TANLA - TANLA PLATFORMS LIMITED Share Price

IT - Software

₹483.05+13.85(+2.95%)

Market Closed as of Apr 28, 2025, 15:30 IST

What does TANLA PLATFORMS LIMITED do?

Software Products•Information Technology•Small Cap

Tanla Platforms Limited, together with its subsidiaries, engages in the provision of cloud communication platforms as a service for mobile operators and enterprises in India and internationally. It operates Wisely Platform, an API-led intelligent platform-of-platforms, which serves as a unified hub for digital interactions to craft solutions and provide experiences in the realm of communication, privacy, and security. The company also offers Wisely Anti-Phishing Platform against SMS phishing; Trubloq, for protecting customers from spam; and Wisely Consent, a consent management solution, that ensures compliance for enterprise customer communications on SMS and voice channels. In addition, the company provides settlement reports by facilitating reconciliation of transactions; Single Source of Truth (SSOT) solution enabled by Blockchain; and end-to-end encryption solutions to protect sensitive information from unauthorized access. Further, it offers marketing automation tool; smart campaign manager, for driving campaigns across channels and segments; Journey Builder, for implementing journeys across platforms; and omnichannel communications suite, that enables interactions across channels. Additionally, the company provides conversational AI chatbots, URL shorteners, channel affinity intelligence, and location-based services. The company was formerly known as Tanla Solutions Limited and changed its name to Tanla Platforms Limited in October 2020. Tanla Platforms Limited was incorporated in 1995 and is headquartered in Hyderabad, India.

Industry Group:IT - Software

Employees:993

Website:www.tanla.com

Summary of Latest Earnings Report from TANLA PLATFORMS

Summary of TANLA PLATFORMS's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.

Earnings Outlook

Last updated: Jan 25

Management highlighted a strategic focus on OTT channels (WhatsApp, RCS), which now contribute 23% of revenue (up from 15%), with RCS volumes growing 4x. They emphasized innovation in platforms like MaaP, achieving 1 billion monthly volumes, and creating integrated enterprise solutions for stickiness. Despite ILD revenue pressure from OTT shifts, NLD volumes and international expansion offset declines, maintaining gross margins around 26%. The VF International acquisition awaits regulatory approvals. Cash deployment includes dividends (INR 6/share), organic R&D investments, and potential inorganic opportunities. Challenges include persistent pricing competition in SMS/OTT, though OTT's promotional segment (85% of revenue) remains resilient. The industry outlook expects double-digit growth in NLD and OTT, with ILD stabilization timing uncertain. Management remains committed to sustaining market share and margin stability through platform-led growth and strategic investments.

Q&A Session

Last updated: Jan 25

Question 1: "First is how long before we see industry tailwinds to do away with and how do we plan to grow our revenues? That's question number one. Question number two is VF International acquisition. When do you expect the approvals? And the last question is how do you plan to deploy the cash?"
Answer: Abhishek Jain noted that NLD volumes are growing but price sensitivity limits revenue growth. OTT channels like WhatsApp and RCS are expanding, contributing 23% of revenue. Approvals for VF International are pending regulatory clearance. Cash will be allocated to innovation, dividends (INR 6/share), and strategic acquisitions.

Question 2: "So, what is your perspective in terms of when does the bleeding stop, right? [...] why wouldn't they [OTT players] go lower to get more business in India [...]? So, I'd like a more thoughtful response on that. [...] On the dividend versus share buyback [...] paying 36% tax on dividends [...] they buy back their stock [...]? [...] the logic of doing this every quarter, [capitalizing expenses]?"
Answer: Deepak Goyal highlighted that utility SMS (regulated sectors) remains unaffected by OTT competition. WhatsApp's revenue primarily comes from promotional messages, with RCS growing 4X. Abhishek Jain clarified that employee costs for platform development are capitalized, adhering to accounting policies. Buybacks are evaluated but tax efficiency changed recently.

