The founders of Route Mobile built a cloud communications infrastructure for enterprises in Africa and the Middle East while Indian investors were barely tracking it.
A global B2B platform hiding in a Mumbai-listed company, discovered late by most, and early only by the curious.
#Stockifi#Multibagger#Investing
@SHIVAMS40675008@Rakesh_KA23 Organizational restructuring is going on
They are aligning business with parent company
15-20% guidance is given
Any further rally would be exit
Route Mobile Ltd, Rs 1554, looking good?
I think so.
Earnings constantly going up.
Cloud communucation platform provider.
Excellent sales of 3500Cr and growing. How many IT can grow from 2000 Cr to 3500 Cr in 1 year with eps up from 26 to 52?
1 year low, 1200!!
Take ur call...
Lets dive into detailed analysis -
📊 Technical:
- Latest close ₹539.65. 52-week range ₹415.60 to ₹1086.25.
- Current price is below the 200-day SMA (₹678.27) but above the 50-day SMA (₹493.08).
📈 Fundamentals:
- Niche: Cloud communications platform (CPaaS).
- Competitive Moat: Focus on enterprise solutions and a wide range of communication channels.
- Unique Value Proposition: Enables businesses to integrate various communication services (SMS, voice, email, chat apps) into their applications via APIs.
✅ Positives:
- Strong presence in a growing digital communication market.
- Diversified customer base across multiple industries.
⚠️ Risks:
- Intense competition in the CPaaS sector.
- Dependence on technology infrastructure and regulatory changes.
🔮 Outlook:
Route Mobile operates in a dynamic sector, with its technicals showing a mix of short-term strength and longer-term headwinds. Continued innovation will be key.
Stock of the Day 🚀
ROUTE MOBILE LIMITED
Route Mobile is a key enabler in the digital communication space, connecting businesses with their customers through cloud-based platforms. Its focus on CPaaS (Communications Platform as a Service) positions it within a rapidly evolving digital engagement landscape.
#ROUTEMOBILE#NIFTY50#GIFTNIFTY#SHAREMARKET#DALALSTREET#STOCKMARKET#StocksToWatch
Proximus acquired majority stake in Route at ~1600/share (at 10k cr valuations). Right now it's trading at 550/share (at 3500 cr valuations) and has ~1300 crore of cash on books too. With 100% CFO/EBITDA conversion, do you think it's a likely candidate for delisting?
HDFC Sec initiates coverage on route mobile (40% upside)
Route’s growth will be supported by 1) continued growth in messaging volume 2) global expansion with several MNO tie-ups (A2P & firewall) 3) traction in new growth areas like OTT and RCS & 4) up-selling and client mining.
Centrum sees 37% upside in Route Mobile
Management warned of lower‐than‐expected OCF generation in Q3 & Q4 – and is unlikely to reach the 50‐75% EBITDA‐to‐OCF generation range for FY23 guided previously.