Onmobile Global Limited · NSE:ONMOBILE
Onmobile Global — Q3 FY2026 Earnings Presentation
26 slides from Onmobile Global's earnings presentation, Feb 5, 2026
Slide 1: Stock exchange cover letter for Q3 FY26 investor presentation
ONMOBILE GLOBAL LIMITED E City, Tower-1, No.94/1C & 94/2, Veerasandra Village, Attibele Hobli, Anekal Taluk, Electronic city Phase-1, Bangalore - 560100, Karnataka, India P: +91 80 4009 6000 | F: +91 80 4009 6009 CIN - L64202KA2000PLC027860 Email - investors@onmobile.com www.onmobile.com February 05
Slide 2: Propelling Mobile Gaming & Entertainment - Earnings Deck Q3 FY26
Global Leader in Mobile Entertainment Propelling Mobile Gaming & Entertainment EARNINGS DECK – Q3’FY26
Slide 3: Key Highlights
Key Highlights • 25 Years of Empowering Millions to Connect, Express & Engage • Q3FY26 revenue at INR 1,369 Mn up by 4.5 % QoQ. • Q3FY26 EBITDA at INR 81 Mn. • Q3FY26 Mobile Gaming Revenue at INR 453 Mn up by 27.5% QoQ. • Gaming subscriber base at 13.7Mn. • Closing Gross Cash balance at INR 1385Mn.
Slide 4: Financial Summary Q3 FY26
Financial Summary Q3 FY26 Gross Revenue People cost Marketing Opex INR 1,369 Mn INR 278 Mn INR 252 Mn INR 100 Mn +4.5% QoQ ~ % QoQ +8.8% QoQ -9.8% QoQ Mobile Mobile EBITDA PAT Gaming Revenue Entertainment Revenue INR 81 Mn (5.9%) INR 35 Mn INR 453 Mn INR 916 Mn Q2 FY26: INR 86 Mn Q2 FY26 : INR 60 Mn
Slide 5: OnMobile's Product Journey & Monetization Model Evolution
OnMobile’s Product Journey & Monetization Model Evolution Mobile Mobile Enterprise Entertainment Gaming Communication 2004 2007 2021 2022 2025 2025 Tones Videos Challenges ONMO Gaming Buzzmo Arena Platform Dominant Monetization Model Subscription Platform & Licensing Proprietary & Confidential 4
Slide 6: 20+ Years Legacy with Tones
20+ Years Legacy with Tones Enhanced experience with AI integration & Video Tunes Exclusive Connectivity with 2,500 Servers Inside Mobile Operators’ Networks Tones Network and Infrastructure Was Our Main Pivot into Cloud Gaming 125Bn song bytes played to over 1Bn individuals in FY26 56.3 Mn Active P
Slide 7: Videos & Infotainment
Videos & Infotainment Premium Videos Kids Categories - News - Beauty - Sports - Health - Leisure Sources - In-house Editors - Live Feeds Content - AI Powered - Educational Videos & Games for Kids Special Features - Parental Controls 1.9 Mn Active Proprietary & Confidential Subscribers 6
Slide 8: Challenges Arena – Instant Play With Rewards
Challenges Arena – Instant Play With Rewards Capturing the First Wave of Gamers on Low-End Devices Across Emerging Markets One Tap Play Light weight, low learning curve HTML5 games Content Formats Arcade, Words, Trivia, Puzzles, Cards 18+ 35 Languages Countries With Supported Localized Content 8.45
Slide 9: ONMO – Premium Social Gaming
ONMO – Premium Social Gaming Pioneering Cloud Technology for Mobile Games With Short Streaming The Only Solution Where Gamers Can Compete in Popular Games and Socialize Live with Friends 1000s of Moments From Popular Games VISION Disruptive SHORT AI AI Technologies FORMAT GAMING Key Mobile Gaming Tr
Slide 10: The Gaming Platform – Interactive Gaming Discovery Store
The Gaming Platform – Interactive Gaming Discovery Store Redefining App Stores for Consumers, Developers and Telcos Avatars & XP Status Interactive App Store Gems Coins Rich Stats Achievements Influencer Contender Dominator Premium HTML5 Games AAA Vouchers & Esports Videos & Mobile Games + Trivia Ga
Slide 11: A Unified Gaming Technology Backbone
A Unified Gaming Technology Backbone Powering Diverse Products, Global Social Play, and Scalable Efficiency All Gaming Products Will Be Served By A Common Gaming Backend by Q4 FY26 Gaming Challenges Platform Arena Common Global ONMO Gaming Engine Future Gaming & Digital Proprietary & Confidential Se
Slide 12: Rapid expansion of $242 Bn gaming industry