Question 3: "So, you mentioned that we have seen the impact on the ILD volumes, as there has been a shift to WhatsApp. [...] what proportion of the ILD volumes [...] risk of shift [...]? [...] what kind of gross margin impact [...]?"
Answer: ILD volumes are declining due to WhatsApp shift, but OTT and international growth offset revenue impact. Gross margins (26%) remain stable despite ILD decline. WhatsApp's pricing adjustments are absorbed, with sustained margin expectations.

Question 4: "If we see the presentations, we are always saying, okay, if we had Vodafone, then the business would have grown 18%. [...] do we see our margins going up again [...]? [...] gaming [...] sold some subsidiary [...]?"
Answer: Vodafone's firewall deal loss reduced revenue YoY, but margins are stable. Forex losses impacted PAT, but normalization is expected. Gamooga was merged with Karix for synergy, remaining a wholly owned subsidiary.

Question 5: "Regarding the platform-side business [...] growth sustainable for 2 to 5 years? [...] industry growth rate [...]? [...] wage inflation [...]?"
Answer: Platforms like MaaP (1B monthly volumes) and Trubloq drive growth. NLD may grow in low double digits, OTT faster. Wage inflation predictions are unclear, but innovation remains a priority.

The Good, Bad and Ugly

Growth

Profitability

Size

Dilution Rank

Balance Sheet

Momentum

Technicals

Smart Money

Insider Trading

Category	TANLA	IT
PE	12.14	35.21
PS	1.55	6.96
Growth	7.6 %	5.2 %

Cash Flow for TANLA PLATFORMS

Standalone figures (in Rs. Crores) / View Consolidated Data

Description	(%) Q/Q	Mar-2024	Mar-2023	Mar-2022
Depreciation	13.1%	7.65	6.88	6.44
Unrealised forex losses/gains	-75.4%	0	0.43	1.78
Dividend income	-	110	0	14
Adjustments for interest income	-	13	0	14
Share-based payments	-111.7%	0	9.53	6.67
Net Cashflows from Operations	-47.9%	111	212	149
Dividends received	99%	0	-101.69	0
Interest received	93.8%	0	-15.07	0
Income taxes paid (refund)	-79%	1.87	5.15	52
Net Cashflows From Operating Activities	21.3%	109	90	97
Cashflows used in obtaining control of subsidiaries	24164.5%	374	-0.55	0
Purchase of property, plant and equipment	-	9.96	0	5.95
Purchase of other long-term assets	-131.2%	0	4.21	0
Dividends received	7.9%	110	102	14
Interest received	-33.3%	13	19	11
Other inflows (outflows) of cash	-107.5%	-1.02	28	-62.79
Net Cashflows From Investing Activities	-296%	-281.23	145	-42.72
Proceeds from issuing shares	0%	0.01	0.01	1.1
Payments to acquire or redeem entity's shares	-100.5%	0	212	82
Proceeds from borrowings	-	255	0	0
Dividends paid	23.1%	134	109	14
Net Cashflows from Financing Activities	137.3%	121	-321	-94.36
Net change in cash and cash eq.	40%	-51.23	-85.99	-39.86

