OnMobile Global Limited — PPTs, 05-02-2025: Investor Presentation

**Financial Highlights**: In Q3 FY25, OnMobile Global reported a revenue of ₹1,665 Mn, reflecting a robust 26.3% growth quarter-on-quarter (QoQ). EBITDA rose to ₹81 Mn, yielding a margin of 4.9%. The company's gaming sector is now significant, accounting for 45% of total revenues, with gaming subscription revenue increasing by 16.9% QoQ to ₹304 Mn.

**Strategic Initiatives and Growth Drivers**: The company plans to invest up to $15 Mn in capital expenditures to bolster gaming revenues, indicating a strategic focus on expanding gaming capabilities.

**Business Developments**: OnMobile’s gaming revenue soared to ₹450 Mn in Q3 FY25, with mobile gaming active subscribers reaching 9.26 million. This growth comes alongside plans for enhanced gaming experiences driven by community engagement.

**Market Position and Competitive Advantage**: The firm is positioned as a leader in mobile gaming, leveraging an extensive infrastructure for high engagement and competitive gaming experiences across diverse markets, catering to an expanding global user base.

**Investor Implications**: This positive momentum in revenue and gaming subscriptions signals a potentially strong growth trajectory for OnMobile. Investors should watch closely as the management focuses on capitalizing on the booming gaming market, aiming for significant monthly recurring revenue (MRR) growth.