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.
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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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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%
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