AI-based capabilities that enhance our offerings. While acquisition targets are small and capability-led, we are actively evaluating opportunities and will communicate updates as they develop."
Question 5: Dipesh Kumar Mehta: "What are our priorities for the excess cash on our balance sheet given the potential for significant cash accrual?"
Answer: "The board is aware of our cash position and is evaluating multiple options. Priority includes acquisitions that add value, but we are also considering dividends and other shareholder value initiatives. We recently increased our dividend to INR 16.5 per share, reflecting our commitment to return value."
Analysis of Route Mobile's financial performance, highlighting revenue trends, growth patterns, and key metrics through quarterly analysis.
Last Updated: Mar 31, 2026
| Description | Share | Value |
|---|---|---|
| -Overseas | 79.6% | 1 kCr |
| -India | 20.4% | 263.3 Cr |
| Total | 1.3 kCr |
Understand Route Mobile ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| PROXIMUS GLOBAL SA/NV (PREVIOUSLY KNOWN AS PROXIMUS OPAL SA/NV) | 74.85% |
| SBI INNOVATIVE OPPORTUNITIES FUND | 3.32% |
| SANDIPKUMAR CHANDRAKANT GUPTA | 0% |
| RAJDIPKUMAR CHANDRAKANT GUPTA | 0% |
| CHANDRAKANT J GUPTA (HUF) | 0% |
| RAJDIPKUMAR C GUPTA (HUF) | 0% |
| SANDIPKUMAR C GUPTA (HUF) | 0% |
| CHANDRAKANT JAGANNATH GUPTA | 0% |
| CHAMELIDEVI CHANDRAKANT GUPTA | 0% |
| SARIKA R GUPTA | 0% |
| SUNITA SANDIP GUPTA | 0% |
| SANDIPKUMAR CHANDRAKANT GUPTA (held shares as a Trustee on behalf of CC Gupta Family Trust) | 0% |
Distribution across major stakeholders
Distribution across major institutional holders
Detailed comparison of Route Mobile against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|---|
| BHARTIARTL | Bharti Airtel | 11.26 LCr | 2.14 LCr | +1.80% | 0.00% | 40.25 | 5.26 | - | - |
| TECHM | Tech Mahindra | 1.43 LCr | 56.85 kCr | +7.40% | -8.90% | 26.87 | 2.51 | - | - |
| TATACOMM | Tata Communications | 55.97 kCr | 25.1 kCr | +32.10% | +18.80% | 55.87 | 2.23 | - | - |
| TANLA | TANLA PLATFORMS | 7.03 kCr | 4.45 kCr | +9.10% | -7.30% | 13.8 | 1.58 | - | - |
| ONMOBILE | OnMobile Global | 546.06 Cr | 571.78 Cr | -8.10% | -10.80% | -48 | 0.96 | - | - |
Comprehensive comparison against sector averages
ROUTE metrics compared to Telecom
| Category | ROUTE | Telecom |
|---|---|---|
| PE | 13.57 | 23.47 |
| PS | 0.72 | 4.53 |
| Growth | -3.3 % | 15.3 % |
Route Mobile Limited provides cloud-communication platform services to enterprises, over-the-top players, and mobile network operators worldwide. The company offers omni-channel digital communication solutions in messaging, voice, e-mail, SMS filtering, analytics, and monetization. It also provides A2P messaging that includes SMS, 2-way messaging, and Acculync; enterprise email; RCS messaging; OTT messaging solution; voice application services; voice services comprising interactive voice response, Click2Call, missed call facility, outbound dialer; and software and service solutions, such as A2P SMS filtering, analytics, monetisation, hubbing solutions, AI/ML based A2P SMS firewall and filtering solutions, SMSC, and MMSC solutions to mobile network operators. In addition, the company offers TruSense, a digital identity and security suite that secures digital transactions; business process outsourcing (BPO) voice services, such as client support, technical support, and booking and collection services; and BPO non-voice services, which include client support through email and chat, IT support, and billing and data processing. Further, it provides its cloud-communication services to clients in the banking and financial, aviation, retail, e-commerce, logistics, healthcare, hospitality, media and entertainment, pharmaceuticals, and telecom sectors. Route Mobile Limited was incorporated in 2004 and is headquartered in Mumbai, India. Route Mobile Limited operates as a subsidiary of Proximus Opal Sa.
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ROUTE vs Telecom (2021 - 2026)