The rapid expansion of $242 Bn gaming industry is a market opportunity and presents a strong potential for future growth $400 Bn 10.5% expected CAGR projected size of Gaming Industry by 2029 ~50% ~50% revenues from Mobile Gaming revenues from AAA Gaming Proprietary & Confidential 11
Slide 13: Long-term relationships with global telecom leaders
Company maintains strong, long-term relationship with global telecom leaders OnMobile is trusted by marquee clients with average vintage of 11+ years Number of Telecom Operators Revenue contribution % FY 2025 29% 62% 10+ Years 10+ Years 8% 5-10 Years 33% 0-2 Years 30% 2-5 Years 20% 0-2 Years 9% 9% 5
Slide 14: Customers Presence Across The Globe
Customers Presence Across The Globe Proprietary & Confidential 13
Slide 15: Gaming Momentum Continues For Next 18 Months
Gaming Momentum Continues For Next 18 Months Target to Reach $3M MRR in Next 18 Months $3M MRR Next 18 Months $2M MRR 18 Months 1.60M $ 1.33M $ 1.23M $ Reached $ 1M MRR In 36 Months 1M $ Launch Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 FY22 FY23 FY24 FY25 FY26 FY27 Monthly
Slide 16: Investment Rationale
Investment Rationale Unmatched Growth Potential with Market-Disrupting Products and Established Telco Partnerships 01. 02. 03. 04. 05. $400B Gaming Invested Gaming Exceptionally ROI to Follow Industry by $35M+ in Revenues well positioned Gaming 2029 Technology Expected to Grow in emerging Industry b
Slide 17: Financials
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Slide 18: P&L Q3 FY26
P&L Q3 FY26 P&L(INR Mn) Q3 FY26 Q2 FY26 QoQ Gr % Q3 FY25 YoY Gr % Gross Revenue 1,369 1,310 4.5% 1,665 -17.8% COGS 658 603 9.1% 933 -29.5% Gross Profit 711 707 0.6% 732 -2.9% Margin (%) 51.9% 54.0% 44.0% People Cost 278 278 0.0% 294 -5.4% Marketing 252 232 8.8% 242 4.1% Opex 100 111 -9.8% 115 -13.4%
Slide 19: P&L 9M FY26
P&L 9M FY26 P&L(INR Mn) 9M FY26 9M FY25 YoY Gr % Gross Revenue 3,955 4,244 -6.8% COGS 1,856 2,219 -16.4% Gross Profit 2,099 2,025 3.7% Margin (%) 53.1% 47.7% People Cost 825 886 -6.9% Marketing 724 705 2.7% Opex 318 327 -2.8% EBITDA 232 108 114.8% Margin (%) 5.9% 2.5% Depreciation 254 244 4.1% Forex
Slide 20: Revenue by Products
Revenue by Products Gross Revenue Gross Revenue INR 1,369 Mn INR 1,310 Mn 33% 27% Mobile Gaming 23% 22% Tones Videos & Info 45% 50% Q3FY26 Q2FY26 Proprietary & Confidential 19
Slide 21: Revenue by Region
Revenue by Region Gross Revenue Gross Revenue INR 1,369 Mn INR 1,310 Mn 17.8% 19.0% Africa 5.6% 5.1% 28.7% Latam 33.3% ME&Asia 43.3% 47.3% Europe Q3FY26 Q2FY26 Proprietary & Confidential 20
Slide 22: Cash Position
Cash Position INR Mn Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Cash Balance 637 688 413 336 402 1086 1295 1385 Increase in Increase in Q1 Reduction in Reduction in Increase in Increase in Q1 Increase in Increase in Q4 Cash due to Q2 Cash due Q3 Cash due Q4 Cash due Cash due to
Slide 23: Financial Analysis & Trends: Profit & Loss
Financial Analysis & Trends: Profit & Loss In INR Mn Revenue and GM (%) of Net Revenues Opex* and People Cost % of Revenues EBITDA % 1665 32% 32% 32% 1588 31% 30% 6.7% 29% 5.9% 27% 5.2% 1369 25% 4.9% 1319 1310 23% 23% 1252 1260 1276 22% 22% 21% 21% 2.8% 55% 19% 2.2% 45% 45% 52% 18% 52% 51% 54% 1.4%
Slide 24: Ratio Analysis
Ratio Analysis Ratio Analysis Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Profit and Loss International revenue / revenue 94% 94% 95% 97% 96% 98% 98% 98% Gross profit / revenue 52% 51% 51% 45% 45% 54% 55% 52% Revenue per Employee (INR'000) 3091 3142 3461 4600 4963 4051 4107 4278
Slide 25: Balance Sheet
Balance Sheet INR Mn Dec’25 Sep’25 Shareholders’ Funds 6,687 6,551 Non-Current Liabilities 135 129 Trade Payables & Current Liabilities 2,324 2,369 Short Term Borrowings 881 717 Total Liabilities 10,026 9,766 Fixed Assets (incl. Intangibles) 2,957 2,989 Investment 679 680 Non-Current Assets 2,040 2,
Slide 26: For any inquiries contact
Global Leader in Mobile Entertainment For any inquiries contact investors@onmobile.com 25