ONMOBILENSEOnMobile Global Limited· Telecommunication - ServicesMediumNeutral
Announced Mon, 18 May · 23:37 IST

OnMobile Global Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

ONMOBILE · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
-6.6%1-day move
₹53.99
prior close
₹52.50
base price
After-mkt
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5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.5+0.6-0.6-2.9-6.6-7.4-6.1-4.6-4.5-5.4-7.7-2.7+11.9
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AI summary

OnMobile reported FY26 gross margin of 52.7%, up significantly from 46.7% in FY25, demonstrating improved operational efficiency. EBITDA grew 110.6% YoY to INR 297Mn, though PAT remained negative at -INR 115Mn due to a one-time impairment charge of INR 468Mn; excluding this, PAT was +INR 353Mn. Overall revenue declined 10.2% YoY to INR 5,245Mn, with mobile gaming revenue down 25.4% to INR 1,545Mn. However, gaming subscriber base grew 34.5% YoY to 14.3Mn, and the company targets $3M MRR within 15-18 months (currently at $1.60M). A new Virtual Console product is launching in 2 weeks targeting the ₹5,000 price segment, opening distribution beyond traditional telco channels.

Likely market impact

Margin improvement signals operational efficiency gains, while the new Virtual Console launch and 50% gaming revenue growth target for FY27 indicate potential revenue diversification beyond declining traditional mobile entertainment. EBITDA positivity improves investor confidence despite headline PAT losses.