Route Mobile ROUTE
Global CPaaS (SMS, WhatsApp, RCS, voice) provider; majority-owned by Belgium's Proximus since 2024
Mapped in 1 theme: Consumer Internet.
Where Route Mobile sits in the supply chain
Route Mobile appears in 1 supply-chain layer in one theme, Consumer Internet.
Consumer Internet › Ad, messaging & commerce tech
Direct supplierOther companies in this layer
Revenue and profit
| ₹ Cr | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 2,002 | 3,569 | 4,023 | 4,576 | 4,408 |
| Net profit | 170 | 333 | 389 | 334 | 257 |
Latest-year revenue ₹4,408 Cr (FY26, company-wide).
Strengths
- Global reach and the Proximus group's carrier relationships
- Debt-free after clearing borrowings in FY26; guiding mid-to-high single-digit growth for FY27
Risks
- FY26 revenue fell and profit dropped ~24% on vendor write-offs
- A2P SMS softness and low gross margins
Common questions
What does Route Mobile do?
Global CPaaS (SMS, WhatsApp, RCS, voice) provider; majority-owned by Belgium's Proximus since 2024.
Where does Route Mobile sit in the supply chain?
Route Mobile (NSE: ROUTE) is mapped in 1 supply-chain layer: Ad, messaging & commerce tech (Consumer Internet).
Who are Route Mobile's peers?
In the Ad, messaging & commerce tech layer of Consumer Internet: Affle 3i, Tanla Platforms, RateGain Travel Technologies and Unicommerce eSolutions.
What is Route Mobile's market cap and valuation?
As of 6 Nov 2026: market cap ₹2,848 Cr, P/E 8.2x, ROCE 17.4%, ROE 12.6%, dividend yield 2.44%.