OnMobile Global Ltd

Q4 FY26Media

OnMobile Global Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹57

Market cap₹778 Cr

Updated23 Aug 2026

Read4 min read

What the Q4 FY26 call signalled

2 of 4 strong

RevenueRank 2

MarginRank 3

CapexNo

FundraiseYes

Not discussed on this call: order book.

The short version

OnMobile targets significant growth through the newly launched virtual console, priced under INR 5,000 with bundled subscription, aiming to capture console gaming markets in India, Asia, and Africa. EBITDA grew 110.6% in FY '26, expected to continue growing year-over-year.

From OnMobile Global Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

Rank 2

OnMobile targets significant growth through the newly launched virtual console, priced under INR 5,000 with bundled subscription, aiming to capture console gaming markets in India, Asia, and Africa.
The company plans expansion beyond traditional telco partnerships, engaging e-commerce (Flipkart as anchor), ISPs, TV providers, and retail chains, enabling faster go-to-market strategies.
Subscription gaming is expected to grow steadily after overcoming recent hiccups, driven by marketing optimization and new channels like Meta and TikTok beyond India.
EBITDA and cash positive operations in gaming indicate operational stability, with growth fueled by leveraging AI for personalized ads and operational efficiencies.
CEO expressed ambition to scale from current ~$50M gaming revenue towards $150M+ in coming years, leveraging lower console pricing and multiple distribution channels.
Future growth depends on successful console launch, customer satisfaction, and attracting strategic partners or capital for scaling.

Profitability & Margins

EBITDA grew 110.6% in FY '26, expected to continue growing year-over-year.
Subscription gaming business expected to grow 10-15% in coming quarters after recent hiccups.
Console gaming currently not profitable due to launch phase; revenue growth expected post-launch.
CapEx drastically reduced to INR 3.5 crores in FY '26, none planned for FY '27, improving cash flow.
Cash positive operations expected excluding one-time impairment charges.
Focus on scaling virtual console business with Flipkart launch and new partnerships (ISPs, retailers, e-commerce).
Strategic use of leasing to reduce working capital needs, delaying potential capital raises.
Long-term revenue target aspiration of $300 million over five years, aiming to leverage low-cost console offering and expansion beyond telcos.
Profitability to stabilize as console business scales and subscription gaming recovers.

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

Capital Expenditure Plans

FY '26 capital expenditure (CapEx) was around INR 3.5 crores (approx. INR 35 million), mainly at the beginning of the year.
For FY '27, OnMobile plans **no capitalization** (no CapEx) related to gaming operations.
The company managed to reduce cash demand by using leasing companies to finance servers and controllers, minimizing upfront CapEx needs.
There are no major CapEx plans for the next 6 to 8 quarters.
Strategic focus is on leasing and partnerships rather than raising large capital for expansion at this stage.
Future capital raising might involve bringing in strategic partners from the gaming industry or through Qualified Institutional Placement (QIP) if required.
Current priority is ensuring a successful launch and business traction before assessing further capital needs.

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

No immediate plans for major CapEx or fundraising in the next 6 to 8 quarters.
Current approach utilizes leasing companies to finance servers and controllers, reducing cash demand.
Preference expressed to bring on a strategic partner familiar with the gaming industry before considering capital raise.
Option remains open for raising capital via QIP (Qualified Institutional Placement) if needed.
Focus currently on successfully launching the virtual console with Flipkart and attracting other partners.
Assessment of future capital needs will depend on business traction and growth prospects post-launch.

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

Order Book & Pipeline

The transcript does not specifically mention the current or expected order book or pending orders in detail. However, some relevant points regarding business outlook and sales plans include: - OnMobile is preparing for the launch of its virtual console with Flipkart as the anchor customer, expected in the coming 2 weeks (Page 3, 10, 11). - There are ongoing discussions with multiple new channel partners including ISPs, TV providers, retail chains, and mobile operators to expand distribution (Page 3). - There is strong optimism about console sales scale, with ambitions to replicate success quickly and address large markets like India and Africa (Page 10). - The team is focused on securing more partners and markets after proving the Flipkart launch’s success before fully assessing business scale (Page 9, 10). - The company is targeting growth through marquee customers for products like Buzzmo and gaming platform (Page 6). No explicit numbers or value of pending orders or order book are provided.

OnMobile Global Ltd — 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 Ltd Q4 FY26 results?

What is OnMobile Global Ltd share price analysis?

OnMobile Global Ltd currently shows a moderate growth signal based on ranking data. 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?

FY '26 capital expenditure (CapEx) was around INR 3.5 crores (approx.

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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.