OnMobile Global Limited — PPTs, 13-08-2025: Investor Presentation

Here is the summary:

**Financial Highlights:**

Q1 FY26 revenue hit INR 127.6 Cr (+1.2% YoY), fueled by gaming subscriptions up 25.2% YoY to INR 31.7 Cr. EBITDA surged to INR 6.5 Cr (7x YoY), delivering PAT of INR 15.6 Cr. Gross cash stands at INR 108.6 Cr. Revenue recognition from the DeOSphere contract is deferred due to partner concerns.

**Strategic Initiatives & Growth Drivers:**

Gaming subscribers reached 12.04 Mn (+58% YoY). The company targets $2M Monthly Recurring Revenue (MRR) in gaming within 12 months from $1.33M MRR (INR 11.3 Cr). The new Gaming Platform (2025) and $35M+ tech investment aim to drive 50% gaming revenue growth in FY26, tapping the $400Bn global market.

**Market Position & Business Developments:**

A global leader in mobile entertainment, OnMobile is strategically shifting to its new Gaming Platform, building on strong relationships with over 100 telecom operators. Its focus on emerging markets provides a key competitive advantage.

**Investor Implications:**

Strong gaming growth suggests significant positive potential. Healthy cash flows are a plus, but monitoring the DeOSphere contract resolution is advised.