Consolidated figures (in Rs. Crores) / View Standalone Data

Description	(%) Q/Q	Mar-2024	Mar-2023	Mar-2022
Finance costs	-725%	0	1.16	0
Depreciation	86.7%	85	46	41
Unrealised forex losses/gains	-57.5%	6.1	13	6.23
Adjustments for interest income	-	0	0	16
Share-based payments	-106.2%	0	17	9.07
Net Cashflows from Operations	71.6%	713	416	602
Interest paid	-	104	0	0
Interest received	26.1%	-19.29	-26.45	1.09
Income taxes paid (refund)	-100.7%	0	143	116
Net Cashflows From Operating Activities	139.4%	590	247	486
Cashflows used in obtaining control of subsidiaries	-	374	0	0
Purchase of property, plant and equipment	-	159	0	0
Proceeds from sales of investment property	-	3.07	0	0
Purchase of other long-term assets	-100.6%	0	156	62
Interest received	-44%	15	26	11
Other inflows (outflows) of cash	-125.3%	-13.95	60	-59.96
Net Cashflows From Investing Activities	-649.3%	-528.01	-69.6	-110.89
Proceeds from issuing shares	2%	0.01	-0.01	1.1
Payments to acquire or redeem entity's shares	-100.5%	0	212	82
Repayments of borrowings	-	4.76	0	0
Payments of lease liabilities	-117.2%	0	6.81	3.05
Dividends paid	23.1%	134	109	14
Net Cashflows from Financing Activities	53.8%	-150.9	-327.82	-97.41
Effect of exchange rate on cash eq.	-	44	0	0
Net change in cash and cash eq.	70%	-44.48	-150.7	278

Balance Sheet for TANLA PLATFORMS

Standalone figures (in Rs. Crores) / View Consolidated Data

Description	(%) Q/Q	Sep-2024	Mar-2024	Sep-2023	Mar-2023	Sep-2022	Mar-2022
Cash and cash equivalents	104.8%	44	22	65	112	202	199
Current investments	-	34	0	0	0	0	0
Loans, current	-1%	104	105	141	85	143	113
Total current financial assets	-10.9%	485	544	427	471	715	686
Total current assets	-10.8%	497	557	434	479	729	713
Property, plant and equipment	0%	26	26	23	23	24	24
Capital work-in-progress	-	-	0.92	0.27	0.98	-	0
Investment property	-	-	0	701	-	-	0
Non-current investments	0%	701	701	0	327	0	328
Loans, non-current	-	0	0	0	0	0	0
Total non-current financial assets	-0.1%	702	703	0	328	327	328
Total non-current assets	-1.9%	758	773	770	409	400	406
Total assets	-5.6%	1,255	1,329	1,204	888	1,129	1,119
Borrowings, non-current	0%	255	255	255	0	0	0
Total non-current financial liabilities	0%	255	255	256	0.81	0.43	0.43
Provisions, non-current	0%	0.43	0.43	0.53	0.57	0.66	0.53
Total non-current liabilities	0%	256	256	257	2	1.64	1.43
Total current financial liabilities	-16.9%	393	473	354	310	385	415
Provisions, current	0%	0.19	0.19	0.16	0.1	0.03	0.03
Current tax liabilities	-	1.69	-	-	0	-	0
Total current liabilities	-16.4%	400	478	363	319	386	417
Total liabilities	-10.6%	656	734	620	321	388	419
Equity share capital	0%	13	13	13	13	14	14
Total equity	0.5%	599	596	584	567	741	700
Total equity and liabilities	-5.6%	1,255	1,329	1,204	888	1,129	1,119

Consolidated figures (in Rs. Crores) / View Standalone Data

Description	(%) Q/Q	Sep-2024	Mar-2024	Sep-2023	Mar-2023	Sep-2022	Mar-2022
Cash and cash equivalents	-4.1%	522	544	484	566	832	842
Current investments	-	155	0	0	0	0	0
Loans, current	-	0	0	0	0	0	0
Total current financial assets	9.3%	2,199	2,012	1,901	1,702	1,841	1,818
Total current assets	10.4%	2,250	2,038	1,951	1,735	1,933	1,882
Property, plant and equipment	10.7%	228	206	210	166	49	43
Capital work-in-progress	-97.3%	1.6	23	9.95	7.83	50	13
Investment property	-1.5%	1.66	1.67	1.29	0	0	0
Goodwill	0%	265	265	264	135	135	135
Loans, non-current	-	0	0	0	0	0	0
Total non-current financial assets	-58.2%	42	99	100	15	14	71
Total non-current assets	-2.9%	943	971	933	678	505	513
Total assets	6.1%	3,192	3,009	2,884	2,413	2,438	2,395
Borrowings, non-current	-	0	0	1.35	0	0	0
Total non-current financial liabilities	-101.7%	0	59	65	74	0	45
Provisions, non-current	-8.3%	1.55	1.6	2.05	1.8	0	7.06
Total non-current liabilities	1.7%	62	61	68	76	48	53
Total current financial liabilities	-2.5%	948	972	1,020	792	870	932
Provisions, current	2.9%	8.33	8.12	8.01	1.29	0	1.09
Current tax liabilities	303.6%	32	8.68	26	4.78	34	28
Total current liabilities	1.7%	1,023	1,006	1,068	819	904	988
Total liabilities	1.7%	1,085	1,067	1,136	895	952	1,041
Equity share capital	0%	13	13	13	13	14	14
Total equity	8.6%	2,108	1,942	1,748	1,517	1,487	1,354
Total equity and liabilities	6.1%	3,192	3,009	2,884	2,413	2,438	2,395

