Investor Presentation

Ref No Date : RML/2026-27/693 : July 23, 2026 BSE Limited National Stock Exchange of India Limited TScor ip Code: 543228 Symbol: ROUTE Sub: Investor Presentation Dear Sir/Madam, Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations 2015, we are enclosing herewith the Investor Presentation, that will be presented on Friday, July 24, 2026 to the Analysts in connection with the Unaudited Financial Results (Standalone and Consolidated) of the Company for the quarter ended June 30, 2026. The same is also available on the Company’s website at www.routemobile.com. You are requested to take the above information on record. Thanking You, Route Mobile Limited Yours faithfully, Tejas Shah Company Secretary & Compliance Officer ICSI Membership No.: A34829 E ncl: as above Earnings Update Q1 FY 26-27 Investor Presentation July 23, 2026 A Company Safe Harbor Certain statements mentioned in this presentation concerning our future growth prospects are forward looking statements (the “Forward Statements”) and are based on reasonable expectations of the management, which involves a number of risks, and uncertainties that could cause actual results to differ materially from those in such Forward Statements. The risks and uncertainties relating to these Forward Statements include, but are not limited to, risks and uncertainties regarding fluctuations in our earnings, fluctuations in foreign exchange rates, revenue and profits, our ability to generate and manage growth, competition in CPaaS globally, wage increases in India, our ability to attract and retain highly skilled professionals, time and cost overruns on fixed-price and fixed time frame contracts, industry segment concentration, our ability to manage our international operations, our revenues being highly dependent on clients in the United States of America, reduced demand for technology in our key focus areas, disruptions in telecommunication networks or system failures, our ability to successfully complete and integrate potential acquisitions, liability for damages on our service contracts, withdrawal of fiscal governmental incentives, political instability, adverse impact of global pandemics (including COVID-19 impact), war, legal restrictions on raising capital or acquiring companies, unauthorized use of our intellectual property(ies) and general economic conditions affecting our businesses and industry. We may, from time to time, make additional written and oral Forward Statements . We do not undertake to update any Forward Statements that may be made from time to time by us or on our behalf, unless required under the law. Route Mobile - Industry Leading Global CPaaS Platform RML offers a scalable and flexible Omnichannel CPaaS platform to enterprises ₹45,089 mn Revenue for LTM ended 30 June 2026 across industry verticals, globally 280+ direct MNO connects, overall access to ₹5,195 mn EBITDA for LTM ended 30 June 2026 900+ MNOs (Super Network) Global footprint across 20+ locations; 45.80 bn billable transactions processed in Q1 26-27 2,100+ active billable clients Infrastructure comprising 20+ data centers ₹ 13,452 mn Net Cash as on 30 June 2026 and 6 SMSCs globally ESG leader, rated “A” by a reputed ESG ₹ 9.94 Earning Per Share (EPS) in Q1 26-27 rating agency Visionary in Magic Quadrant for CPaaS 2025 – Gartner Board recommended ₹ 4 per share interim Key Vendor in four Hype Cycle Reports – Gartner dividend “Top Tier 1 A2P SMS vendor” – Rocco Global Diaspora - Footprint & Super Network Europe Direct MNO APAC Employees Direct MNO 36 Employees Americas 53 12 Firewalls deployed Direct MNO India Employees 209 20+ virtualized Data Centers Direct MNO 18 Hubs Employees Middle East 783 Employees Direct MNO Africa 280+ Super Network Employees Widespread global Direct MNO distribution & reach Employees Data as on June 30, 2026 Key Developments Commercial Highlights (Partnerships & Market Expansion) Strengthened industry Expanded global enterprise Enhanced global brand visibility