OnMobile Global Limited has informed the Exchange about Investor Presentation
ONMOBILE · price
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Awaiting price reaction for this filing.
OnMobile Global filed its Q2 FY26 investor presentation. Revenue rose 2.7% QoQ to INR 1,310 Mn (flat YoY), while EBITDA jumped 32.3% QoQ to INR 86 Mn with margin expanding to 6.7% from 5.1% last quarter and just 1.4% a year ago. Mobile Gaming was the key growth driver, with revenue up 12% QoQ to INR 355 Mn and active gaming subscribers reaching 13.7 Mn, more than doubling in six quarters. Management targets $2 Mn Monthly Recurring Revenue from gaming within 6 months (from current $1.4 Mn) and expects gaming revenues to grow 50% in FY26. Cash balance strengthened to INR 1,295 Mn, though short-term borrowings rose to INR 717 Mn.
Strong margin recovery and gaming-led growth story could be positive for the stock, especially with management's explicit 50% gaming revenue growth target for FY26 and doubling of gaming subscribers. However, overall revenue remains flat YoY and core mobile entertainment (tones) continues to shrink, so investors should watch whether the gaming business can sustain this momentum.