Income Statement for TANLA PLATFORMS

Consolidated figures (in Rs. Crores) / View Standalone Data

AnnualQuarterly

Description	(%) Q/Q	Mar-2024	Mar-2023	Mar-2022	Mar-2021	Mar-2020	Mar-2019
Revenue From Operations	17.1%	3,928	3,355	3,206	2,341	1,943	1,004
Other Income	68%	43	26	16	22	12	11
Total Income	17.4%	3,970	3,381	3,222	2,363	1,955	1,015
Cost of Materials	-	0	0	0	0	0	861
Employee Expense	26.3%	169	134	127	86	109	23
Finance costs	1305.4%	6.2	1.37	1.32	1.07	6.42	0.32
Depreciation and Amortization	86.7%	85	46	41	40	378	73
Other expenses	15%	3,027	2,633	2,379	1,822	1,649	24
Total Expenses	16.8%	3,287	2,814	2,548	1,949	2,142	981
Profit Before exceptional items and Tax	20.5%	683	567	674	415	-186.82	34
Exceptional items before tax	-	0	0	0	0	-48.73	0
Total profit before tax	20.5%	683	567	674	415	-235.56	34
Current tax	16.7%	134	115	134	59	11	0.86
Deferred tax	-111.7%	0.7	3.56	1.13	-0.29	-37.33	2.79
Total tax	13.6%	135	119	135	59	-26.08	3.65
Total profit (loss) for period	22.4%	548	448	539	356	-211.17	30
Other comp. income net of taxes	-93.9%	2.16	20	6.88	-5.36	9.93	1.2
Total Comprehensive Income	17.6%	550	468	546	351	-201.24	31
Earnings Per Share, Basic	24.1%	40.79	33.05	39.77	25.27	-14.77	2.58
Earnings Per Share, Diluted	23.9%	40.71	33.04	39.77	25.27	-14.77	2.58

Description	(%) Q/Q	Dec-2024	Sep-2024	Jun-2024	Mar-2024	Dec-2023	Sep-2023
Revenue From Operations	-0.1%	1,000	1,001	1,002	1,006	1,003	1,009
Other Income	-6.7%	9.4	10	9.61	26	5.07	6.34
Total Income	-0.1%	1,010	1,011	1,012	1,031	1,008	1,015
Employee Expense	5.7%	57	54	47	45	46	44
Finance costs	-6%	1.47	1.5	1.57	1.64	1.7	1.81
Depreciation and Amortization	9.1%	25	23	23	23	23	23
Other expenses	1.2%	780	771	766	800	764	768
Total Expenses	1.5%	863	850	838	870	835	836
Profit Before exceptional items and Tax	-8.8%	147	161	174	162	173	179
Total profit before tax	-8.8%	147	161	174	162	173	179
Current tax	-13.8%	26	30	33	32	31	38
Deferred tax	963.2%	2.64	0.81	-0.34	-0.47	2.1	-2.2
Total tax	-10%	28	31	33	32	33	36
Total profit (loss) for period	-8.5%	119	130	141	130	140	143
Other comp. income net of taxes	4420%	5.32	0.9	0.09	-0.09	0.47	2.1
Total Comprehensive Income	-5.4%	124	131	141	130	141	145
Earnings Per Share, Basic	-10.1%	8.82	9.7	10.5	9.69	10.42	10.6
Earnings Per Share, Diluted	-9.9%	8.81	9.67	10.49	9.67	10.42	10.6

