Update shared on 18 Dec 2025
Analysts have modestly revised their price target on Route Mobile, keeping fair value broadly unchanged at ₹870. This reflects a slightly higher discount rate, stable growth and margin expectations, and a largely steady future earnings multiple.
What's in the News
- Board meeting scheduled on December 15, 2025, to approve cancellation of 500 stock options under the 2021 ESOP plan following an employee's cessation of employment (Board Meeting)
- Board meeting set for November 3, 2025, to review unaudited standalone and consolidated results for Q2 and H1 FY 2025/26, consider a second interim dividend, and evaluate lapse of stock options for an employee (Board Meeting)
- Partnership signed with Kalaam Telecom to provide WhatsApp Business services across the Middle East, combining Route Mobile's CPaaS platform with Kalaam's regional reach and formalized via an MoU at GITEX Global 2025 (Client Announcements)
Valuation Changes
- Consensus Analyst Price Target / Fair Value remains unchanged at ₹870, indicating no material reassessment of intrinsic value.
- The discount rate has risen slightly from 15.15 percent to 15.16 percent, implying a marginally higher required return and risk perception.
- Revenue growth is effectively unchanged at about 6.42 percent, suggesting a stable outlook for top line expansion.
- Net profit margin is effectively unchanged at about 9.29 percent, reflecting consistent expectations for profitability.
- The future P/E has risen slightly from 16.24x to 16.25x, indicating a marginally higher valuation multiple on forward earnings.
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