OnMobile Global Limited has informed the Exchange about Investor Presentation
ONMOBILE · price
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Awaiting price reaction for this filing.
OnMobile Global submitted its Q1 FY26 investor presentation showing revenue of INR 1,276 Mn, up 1.2% YoY but down 19.6% QoQ. Gaming subscriber base grew strongly to 12.04 Mn (+58% YoY, +13% QoQ), with gaming subscription revenue rising 25.2% YoY to INR 317 Mn. EBITDA jumped over 7x YoY to INR 65 Mn (margin 5.2% vs 0.7%), and the company swung to a profit of INR 156 Mn versus a loss last year. Gross cash balance strengthened to INR 1,086 Mn. The company deferred revenue from its DeOSphere contract due to software restrictions impacting SLA commitments, and guided gaming MRR from $1.33M to a $2M target within 12 months, with FY26 gaming revenues expected to grow 50%.
Positive for shareholders: sharp margin recovery, return to profit, strong gaming subscriber momentum, and a healthy cash position signal a turnaround story. However, the QoQ revenue decline and DeOSphere revenue deferral flag some near-term execution risks worth monitoring.