Standalone figures (in Rs. Crores) / View Consolidated Data

AnnualQuarterly

Description	(%) Q/Q	Mar-2024	Mar-2023	Mar-2022	Mar-2021	Mar-2020	Mar-2019
Revenue From Operations	-11.9%	1,012	1,149	1,247	892	1,060	809
Other Income	18.1%	138	117	27	31	9.14	9.56
Total Income	-9.1%	1,150	1,265	1,274	923	1,070	819
Cost of Materials	-	0	0	1,029	0	0	687
Employee Expense	-13%	41	47	48	22	19	22
Finance costs	2350%	19	0.2	0.16	0.1	5.73	2.95
Depreciation and Amortization	13.1%	7.65	6.88	6.44	7.12	321	68
Other expenses	-10%	915	1,016	36	737	915	20
Total Expenses	-8.2%	982	1,070	1,120	766	1,261	799
Profit Before exceptional items and Tax	-14.4%	168	196	154	157	-191.08	20
Exceptional items before tax	-	0	0	0	40	-48.73	0
Total profit before tax	-14.4%	168	196	154	196	-239.81	20
Current tax	-40%	10	16	26	18	0	0
Deferred tax	-27.9%	4.91	6.42	9.13	20	-40.89	2.56
Total tax	-33.3%	15	22	35	38	-40.89	2.56
Total profit (loss) for period	-12.1%	153	174	119	159	-198.92	17
Other comp. income net of taxes	126.2%	1.82	-2.13	0.47	-1.7	1.63	4.34
Total Comprehensive Income	-10.5%	154	172	119	157	-197.29	21
Earnings Per Share, Basic	-13%	11.35	12.89	8.75	11.25	-13.92	1.48
Earnings Per Share, Diluted	-13%	11.35	12.89	8.75	11.25	-13.92	1.48

Description	(%) Q/Q	Dec-2024	Sep-2024	Jun-2024	Mar-2024	Dec-2023	Sep-2023
Revenue From Operations	-8.6%	204	223	240	264	263	238
Other Income	-93.2%	6.82	87	7.08	75	4.1	57
Total Income	-32%	211	310	247	338	267	295
Employee Expense	10%	12	11	8.98	9.75	9.52	10
Finance costs	0%	6.27	6.27	6.2	6.2	6.27	6.27
Depreciation and Amortization	-0.9%	2.08	2.09	2.03	2.04	2.05	1.81
Other expenses	-5.7%	182	193	208	232	243	218
Total Expenses	-4.7%	203	213	226	250	260	236
Profit Before exceptional items and Tax	-92.5%	8.18	97	21	88	6.44	59
Total profit before tax	-92.5%	8.18	97	21	88	6.44	59
Current tax	-63.6%	1.88	3.42	3.91	6.3	0.68	0.49
Deferred tax	140.6%	1.13	0.68	0.48	0.84	1.27	1.72
Total tax	-35.2%	3.01	4.1	4.39	7.15	1.94	2.21
Total profit (loss) for period	-95.5%	5.17	93	17	81	4.49	57
Other comp. income net of taxes	-	-0.02	0	0	3.01	0.03	-1.23
Total Comprehensive Income	-95.5%	5.15	93	17	84	4.52	55
Earnings Per Share, Basic	-110.3%	0.39	6.94	1.26	6.02	0.33	4.22
Earnings Per Share, Diluted	-110.5%	0.38	6.93	1.27	6.01	0.33	4.22

Valuation
Market Cap	6.32 kCr
Price/Earnings (Trailing)	12.14
Price/Sales (Trailing)	1.55
EV/EBITDA	8.5
Price/Free Cashflow	22.54
MarketCap/EBT	9.82

