OnMobile Global

Q1 FY27Media

OnMobile Global Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹48

Market cap₹548 Cr

Updated3 Sept 2026

Read5 min read

What the Q1 FY27 call signalled

2 of 4 strong

RevenueRank 3

MarginRank 3

CapexYes

FundraiseYes

Not discussed on this call: order book.

The short version

ONMO+ Smart Console business shows strong initial interest with plans to enter retail stores in India and Europe by October-November 2026, targeting significant B2B deals in FY '27. The company aims to improve profitability and sustain EBITDA growth, focusing on operating efficiency as the gaming business scales (Page 7).

From OnMobile Global's Q1 FY27 earnings-call transcript · updated 3 Sept 2026.

Revenue & Sales Performance

Rank 3

ONMO+ Smart Console business shows strong initial interest with plans to enter retail stores in India and Europe by October-November 2026, targeting significant B2B deals in FY '27.
Company targets gaming revenue growth through AI-led marketing efficiencies and expansion beyond Google channels, aiming to improve margins and subscriber base (currently 13.8 million).
Entertainment and communications business aims to grow margins from 20% to 25%, with ongoing discussions for new platform deals and expansions in Middle East, Latin America, and Africa.
Retail launch expected to drive better user experience, broaden market reach, and improve word-of-mouth, especially in urban areas with better connectivity.
Fundraising between $5 million to $10 million planned to support growth, with a mix of QIP, strategic investors, lenders, and leasing.
Long-term market opportunity cited in millions of consoles sold globally, emphasizing measured investment over 12-18 months for scaling.

Profitability & Margins

The company aims to improve profitability and sustain EBITDA growth, focusing on operating efficiency as the gaming business scales (Page 7).
Mobile entertainment profitability target is to increase margins from 20% to 25% (Page 6).
Mobile gaming profitability expected to be between 10% to 25% EBITDA in the current year, shifting focus from revenue growth to smart, profitable growth (Page 4).
Revenue growth in gaming is steady but cautious, with efforts to improve marketing efficiency and expand using AI-led strategies (Page 8).
ONMO+ Smart Console business shows strong interest, aiming for significant B2B deals and retail launches in new markets like Spain by end of FY’27 (Page 6).
Cash-positive investment expected between 2-3 years for virtual console retail expansion, dependent on volume plans (Page 9).
PAT positivity in the next 12 to 18 months hinges on how aggressively new markets are launched and managed (Page 15).

See what OnMobile Global said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Yes

Recent borrowing of INR 65 crores (13.8% interest) mainly to fund ONMO console gaming business and settle short-term credit facilities (Page 10).
CapEx requirements depend on aggressiveness in each market (India, Spain, others) and are uncertain; includes investments in content, marketing, retail displays (Page 10).
Additional leasing capacity for servers and equipment needed as business scales (Page 10).
Retail expansion plans ongoing in India and Spain; finalized retail/business plans will determine total capital needed (Page 10).
Investment in marketing, promoters, and displays as part of new business (ONMO+), distinct from carrier business (Page 10).
Cash flow targets include recoupment of retail investments over 4 years; aiming for cash positive after 2-3 years (Page 9).
Possibility of raising funds via mix of QIP, strategic investors, lenders, and leasing to support expansion (Page 16).
No specific CapEx amount stated; focus on smart, phased investments aligned with market expansion strategy (Pages 10, 16).

Top-ranked in Media

Ranked on what management guided this quarter

5x potential

1Toss The Coin₹36 Cr

Rev 1Mar 3

2Bright Outdoor Media Ltd₹764 Cr

Rev 2Mar 1

3₹1.5K Cr

Rev 2Mar 2

4₹59 Cr

Rev 2Mar 3

5₹47 Cr

Rev 2Mar 3

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

Recent borrowing: INR 65 crores via debenture issue at ~13.8% interest to fund ONMO console gaming business and settle short-term credit facilities.
INR 135 crores cash on hand is geographically split with some restrictions; borrowing adds liquidity for business expansion.
Future fundraising: Mix of QIP (Qualified Institutional Placement) and strategic investors considered, but current market pricing for QIP is not ideal.
Preference to have key investors with belief in the plan rather than just general QIP.
Also considering lenders and leasing as part of funding mix for capital expenditures and expansion.
Fundraising amount considered around $5 million to $10 million, but can be higher depending on expansion plans.
Fundraising depends on aggressiveness of rollout in multiple markets beyond India and Spain.
Overall approach is to maintain good cash availability and diversified support from many partners rather than relying heavily on debt.

See what OnMobile Global said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

- OnMobile Global is actively engaged with 20 operators or broadband providers internationally for Smart Consoles. - Out of these, 10 operators are in commercial discussions. - The company is sending 2 to 3 commercial proposals to customers weekly, aiming to convert the 10 commercial discussions into actual deal closures. - The minimum deal size with operators is roughly $50K per month, possibly increasing depending on bundling and market aggression. - In India, Go-to-Market strategy started with D2C and plans to expand via retail and broadband operator partnerships. - Discussions are ongoing with key telecom operators for distribution and business deals. - The company aims to finalize several contracts within the current financial year to generate revenue. - Additional deals in entertainment and communications are in an advanced stage, including potential clients in Middle East and North Africa. Overall, the order book appears healthy with a strong funnel and active proposals but no specific total order value is disclosed.

OnMobile Global — Quarterly revenue & net profit

Revenue Net profit Net loss

Dec 2024

Mar 2025

Jun 2025

Sep 2025

Dec 2025

Mar 2026

Reported quarterly figures (₹ Cr). Latest: revenue ₹128 Cr, net loss ₹37 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

What OnMobile Global Ltd's management said in earlier quarters

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Frequently Asked Questions

What were OnMobile Global Q1 FY27 results?

What is OnMobile Global share price analysis?

OnMobile Global currently shows a below-average growth signal. The stock trades at a P/E of N/A with a market cap of ₹548 Cr. Investors should review the full earnings analysis for detailed insights.

Is OnMobile Global planning capital expenditure?

Recent borrowing of INR 65 crores (13.8% interest) mainly to fund ONMO console gaming business and settle short-term credit facilities (Page 10).

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.