Onmobile Global Limited · NSE:ONMOBILE
Onmobile Global — Q2 FY27 Earnings Presentation
23 slides from Onmobile Global's earnings presentation, Oct 29, 2026
Slide 1: Exchange filing cover letter for Investor Presentation Q2 FY27
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 - [email protected] www.onmobile.com October 29,
Slide 2: Investor Presentation Q2 FY27
Investor Presentation Q2 FY27 TM
Slide 3: Q2 FY27 Key Highlights
Q2 FY27 Key Highlights • Revenue at INR 1,284 Mn, up 3.4% QoQ. • EBITDA at INR 24 Mn. • Entertainment & Communication Revenue at INR 877Mn increased 3.5% QoQ. • Gaming Revenue at INR 407 Mn, up 3.2% QoQ. • Gaming subscriber base at 14.5Mn up by 5.4% QoQ. • Closed deals with Distribution partner and
Slide 4: Financial Summary Q2 FY27
Financial Summary Q2 FY27 Gross Revenue People cost Marketing Opex INR 1,284 Mn INR 293 Mn INR 237 Mn INR 124 Mn 3.4% QoQ 4.9% QoQ 3.6% QoQ 4.8% QoQ Entertainment & EBITDA PAT Gaming Revenue Communication Revenue INR 24 Mn (1.9%) (INR 105 Mn) INR 407 Mn INR 877 Mn Q1 FY27- INR 15 Mn 3.2% QoQ 3.5% Qo
Slide 5: OnMobile's Product Journey & Scale
OnMobile's Product Journey & Scale MOBILE ENTERTAINMENT MOBILE SMART & COMMUNICATIONS GAMING CONSOLE New Tones Videos Buzzmo Challenges Arena ONMO Gaming Platform ONMO+ Smart Console Market expansion Spain Dec 26, Product EBIDTA 20% going towards 25% Product EBIDTA 10% going towards 25% Other geogra
Slide 6: Gaming Momentum Continues
Gaming Momentum Continues Gaming MRR grew 33% in FY26 and is projected to grow 15% to 20% in FY27 ACTIVE CUSTOMER BASE FY26 Active customers +33% MRR growth 14.5 Mn A five quarter high at the end of Q2 FY27 FY27 PROJECTED Growth in Q2 FY27 +15% to 20% +740K MRR growth Active customers added, up 5.4%
Slide 7: Expansion: From Mobile to the Full Gaming Market
Expansion: From Mobile to the Full Gaming Market We’ve focused on one half of the global gaming market. Now we're expanding into the other. $400 Bn projected size of Gaming Industry by 2029 10.5% expected CAGR ~50% ~50% revenues from revenues from Mobile Gaming Console & PC Gaming 500K games 5 Major
Slide 8: The Smart Console
THE GROWTH ENGINE The Smart Console Next-generation console — for everyone. CONSOLE-GRADE · NO $550 UPFRONT · ANY SCREEN Proprietary & Confidential 7
Slide 9: A New Engine of Growth, Built on Existing Foundations
A New Engine of Growth, Built on Existing Foundations One shared infrastructure stack. Two product lines. Marginal incremental investment. SHARED BUILDING BLOCKS Mobile Gaming Telco Distribution & Billing Integration Content Licensing and Rights Framework Challenges Arena ONMO The Gaming Platform St
Slide 10: ONMO+ Smart Console
ONMO+ Smart Console Live on Flipkart and in Poorvika stores across Tamil Nadu; Savex signed to extend distribution across four retail channels ● LIVE ECOMMERCE ● LIVE REGIONAL RETAIL SIGNED DISTRIBU T I O N Launched on Flipkart Launched with Poorvika Signed with Savex • ONMO+ Smart Console live and
Slide 11: Distribution Channels Now Unlocked by The Smart Console
Distribution Channels Now Unlocked by The Smart Console A mobile-only product can only travel one road. The Smart Console opens four more immediately. L IV E NOW IN PIPELINE 01 02 03 04 05 E-Commerce Retail Stores Broadband / ISPs Smart TVs & Set- Mobile Operators Top Boxes Started with Flipkart. Sh
