Route Mobile Limited has announced an investor presentation scheduled for February 10, 2026, to discuss its unaudited financial results for the quarter and nine months ended December 31, 2025. The presentation will be conducted for analysts in connection with both standalone and consolidated financial results for Q3FY26 and 9M FY26.

Q3FY26 Financial Performance

Route Mobile reported mixed financial results for Q3FY26, with revenue declining but profitability margins showing improvement. The company's quarterly performance reflects ongoing market challenges while demonstrating operational resilience.

Despite the revenue decline, Route Mobile achieved significant margin expansion in Q3FY26. The gross profit margin improved to 24.5% from 22.1% in the previous quarter, reflecting enhanced routing strategies and focus on higher-margin traffic retention from existing customers.

Nine-Month Performance Analysis

For the nine-month period ended December 31, 2025, Route Mobile demonstrated operational stability with selective improvements in key metrics.

The company processed 129.5 billion billable transactions during 9M FY26, maintaining its position as a leading global CPaaS platform with over 280 direct MNO connections and access to 900+ MNOs through its super network.

Business Developments and Strategic Initiatives

Route Mobile launched several innovative solutions during Q3FY26, strengthening its market position across diverse industry verticals:

• Educational Technology: Deployed a fully-fledged intelligent admissions chatbot for a leading multi-disciplinary university ranked first in India for employer reputation
• Mobile Commerce: Launched WhatsApp-based trade-in customer journey for a leading global mobile phone company, enabling seamless handset evaluation and trading
• Transportation: Introduced India's first ferry ticketing solution on WhatsApp for a state-owned waterways organization
• Retail Solutions: Implemented self-serve WhatsApp chatbot for a global retail chain and multi-account WhatsApp framework for regional mall networks

The company's new products revenue reached ₹2,671 mn for 9M FY26, representing 14.5% year-on-year growth, though Q3FY26 showed a 4% quarter-on-quarter decline due to reduced revenue from a key customer.

Financial Position and Corporate Actions

Route Mobile maintains a robust financial position with cash reserves of ₹12,877 mn as of December 31, 2025. The company achieved over 100% CFO/EBITDA conversion during 9M FY26, demonstrating strong cash generation capabilities.

The board of directors has recommended an interim dividend of ₹3 per share, reflecting confidence in the company's financial stability and cash flow generation.

Global Operations and Market Presence

Route Mobile operates across 20+ locations globally with 784 employees as of December 31, 2025. The company serves over 2,700 active billable clients across diverse industry verticals, with revenue contributions from financial services (15%), digital native companies (11%), and Tier 1 CPaaS partners (9%). The company's global footprint spans multiple regions, with India contributing 47% of revenue by termination, while customer headquarters are distributed across Americas (39%), Asia (34%), and Europe (12%).

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.