Onmobile Global Limited · NSE:ONMOBILE
Onmobile Global — Q2 FY2026 Earnings Presentation
26 slides from Onmobile Global's earnings presentation, Nov 4, 2025
Slide 1: Filing cover letter to BSE and NSE
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 November 04
Slide 2: Propelling Mobile Gaming & Entertainment – Earnings Deck Q2 FY26
Global Leader in Mobile Entertainment Propelling Mobile Gaming & Entertainment EARNINGS DECK – Q2’FY26
Slide 3: Key Highlights
Key Highlights 25 Years of Empowering Millions to Connect, Express & Engage • Q2FY26 revenue at INR 1,310 Mn up by 2.7 % QoQ. • Q2FY26 EBITDA at INR 86 Mn up by 32.3% QoQ. • Q2FY26 Mobile Gaming Revenue at INR 355 Mn up by 12.0% QoQ. • Gaming subscriber base at 13.7Mn up by 14% QoQ. • Closing Gross
Slide 4: Financial Summary Q2 FY26
Financial Summary Q2 FY26 Gross Revenue People cost Marketing Opex INR 1,310 Mn INR 278 Mn INR 232 Mn INR 111 Mn +2.7% QoQ +3.4% QoQ -3.3% QoQ +3.7% QoQ Mobile Mobile EBITDA PAT Gaming Revenue Entertainment Revenue INR 86 Mn (6.7%) INR 60 Mn INR 355 Mn INR 955 Mn Q1 FY26- INR 65 Mn +12.0% QoQ -0.1%
Slide 5: OnMobile's Product Journey Over Years
OnMobile’s Product Journey Over Years Gaming Enterprise Connect Videos Contests Tones 2005 2010 2015 2020 2025 4
Slide 6: OnMobile: Mobile Entertainment and Mobile Gaming
OnMobile Mobile Mobile Entertainment Gaming Tones Videos Challenges ONMO Gaming Arena Platform Proprietary & Confidential Subscription Subscription Subscription Subscription + Ads + Licensing + IAP
Slide 7: Years Legacy with Tones
20 Years Legacy with Tones Launch 2004 04 01. 01 Enhanced experience 05 01with AI integration & Video Tunes 08 01 02. Exclusive Connectivity 09 Active with 2,500 Servers Inside Subscribers Mobile Operators’ Networks 03 56.4 Million 03. Tones Network and Infrastructure Was Our Main Pivot into Cloud G
Slide 8: Videos & Infotainment
Videos & Infotainment Launch 2007 Kids 01. Categories News Active Beauty Subscribers Sports Health 1.1 Leisure Million 02. 01. 02. Sources Content Special Live In-house Editors Educational Features Telcos Live Feeds Videos & Parental AI Powered 18 Games for Kids Controls Premium Videos Monetization
Slide 9: Challenges Arena – Instant Play With Rewards
Challenges Arena – Instant Play With Rewards Launch 2021 Capturing the First Wave of Gamers on Low-End Devices Across Emerging Markets 01. 02. One Tap Content Play Formats Active Light weight, low Arcade, Subscribers learning curve Words, Trivia, 8.77 HTML5 games Puzzles, Cards Million 03. 04. 18+ 3
Slide 10: ONMO – Premium Social Gaming
ONMO – Premium Social Gaming Launch Pioneering Cloud Technology for Mobile Games With Short Streaming 2022 The Only Solution Where Gamers Can Compete in Popular Games and Socialize Live with Friends Active Subscribers 4.97 1000s Million of Moments From Popular Games SHORT AI VISION AI FORMAT GAMING
Slide 11: The Gaming Platform – Single Destination For All Gaming Services
The Gaming Platform – Single Destination For All Gaming Services Redefining App Stores for Consumers, Developers and Telcos Launch Avatars & 2025 XP Status Interactive App Store Gems Coins Rich Stats Achievements Influencer Contender Dominator Premium HTML5 Games AAA Vouchers & Esports Videos & Mobi
Slide 12: The rapid expansion of $242 Bn gaming industry is a market opportunity
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 11
