Investor Presentation

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 - investors@onmobile.com www.onmobile.com October 29, 2026 Department of Corporate Services, The Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, Dalal Street, Bandra Kurla Complex, Bandra (East) Mumbai - 400 001 Mumbai - 400 051 Scrip Code: 532944 Scrip Code: ONMOBILE Dear Sir/ Madam, Sub: Investor Presentation- Q2 FY 2026-27 Pursuant to Regulation 30 & 46 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we are enclosing herewith a copy of the Investor Presentation on the Financial Results of the Company for the quarter ended September 30, 2026, which is made available on Company’s website: www.onmobile.com. Request you to kindly take the same on record. Thanking you, Yours sincerely, For OnMobile Global Limited P V Varaprasad Company Secretary FCS 5877 Encl: a/a Investor Presentation Q2 FY27 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 Top Retailer for ONMO+ Smart Console. Proprietary & Confidential 2 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% QoQ Proprietary & Confidential 3 OnMobile's Product Journey & Scale MOBILE ENTERTAINMENT MOBILE SMART & COMMUNICATIONS GAMING CONSOLE 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 geographies in 2027 Proprietary & Confidential 4 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% 14.5 Mn MRR growth A five quarter high at the end of Q2 FY27 Growth in Q2 FY27 FY27 PROJECTED +15% to 20% +740K MRR growth Active customers added, up 5.4% from 13.76 Mn in Q1 FY27 Proprietary & Confidential 5 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 10.5% projected size of Gaming Industry by 2029 expected CAGR revenues from revenues from Mobile Gaming Console & PC Gaming 500K games 5 Major Players Mobile Gaming Console & Cloud Gaming Proprietary & Confidential 6 THE GROWTH ENGINE The Smart Console Next-generation console — for everyone. CONSOLE-GRADE · NO $550 UPFRONT · ANY SCREEN Proprietary & Confidential 7 A New Engine of Growth, Built on Existing Foundations One shared infrastructure stack. Two product lines. Marginal incremental investment. Mobile Gaming SHARED BUILDING BLOCKS Telco Distribution & Billing Integration Content Licensing and Rights Framework Challenges Arena ONMO The Gaming Platform Streaming & Content Delivery Tech ONMO+ Smart Console Cloud Infrastructure Proprietary & Confidential 8 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 DISTRIBUTION Launched on Flipkart Launched with Poorvika Signed with Savex • ONMO+ Smart Console live and • Regional retailer across Tamil Next-phase distribution across: available to order online across Nadu • National large format retail India • Live in Poorvika stores, with hands- • Regional retail • National online reach from day on demos for walk-in buyers one • Quick commerce • eCommerce Proprietary & Confidential 9 Distribution Channels Now Unlocked by The Smart Console A mobile-only product can only travel one road. The Smart Console opens four more immediately. LIVE NOW IN PIPELINE 01 02 03 04 05 E-Commerce Retail Stores Broadband / ISPs Smart TVs & Set- Mobile Operators Top Boxes Started with Flipkart. Shelf presence, in-store Natural home gaming OEM and operator Our existing strength, First-mover advantage previews and hardware fit. Bundles with gaming embeds bring living- now selling the console in India’s largest online bundles drive discovery internet plans. room gaming without via carrier billing and retail channel. and impulse upgrades. an extra device. higher-ARPU bundles. LIVE LIVE IN TALKS PIPELINE ONGOING Flipkart Poorvika, Tamil Nadu ISP partners OEM embeds India live reference for B2B IN TALKS SIGNED More platforms Savex, national Direct ONMO+ webstore : Going live November 2026 Sales Proprietary & Confidential 10 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 the company emerging markets is spend significantly more, lower churn risk than mobile. upmarket. Improves genuinely underpenetrated. and more consistently. Once a console gamer is positioning in future We're not fighting for share Premium hardware + inside the ecosystem, they distribution partnerships, in a crowded pie — we're premium content = stay — and they upsell. content deals, and entering a new one with premium pricing power. hardware alliances. massive growth potential. Proprietary & Confidential 11 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 by 50% in FY 2027 beyond Telco Multiples OnMobile uniquely $35M+ technology Subscription Reaches consumers OnMobile trades at a positioned to carve investment has Continue to Scale with through Ecommerce, significant discount to out its share produced three live existing momentum ISPs, Set-top Box, Retail gaming industry peers products: gaming and Smart TV partners — despite now being EBITDA Gaming Platform subscription, gaming in addition to 100+ telcos positive. As the revenue platform and the Smart Licensing revenue and 4B+ mobile mix shifts toward gaming console- all generating ramping up consumers. products, a re-rating revenue in FY27 toward sector multiples Smart Console represents material Upcoming, new revenue upside. stream Proprietary & Confidential 12 FINANCIALS 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 24 15 - 86 - Margin (%) 1.9% 1.2% 6.7% Depreciation -104 -93 -84 Other Income/(Expense) -18 -11 78 Exceptional Items 0 -141 - Profit Before Tax -98 -230 - 80 - Tax 8 59 20 Profit After Tax -105 -289 - 60 - Margin (%) -8.2% -23.3% 4.7% EPS (Diluted) -0.99 -2.72 0.56 *COGS includes UFF Proprietary & Confidential 14 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/(Expense) -29 284 Exceptional Items -141 0 Profit Before Tax -328 269 - Tax 67 54 Profit After Tax -395 215 - Margin (%) -15.6% 8.5% EPS (Diluted) -3.71 2.03 *COGS includes UFF Proprietary & C [Showing first 8,000 characters — download PDF for full document]