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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Route Mobile
Route Mobile (ROUTE) investor relations material
Route Mobile Q2 26/27 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 26/27 earnings summary28 Oct, 2026
Executive summary
Q2 revenue was ₹1,179.67 crore, up 5.4% YoY; H1 revenue reached ₹2,331.18 crore, up 7.4%.
Growth increasingly reflects RCS, WhatsApp and other IP messaging products, alongside expansion into AI-enabled customer engagement and operator offerings such as firewalls and network APIs.
The board declared a second interim dividend of ₹4 per share and retained ₹65 crore of unutilised IPO proceeds for the Mumbai office purchase.
Financial highlights
Q2 revenue from operations was ₹1,179.67 crore, up 5.4% YoY and 2.4% QoQ; H1 revenue was ₹2,331.18 crore, up 7.4% YoY.
Q2 gross profit was ₹264 crore, up 6.8% YoY and 9.8% QoQ; gross margin was 22.4%, versus 22.1% in Q2 FY25-26 and 20.9% in Q1 FY26-27.
Q2 adjusted EBITDA was ₹1,184.2 million, down 11.1% YoY and up 8.7% QoQ; adjusted EBITDA margin was 10.0%.
Q2 adjusted PAT was ₹825.5 million, down 17.8% YoY and up 20.4% QoQ; adjusted PAT margin was 7.0%.
Consolidated Q2 net profit was ₹82.55 crore versus a loss of ₹18.83 crore YoY; H1 net profit was ₹151.10 crore versus ₹39.95 crore.
Outlook and guidance
FY revenue growth guidance was reaffirmed at the mid-range of the prior mid-to-high single-digit outlook; adjusted EBITDA margin target is ~12%, which management said would support ~6% YoY EBITDA growth.
OND volumes are expected to improve with seasonal e-commerce and retail communications, though management said it cannot make a reliable longer-term volume forecast.
Priorities include converting high-margin firewall and new-product opportunities, scaling Heltar across markets and maintaining cost discipline.
Heltar’s roadmap includes Voice AI, analytics and a customer data layer; cross-selling targets enterprise accounts and expansion in the Middle East and Latin America.
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Latest events from Route Mobile
- Revenue grew 12.7%, while FX pressure and M.R. Messaging weakness offset gains.ROUTE
Q4 23/24 - Q1 FY27 revenue up 9.6% YoY to ₹1,151.51 cr, margin dips, ₹4 dividend, Heltar acquired.ROUTEQ1 26/27
- FY26 revenue was INR 44,082 million with margin gains and a proposed dividend up to INR 16.5 per share.ROUTEQ4 25/26
- Gross margin rose to 24.5% in Q3 FY26 as business shifted to higher-margin segments and new products.ROUTEQ3 25/26
- Revenue and EBITDA fell, but gross margin and new product revenue rose; ₹3 interim dividend declared.ROUTEQ1 25/26
- Record Q2 profit, interim dividend, and strong H2 outlook with reaffirmed guidance.ROUTEQ2 24/25
- Q1 FY25 revenue up 14% YoY to ₹1,103.42 crore, with robust growth outlook and Proximus integration.ROUTEQ1 24/25
- FY25 revenue up 13.7% YoY to INR 45,756m, EBITDA rose, and Rs 2 final dividend recommended.ROUTEQ4 24/25
- Revenue up 13.1% YoY, strong cash flow, and interim dividend of ₹3 per share declared.ROUTEQ3 24/25
Next Route Mobile earnings date
Q3 26/279 Feb, 2027
Route Mobile
Next Route Mobile earnings date
Q3 26/279 Feb, 2027
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Frequently asked questions
Route Mobile Limited is an India-based company specializing in cloud communications and providing Communication Platform as a Service (CPaaS) solutions. The company's offerings cater to enterprises, over-the-top (OTT) players, and mobile network operators (MNOs). Its product portfolio includes messaging solutions like application-to-peer (A2P) messaging, 2-Way messaging, IP messaging, and omnichannel communication. Additionally, Route Mobile offers voice services, email automation, SMS filtering, and identity management solutions. These services support various sectors, including banking, e-commerce, social media, and travel, helping clients enhance customer engagement, secure communications, and streamline business processes. Route Mobile Limited is headquartered in Mumbai, India, and its shares are listed on the Bombay Stock Exchange.