OnMobile Global Ltd
OnMobile Global Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management said on revenue, margins and capex.
Guidance rank: #13 of 15 in Media
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The short version
Gaming business expected to grow around 50% in FY '26 with a target to reach a run rate of INR 2 million in monthly recurring revenue within 12-18 months (Page 4). Gaming business expected to grow ~50% in FY26, driving overall revenue growth (Page 4).
From OnMobile Global Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Gaming business expected to grow around 50% in FY '26 with a target to reach a run rate of INR 2 million in monthly recurring revenue within 12-18 months (Page 4).
- Mobile entertainment business targeting about 5% growth in FY '26, with two significant Tones launches planned in the first two quarters (Pages 12-13).
- New premium entertainment services discussions ongoing with a large European telco, expected to contribute to growth (Page 4).
- OnGaming subscription revenue run rate at about USD 15.5-16 million annually as of March, showing strong growth potential (Page 9).
2 more points from OnMobile Global Ltd's call on revenue
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Profitability & Margins
See what OnMobile Global Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Capitalized investment in gaming is being drastically reduced; FY25 capitalization was INR 10.6 crores (~USD 1.35 million), down from INR 64 crores (~USD 7 million) in FY24.
- Going forward, capitalization is expected to stay below USD 1 million per year, focusing more on operational investment rather than heavy capital expenditure.
- Investment strategy has shifted to staged deployment of CapEx over 12-18 months to align with secured contracts, avoiding large upfront infrastructure spending.
- The company plans to leverage the existing gaming investment (~INR 240-250 crores capitalized over past 4-5 years) to grow revenues rather than making large new capital investments.
- No immediate large QIP planned; fundraising for CapEx and M&A opportunities is staged due to market conditions to avoid dilution.
2 more points from OnMobile Global Ltd's call on capex
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Top-ranked in Media
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what OnMobile Global Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company is currently live with 31 customers in the Tones business.
- Several new sign-ups have occurred over the last 12 months and are under deployment.
- Expectation to have at least 2 significant new customers going live in the first two quarters of the next year.
- Revenue share renegotiations with existing customers are underway to achieve growth.
2 more points from OnMobile Global Ltd's call on order book
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OnMobile Global Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q2 FY27): revenue ₹127 Cr, net loss ₹11 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What OnMobile Global's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q2 FY26 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
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Potential multibaggers · Q2 FY27
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on management's own guidance
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were OnMobile Global Ltd Q4 FY25 results?
Gaming business expected to grow around 50% in FY '26 with a target to reach a run rate of INR 2 million in monthly recurring revenue within 12-18 months (Page 4). Gaming business expected to grow ~50% in FY26, driving overall revenue growth (Page 4).
What is OnMobile Global Ltd share price analysis?
OnMobile Global Ltd currently shows a neutral. The stock trades at a P/E of N/A with a market cap of ₹778 Cr. Investors should review the full earnings analysis for detailed insights.
Is OnMobile Global Ltd planning capital expenditure?
Capitalized investment in gaming is being drastically reduced; FY25 capitalization was INR 10.6 crores (~USD 1.35 million), down from INR 64 crores (~USD 7 million) in FY24.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.