ROUTE
ROUTE MOBILE LIMITED
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
ROUTE
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹540 today
BEAR
₹578
+7%
5.8% a year · 14.4x exit
BASE
₹1,046
+94%
10% a year · 25.1x exit
BULL
₹2,232
+313%
13.6% a year · 51.8x exit
Where the market has priced it
12x14x today64x
- the guided figure reached earnings through a low-confidence bridge
- FY27 one quarter filed — the pace is shown, not judged: guided +10.0%, filed +9.6% across 1 quarter(s)
- at 14x its FY26 earnings the stock trades below the bottom of its own ten-year range (14x)
- the range is unusually wide — read it as the span of management's own claim, not as a forecast
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹37.94 (screener) |
|---|---|
| Guided growth | 10% a year, said on the call of 29-Jul-2026 · transcript |
| Read across as | operating: volume growth, realisation+margin held flat — low confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 14.41x / 25.07x / 51.8x, this company’s own p20 / median / p80 across 6 filed years |
| Arithmetic | base EPS × (1 + guided growth × delivery)1 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from NSE earnings-call filings · extracted, not interpreted
volume growth 10%generic growth 10%
But as we see the season setting in, we were expecting the volumes to grow by 10% to 15% in the next couple of quarters.
Call 29-Jul-2026 · bridge confidence low · transcript PDF
Pace against its own guidance
FY27
one quarter filed — the pace is shown, not judged
guided 10.0%
filed 9.6%
1 of 4 quarters