Route Mobile - Internet, Mobile & Telecom

Receivables difference is mainly due to masivian and mr messaging… which the company acquired recently

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Revenue growth is a given, courtesy the tailwinds.

Margin is the KPI.

Every percentage point improvement in margin can have a disproportionate impact on Market Cap.

Can they deliver? Competition will keep chipping away at the margins.

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A big anti thesis point to CPaaS companies if following is considered and rolls out.

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Management is going to consider buyback. Shows good intentions towards shareholders. Will be interesting to see the buyback price.

07747430-400e-4e84-a8af-69497bdc7081.pdf (317.8 KB)

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A tad confused with the buyback proposal. Obviously the market didn’t like buyback from open market at/below Rs.1700. But they did a QIP few months ago worth ~870Cr and am assuming they are using a part of that raised money to buyback from open market. A bit hard to deduce the management strategy with these moves.

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