recognition through visibility through a strategic by actively showcasing Route the Konera solution, Route partnership with Truecaller, the Mobile's omnichannel Mobile's Network APIs and leading global caller communications capabilities at enterprise connectivity identification and spam major international telecom platform, winning the Best prevention platform, enhancing forums, including MWC Application Service Provider trusted business Shanghai 2026, reinforcing the award at CCGA 2026, communication and verified company's innovation and highlighting continued customer engagement across global market presence. innovation within the Proximus key markets Global ecosystem. Technological Advancements (Product, Platform & Innovation) erman Expanding Global RCS Connectivity-Continued to rt a ran e strengthen our global RCS footprint by expanding direct operator integrations and advancing towards n ia broader direct coverage across key markets. New an a esh partnerships and platform enhancements further n nesia reinforce our ability to deliver scalable, rich business omin Soon) messaging experiences worldwide. Focus on Expanding Product Portfolio U S E C A S E WhatsApp API SendClean (Email) New Products Revenue in ₹ mn) Leading Bank Indonesia Your BU electricity bill – Jun 2026 13.9% Y-o-Y growth BU Electricity & Transport 10.5% Q-o-Q growth Dear Consumer, TOTAL AMOUNT DUE ₹1,248.00 Bill Period Jun 2026 Due Date 28 Jun 2026 Units Consumed 182 kWh Pay Bill Now BU Electricity & Transport · Mumbai · Do not reply to this email A leading bank in Indonesia. A civic utility body in Mumbai. WhatsApp Marketing + WhatsApp Calling (loan and credit Transactional email delivery including electricity bills, 830 855 945 card promotional campaigns, cross-sell/upsell offers and payment confirmations, and service alerts to subscribers. onboarding nudges (Marketing); customer service calls, loan Q1 25-26 Q4 25-26 Q1 26-27 follow-ups and KYC verification (Calling). Key Business Metrics Diverse Customer Base Revenue contribution from select industries in Q1 26-27 Revenue for Top 50 countries by termination(1) Digital communication solutions for Banking, FinServ 15% Social/ Internet; Edtech and Technology companies Insurance and Payment gateways Digital native Social/ Internet; Edtech and Technology companies 12% 16% Telecom & allied Services MNOs and telecom OEMs 10% India Europe Asia excl. Americas Middle Africa India East Revenue by customer HQ Tier 1 CPaaS partners Top tier 1 CPaaS partners across the globe 8% continent(2) Increasing use of communication APIs to drive 34% Ecommerce 3% customer engagement Increasing use of communication APIs to Retail, Travel & Hospitality 2% drive customer engagement Asia Americas Europe Africa (1) Top 50 countries contribute c. 86% of Q1 26-27 revenue from operations (2) Top 150 customers - contribute c. 92% of Q1 26-27 revenue from operations Customer Cohort Analysis Clients by Account Size Client Concentration Top 50 >$15mn 75% 76% 76% 75% >$10mn 10 Top 10 44% 48% Top 5 43% 21 >$5mn 33% 73 >$1mn FY 23-24 FY 24-25 FY 25-26 Q1 26-27 FY 25-26 Q1 26-27 (1) (1) 3M FY26-27 Annualized Financial Highlights Analysis of Q1 FY 26-27 Performance Reven e (in ₹ mn) & i ab e Transa ti ns (# bn) Q1 26-27 revenue performance • Revenue increased by 1.8% Q-o-Q, and 9.6% Y-o-Y • Sustained Q4 25-26 revenue momentum in Q1 26-27 45.8 45.1 39.3 • New gen product revenues grew at 10.5% Q-o-Q and 13.9% Y-o-Y 10,508 11,309 11,515 Q1 25-26 Q4 25-26 Q1 26-27 Gross Profit ( n ₹ mn) & r ss r fit Mar in (%) Trends in Gross Profit 23.3% • Gross Profit decreased by 8.9% Q-o-Q and increased by 6.8% Y-o-Y 21.4% 20.9% • Gross Profit Margin declined to 20.9% in Q1 26-27 vs. 23.3 % in Q4 25-26 as against 21.4% in Q1 25-26 Gross Profit Margin has declined primarily due to : • Margin softness driven by customer-specific items, incl. transitory traffic reduction at a large account pending new solution deployment [Showing first 8,000 characters — download PDF for full document]