Fundamentals
Revenue (TTM)	4.06 kCr
Rev. Growth (Yr)	0.22%
Rev. Growth (Qtr)	-0.11%
Earnings (TTM)	520.18 Cr
Earnings Growth (Yr)	-15.43%
Earnings Growth (Qtr)	-8.98%

Profitability
Operating Margin	15.83%
EBT Margin	15.83%
Return on Equity	24.68%
Return on Assets	16.29%
Free Cashflow Yield	4.44%

Share Holdings

Understand TANLA PLATFORMS ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.

Holding Pattern

Major Shareholders

Share Holding Details

As of 2025-03-31

Shareholder Name	Holding %
DASARI UDAY KUMAR REDDY	21.72%
TANUJA REDDY DASARI	15.67%
SMALLCAP WORLD FUND, INC	2.73%
TNACORPORATIONLLP	2.58%
HARSHA REDDY PONGULETI	2.16%
DEEPAK SATYAPRAKASH GOYAL	1.96%
PONGULETI MADHURI	1.62%
SHARAD KOHLI	1.59%
MOBILETECHSOLPRIVATELIMITED	1.55%
KRISHNAKISHORE ANNAPUREDDY	1.43%
ANMITHAVENTURESLLP	0.8%
M&MHOLDINGS	0.57%
S R HOLDINGS	0.29%
BLUE GREENTECHNOLOGIESPRIVATE LIMITED	0.24%
VEDA MATHATECHNOLOGIESPVT LTD	0.23%
RAMAVENUESLLP	0.18%
MV CORPORATION	0.16%
MSQUARE VISION INFRA	0.12%

Overall Distribution

Distribution across major stakeholders

Ownership Distribution

Distribution across major institutional holders

Investor Care
Dividend Yield	3.84%
Dividend/Share (TTM)	18
Shares Dilution (1Y)	0.12%
Diluted EPS (TTM)	38.64

Financial Health
Current Ratio	2.2
Debt/Equity	0.00
Debt/Cashflow	0.00

Ticker	Name	Mkt Cap	Revenue	Price %, 1M	Returns, 1Y	P/E	P/S	Rev 1-Yr	Inc 1-Yr
TATACOMM	Tata CommunicationsTelecom - Cellular & Fixed line services	45.06 kCr	23.02 kCr	+0.18%	-9.99%	40.31	1.96	+14.32%	+14.68%
AFFLE	Affle (India)IT Enabled Services	22.74 kCr	2.27 kCr	+0.65%	+46.46%	62.09	10.01	+30.61%	+34.59%
ROUTE	Route MobileOther Telecom Services	6.16 kCr	4.48 kCr	+4.86%	-36.43%	16.7	1.37	+10.16%	-7.27%
BCG	BRIGHTCOM GROUPOther	2.08 kCr	4.13 kCr	0.00%	-29.97%	4.68	0.5	-22.36%	-49.57%
ONMOBILE	OnMobile GlobalOther Telecom Services	525.86 Cr	546.32 Cr	+11.12%	-37.94%	-15.8	0.96	+2.26%	-339.90%

TANLA - TANLA PLATFORMS LIMITED Share Price

What does TANLA PLATFORMS LIMITED do?

Summary of Latest Earnings Report from TANLA PLATFORMS

Sector Comparison: TANLA vs IT - Software

Comparative Metrics

Performance Comparison

Cash Flow for TANLA PLATFORMS

Balance Sheet for TANLA PLATFORMS

Income Statement for TANLA PLATFORMS

Valuation

Fundamentals

Profitability

Share Holdings

Holding Pattern

Share Holding Details

Overall Distribution

Ownership Distribution

Investor Care

Financial Health

Is TANLA PLATFORMS Better than it's peers?

Price to Sales Ratio

Revenue (Last 12 mths)

Net Income (Last 12 mths)