Tanla Platforms Ltd logo

Tanla Platforms Ltd

TANLA NSE

Key Fundamentals

MicrocapSoftware ProductsInformation Technology
Market Cap
₹7,515 Cr
Volatility
Moderate
P/E Ratio
14.29
EBITDA
₹761 Cr
Return on Equity
20.46%
Debt to Equity
0.02
Book Value
₹187.58
EPS
₹41.21
52W High
₹766
52W Low
₹365.9

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

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65 extracted metrics + investor summaries across FY15–FY26.

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Tapetide Score

Data-driven rating, 0–100. How it works →

Technical Indicators

Key Insights

Strengths

4
  • Company is almost debt free.
  • Company has a good return on equity (ROE) track record: 3 Years ROE 25.2%
  • Company has been maintaining a healthy dividend payout of 30.8%
  • Company's median sales growth is 23.7% of last 10 years

Growth Rate

Revenue Growth
9.52% ↗
Net Income Growth
0.35% ↘
Cash Flow Change
-10.58% ↘
ROE
-8.50% ↘
ROCE
-7.70% ↘
EBITDA Margin (Avg.)
-4.95% ↘

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 18d ago
AI opinion · based on fundamentals
Risk medium

Tanla Platforms is a nearly debt-free CPaaS company with a market cap of ₹7,822 Cr trading at a PE of 14.8x. FY26 revenue grew 9.7% YoY to ₹4,418 Cr with PAT of ₹509 Cr, while the stock has declined 21% CAGR over 3 years despite consistent profitability and a 3-year ROE of 25%.

Bull Case 8
  • Nearly debt-free balance sheet provides financial flexibility and low interest burden
  • Strong 3-year ROE of 25% and 5-year ROE of 29% indicate efficient capital allocation
  • PE of 14.8x is modest for an IT-platform company with double-digit revenue growth, suggesting undemanding valuation
  • FY26 free cash flow of ₹477 Cr represents 94% of PAT, demonstrating high earnings quality
  • Q4 FY26 free cash flow of ₹206 Cr was 154% of PAT, showing accelerating cash conversion
  • Healthy dividend payout of 30.8% with a current yield of 2.02% offers income alongside growth
  • Q1 FY27 revenue grew 17.8% YoY with gross profit and EBITDA growing faster, indicating improving unit economics
  • 10-year median sales growth of 23.7% and 10-year compounded profit CAGR of 50% demonstrate a long track record of scaling
Bear Case 8
  • Stock price CAGR of -21% over 3 years signals sustained market de-rating despite earnings growth
  • FY26 EBITDA grew only 4.8% YoY to ₹724 Cr while revenue grew 9.7%, indicating margin compression
  • PAT margin stands at just 11.5% for FY26, relatively thin for a platform/technology business
  • Compounded profit growth has decelerated sharply from 50% over 10 years to just 4% over 3 years and 10% TTM
  • Revenue growth decelerated from 14% 5-year CAGR to 10% 3-year CAGR, suggesting slowing momentum
  • ROE has declined from 29% (5-year average) to 21% last year, indicating diminishing return efficiency
  • Q4 FY26 QoQ EBITDA growth was a marginal 0.7%, pointing to near-term operating leverage constraints
  • CPaaS industry faces commoditization risk with low switching costs, pressuring gross margins over time

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 15d ago
Positives 2
  • Q1FY26 profit up 20% YoY Jul 22

    Consolidated net profit rose 20% YoY to ₹1,422 crore for Q1FY26 with revenue from operations reaching ₹12,264 crore, driven by strong operational performance.

  • ValueFirst Middle East acquired Jul 28

    Tanla approved acquisition of 100% stake in ValueFirst Middle East FZC for ₹148.52 Cr via subsidiary Karix Mobile FZ LLC, expanding CPaaS presence in UAE, KSA, and Indonesia.

Neutral 3
  • ValueFirst decision initially deferred Jul 22

    Board deferred the ValueFirst Overseas acquisition decision on July 22, 2026 before approving the deal on July 28.

  • 30th AGM concluded Jul 20

    Tanla held its 30th AGM on July 20, 2026, adopting FY26 financial statements and reappointing a director.

  • Promoter shares unencumbered FY26 Jul 4

    Promoter D. Uday Kumar Reddy disclosed zero encumbrance on shares for FY26, complying with SEBI SAST regulations.

TL;DR: Tanla Platforms delivered a strong Q1FY26 with 20% profit growth and is actively expanding its international CPaaS footprint through the ValueFirst Middle East acquisition. No material headwinds are visible in recent news flow. Promoter holdings remain clean with no encumbrance. The trend is improving with earnings momentum and strategic inorganic growth reinforcing the bullish outlook.

Quarterly Results

  Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales
911
1,009
1,003
1,006
1,002
1,001
1,000
1,024
1,041
1,078
1,121
1,178
1,226
Expenses
729
812
810
845
814
825
837
861
877
901
931
986
1,025
Operating Profit
182
197
193
160
189
175
163
163
164
177
191
192
201
OPM %
20%
20%
19%
16%
19%
18%
16%
16%
16%
16%
17%
16%
16%
Other Income
5
6
5
26
10
10
9
11
12
9
8
8
14
Interest
1
2
2
2
2
2
1
1
1
1
1
1
1
Depreciation
16
23
23
23
23
23
25
27
27
30
32
33
33
PBT
170
179
173
162
174
161
147
146
147
156
165
167
181
Tax %
20%
20%
19%
20%
19%
19%
19%
20%
20%
20%
20%
19%
22%
Net Profit
135
143
140
130
141
130
119
117
118
125
131
134
142
EPS in Rs
10.07
10.6
10.42
9.69
10.5
9.68
8.8
8.72
8.8
9.43
9.91
10.13
10.72
Figures in ₹ Crores

Profit & Loss

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales
242
432
579
792
1,004
1,943
2,341
3,206
3,355
3,928
4,028
4,418
4,603
Expenses
166
362
523
726
907
1,758
1,907
2,504
2,764
3,193
3,335
3,691
3,842
Operating Profit
77
70
56
66
97
184
435
702
590
735
692
726
761
OPM %
32%
16%
10%
8%
10%
9%
19%
22%
18%
19%
17%
16%
17%
Other Income
5
-2
2
5
11
-36
22
16
26
42
40
37
39
Interest
0
1
0
0
0
7
2
3
4
9
8
7
4
Depreciation
76
53
20
57
73
378
40
41
46
85
98
122
128
PBT
5
14
39
13
33
-237
415
674
567
683
627
634
668
Tax %
53%
47%
-5%
-51%
11%
-11%
14%
20%
21%
20%
19%
20%
—
Net Profit
3
7
41
19
30
-211
356
539
448
548
507
509
533
EPS in Rs
0.26
0.71
3.81
1.7
2.58
-14.47
26.18
39.73
33.31
40.78
37.68
38.39
40.19
Div. Payout %
0%
28%
7%
18%
14%
0%
8%
5%
30%
29%
32%
31%
—
Figures in ₹ Crores

Balance Sheet

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
10
10
11
11
12
15
14
14
13
13
13
13
Reserves
611
645
646
676
714
687
880
1,340
1,504
1,928
2,255
2,475
Borrowings
0
0
0
0
60
5
4
54
83
75
64
53
Other Liabilities
61
98
135
246
321
482
715
987
812
992
1,005
1,189
Total Liabilities
683
753
791
934
1,107
1,189
1,613
2,395
2,413
3,009
3,338
3,730
Fixed Assets
95
51
466
452
350
257
257
305
484
700
739
761
CWIP
365
499
24
0
6
13
6
54
64
104
90
50
Investments
0
4
0
0
75
0
0
0
0
0
120
25
Other Assets
223
199
300
482
676
918
1,349
2,036
1,865
2,205
2,389
2,894
Total Assets
683
753
791
934
1,107
1,189
1,613
2,395
2,413
3,009
3,338
3,730
Figures in ₹ Crores

Cash Flow

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
51
93
72
32
-30
239
561
486
247
590
642
574
Investing
-40
-73
-5
-5
-54
-126
-10
-111
-70
-484
-220
48
Financing
0
6
15
5
74
-67
-168
-97
-328
-151
-208
-375
Net Cash Flow
11
26
82
32
-10
46
384
278
-151
-44
214
247
Free Cash Flow
9
19
65
23
-18
102
530
425
91
434
514
477
CFO/OP
66
133
127
49
-32
154
142
86
66
94
106
102
Figures in ₹ Crores

Ratios

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
218
70
72
95
112
61
58
64
62
78
76
82
Cash Conversion Cycle
218
70
72
95
112
61
58
64
62
78
76
82
Working Capital Days
175
22
5
21
54
20
-4
4
21
34
30
38
ROCE %
1%
3%
6%
2%
4%
-24%
52%
59%
38%
38%
29%
26%

Shareholding Pattern

As of Jun 2026
Promoters 46.17%
Public 37.02%
Others 8.79%
FIIs 7.63%
DIIs 0.39%
Total 100.00%
  Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters
41.22%
42.29%
42.51%
43.74%
43.74%
43.74%
43.74%
43.73%
44.17%
44.17%
44.16%
44.15%
44.15%
44.15%
44.12%
44.10%
44.10%
45.49%
46.17%
46.17%
46.17%
46.17%
FIIs
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
15.46%
15.13%
14.55%
14.64%
12.48%
10.40%
7.31%
9.06%
8.34%
7.60%
7.63%
DIIs
0.00%
0.04%
0.05%
0.05%
0.08%
0.10%
0.06%
0.08%
0.08%
0.38%
0.72%
0.92%
0.67%
0.75%
0.80%
0.47%
0.80%
0.95%
0.76%
0.30%
0.28%
0.39%
Government
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
Public
39.25%
37.77%
36.90%
36.53%
36.38%
36.71%
35.63%
34.81%
34.15%
33.21%
32.75%
32.75%
33.55%
34.16%
33.04%
35.24%
36.81%
37.92%
35.67%
36.89%
37.40%
37.02%
Others
19.53%
19.91%
20.54%
19.68%
19.80%
19.45%
20.58%
21.39%
21.59%
22.23%
22.37%
6.72%
6.49%
6.39%
7.40%
7.70%
7.89%
8.33%
8.34%
8.30%
8.54%
8.79%
No. of Shareholders
61,586
71,578
77,231
90,895
1,30,040
1,53,785
2,44,997
2,63,562
2,23,256
1,96,325
2,00,795
2,19,688
2,40,882
2,43,001
2,59,734
2,80,102
3,03,507
3,07,377
2,77,823
2,78,365
2,73,754
2,64,765

Documents

Frequently Asked Questions about Tanla Platforms Ltd

What does Tanla Platforms Ltd do?
Tanla Platforms Ltd (formerly Tanla Solutions Ltd) is a cloud communications provider enabling businesses to communicate with their customers and intended recipients. It is headquartered in Hyderabad, India. It is a global A2P(application to person) messaging platform provider. [1] [2]
Where is Tanla Platforms Ltd (TANLA) listed?
Tanla Platforms Ltd is listed on the Indian stock exchanges. It is listed on NSE: TANLA and BSE: 532790. You can view its live share price, financials, and ratios on Tapetide.
Which sector does Tanla Platforms Ltd belong to?
Tanla Platforms Ltd operates in the Information Technology sector within the IT - Software industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the market capitalisation of Tanla Platforms Ltd?
Tanla Platforms Ltd has a market capitalisation of approximately ₹7515.43 Cr. Based on this, it is classified as a Mid Cap stock.
What is the PE ratio of Tanla Platforms Ltd?
The Price-to-Earnings (PE) ratio of Tanla Platforms Ltd is 14.29. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of Tanla Platforms Ltd?
Over the past 52 weeks, Tanla Platforms Ltd has traded between a low of ₹365.9 and a high of ₹766. This range helps investors understand the stock's price volatility and recent trading levels.
Does Tanla Platforms Ltd pay dividends?
Yes, Tanla Platforms Ltd has a dividend yield of 2.09%. Dividend yield indicates the annual dividend income relative to the share price. A consistent dividend history can signal financial stability.
What is the Return on Equity (ROE) of Tanla Platforms Ltd?
Tanla Platforms Ltd has a Return on Equity (ROE) of 20.46%. ROE measures how effectively a company uses shareholders' equity to generate profits. A higher ROE generally indicates better capital efficiency.
How can I research Tanla Platforms Ltd on Tapetide?
On Tapetide, you can view Tanla Platforms Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.

Company Information

Tanla Platforms Ltd (formerly Tanla Solutions Ltd) is a cloud communications provider enabling businesses to communicate with their customers and intended recipients. It is headquartered in Hyderabad, India. It is a global A2P(application to person) messaging platform provider. [1] [2]

Website tanlasolutions.com
CEO Mr. Dasari Uday Kumar Reddy M.B.A.
Employees 992
Listed 2007-01-05
Face Value ₹ 1
Issued Size 13,26,17,359

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