Slide 13: Strong, long-term relationship 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 62% 29% 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: Deployed Customers Across The Globe
124 Deployed Customers Across The Globe 13
Slide 15: Mobile Gaming: Active base increased to 13.7 Mn
Mobile Gaming: Active base increased to 13.7 Mn +7M ACTIVE SUBSCRIBERS IN MN Additional 2X In 6 Qtrs. Active gaming subscribers in 10.65 12.04 13.74 8.49 9.26 last 6 quarters 5.34 6.75 7.61 Q3' 23-24 Q4' 23-24 Q1' 24-25 Q2' 24-25 Q3' 24-25 Q4' 24-25 Q1' 25-26 Q2' 25-26 Proprietary & Confidential 14
Slide 16: Mobile Gaming: Subscription Revenues to Double
Mobile Gaming: Subscription Revenues to Double Target to Reach $2M MRR within 6 Months $2M MRR In Next 6 Months $1.4M MRR 2M $ (INR 122 MN) In Sept FY26 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 FY22 FY23 FY24 FY25 FY26 Monthly Recurring Revenu
Slide 17: Investment Rationale
InvestmentRationale Investment Rationale Unmatched Unmatched Growth Growth Potential Potential withwith Market-Disrupting Market-Disrupting Products Products and Established and Established Telco Partnerships Telco Partnerships 01. 02. 03. 04. 05. $400B Invested Gaming Exceptionally ROI to Follow Ga
Slide 18: Financials
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Slide 19: P&L Q2 FY26
P&L Q2 FY26 P&L(INR Mn) Q2 FY26 Q1 FY26 QoQ Gr % Q2 FY25 YoY Gr % Gross Revenue 1,310 1,276 2.7% 1,319 -0.7% COGS 603 595 1.3% 657 -8.2% Gross Profit 707 681 3.8% 662 6.8% Margin (%) 55.2% 54.6% 51.2% People Cost 278 269 3.4% 304 -8.6% Marketing 232 240 -3.3% 233 -0.4% Opex 111 107 3.7% 107 3.7% EBI
Slide 20: P&L H1 FY26
P&L H1 FY26 P&L(INR Mn) H1 FY26 H1 FY25 YoY Gr % Gross Revenue 2,586 2,579 0.3% COGS 1,198 1,286 -6.8% Gross Profit 1,388 1,293 7.4% Margin (%) 54.7% 51.2% People Cost 547 592 -7.6% Marketing 472 463 1.9% Opex 218 211 2.8% EBITDA 151 27 459.3% Margin (%) 6.0% 1.1% Depreciation 166 161 3.1% Operating
Slide 21: Revenue by Products
Revenue by Products Gross Revenue Gross Revenue Gross Revenue INR 1,310 Mn INR 1,276 Mn INR 1,319 Mn 23% 24% 28% Tones 27% 24% 25% Mobile Gaming 50% 52% Videos & Info 47% Q2FY26 Q1FY26 Q2FY25 Proprietary & Confidential 20
Slide 22: Cash Position
Cash Position INR Mn Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Cash Balance 577 637 688 413 336 402 1086 1295 Reduction in Increase in Increase in Q1 Reduction in Reduction in Increase in Increase in Q1 Increase in Q3 Cash due Q4 Cash due to Q2 Cash due Q3 Cash due Q4 Cash due
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 80% 1588 32% 32% 32% 32% 75% 31% 30% 70% 1319 65% 27% 6.7% 1310 25% 1252 1260 1276 60% 5.2% 1222 23% 23% 4.9% 55% 22% 21% 22% 22% 50% 19% 2.8% 2.2% 45% 18% 1.4% 4
Slide 24: Ratio Analysis
Ratio Analysis Ratio Analysis Q3 FY24 Q4 FY24 Q1 FY25 Q2 FY25 Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Profit and Loss International revenue / revenue 92% 94% 94% 95% 97% 96% 98% 98% Gross profit / revenue 49% 52% 51% 51% 45% 45% 54% 55% Revenue per Employee (INR'000) 2,924 3091 3142 3461 4600 4963 4051 4107
Slide 25: Balance Sheet
Balance Sheet INR Mn Sep’25 June’25 Shareholders’ Funds 6,551 6,477 Non-Current Liabilities 129 95 Trade Payables & Current Liabilities 2,369 2,222 Short Term Borrowings 717 539 Total Liabilities 9,766 9,333 Fixed Assets (incl. Intangibles) 2,989 2,945 Investment 680 684 Non-Current Assets 2,015 1,9
Slide 26: For any inquiries contact
Global Leader in Mobile Entertainment For any inquiries contact investors@onmobile.com