Route Mobile Limited , a leading cloud communication platform provider, has announced that its wholly owned subsidiary, Routesms Solutions FZE, has received a partial arbitration award from the Singapore International Arbitration Centre (SIAC). The award pertains to ongoing disputes with Atom Myanmar Limited under an International A2P SMS Termination and Firewall Managing Services Master Agreement.

Key Points of the Arbitration Award

The partial award, issued on November 18, 2025, and received by the company on November 20, 2025, addresses several preliminary issues:

• Interpretation of contractual provisions related to committed traffic volumes
• Refund obligations of prepaid amounts

It's important to note that the arbitration proceedings are still ongoing for remaining issues.

Financial Impact

Route Mobile has clarified that there is no incremental financial impact arising from this partial award. The company had already taken proactive measures by writing off the balance net advance related to this arrangement in its consolidated financial results for the quarter and half-year ended September 30, 2025.

Regulatory Compliance

In adherence to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, Route Mobile has promptly disclosed this development to the stock exchanges. The company has assured stakeholders that it will continue to monitor the situation and make further disclosures if required, in accordance with listing regulations.

Route Mobile has uploaded the detailed disclosure on its website at www.routemobile.com .

As the arbitration proceedings continue, investors and stakeholders will be keenly watching for any further developments that may impact the company's operations or financial position in the A2P SMS services segment.

Route Mobile Limited , a leading global cloud communications platform provider, has announced its financial results for the second quarter of fiscal year 2026, demonstrating robust growth and improved profitability.

Financial Highlights

• Revenue from operations reached INR 1,119.40 crores, marking a 0.5% year-on-year increase and a notable 6.5% sequential growth.
• Gross profit margin expanded to 22.1%, up 70 basis points sequentially and 100 basis points year-on-year.
• EBITDA grew by 16% sequentially to INR 133.00 crores, with EBITDA margin improving to 11.9%.

Key Performance Metrics

Business Highlights

• New product revenue showed strong 13.1% sequential growth, driven by increased adoption of omnichannel and integrated solutions platforms.
• The company secured new customers in the mobility and transportation sectors, including train/metro segments and bus booking services in Bangladesh.
• Route Mobile expanded its partnership with Tech Mahindra and integrated firewall platforms with Claro networks.
• The company maintains a mix of approximately 85% transactional SMS traffic versus 15% promotional traffic.

Strategic Focus

Route Mobile has implemented a two-pronged strategy, focusing separately on telco and enterprise business segments:

1. Telco Focus: Dedicated team for products like CPaaS in a box, RCS map server, and firewall solutions.
2. Enterprise Focus: Team concentrating on omnichannel stack and SMS services.

Management Commentary

Rajdipkumar Gupta, Managing Director and Chief Executive Officer, stated, "This quarter truly validates the strategic direction we outlined at the beginning of the year, and it demonstrates the power of disciplined execution. We are seeing strong recovery across our businesses, expanded margins, and meaningful progress on the strategic initiatives we have been building over the past several months."

Future Outlook

While the company did not provide specific guidance, management expressed confidence in maintaining the growth momentum. The focus remains on:

• Expanding the new product portfolio, particularly in WhatsApp, RCS, and email services.
• Leveraging partnerships, especially within the Proximus Global ecosystem.
• Exploring potential tuck-in investments in AI-based companies to enhance product offerings.

Route Mobile's strong performance in Q2 FY26 reflects its successful strategy of prioritizing profitable growth and expanding its product portfolio. With a clear focus on both telco and enterprise segments, the company is well-positioned to capitalize on the growing demand for omnichannel communication solutions.