BSECompany Update2d ago · 28 Oct 2026, 12:15 am

Investor Presentation

Route Mobile Ltd · 543228

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Route Mobile Ltd has announced its Investor Presentation for the Unaudited Financial Results (Standalone and Consolidated) for the quarter and half year ended September 30, 2026. The company has also highlighted its key developments, including the acquisition of Heltar Technologies, expansion of its global CPaaS footprint, and strengthening of BFSI engagement and strategic ecosystem partnerships.

Analysis Scores

Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk1/10
Liquidity Impact9/10
Market Sentiment5/10

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Route Mobile Ltd - 543228 - Announcement under Regulation 30 (LODR)-Investor Presentation

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Ref No Date : RML/2026-27/720 : October 28, 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 Wednesday, October 28, 2026 to the Analysts in connection with the Unaudited Financial Results (Standalone and Consolidated) of the Company for the quarter and half year ended September 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 Encl: as above Earnings Update H1 FY 26-27 Investor Presentation October 27, 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 ₹45,691 mn Revenue for LTM ended 30 September 2026 across industry verticals, globally 280+ direct MNO connects, overall access to ₹5,101 mn EBITDA for LTM ended 30 September 2026 900+ MNOs (Super Network) Global footprint across 20+ locations; 93.42 bn billable transactions processed in H1 26-27 2,400+ active billable clients Infrastructure comprising 20+ data centers ₹ 13,556 mn Cash as on 30 September 2026 and 6 SMSCs globally ESG leader, rated “A” by a reputed ESG ₹ 22.57 Earning Per Share (EPS) in H1 26-27 rating agency Visionary in Magic Quadrant for CPaaS 2025 – Gartner Key Vendor in four Hype Cycle Reports – Gartner Board recommended ₹ 4 per share interim “Top Tier 1 A2P SMS vendor” – Rocco dividend Global Diaspora - Footprint & Super Network Europe Direct MNO APAC Employees Direct MNO 36 Employees Americas 53 12 Firewalls deployed Direct MNO India Employees 206 20+ virtualized Data Centers Direct MNO 18 Hubs Employees Middle East 786 Employees Direct MNO Africa 280+ Super Network Employees Widespread global Direct MNO distribution & reach Employees Data as on September 30, 2026 Key Developments Commercial Highlights Expanded AI-led omnichannel capabilities through the acquisition of Heltar Technologies’ AI-driven customer engagement business, completed in July 2026. The acquisition strengthens Route Mobile’s non-SMS portfolio across WhatsApp, RCS, voice and communication analytics, while adding AI-native, no-code customer journey orchestration capabilities across India and international markets. Expanded Route Mobile’s global CPaaS footprint and leadership across Latin America with the appointment of Marko Erkic as CEO of Masiv, Route Mobile’s Colombian CPaaS subsidiary, supporting the continued growth of the business across LATAM and the broader Proximus Global ecosystem. Strengthened BFSI engagement and strategic ecosystem partnerships at Global FinTech Fest (GFF) 2026, where Route Mobile participated as Cloud Communications Partner and Exhibitor. The company showcased its omnichannel messaging, intelligent routing and digital engagement capabilities, while engaging with financial-services leaders and technology partners, on WhatsApp Business, conversational engagement, RCS and the evolution of digital customer journeys across onboarding, servicing, payments and support. Expanded enterprise omnichannel capabilities through the launch of a Salesforce-native messaging app. Launched a new messaging application on Salesforce AgentExchange in August 2026, enabling enterprises to send SMS and WhatsApp messages directly from Salesforce. The solution supports zero-code deployment, workflow automation and engagement analytics, with customer data remaining within the organization’s Salesforce environment. Proximus Global won the Carrier Community Global Award 2026 for Best Application Service Provider, recognizing its capabilities across the communications ecosystem. Heltar · Strategic fit with Route Mobile Conversational AI built on top of our CPaaS platform The Stack What It Creates Heltar → Conversational AI Layer AI agents No-code journeys Up the value chain Better revenue quality CRM and ERP integrations Analytics Subscription and AI fees that Potential to sell on outcomes, grow with each account not price per message Route Mobile → CPaaS Platform t SMS WhatsApp RCS Voice Email Identity V Capture higher margins A platform to build on Extensive Reach → Enterprise Base And Group Distribution Offer comprehensive customer Roadmap includes Voice AI, India, Middle East, Southeast Asia, Latin America, and Europe engagement platforms analytics and a customer data layer (Proximus Global sales teams) The differentiator: AI platforms lack channels, CPaaS peers lack an outcome layer. Route Mobile now has both, on one platform. From marquee anchor customers to a scaling AI business Acquired with marquee Cross-sell into our Scale through group 01 02 03 anchor customers enterprise base distribution Blue-chip enterprises already live on the Early wins across banking, healthcare, Subscription and AI-led revenue, sold platform at the time of acquisition retail, consumer durables and education; across Route Mobile and Proximus Global Middle East and Latin America opening markets Deal snapshot Operating model Consideration BTA signed Closed Sales Route Mobile and Proximus Global sales teams 13 July 2026 29 July 2026 ₹33.7 crore Support Existing Route Mobile support teams Acquired on slump sale basis through Route Connect, a wholly owned subsidiary, funded from internal accruals Product Development led by the Heltar core team ₹23.9 crore ₹9.8 crore Talent Core team to be expanded with the right hires ■ Upfront, paid at closing ■ Deferred, payable 18 months after closing Focus on Expanding Product Portfolio U S E C A S E Healthcare Provider Fashion India India New Products Revenue (in ₹ mn) WhatsApp-based patient engagement to enable Gen AI enabled WhatsApp-based conversational appointment booking, doctor search, test reports commerce to showcase product catalogues, assist with and hospital information. recommendations and enable seamless shopping. 36.7% Y-o-Y growth CareCenter Fashion 35.8% [Showing first 8,000 characters — download PDF for full document]