OnMobile Global Live Share Price Today, Share Analysis and Chart

About the company - Business Profile

OnMobile Global Ltd. is a global player in the mobile entertainment and gaming sector, serving as a technology partner for telecommunications companies worldwide. Founded in September 2000 and headquartered in Bangalore, India, the company has transitioned from traditional mobile value-added services (VAS) like Ringback Tones to a focus on mobile gaming and gamification. OnMobile operates in over 69 countries and maintains partnerships with approximately 125 customers, primarily telecom operators, providing them with gaming platforms, video services, and mobile entertainment content.

The company's strategic pivot centers on its high-growth mobile gaming segment, which includes proprietary platforms like Challenges Arena and ONMO. By leveraging its long-term relationships with global telecom leaders, OnMobile aims to capture a share of the expanding digital services market, particularly in emerging economies where mobile-first consumption is dominant.

Key Points

• Key Facts:
  • Founded: September 2000.
  • Headquarters: Bangalore, India.
  • Stock Listing: Listed on the National Stock Exchange (NSE: ONMOBILE) and Bombay Stock Exchange (BSE: 532944).
  • Core Products: Challenges Arena (social competition gaming), ONMO (mobile cloud gaming), Gamize (gamification platform), and traditional services like Tones and Videos & Infotainment.
• Operations and Market Significance:
  • OnMobile serves 125 customers globally with a presence in 69 countries.
  • The company has a total monthly active subscriber base of 70.33 million, of which 10.65 million are mobile gaming subscribers (as of FY25 report).
  • It maintains marquee client relationships with an average vintage of over 11 years, including major operators like Airtel, Vodafone, Telefonica, Orange, and MTN.
• Business Model and Revenue Breakdown:
  • Model: The company operates on a B2B2C model, partnering with telcos to offer subscription-based and ad-funded mobile entertainment.
  • Revenue by Segment (FY25 Annual):
    • Mobile Gaming: Contributed 23-28% of quarterly gross revenues in recent periods, showing a consistent upward trend.
    • Videos & Infotainment: Approximately 24-27% of revenue.
    • Tones (Ringback Tones): Remains a significant contributor at approximately 47-52% of revenue, though the strategic focus has shifted toward gaming.
  • Geographical Revenue: International operations are the primary driver, accounting for 98% of total revenue in Q3 FY26.
• Technology and Strategic Initiatives:
  • The Gaming Platform (TGP): A modular, enterprise-grade solution designed to be a unified, telco-branded destination for casual games, cloud gaming, and esports.
  • Investment: The company has invested over $35 million in technology to develop unique IPs and patents.
  • Operational Efficiency: Successfully reduced capitalized expenses from INR 640 million in FY24 to INR 106 million in FY25, moving these costs directly to the P&L to improve transparency.
• Financial Performance (9M FY26 vs 9M FY25):
  • Gross Revenue: INR 3,955 million (a decrease of 6.8% YoY).
  • EBITDA: INR 232 million, showing a significant growth of 114.8% YoY.
  • Profit After Tax (PAT): INR 250 million, compared to a loss of INR 326 million in the previous year.
  • Cash Position: INR 1,385 million as of December 2025.
• Future Outlook:
  • OnMobile targets reaching a Monthly Recurring Revenue (MRR) of $3 million for its gaming business within the next 18 months.
  • The company expects gaming revenues to grow by 50% in FY26, driven by platform adoption and new subscription models.

References

1. Annual Report May 2025
2. Investor Presentation Feb 2026
3. Investor Presentation Nov 2025
4. Annual Report May 2024