OnMobile Global Limited has released its investor presentation for the third quarter of the fiscal year 2025-26, ending December 31, 2025. The company reported a Gross Revenue of ₹1,369 Million (Mn), marking a 4.5% increase quarter-on-quarter (QoQ). Mobile Gaming Revenue showed significant growth, increasing by 27.5% QoQ to ₹453 Mn, contributing to a total gaming subscriber base of 13.7 million. The company's EBITDA for Q3 FY26 stood at ₹81 Mn, a slight decrease of 5.3% QoQ from ₹86 Mn in Q2 FY26, but a marginal increase of 0.5% year-on-year (YoY). Key financial highlights for Q3 FY26 include: * Gross Revenue: ₹1,369 Mn (+4.5% QoQ) * Mobile Gaming Revenue: ₹453 Mn (+27.5% QoQ) * EBITDA: ₹81 Mn (-5.3% QoQ) * Closing Gross Cash balance: ₹1,385 Mn OnMobile also provided insights into its product journey and monetization models, highlighting its 25-year legacy in mobile entertainment and gaming. The company is focused on its ONMO platform, a premium social gaming offering, and its Challenges Arena for instant play games. A significant strategic development is the plan to serve all gaming products through a common gaming backend by Q4 FY26, aiming for a unified gaming technology backbone. The company anticipates the gaming industry to grow to $400 billion by 2029, with an expected CAGR of 10.5%. OnMobile maintains strong relationships with global telecom leaders, with an average client vintage of over 11 years. The company aims to reach $3 million in Monthly Recurring Revenue (MRR) within the next 18 months, having already achieved $2 million MRR in 18 months. The investment rationale highlights OnMobile's potential in the rapidly expanding gaming industry, its technological investments, and its unique positioning in emerging markets.
