Q2 2025 Route Mobile Ltd Earnings Call Transcript
Key Points
- Route Mobile Ltd (BOM:543228) achieved its highest revenues to date, despite Q2 being a typically slower period.
- The company reported approximately 10% quarterly growth and over 20% year-on-year growth.
- Route Mobile Ltd (BOM:543228) secured a significant deal with a global e-commerce company, expected to ramp up over time.
- The company launched a shared service initiative and continues to lead in the metro ticketing space with new developments.
- New product revenues showed strong growth, up by 32% year-on-year.
- Revenue growth in Q2 was marginally impacted by geopolitical issues in Europe and infrastructure issues in India.
- Gross profit margin declined slightly due to related party transactions at a lower margin.
- Average realization per billable transaction decreased due to increased domestic volumes and ILD revenue impact.
- The company faced a 7-day revenue impact due to infrastructure issues, affecting ILD revenue.
- There was a noted weakness in the Mr. Messaging segment, impacting revenue growth.
I MCPA, your moderator for this conference. Welcome to the conference call of Ruth Mobile Limited, arranged by concept investor relations to discuss its Q2 and H one F I '25 results we have with us today Mr. Rajdipkumar Gupta, Managing Director and CEO; Mr. Gautam Badalia, Chief Strategy Officer; and Chief Investor Relations Officer and Mr. Suresh Junker, Chief Financial Officer.
(Operator Instructions) Please note that this conference is being recorded. I now hand the conference over to Mr. Rajdipkumar Gupta. Thank you and over to you, sir.
Thank you, renting everyone. This is getting to all of you and your respective families. I'm pleased to say that food has achieved its highest revenues to date even though Q2 is typically a slower period for us.
With the month of July and August being holiday seasons in any part of the world, we usually see a decent activity. However, despite the seasonal challenges and the ongoing
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