OnMobile Global Limited — PPTs, 12-11-2024: Investor Presentation

**Financial Highlights:** OnMobile Global reported gross revenue of INR 1,319 Mn for Q2 FY25, marking a 4.7% quarter-on-quarter increase but a slight decline of 3.2% year-on-year. The profit after tax stood at a loss of INR 121 Mn, recovering from a greater loss of INR 153 Mn in the previous quarter. EBITDA surged by 104.6% QoQ to INR 18 Mn, reflecting improved operational efficiencies despite overall revenue pressures.

**Strategic Initiatives and Growth Drivers:** OnMobile is enhancing its mobile gaming and entertainment offerings, positioning itself to capture the growing demand for mobile gaming. The company's focus includes leveraging AI in product development and expanding subscription models in key regions.

**Business Developments:** Active subscriber numbers for mobile gaming reached 8.49 million in Q2 FY25, contributing substantially to revenue growth. The company aims to double its subscription revenue to reach a monthly recurring revenue target of $2 million in the next 18-24 months.

**Market Position and Competitive Advantage:** OnMobile maintains a competitive edge with its extensive telecommunication partnerships and a strong content library, targeting both emerging and mature markets.

**Investor Implications:** With strong growth in mobile gaming revenue and strategic initiatives set to tap rising market demand, investors should consider OnMobile as a potentially high-growth opportunity, despite short-term profit challenges. Monitoring its path to profitability will be crucial.