ROUTENSE4 November 2025

ROUTE MOBILE LIMITED has informed the Exchange about Investor Presentation

ROUTE MOBILE LIMITED

Registered & Corporate Office:

Route Mobile Limited San Raj Corporate Park - 4th Dimension, 3rd floor, Mind Space, Malad (West), Mumbai - 400 064, India +97 22 4033 7676/77-99 I Fax: +97 22 4033 7650 info@routemobile.com I www.routemobile.com CIN No: L72900MH2004PLC746323

National Stock Exchange of India Limited Symbol: ROUTE

Ref No: RML/2025-26/627

Date: November 4, 2025 BSE Limited To, Scrip Code: 543228

Dear Sir/Madam, Sub: Investor Presentation

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 Tuesday, November 4, 2025 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, 2025.

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 For Route Mobile Limited Yours truly,

Tejas Shah

Company Secretary & Compliance Officer ICSI Membership No.: A34829

Encl: as above

Earnings Update H1 FY 25-26

Investor Presentation November 3, 2025

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.

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Route Mobile - Industry Leading Global CPaaS Platform •••

RML offers a scalable and flexible Omnichannel CPaaS platform to enterprises across industry verticals, globally

280+ direct MNO connects, overall access to 900+ MNOs (Super Network)

Global footprint across 20+ locations; 2,500+ active billable clients

Infrastructure comprising 20+ data centers and 6 SMSCs globally

ESG leader, rated “A” by a reputed ESG rating agency

Visionary in Magic Quadrant for CPaaS 2025 – Gartner Key Vendor in four Hype Cycle Reports – Gartner “Top Tier 1 A2P SMS vendor” – Rocco

•

₹45,290 mn Revenue for LTM ended 30 Sept 2025

₹5,024 mn EBITDA for LTM ended 30 Sept 2025

84.4 bn Billable transactions processed in H1 25-26

₹ 10,470 mn Cash as on 30 Sept 2025

82% CFO / EBITDA conversion in H1 FY25-26

Board recommended ₹ 3 per share interim dividend

Global Diaspora - Footprint & Super Network •••

Europe

Direct MNO 110

Employees 31

APAC

Direct MNO 36

Employees 2

Americas

Direct MNO 53

Employees 199

- - - - - -

Middle East

Direct MNO 15

Employees 26

Africa

Direct MNO 64

Employees 2

India

Direct MNO 6

Employees 531

* - -

* - -* ---- - - *

•

15 Firewalls deployed

A V

• •

20+ virtualized Data Centers

18 Hubs

791 Employees

280+ Super Network Widespread global distribution & reach

Data as on September 30, 2025

Key Developments

Key Developments in Q2 25-26 •••

Leveraged partnership with Tech Mahindra to onboard one of the Largest Global Logistics Provider as a customer for our A2P SMS services across multiple geographies.

Empowered one of South Asia’s leading eCommerce giants to process over 170+ million email messages within a 24 hour window through our scalable, enterprise grade Email Communication Platform

Enabled one of the globe’s Largest Hyperscalers to unlock premium RCS messaging services and drive next generation customer engagement across India

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Strong Traction for New Products •••

Seamless Bus Ticket Booking on WhatsApp with Shohoz

{9whatsApp

20:25 (9 I! TOI II "' •

~ sh0tioz Shohoz 0

/ ' 2Q:3Q IJ TOI TOI ~ CD •

• • •

~ sh0tioz Shohoz 0

• • •

Hi 13:04 ✓/

Please find below the Bus Seat available for bookings :

• Bangladesh’s leading online ticketing platform now

sh· hoz

simplifies travel through WhatsApp

UA4

UB4

UC4

UD4

UE4

UA5

UBS ucs UDS

UA6

UB6

UC6

UD6

UES

UE 6

Green: Available seat

Red: Unavailable

White: Corridor/pathway

Please provide seat number in comma-separated format.

Hello! Thank you for messaging Shohoz. I'm here to help you book your bus ticket in just a few steps!

13:04

e.g.UA4,UB4,UC4

fi Buy Bus Tickets

fi Chat with Agents

Shohoz 0 Q Hello! Thank you for messaging Shohoz. I'm here to help you book your bus ticket in just a few steps!

Buy Bus Tickets

13:05 ✓/

Note: More than 4 seats are not allowed.

_ Seat selection time: Max 4 minutes.

(9 Seat Hold/Reserve time: 15 minutes from Payment Gateway.

