Route Mobile Limited announced its unaudited financial results for the quarter ended December 31, 2025, demonstrating resilient profitability despite challenging market conditions. The cloud communications platform provider reported mixed performance with strong bottom-line growth offsetting revenue decline, alongside significant leadership restructuring.

Financial Performance Highlights

The company's consolidated financial results showed notable improvement in profitability metrics. Net profit surged 20.00% year-on-year to ₹102.56 crores compared to ₹85.47 crores in Q3FY25. This growth was achieved despite revenue from operations declining 6.48% to ₹1,107.06 crores from ₹1,183.79 crores in the corresponding quarter last year. Profit Before Tax stood at ₹135.21 crores compared to ₹106.95 crores in Q3FY25.

Sequential Quarter Performance

Comparing sequential quarters, Route Mobile showed significant improvement from Q2FY26 to Q3FY26. Revenue from operations marginally declined from ₹1,119.42 crores in Q2FY26 to ₹1,107.06 crores in Q3FY26. However, the company achieved a remarkable turnaround in profitability, with Profit Before Tax improving to ₹135.21 crores from just ₹2 crores in Q2FY26, achieving a PBT margin of 12.20%. Net profit recovered strongly to ₹102.56 crores from a loss of ₹18.83 crores in Q2FY26, with PAT margin reaching 9.30%.

Leadership Restructuring

The company announced significant leadership changes effective February 9, 2026. Mr. Rajdipkumar Gupta has been re-designated as Managing Director, ceding his role as Chief Executive Officer while continuing as Whole-time Key Managerial Personnel. He will also serve as Advisor to Mr. Seckin Arikcan, CEO of Proximus Global and Chairman of the Route Mobile Group Board.

Mr. Tushar Agnihotri has been elevated to Chief Executive Officer and Key Managerial Personnel, transitioning from his previous role as Executive Vice President. With extensive experience in CPaaS and strong background in sales and operations, Mr. Agnihotri will lead overall operations and drive strategic initiatives for accelerated growth and profitability.

Dividend Declaration and Corporate Actions

The Board of Directors approved several significant corporate actions during their meeting held on February 9, 2026. The company declared a third interim dividend of ₹3 per equity share of face value ₹10 each for FY2025-26, with February 13, 2026 set as the record date.

During the quarter, the company allotted 5,500 fully paid-up equity shares pursuant to the exercise of stock options under the Route Mobile ESOP Plan 2017. The Board also noted the lapse of 1,500 stock options due to employee cessation.

Management Commentary

Mr. Seckin Arikcan, Chairman of the Board and CEO of Proximus Global, commented on the solid profitable growth despite transitional periods in parts of the portfolio. He highlighted disciplined execution driving margin expansion through strong seasonal contributions across regions. Mr. Rajdipkumar Gupta noted that while Q3FY26 saw slightly downward revenue during transitional periods, gross margins strengthened considerably driven by new customer additions in higher-margin segments, demonstrating effective portfolio optimization strategy.

Route mobile Limited has disclosed the voluntary de-registration of its step-down wholly owned subsidiary Route SMS Solutions Zambia Limited, which became effective on January 6, 2026. The company received official intimation of this deregistration via email on January 29, 2026, at 7:22 P.M (IST).

Corporate Structure and Ownership

Route SMS Solutions Zambia Limited operated as a wholly owned subsidiary of Route Mobile (UK) Limited, making it a step-down wholly owned subsidiary of Route Mobile Limited. The deregistration was conducted voluntarily by the subsidiary company.

Financial Impact Assessment

The deregistration carries minimal financial implications for Route Mobile Limited, as detailed in the regulatory disclosure:

Regulatory Compliance

The disclosure was made under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, in compliance with SEBI Circular No. SEBI/HO/CFD/PoD2/CIR/P/0155 dated November 11, 2024. The company has fulfilled all mandatory disclosure requirements for the deregistration of the subsidiary.

Key Timeline

The deregistration process followed a specific timeline:

• Effective Date: January 6, 2026
• Intimation Received: January 29, 2026 at 7:22 P.M (IST)
• Stock Exchange Notification: January 29, 2026

The disclosure confirms that since Route SMS Solutions Zambia Limited had not commenced any business activities or conducted operations since incorporation, the deregistration does not impact Route Mobile Limited's operational or financial performance. The company has made this information available on its official website at www.routemobile.com and notified both BSE Limited (Scrip Code: 543228) and National Stock Exchange of India Limited (Symbol: ROUTE).