Route Mobile ne Q3 FY'26 mein apne results announce kiye hain, aur numbers dekhne layak hain. Company ne Adjusted Profit After Tax (PAT) mein 20% ka YoY growth record kiya hai, jo ₹102.6 Crore hai. Lekin, interesting baat yeh hai ki revenue 6.5% ghat kar ₹107.1 Crore ho gaya hai.
Margin ki Kahani Kya Hai?
Asal mein, yeh sab company ke strategic shift ka nateeja hai. Woh low-margin wale international business se hat kar high-margin domestic aur UAE, Colombia jaise regions par zyada focus kar rahe hain. Is wajah se revenue kam dikh raha hai, par gross profit margins 24.5% tak pahunch gaye hain, jo pichhle saal se 340 basis points zyada hai. Company ka gross profit bhi 8.6% badha hai, aur Adjusted EBITDA 3.5% badhkar ₹142.9 Crore ho gaya hai, jiska margin 12.9% hai.
Naye Captain Aur Proximus Synergy
Ek aur badi update yeh hai ki Tushar Agnihotri 9th February 2026 se naye CEO ban gaye hain. Rajdipkumar Gupta ab Proximus Group ke saath synergies banane par focus karenge. Company ne yeh bhi clear kiya hai ki Proximus ka isse delist karne ka koi plan nahi hai.
Nayi Products Aur Deals
Company ne Claro ke saath firewall deployment announce kiya hai jo March mein live hoga. Iske alawa, do bade retail chains ke liye WhatsApp logistic solutions, ek educational institution ke liye chatbot aur ek waterways company ke liye digital ticketing system jaise naye projects bhi shuru ho rahe hain. Infosys aur Tech Mahindra jaise bade partners ke saath collaborations bhi chal rahe hain.
Aage Kya?
Management ka kehna hai ki future outlook positive hai. Focus quality customers aur naye products par rahega. Investors ko yeh dekhna hoga ki company revenue growth kaise re-accelerate karti hai bina margin discipline ko tode.