ONMOBILENSEOnMobile Global Limited· Telecommunication - ServicesMediumNeutral
Announced Tue, 20 May · 23:38 IST

OnMobile Global Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor 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

Awaiting price reaction for this filing.

AI summary

OnMobile reported FY25 revenue of INR 5,832 Mn, up 11.5% YoY, driven mainly by a 158% surge in mobile gaming revenue to INR 2,071 Mn. However, profitability collapsed — FY25 EBITDA fell 49.8% to INR 141 Mn with margins shrinking from 5.5% to 2.5%, and the company swung to a loss of INR 405 Mn (PAT) from a profit of INR 266 Mn a year ago. Q4 FY25 was particularly weak with PAT at INR (79) Mn, even as gaming subscribers grew 58% YoY to 10.65 Mn. Management has guided for 50% growth in gaming revenue in FY26 and targets doubling subscription MRR from $1.3M to $2M over the next 12-18 months.

Likely market impact

Despite strong top-line growth from gaming, sharp margin compression and a swing to a full-year loss make this a mixed-to-negative read for shareholders. The stock may stay under pressure in the near term, though the gaming subscriber momentum and forward growth targets could provide some support.