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Employees: 1,615
Size Route Mobile (ROUTE.NS) is an India Communication Services company (Major Telecommunications) with a market value of $301M, the 1051st largest of 1,058 India companies the cockpit tracks. Shares closed at ₹451.50 on 6 Nov 2026.
Performance Over six months the shares fell 21.8%, against -25.6% for the median peer and 0.0% for the India market (cap-weighted) — 5th highest of 11 in its peer set.
Growth Revenue grew 0.9% over the last twelve months (peer median +5.9%); the operating margin is 9.0% (peer median 6.6%).
Valuation It trades at 7.7× forward earnings against a peer median of 18.0× (2nd cheapest of 8).
Price implies For today's price to make sense, revenue must grow about -8% a year for seven years (Req g). Recent delivered growth is +26%, so the hurdle is -34 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.8 points above its cost of capital (17.1% WACC).
Next results Next results expected around 28 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₹45.7B | ₹44.1B | ₹45.8B | ₹40.2B | ₹35.7B |
| Revenue growth | — | -4% | +14% | +13% | — |
| Gross profit | ₹6.29B | ₹5.68B | ₹5.39B | ₹5.36B | ₹4.75B |
| EBITDA | ₹5.03B | ₹5.44B | ₹5.31B | ₹5.14B | ₹4.51B |
| Net income | ₹3.49B | ₹2.39B | ₹3.19B | ₹3.75B | ₹3.27B |
| Free cash flow | n/a | ₹5.85B | ₹5.62B | -₹1.25B | ₹580M |
| Capital expenditure | n/a | ₹264M | ₹213M | ₹356M | ₹381M |
| Total debt | ₹393M | ₹420M | ₹4.64B | ₹3.78B | ₹1.39B |
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Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | ROUTE.NS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +5.9% | -5.2% | 2nd highest of 11 |
| 6-month return | -21.8% | -25.6% | 5th highest of 11 |
| Distance from 52-week high | -41.3% | -36.9% | 5th lowest of 11 |
| Revenue growth (TTM) | +0.9% | +5.9% | 3rd lowest of 11 |
| Operating margin | 9.0% | 6.6% | 5th highest of 11 |
| Forward P/E | 7.7× | 18.0× | 2nd cheapest of 8 |
| Growth the price implies (Req g, 7 yrs) | -8.0% | 13.1% | 2nd least demanding of 8 |
| Growth delivered (Del g) | +25.7% | +9.8% | 2nd highest of 8 |
| Hurdle (Req g minus delivered) | -33.6 pp | +2.4 pp | least demanding of 8 |
| ROIC minus cost of capital | +0.8 pp | -1.9 pp | 3rd highest of 9 |
| EV / EBITDA | 3.2× | 10.6× | cheapest of 9 |
| Net debt / EBITDA | -2.6× | 1.5× | least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Route Mobile ROUTE.NS | India | $301M | -22% | +1% | 9% | 7.7× | -8.0% | +25.7% |
| China Changbaishan International 0989.HK | Hong Kong | $318M | -27% | -71% | -48% | n/a | n/a | n/a |
| Cogeco CGO.TO | Canada | $349M | -20% | -4% | 26% | 5.5× | -11.3% | +2.1% |
| Ovzon OVZON.ST | Sweden | $417M | -26% | +77% | 26% | 18.0× | 13.1% | +35.6% |
| ATN International ATNI | United States | $432M | -1% | +2% | 8% | 31.5× | 4.5% | +9.8% |
| Ooma OOMA | United States | $497M | -7% | +17% | 5% | 13.0× | 22.7% | +10.1% |
| NOVA Technology 300921.SZ | China | $504M | -32% | +2% | 5% | n/a | 23.9% | +2.2% |
| Shenandoah Telecommunications SHEN | United States | $534M | -40% | +6% | -3% | n/a | n/a | n/a |
| Bahnhof BAHN-B.ST | Sweden | $681M | +12% | +8% | 11% | 25.2× | 10.9% | +8.5% |
| RailTel Corp. of India RAILTEL.NS | India | $817M | -31% | +23% | 10% | 18.8× | 31.3% | +25.4% |
| HKBN 1310.HK | Hong Kong | $1.02B | -25% | +6% | 3% | 10.1× | n/a | n/a |