IT - Software
Size: Market Cap wise it is among the top 20% companies of india.
Smart Money: Smart money has been increasing their position in the stock.
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Balance Sheet: Strong Balance Sheet.
Insider Trading: There's significant insider buying recently.
Profitability: Recent profitability of 11% is a good sign.
Dividend: Dividend paying stock. Dividend yield of 3.36%.
Momentum: Stock is suffering a negative price momentum. Stock is down -12.2% in last 30 days.
Past Returns: Underperforming stock! In past three years, the stock has provided -10.7% return compared to 12.2% by NIFTY 50.
Technicals: SharesGuru indicator is Bearish.
Valuation | |
|---|---|
| Market Cap | 7.1 kCr |
| Price/Earnings (Trailing) | 14.96 |
| Price/Sales (Trailing) | 1.7 |
| EV/EBITDA | 9.36 |
| Price/Free Cashflow | 18.49 |
| MarketCap/EBT | 11.93 |
| Enterprise Value | 6.64 kCr |
Fundamentals | |
|---|---|
| Revenue (TTM) | 4.19 kCr |
| Rev. Growth (Yr) | 7.6% |
| Earnings (TTM) | 479.3 Cr |
| Earnings Growth (Yr) | -4% |
Profitability | |
|---|---|
| Operating Margin | 14% |
| EBT Margin | 14% |
| Return on Equity | 21.19% |
| Return on Assets | 14.28% |
| Free Cashflow Yield | 5.41% |
Growth & Returns | |
|---|---|
| Price Change 1W | -3.5% |
| Price Change 1M | -12.2% |
| Price Change 6M | -17.9% |
| Price Change 1Y | -21.2% |
| 3Y Cumulative Return | -10.7% |
| 5Y Cumulative Return | -4.2% |
| 7Y Cumulative Return | 50.1% |
| 10Y Cumulative Return | 27.1% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | -220.3 Cr |
| Cash Flow from Operations (TTM) | 642.1 Cr |
| Cash Flow from Financing (TTM) | -208.23 Cr |
| Cash & Equivalents | 506.49 Cr |
| Free Cash Flow (TTM) | 514.47 Cr |
| Free Cash Flow/Share (TTM) | 38.22 |
Balance Sheet | |
|---|---|
| Total Assets | 3.36 kCr |
| Total Liabilities | 1.09 kCr |
| Shareholder Equity | 2.26 kCr |
| Current Assets | 2.34 kCr |
| Current Liabilities | 1.04 kCr |
| Net PPE | 221.13 Cr |
| Inventory | 0.00 |
| Goodwill | 264.55 Cr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.01 |
| Debt/Equity | 0.02 |
| Interest Coverage | 107.78 |
| Interest/Cashflow Ops | 112.78 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 18 |
| Dividend Yield | 3.36% |
| Buy Backs (1Y) | -1.4% |
| Shares Dilution (3Y) | -2.3% |
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.
Last updated:
During the Q1 FY26 earnings call held on July 25, 2025, management of Tanla Platforms provided a positive outlook, emphasizing strategic initiatives and robust growth expectations. CEO Uday Kumar Reddy shared insights on their newly announced AI-native platform, which is set to launch with a major Southeast Asian telecommunication provider, aiming to leverage extensive data for new applications in both telecommunications and enterprise sectors. Initial results from this deployment are promising, indicating potential for substantial growth.
The company reported Q1 revenue of Rs.1,041 crores, reflecting a quarter-on-quarter increase of 1.6% and a year-on-year growth of 3.8%. The profit after tax (PAT) for the quarter was Rs.118 crores. Tanla also announced a buyback program worth Rs.175 crores, contributing to a total return of nearly Rs.1,000 crores to shareholders over five years through dividends and buybacks, while maintaining a zero-debt balance sheet.
Management expressed an aspiration for a 20% compound annual growth rate (CAGR) in EBITDA over the next two years, driven by increasing wallet share in the enterprise sector and new strategic deals, including three significant contracts"”two in Mobile-as-a-Platform (MaaP) and the AI-native platform. They expect revenue growth from these initiatives to begin reflecting in results starting Q2 FY26.
Key forward-looking points from management include:
Launch of the AI-native platform in partnership with a leading Southeast Asian telco, with a subscription model based on monthly payments per user.
Continued expansion into international markets with significant investments planned in Indonesia, aimed at consolidating their presence there.
Expectation of revenue growth from the enterprise sector driven by winning new deals and improving EBITDA margins, although challenges in traditional SMS revenue were acknowledged due to competitive pricing pressures.
Last updated:
Question: "When will we be able to see ValueFirst numbers reflecting, and is there some delay regarding approvals or regulatory matters?"
Answer: We have completed the acquisition of ValueFirst India and Singapore, but other global acquisitions are pending RBI approval. We're clarifying all questions they have. While I can't provide a specific date for the approvals, we're hopeful it will happen soon.
Question: "What is the visibility on your aspiration for 20% revenue CAGR over the next two years?"
Answer: Our aspiration is to achieve a 20% EBITDA CAGR, not revenue. The recent new deals and momentum in our enterprise and global business instill confidence in achieving these numbers. However, it's important to note this is an aspiration, not a formal guidance.
Question: "Is it fair to say that the entire ILD-led drag is now behind?"
Answer: Yes, ILD revenue has been consistent and contributes single digits to our revenue. Its impact is minor now, so I don't foresee any major issues arising from it in the near future.
Question: "Will the enterprise revenue, excluding OTT, increase?"
Answer: Excluding OTT could seem unfair as we're pivoting to smart communications. While OTT is significant, SMS volumes are increasing, but competition affects pricing. We aim for better margins as investments in new platforms yield results.
Question: "How confident are we of achieving the 20% EBITDA growth?"
Answer: We are solidly positioned for growth starting Q2. The strategies we've implemented are designed to kick off numbers effectively. I expect to provide clarity on this in our upcoming Q2 call.
Question: "How do you consider the buyback structure and its implications regarding tax?"
Answer: We've opted for a tender route due to regulatory changes. The premium we offered reflects fair value and we've assessed shareholder perspectives. We're happy to clarify this with any concerned individuals to ensure understanding.
Understand TANLA PLATFORMS ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| DASARI UDAY KUMAR REDDY | 23.45% |
| TANUJA REDDY DASARI | 15.9% |
| TNA CORPORATION LLP | 2.62% |
| HARSHA REDDY PONGULETI | 2.34% |
| DEEPAK SATYAPRAKASH GOYAL | 1.99% |
| PONGULETI MADHURI | 1.65% |
| SHARAD KOHLI | 1.6% |
| MOBILE TECHSOL PRIVATE LIMITED | 1.57% |
| KRISHNAKISHORE ANNAPUREDDY | 1.41% |
| ANMITHA VENTURES LLP | 0.81% |
| M&M HOLDINGS | 0.58% |
| S R HOLDINGS | 0.29% |
| BLUE GREEN TECHNOLOGIES PRIVATE LIMITED | 0.24% |
| VEDA MATHA TECHNOLOGIES PVT LTD | 0.23% |
| RAM AVENUES LLP | 0.18% |
| MV CORPORATION | 0.17% |
| MSQUARE VISION INFRA | 0.12% |
Distribution across major stakeholders
Distribution across major institutional holders
Detailed comparison of TANLA PLATFORMS against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|---|
| TATACOMM | Tata Communications | 52 kCr | 23.95 kCr | -2.70% | +3.20% | 31.53 | 2.17 | - | - |
| AFFLE | Affle (India) | 24.18 kCr | 2.55 kCr | +1.90% | -2.80% | 57.49 | 9.48 | - | - |
| ROUTE | Route Mobile | 4.54 kCr | 4.59 kCr | +5.80% | -49.10% | 26.51 | 0.99 | - | - |
| BCG | BRIGHTCOM GROUP | 2.2 kCr | 5.76 kCr | -16.20% | +16.40% | 2.72 | 0.38 | - | - |
| ONMOBILE | OnMobile Global | 641.33 Cr | 609.3 Cr | -1.70% | -20.00% | 75.4 | 1.05 | - | - |
Comprehensive comparison against sector averages
TANLA metrics compared to IT
| Category | TANLA | IT |
|---|---|---|
| PE | 14.96 | 31.00 |
| PS | 1.70 | 6.44 |
| Growth | 3 % | 5.3 % |
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.
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TANLA vs IT (2021 - 2025)