OnMobile Global Limited — PPTs, 18-05-2026: Investor Presentation
OnMobile Global reported FY26 revenue of 524.5 Cr (down 10.2% YoY). Gross Margin improved to 52.7%, and EBITDA jumped 110.6% YoY to 29.7 Cr. PAT, excluding impairment, was positive at 35.3 Cr. The gaming subscriber base grew 34.5% YoY to 14.3 Mn.
The company is strategically expanding into the broader console & PC gaming market with its Virtual Console, targeting higher ARPUs and retention. They aim for $3M Monthly Recurring Revenue (MRR) in 18 months, leveraging existing telco partnerships and new channels like e-commerce.
Virtual Console launch is imminent, with GPU servers deployed and inventory ready for an announcement in two weeks. Distribution through e-commerce is set, with other channels in discussion.
Management expects 50% gaming revenue growth in FY27, fueled by over $35M invested in tech, including the new Virtual Console. They foresee a valuation re-rating aligned with gaming industry multiples, eyeing a slice of the $400B global gaming market by 2029.
