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Investor Presentation Q4 FY21

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Investor Presentation Q4 FY21 Registered Office: Route Mobile Limited routemobile 4. Dimension, 3id floor, Mind Space, Malad (West), Mumbai - 400 064, India communication simplified +91 22 4033 7676/77-99 I Fax: +91 22 4033 7650 [email protected] I www.routemobile.com CIN No: U72900MH2004PLC146323 Ref No: RML/2021RML/2021-22/80-22/80 Date: May 18, 2021 To, BSE Limited National Stock Exchange of India Limited Scrip Code: 543228 NSE Symbol: ROUTE Dear Sir/Madam, Sub: Investor presentation Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing the investor presentation, that will be made today to the Analysts atat 5:00 P.M. (IST) in connection with the Financial Results of the Company for the year ended March 31,31, 2021. You are requested to take the above information on record. Yours faithfully, For Route Mobile Limited ________________________________ Rathindra Das Head Legal, Company Secretary & Compliance Officer EnclEnd:: as above routemobile pto communication simplified RouteRoute Mobile Limited Annual and Quarterly UpdateUpdate as • • -– FY2021 and Q4 FY2021 • • • May18,May 18, 2021 a routemobile SafeSafe Harbour Co communication simplified Certain statements mentioned in this presentation concerning our future growth prospects are forward looking statements (the "Forward“Forward Statements")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.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-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-19COVID-19 impact), war, legal restrictions on raising capital or acquiring companies, unauthorized use of our intellectual property(property(ies)ies) and general economic conditions affecting our businesses and industry.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.law. Route Mobile limited 132 routemobile SnapshotSnapshot communication simplified r 1 r ₹T1414,222 222mnmn ₹T11,756 756mnmn ₹T1,328mn1,328mn ₹T4,642mn4,642mn 131%131% FY2021 FY2021 Revenue FY2021 EBITDA FY2021 PAT Net Cash CFO/EBITDA 1 1 "1 1— r 7 Full stack A2P Analytics ₹T88,599mn88,599mn 32.3bn32.3bn 20% 7 and Firewall, SMSC and (1) Dividend Strategically Located MMSC solution deployed Market Capitalisation(')Capitalisation Transactions in FY2021 (2) recommended(2) Cloud Data Centers for MNOs globally (Cc _LT 91 tl 911 111 _LT 91. 111 tl .111 9119 A 4k`Alt' 1r 111 nr II 1111011 Scalable omni-channelomni-channel Serving 9 of the 20 most 265+ Team of 360+ Presence across CPaaS platform valuable Global Tech Direct MNO connect motivated 15+15+ locations deepening customer BrandsBrands((3)3) Super Network professionals globally engagement (1)As(1) As of May 17,77, 20272021 (source: BSE India)India) (2) Dividend recommended for FY2021 as % of face value of shares (3) Source: httos:Avww.visualcaoitalist.comithe-worlds-tech-aiants-ranked/https://www.visualcapitalist.com/the-worlds-tech-giants-ranked/ Route Mobile limited 3 routemobile communication simplified Financial Highlights FY2O21FY2021 and Q4 FY2O21FY2021 routemobile FY2021 - SnapshotSnapshot communication simplified Revenue from OperationsOperations (In ₹ mn) Gross Profit (In ₹ mn) and Gross Profit Margin (%) Y-o-o--YY growth Y-o-o--YY growth 47% 44% • 20.1% 19.7%19.7% ■ Revenue from Gross Profit ((7₹ mn) operations ((7₹ mn) —0—GrossGross Profit % 9,563 14,062 1,921 2,771 FY2020 FY2021 FY2020 FY2021 EBITDA (In ₹ mn) and EBITDA Margin (%) Adjusted PATHPAT(1) (In ₹ mn) and Adjusted PAT Margin (%) Y--oo--YY growth Y--oo--YY growth 76% 84% 12.5% 10.3% 10.5% 8.3% EBITDA (₹ mn) Adj. PAT ((7₹ mn) —a-EBITDAEBITDA % -0-Adj.Adj. PAT % 1,000 1,756 799 1,469 FY2020 FY2021 FY2020 FY2021 (1) PAT has been adjusted for non--cashcash amortization (incurred in FY2020 and FY2021) associated with the intangible assets added as a result of purchase purchase price allocation for Route Mobile limited acquisitions, and for oneone-time-time expenses related to payments made under Sabka Vikas Scheme (incurred in FY2020) and one-timeone-time stampstamp duty charges incurred in FY2021) 5 routemobile Financial Highlights communication simplified For the Financial Year ended March 31, 2021 (FY2021) •● Closed FY2021 with revenue from operations of ₹T14,062mn14,062mn compared to g9,563mn₹9,563mn in FY2020 •○ Y--oo-Y-Y growth of 47.7%47.1% inin revenue •● Recorded Gross Profit of ₹g2,771mn2,771mn in FY2021 compared to ₹q1,921mn1,921mn in FY2020 •○ Y--oo-Y-Y growth of 44.3% inin CrossGross Profit ○o CrossGross Profit margin of 19.7%,79.7%, 20.1% inin FY2027FY2021 and FY2020 respectively •● Recorded EBITDA of g1,756mn₹1,756mn in FY2021 compared to ₹g1,000mn1,000mn in FY2020 ○o Y--oo-Y-Y growth of 75.7% inin EBITDA ○O EBITDA margin of 125%,12.5%, 10.5% inin FY2027FY2021 and FY2020 respectively •● Recorded Profit After Tax of ₹q1,328mn1,328mn in FY2021 compared to ₹q582mn582mn in FY2020 ○O Y--oo-Y-Y growth of 128.1% inin Profit AfterAfter Tax •● Adjusted Profit After Tax of ₹q1,469mn1,469mn in FY2021 compared to q799mn₹799mn in FY2020 •○ Adjusted for non--cashcash amortization (incurred(incurred in FY2020 and FY2027)FY2021) associated with the intangible assets added as a result of purchase price allocation for acquisitions, and for one-timeone-time expenses related to payments made under Sabka Vikas Scheme (incurred in FY2020) and one-timeone-time stamp duty charges associated with earn-out-out payment related to 365squared acquisition (incurred in FY2027)FY2021) ○o AdjustedAdjusted Profit AfterAfter Tax margin of 10.3%, 8.3% inin FY2027FY2021 and FY2020 Route Mobile limited Cld6 routemobile Q4 FY2021 - Snapshot communication simplified Quarterly Revenue from OperationsOperations (In ₹ mn) Gross Profit (In ₹ mn) and Gross Profit Margin (%) Y-o-o--YY growth Y-o-o--YY growth 36% 69% 22.0% • • 17.7% 18.0%18.0% • Revenue from Gross Profit (7(₹ mn) operations (7(₹ mn) —O—GGross ross Profit % 2,658 3,848 3,624 470 694 796 Q4 FY2020 Q3 FY2021 Q4 FY2021 Q4 FY2020 Q3 FY2021 Q4 FY2021 EBITDA (In ₹ mn) and EBITDA Margin (%) Adjusted PATHPAT(1) (In ₹ mn) and Adjusted PAT Margin (%) Y-o-o--YY growth Y-o-o--YY growth _ • 105% • • 127% 14.2% 10.9%10.9% • 14.2% 10.6%10.6% • 11.6% EBITDA (₹ mn) • Adj. PAT (7(₹ mn) 9.5% 6.5% —0— EBITDAE BITDA % —O—Adj.Adj. PATP AT % 251 447 515 174174 416 394 Q4 FY2020 Q3 FY2021 Q4 FY2021 Q4 FY2020 Q3 FY2021 Q4 FY2021 (1) PAT has been adjusted for non-cash-cash amortization (incurred in FY2020 and FY2021) associated with the intangible assets added as a result of purchase purchase price allocation for Route Mobile limited acquisitions, and for oneone-time-time expenses related to payments made under Sabka Vikas Scheme (incurred in FY2020) and one-timeone-time stampstamp duty charges incurred in FY2021) 7 routemobile Financial Highlights communication simplified For the Quarter ended March 31, 2021 (Q4 FY2021) ●• Closed Q4 FY2021 with revenue from operations of ₹q3,624mn3,624mn compared to ₹q3,848mn3,848mn in Q3 FY2021 and ₹q2,658mn2,658mn in Q4 FY2020 •○ Y-o-o-Y-Y growth of36.4%of 36.4% and sequential degrowth of 5.8% inin revenue ●• Recorded Gross Profit of ₹q796mn796mn in Q4Q4 FYFY20212021 compared to ₹q694mn694mn in Q3Q3 FYFY20212021 and ₹q470mn470mn in Q4Q4 FY2020FY2020 •○ Y-o-o-Y-Y growth of 69.4% and sequential growth of 147%14.7% inin Gross Profit ○o Gross Profit margin of 22.0%,22.0%, 18.0%78.0% and 17.7%17.7% in Q4 FY2027,FY2021, Q3 FY2027FY2021 and Q4 FY2020 respectively ●• Recorded EBITDA of ₹q515mn515mn in QQ44 FYFY20212021 compared to q447mn₹447mn in QQ33 FYFY20212021 and ₹q251mn251mn in Q4Q4 FYFY20202020 •○ Y-o-o-Y-Y growth of 104.9%704.9% and sequential growth of 75.7%15.1% inin EBITDA ○o EBITDA margin of 14.2%74.2%, 11.6%77.6% and 9.5%9.5% inin Q4 FY2027,FY2021, Q3 FY2027FY2021 and Q4 FY2020 respectively ●• Recorded Profit After Tax of ₹q355mn355mn in Q4 FY2021 compared to ₹q376mn376mn in Q3 FY2021 and ₹q148mn148mn in Q4 FY2020 •○ Y-o-o-Y-Y growth of 739.8%139.8% and sequential degrowth of 5.7% inin Profit After Tax ●• Adjusted Profit After Tax of ₹q394mn394mn in QQ44 FYFY20212021 compared to ₹q416mn416mn in Q3Q3 FYFY20212021 and ₹q174mn174mn in Q4Q4 FY2020FY2020 •○ Adjusted for non-cash-cash amortization (incurred(incurred in FY2020 and FY2027)FY2021) associated with the intangible assets added as a result of purchase price allocation for acquisitions, and for one-timeone-time expenses related to
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