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 August 11, 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- Q1 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 June 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 Key Highlights • ONMO+ Smart Console launched through Flipkart partnership on 26th Jun’26. • Advanced discussions with retail partner groups. Q1FY27 revenue at INR 1,241 Mn down by 3.8 % QoQ. Q1FY27 Gaming Revenue at INR 394 Mn up by 2.4% QoQ. Q1FY27 EBITDA at INR 15 Mn includes ONMO+ launch expenses. Q1FY27 Closing cash at INR 1355 Mn. Proprietary & Confidential 2 Financial Summary Q1 FY27 Gross Revenue People cost Marketing Opex INR 1,241 Mn INR 279 Mn INR 229 Mn INR 118 Mn -3.8% QoQ -1.1% QoQ 12.4% QoQ 4.0% QoQ Entertainment & EBITDA PAT Gaming Revenue Communication Revenue INR 15* Mn (1.2%) (INR 289 Mn)* INR 394 Mn INR 846 Mn Q4 FY26- INR 65 Mn 2.4% QoQ -6.5% QoQ * Includes ONMO+ launch * PAT includes severance expenses cost of INR 141 Mn 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 $3M MRR Target to Reach $3M MRR $2M MRR 30 Months 1.60M $ 1.43M $ 1.40M $ 1.33M $ 1.23M $ Reached$ 1MMRR In36Months Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 FY22 FY23 FY24 FY25 FY26 FY27 FY28 Monthly Recurring Revenue (MRR) *Allbars not to exact scale Proprietary & Confidential Q3FY25: USD = 83 INR, Q4FY26 &Q1FY27 USD = 94 IN5R 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 D2C Launch on Flipkart The first cloud-gaming hardware subscription onboarded by India’s #1 e-commerce platform. Smart Console now sits alongside the biggest consumer electronics brands on Flipkart, across every high-intent category. Proprietary & Confidential 9 User Demographics and Usage AGE SPREAD MULTI-SCREEN LIBRARY USAGE DEPTH 56% 2.3 75% users play 5+ titles Access points per active user are aged 25–34 25–34 56% SHARE OF SESSIONS users play 10+ titles Desktop 44% 15–24 26% TV 31% 35–44 12% Players go many titles deep making the most of the platform use. Mobile 22% 45+ 5% Tablet 3% Desktop + TV drive ~3 in 4 sessions 82% are under 35 Proprietary & Confidential Source: GameAnalytics 2026 PC benchmarks 10 Exciting Early Engagement Trends ONMO+ vs TOP-10% PC TITLES TIME DEPTH Top 10% PC titles ONMO+ Smart Console ~70 mins ▲ 2.7X daily time spent per active player ▲ 1.3X VS PC MEDIAN PC median ONMO+ the PC median Stickiness Retention DAU / MAU D7 and D30 % Source: GameAnalytics 2026 PC benchmarks Proprietary & Confidential 11 Graph reads position, not magnitude. Love Pouring From Players Across India 5.0 5.0 Best in market! Classy. Excellent! Me and my kid both love it!!! Cloud gaming takes a massive leap in India. Verified · Apernit Ghaziabad Verified · Md Umar Alam Kolkata 4.0 5.0 Worth the money Perfect product! Tons of games plus Steam AAAs; great for Excellent value; a thoughtful gift for the beginners. kids. Verified · Partho Dey Faridabad Verified Flipkart Customer Hosur 5.0 5.0 Must Buy Just wow! Games start quickly, are responsive. Best Play anywhere without carrying a big box. Game Streaming service so far. Verified · Jayesh Karande Thane Verified · Balaji R P Ranipettai 5.0 5.0 Super! Perfect product! Ordered on day one of sale. Worth the Amazing quality been using for a month money! now. Verified · Aromal P Kri… Ernakulam Verified · Tanish Magiya Kancheepuram 226 Cities Reached Kolkata · Lucknow · Cuttack · Faridabad · Hosur · Ernakulam · Thane · Bhubaneshwar Proprietary & Confidential 12 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 with Active Active Ongoing Flipkart Discussions Discussions 01 02 03 04 05 E-Commerce Retail Broadband / Smart TVs & Mobile Stores ISPs Set-Top Boxes Operators Physical shelf presence, in- Natural home gaming fit. OEM and operator embed Our existing strength, now a Started with Flipkart. First store previews and Bundle with special gaming partnerships. Living room channel for Smart Console mover advantage in India's hardware bundles drive internet plans. gaming without an too, via carrier billing and largest online retail channel. discovery and impulse additional device. bundles with higher ARPU. upgrades. India launch is acting as the live reference for D2C Festive-push: our International B2B More channels + Expanded marketing operator pipeline ~1 in 6 activations (non-bundle) already come organically through our own store, without any direct- sales push or prominent placement. → Launching direct sales + fulfilment → Scaling marketing campaigns behind it Proprietary & Confidential 13 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 14 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 OnMobi [Showing first 8,000 characters — download PDF for full document]