If you want to go back, click the

: button below.

19:48

@ ~essage

• Users can scan a QR or send “Hi” to start booking

instantly within the chat

• Enables seat selection, boarding, and payment — all

in one conversation

• Powered by robust integrations with Shohoz’s

backend and custom automation logic

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New Products Revenue (in ₹ mn)

-'I growth 21.20/o '(-o -Q growth 1?,.10/0 Q.-0 ➔

775

830

939

Q2 24-25

Q1 25-26

Q2 25-26

Key Business Metrics

Diverse Customer Base •••

Revenue contribution from select industries in H1 25-26

FinServ

Digital communication solutions for Banking, Social/ Internet; Edtech and Technology companies Insurance and Payment gateways

Digital native

Social/ Internet; Edtech and Technology companies

Revenue for Top 50 countries by termination(1)

15%

11%

48%

Tier 1 CPaaS partners

Top tier 1 CPaaS partners across the globe

10%

14%

12%

10%

India

Asia excl. India

Europe Americas Middle

Africa

East

Ecommerce

Increasing use of communication APIs to drive customer engagement

Telecom & allied Services

MNOs and telecom OEMs

Retail, Travel & Hospitality

Increasing use of communication APIs to drive customer engagement

(1) Top 50 countries contribute c. 91% of H1 25-26 revenue from operations (2) Top 150 customers - contribute c. 90% of H1 25-26 revenue from operations

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Revenue by customer HQ continent(2)

42%

34%

12%

Americas

Asia

Europe

Africa

Customer Cohort Analysis •••

Clients by Account Size

Client Concentration

>$15mn

>$10mn

>$5mn

>$1mn

Top 50

78%

Top 10

Top 5

48%

38%

75%

44%

32%

76%

48%

33%

45%

36%

FY 24-25

H1 25-26 (1)

FY 22-23

FY 23-24

FY24-25

H1 25-26

(1) 6M FY25-26 Annualized

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Financial Highlights

Analysis of Q2 FY 25-26 Performance •••

Revenue (in ₹ mn) & Billable Transactions (# bn)

40.5

39.3

45.2

11,134

10,508

11,194

Q2 24-25

Q1 25-26

Q2 25-26

Gross Profit (In ₹ mn) & Gross Profit Margin (%)

Q2 25-26 revenue performance • Revenue increased by 0.5% Y-o-Y, and 6.5% Q-o-Q •

International business, ILDO business expansion, and domestic volume growth (offset

partially by lower realizations) combined with routing synergies, driving overall revenue

growth

• New gen product revenues grew at 13% Q-o-Q vs. 6.5% growth in total revenue from

operations – driven by rapid adoption of our IP based messaging and Email solutions by

enterprises

21.1%

22.1% o- - - - - -~o~ - - - - - -o

21.4%

2,349

2,251

2,471

Q2 24-25

Q1 25-26

Q2 25-26

Trends in Gross Profit

• Gross Profit increased by 5.2% Y-o-Y and 9.8% Q-o-Q

• Gross Profit Margin expanded to 22.1% in Q2 25-26 vs. 21.4 % in Q1 25-26

• Gross Profit Margin expansion reflects the focus on retention of higher margin

traffic and better routing strategy.

Analysis of Q2 FY 25-26 Performance (continued) •••

Adj. EBITDA(1) (In ₹ mn) & Adj. EBITDA Margin (%)

11.9%

11.0%

11.9%

1,324

1,154

1,333

Q2 24-25

Q1 25-26

Q2 25-26

Adj. EBITDA analysis

• Adj. EBITDA increased by 15.5% Q-o-Q and by 0.7% Y-o-Y

• The increase in Gross Profit flowed through to Adj. EBITDA

•

Increase in operating cost, adjusted for non-core items(2) , by +10% Y-o-Y due to salary

increments and certain trade receivables written off

• One time severance cost of INR 18.9 mn incurred in Q2 25-26

Adj. PAT (In ₹ mn) & Adj. PAT Margin (%)

9.0%

9.0% (),,,,

5.6%

Adj. PAT analysis

• Adj. PAT increased by 70.7% Q-o-Q and declined by 0.4% Y-o-Y.

• The increase in EBITDA flowed through to PAT

• Adj. PAT excludes exceptional items and includes Forex gain of INR 176mn in Q2 25-26 and

forex loss of INR 247mn in Q1 25-26. Refer Slide 15 for calculation of Adj. PAT

• Exceptional items include the write-off of advances to two vendors - a major mobile

1,007

588

1,003

network operator and an SMS aggregator. Excluding these impacts, operating performance

Q2 24-25

Q1 25-26

Q2 25-26

has improved sequentially

1. Refer Slide 15 for calculation of EBITDA (Non GaaP) 2. Non core items includes Employee stock option expense and Net loss on foreign currency transactions and translation

H1 FY 25-26 Performance •••

Revenue (in ₹ mn) & Billable Transactions (# bn)

77.7

84.4

Gross Profit (In ₹ mn) & Gross Profit Margin (%)

21.4%

21.8%

22,168

H1 24-25

21,703

H1 25-26

4,746

H1 24-25

4,722

H1 25-26

Adj. EBITDA(1) (In ₹ mn) & Adj. EBITDA Margin (%)

12.2%

11.5%

Adj. PAT (2) (In ₹ mn) & Adj. PAT Margin (%)

8.2%

7.3%

2,703

H1 24-25

2,487

H1 25-26

1. Refer Slide 15 for calculation of EBITDA (Non GaaP) 2. Refer Slide 15 for calculation of Adj. PAT

1,819

H1 24-25

1,591

H1 25-26

Adjusted EBITDA/PAT •••

(In ₹ mn)

EBITDA

(+) Employee stock option expense (non cash)

(+) Net loss on foreign currency transactions and translation

(-) Intangible assets under development

(+) Non-cash impact related to refundable security deposit provided to MNO

Adjusted EBITDA (Non-GAAP)

EBITDA margin % on a Non-GAAP basis

(In ₹ mn)

Reported PAT

(+) Exceptional Item

(-) Tax Impact on above

Adjusted PAT

Quarter Ended

Half year

30.09.2025

30.06.2025

30.09.2024

30.09.2025

30.09.2024

1,359.6

5.8

32.9

1,332.5

11.9%

938.9

5.7

247.3

38.0

1,153.9

11.0%

1,352.3

2,476.1

2,709.1

8.9

37.7

1,323.5

11.9%

11.5

70.1

70.9

66.4

38.8

2,486.8

2,702.5

11.5%

12.2%

Quarter Ended

Half year

30.09.2025

30.06.2025

30.09.2024

30.09.2025

30.09.2024

(188.3)

1,358.7

166.9

1,003.6

587.8

1,070.3

(62.8)

587.8

1,007.5

399.5

1,358.7

166.9

1,591.3

1,881.9

(62.8)

1,819.1

(1) EBITDA = Profit before exceptional item minus (-) Other income plus (+) Finance cost and depreciation..

Management uses the non-GAAP financial information, collectively, to evaluate its ongoing operations and for internal planning and forecasting purposes. Non-GAAP financial information is presented for supplemental informational purposes only, should not be considered a substitute for financial information presented in accordance with Indian Accounting Standard (Ind AS), and may be different from similarly titled non-GAAP measures used by other companies.

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Cash Flow Conversion •••

Cash flow (in ₹ million)

Profit before tax (Ind AS)

Adjustments for non-cash and non operating items

Adjustments for working capital

(Increase) in trade receivables

Decrease in financial assets and other assets

(Decrease) in trade payables, provisions and other liabilities

Direct taxes paid (net)

Net Cash generated from Operation Activities (Ind AS)

EBITDA

CFO/EBITDA

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H1 FY 25-26

785.7

1,837.8

(440.6)

2,310.1

(1,737.8)

(726.3)

2,028.8

2,486.8

82%

Working Capital Trend •••

Working Capital Trend

FY 23-24

FY 24-25

H1 25-26

■

Days Sales Outstanding

■

Days Payable

Trade Receivables as on Sep 30, 2025 ₹ 9,685 mn

Trade Payables as on Sep 30, 2025: ₹ 5,953 mn

Trade Receivables as on Mar 31, 2025 ₹ 9,327 mn

Trade Payables as on Mar 31, 2025 ₹ 6,844 mn

Human Resource Capital •••

Location wise break-up

Function wise break-up

283

791

508

■

India

■

International

36 New Employees joined in Q2 FY25-26

49 Employees left in Q2 FY25-26

329

791

260

■

Tech & Tech Support Sales & Marketing Firewall & other operator solutions General & Admin Strategy, Accounts & Finance Corporate-Business Heads

■

As on Sept 30, 2025, Employee information excludes Call2Connect

Thank You

www.routemobile.com

Company

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