OnMobile Global Ltd (BOM:532944)
₹ 64.4 -1.31 (-1.99%) Market Cap: 6.85 Bil Enterprise Value: 6.31 Bil PE Ratio: 0 PB Ratio: 1.11 GF Score: 65/100

Q4 2026 Onmobile Global Ltd Earnings Call Transcript

May 19, 2026 / 10:30 AM GMT
Release Date Price: ₹50.67 (-6.15%)

Key Points

Positve
  • OnMobile Global Ltd (BOM:532944) reported a significant EBITDA growth of 110% for the year, driven by cost optimizations across HR, OpEx, and marketing.
  • The subscription gaming segment saw a 32% year-over-year growth, with the subscriber base increasing by 600,000 in the last quarter.
  • The company is launching a new virtual console in partnership with Flipkart, which is expected to expand their market reach significantly.
  • OnMobile Global Ltd (BOM:532944) has secured new lines of business with products like Bazmo and gaming platforms, contributing to future growth.
  • The company has a strong cash position with a gross cash of 142 crores, indicating financial stability and capacity for future investments.
Negative
  • Revenue declined by 15% this quarter, attributed to the cessation of campaigns with top five customers, although these have now restarted.
  • The mobile gaming segment experienced a 25.4% year-over-year decline, impacting overall revenue performance.
  • The company reported a negative profit after tax of 11 crores, although excluding impairment provisions, the profit stood at 35.3 crores.
  • There is a concern about lower ARPU and conversion rates with new accounts, affecting immediate revenue growth.
  • The launch of the virtual console took longer than planned, indicating potential operational challenges in aligning with large partners like Flipkart.


Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ONMO.NS - Onmobile Global Ltd
Q4 2026 Onmobile Global Ltd Earnings Call
May 19, 2026 / 10:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Thank you, Pratik.

Thank you all for joining this Q4 2026 meeting.

Interesting finish of year, we have very good EBITDA growth, as you can see, 110% EBITDA growth for the year.

Mostly, the growth was because we reduced a lot of costs on all fronts, right? So you can see the HR costs, OpEx costs, marketing costs were optimized. And most importantly, also all the gaming, subscription gaming was a positive as of Q3.

So that's.

That's what made the EBITDA growing. And we see, as we mentioned in the past quarters, we see this EBITDA growing year-over-year from this point.

Second thing also that we see is the subscription gaining a lot of growth, 32% on the subscription gaining year
Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
7-Day Free Trial · Cancel Anytime
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot