ONMOBILE GLOBAL LIMITED Tower #1, 94/1 C & 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 - [email protected] www.onmobile.com

February 01, 2021

To Department of Corporate Services, BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001 Scrip Code: 532944

The Listing Department National Stock Exchange of India Limited Exchange Plaza, Bandra Kurla Complex, Bandra (East) Mumbai - 400 051 Scrip Code: ONMOBILE

Dear Sir/Madam,

Sub: Investor Presentation- Q3 FY 2020-21

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 and nine months ended December 31, 2020, which is made available on Company's website: www.onmobile.com.

Request you to kindly take the same on record.

Yours sincerely, For OnMobile Global Limited

P V Varaprasad Company Secretary

Encl: a/a

Investor Presentation

February 02, 2021

Agenda

1. Company Overview
1. Products & Solutions
1. Financials

Cautionary statement

This presentation may contain statements that contain "forward looking statements" including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to OnMobile Global Limited's (OnMobile Global or the Company) future business developments and economic performance.

While these forward looking statements indicate our assessment and future expectations concerning the development of our business, a number of risks, uncertainties and other unknown factors could cause actual developments and results to differ materially from our expectations.

These factors include, but are not limited to, general market, macro-economic, governmental and regulatory trends, movements in currency exchange and interest rates, competitive pressures, technological developments, changes in the financial conditions of third parties dealing with us, legislative developments, and other key factors that could affect our business and financial performance.

OnMobile Global undertakes no obligation to publicly revise any forward looking statements to reflect future / likely events or circumstances.

1. Company Overview

Global presence and scale in mobile entertainment

3.69 Billion

consumer reach

2.00 Billion

digital reach

84.28 Million

monthly active users

143 Customers

across the globe

17.97 Million

app installs

76 Countries

global presence

OnMobile provides end-to-end mobile entertainment solutions that include platform, apps, content partnerships, and professional services to carriers across the globe

Products & Strategy

Proprietary & Confidential

Key Management

François-Charles Sirois EXECUTIVE CHAIRMAN

François-Charles Sirois is currently President & CEO of Telesystem, a family-owned media & technology holding, Executive Chairman of OnMobile Global, and Chairman of Zone 3, one of Canada's largest creator and producer of content.

François-Charles Sirois is also cofounder of Stingray Digital Group and has more than 20 years of experience in corporate mergers, acquisitions & venture capital.

Before joining Telesystem, Mr. Sirois started his career building start-up companies in ecommerce and mobile payment services.

Krish Seshadri CHIEF EXECUTIVE OFFICER

Krish joined OnMobile in August 2020 as CEO. He has two decades experience in consumer internet & tech space across US, Europe, APAC & Middle East

Most recently, he was CEO of Monster.com's APAC and Middle East operations.

Previously, he held leadership roles at gaming pioneer Zynga, Facebook & content leader AOL-Verizon

He has an engineering degree from Stanford University and MBA from London Business School

Sanjay Baweja GLOBAL GROUP CFO

Sanjay was Independent Director on OnMobile's Board from September 2015. In May 2020, Board appointed him as Global Group CFO of OnMobile.

Sanjay has extensive experience in strategy, finance and Investor relations across sectors.

Previously, he was Group President at Bhartiya group, Group CFO at Suzlon, Flipkart and Tata Communications.

Sanjay is a Chartered Accountant and Cost and Work Accountant.

Sanjay Bhambri CHIEF OPERATING OFFICER

Sanjay is a global leader with deep expertise in leading sales & operations across industries.

He re-joined OnMobile in 2012, as Regional VP and played a critical role in driving growth in India, APAC & Middle East & Africa.

Prior to this, he was in leadership roles at Enzen Global Solutions and Hughes Network.

Sanjay has an MBA from FMS and holds an executive certification from Harvard Business School.

Investment Rationale

Stability and dominance in current products

Global Reach
Dominating market share in Tones business

Investing in transformational mobile sectors

Investment and focus on cloud and social gaming, a massive opportunity
Emerging turnaround story

Financials

Solid cash position
Healthy cash flow from operations
Debt free
High dividend yield

2. Products & Solutions

Core B2B Products deployed at carriers

TONES CONTESTS VIDEOS & EDITORIAL GAMES

B2B Products deployed with non-telco/ digital players

Challenges Arena is a Quiz Contest app on Android and iOS where you can challenge friends on various quiz and games

Thousands of quiz questions text, pics, audio video
Play quiz challenges and get ranked
Battle with opponents and get ranked
Monetization model: subscription + advertisements
Launching with one telco in India in Feb '21
Launching with telcos internationally in Q1FY '22

ONMO is a B2C cloud gaming platform where you can instantly play curated game moments/ battles with friends

Play Instantly. No downloads
Thousands of curated, best game
Co-Play with friends
Battle & compete with friends
Launching B2C
- Completed alpha launch Dec '20/ Jan '21
- Beta of MVP Q1 FY '22
- Launch with monetization Q2 FY '22
Launching B2B with telcos starting Q2 FY '22
Monetization model: eSports and subscription

3. Financials

Financial Highlights

Gross Revenues continues to remain stable QoQ.
Manpower cost reduced by 4.9% QoQ.
Marketing cost lower mainly in Europe QoQ.
EBITDA grew by 15.2% QoQ and 2x YoY, to INR 177 Mn with the margin of 12.7% during the quarter aided by above 2 parameters.
Operating Profits grew by 19.4% QoQ and 91.8% YoY.
PAT at INR 120 Mn grew by 54.3% QoQ and almost 2x YoY basis.
Cash stood at INR 2,736 Mn in Q3FY21 vs INR 2,323 MN at the end of Q2FY21.
DSO improved to 120 days in Q3FY21 vs 140 days in Q2FY21.
For 9 months ended period, Revenue remains stable. EBITDA, Operating Profit and PAT grew by 106%, 209% and 228% respectively over last year.

P&L Q3 FY21

P&L(INR Mn)	Q3 FY21	Q2 FY21	QoQ Gr %	Q3 FY20	YoY Gr %
Gross Revenue	1,461	1,462	(0.1)%	1,488	(1.9)%
Less Customer acquisition cost as per the new contract	(63)	(62)	1.3%	(57)	10.4%
Net Revenue	1,398	1,400	(0.1)%	1,432	(2.4)%
Content	667	654	1.9%	636	4.9%
Other COGS	19	14	30.8%	15	23.3%
Gross Profit	712	731	(2.6)%	781	(8.7)%
Margin (%)	51.0%	52.2%		54.5%
Manpower Cost	347	365	(4.9)%	390	(11.1)%
Severance cost	8	3	124.2%	9	(11.6)%
Marketing Cost	69	82	(16.1)%	77	(10.9)%
Other Opex	112	127	-12.1%	194	(42.3)%
EBITDA	177	154	15.2%	111	60.0%
Margin (%)	12.7%	11.0%		7.7%
Depreciation	33	33	(0.1)%	36	(7.4)%
Operating Profit	144	121	19.4%	75	91.8%
Margin (%)	10.3%	8.6%		5.3%
Other Income	15	15	(1.9)%	20	(24.4)%
Exchange gain (Loss)	2	(19)	(109)%	3	(47)%
Profit before Tax	161	117	38.1%	98	63.8%
Tax	41	39	5.7%	33	23.8%
Profit After Tax	120	78	54.3%	65	84.1%
Profit / (Losses)from Associates	(7)	(2)	298.0%	-	100.0%
Profit attributable to Group	113	76	48.9%	65	73.9%
Margin (%)	8.1%	5.4%		4.6%
Cash Profit	146	109	34.1%	101	45.2%16

P&L 9M FY21

P&L(INR Mn)	Dec'20 YTD	Dec'19 YTD	Change	Gr %
Gross Revenue	4,391	4,367	24	0.5%
Less Customer acquisition cost as per the new contract	(185)	(135)	(50)	37.0%
Net Revenue	4,206	4,232	(26)	(0.6)%
Content	1,981	1,850	131	7.1%
Other COGS	44	49	(5)	(10.6)%
Gross Profit	2,181	2,333	(151)	(6.5)%
Margin (%)	51.9%	55.1%
Manpower Cost	1,044	1,210	(166)	(13.8)%
Severance cost	18	44	(26)	(59.0)%
Marketing Cost	203	231	(29)	(12.4)%
Other Opex	388	590	(202)	(34.2)%
EBITDA	529	257	272	105.8%
Margin (%)	12.6%	6.1%
Depreciation	100	118	(19)	(15.7)%
Operating Profit	429	139	290	209.2%
Margin (%)	10.2%	3.3%
Other Income	54	72	(17)	(24.0)%
Exchange gain (Loss)	(13)	(10)	(3)	28%
Profit before Tax	470	200	270	135.0%
Tax	152	103	49	47.2%
Profit After Tax	319	97	221	228.2%
Profit / (Losses)from Associates	(8)	-	(8)	100.0%
Profit attributable to Group	310	97	213	219.6%
Margin (%)	7.4%	2.3%
Cash Profit	410	215	195	90.4%

Financial Summary Q3 FY21

Gross Revenue	Gross Profit	EBITDA
INR 1,461 Mn1.9% YoYFlat QoQ	INR 712 Mn8.7% YoY2.6% QoQGross Profit Margin 51.0%	INR 177 Mn60.0% YoY15.2% QoQEBITDA Margin 12.7%
Operating Profit	PAT	Net Cash
INR 144 Mn91.8% YoY19.4% QoQOp. Profit Margin 10.3%	INR 120 Mn84.1% YoY54.3% QoQPAT Margin 8.6%	INR 2,736 MnINR 413 Mn

Revenue by Geography

Note: Americas include – Latin America and North America

Revenue by Products

Cash position

Ratio Analysis

Ratio Analysis	Q4FY19	Q1FY20	Q2FY20	Q3FY20	Q4FY20	Q1FY21	Q2FY21	Q3FY21
Profit and Loss
International revenue / revenue	83%	84%	85%	84%	84%	86%	86%	85%
Gross profit / revenue	57%	56%	55%	55%	51%	52%	52%	51%
Revenue per Employee (INR'000)	1,796	1,838	2,022	2,120	2,161	2,107	2,076	2,084
EBITDA per Employee (INR'000)	66	51	146	158	171	284	221	253
Aggregate employee costs / revenue	28%	31%	29%	28%	25%	24%	26%	25%
Operating profit / revenue	2%	0%	4%	5%	6%	12%	9%	10%
Profit before tax (PBT) / revenue*	3%	2%	5%	7%	10%	14%	8%	12%
Effective tax rate -Tax / PBT*	51%	30%	85%	34%	37%	37%	33%	27%
Balance sheet
Current ratio	1.82	1.85	1.84	1.79	2.12	2.14	2.10	2.24
Day's sales outstanding (Days)	139	143	155	140	144	137	140	120
Liquid assets / total assets (%)	50%	55%	53%	55%	58%	57%	53%	53%
Liquid assets / total sales ratio	3.1	3.5	3.4	3.4	3.5	3.6	3.3	3.3

* PBT considered before Exceptional items

Balance Sheet

INR Mn	Dec'20	Mar'20
Shareholders' Funds	6,163	5,900
Non-Current Liabilities	185	229
Trade Payables	2,004	2,242
Current Liabilities	462	439
Total Liabilities	8,814	8,810
Fixed Assets	463	354
Goodwill	636	534
Right to use Assets	84	136
Investments in Associates	46	-
Financial Assets	54	60
Deferred Tax Assets	609	621
Non-Current Assets	1,398	1,366
Cash and Cash Equivalents	2,736	2,745
Trade Receivables	1,930	2,320
Other Current Assets	857	674
Total Assets	8,814	8,810

For any queries mail us at [email protected]

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OnMobile Global Ltd. Investor Presentation 2021

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