Slide 12: Why The Smart Console Opportunity Is Very Attractive
Why The Smart Console Opportunity Is Very Attractive Four structural reasons the Smart Console offering can outperform mobile product on key economics. 01 02 03 04 Untapped Higher Stronger Brand Market ARPUs Retention Elevation Console/PC D2C in Console/PC consumers Higher platform loyalty and Moves
Slide 13: Investment Rationale
Investment Rationale Unmatched growth potential with market-disrupting products and established telco partnerships 01. 02. 03. 04. 05. $400B Gaming Invested Gaming The Smart Valuation to Industry by 2029 $35M+ in Revenues Console opens follow Gaming Technology Expected to Grow new channels Industry
Slide 14: Financials
FINANCIALS
Slide 15: P&L Q2 FY27
P&L Q2 FY27 P&L(INR Mn) Q2 FY27 Q1 FY27 QoQ Gr % Q2 FY26 YoY Gr % Gross Revenue 1,284 1,241 3.4% 1,310 -2.0% COGS 605 599 1.0% 603 0.3% Gross Profit 679 641 - 707 - Margin (%) 52.9% 51.7% - 55.2% - People Cost 293 279 4.9% 278 5.4% Marketing 237 229 3.6% 232 2.2% Opex 124 118 4.8% 111 11.7% EBITDA 2
Slide 16: P&L H1 FY27
P&L H1 FY27 P&L(INR Mn) H1 FY27 H1 FY26 YoY Gr % Gross Revenue 2,525 2,586 -2.4% COGS 1204 1198 0.5% Gross Profit 1,321 1,388 - Margin (%) 52.3% 54.7% - People Cost 572 547 4.6% Marketing 466 472 -1.2% Opex 242 218 11.0% EBITDA 39 151 - Margin (%) 1.5% 6.0% - Depreciation -197 -166 - Other Income/(E
Slide 17: Revenue by Products
Revenue by Products Gross Revenue Gross Revenue Gross Revenue INR 1,284 Mn INR 1,241 Mn INR 1,310 Mn 32% 32% 28% Gaming 23% 22% 23% Tones Videos & Info 46% 45% 49% Q2FY27 Q1FY27 Q2FY26 Proprietary & Confidential 16
Slide 18: Revenue by Region
Revenue by Region Gross Revenue Gross Revenue Gross Revenue INR 1,284 Mn INR 1,241 Mn INR 1,310 Mn 17% 18% 19% 5% 5% 5% Africa 33% 32% 29% Latam ME&Asia 45% 45% 47% Europe Q2FY27 Q1FY27 Q2FY26 Proprietary & Confidential 17
Slide 19: Gross Cash Position
Gross Cash Position INR Mn Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Gross Cash Balance 336 402 1086 1295 1385 1420 1355 1707 Reduction in Increase in Increase in Q1 Increase in Increase in Increase in Decrease in Increase in Q3 Cash due Q4 Cash due Cash due to Q2 Cash due Q3 C
Slide 20: 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 % 32% 32% 1665 31% 31% 30% 29% 6.7% 1588 27% 5.9% 25% 5.2% 4.9% 5.0% 23% 1369 22% 22% 22% 22% 21% 1310 1290 1284 19% 1276 18% 1241 2.2% 1.9% 45% 55% 1.2% 54% 52% 52% 53%
Slide 21: Ratio Analysis
Ratio Analysis Ratio Analysis Q3 FY25 Q4 FY25 Q1 FY26 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Profit and Loss International revenue / revenue 97% 96% 98% 98% 98% 98% 98% 98% Gross profit / revenue 45% 45% 54% 55% 52% 52% 52% 53% Revenue per Employee (INR'000) 4600 4963 4051 4107 4278 4069 4310 4721
Slide 22: Balance Sheet
Balance Sheet INR Mn Sep’26 Mar’26 Shareholders’ Funds 5,883 6,255 Non-Current Liabilities 823 196 Trade Payables & Current Liabilities 2,686 2,686 Short Term Borrowings 290 672 Total Liabilities 9,682 9,809 Fixed Assets (incl. Intangibles) 2,909 3,033 Investment 686 671 Non-Current Assets 2,078 2,2
Slide 23: Thank You
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