Arthneeti

Tanla Platforms Q1 FY27 Share Price & Earnings Call Analysis

₹618.40+3.29% today
Market cap
₹8,202 Cr
P/E
15.40
ROE
21.41%
PEG
3.52
Price to sales
1.79
Debt to equity
0.02
52W high / low
₹632 / ₹377
Sales growth (5Y)
13.54%
EBITDA margin
16.53%
Net profit margin
11.53%
Promoter holding
46.17%
Sales (last year)
₹4,603 Cr

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]

Guidance scorecard · Q1 FY27 call

What Tanla Platforms's management guided
and where it ranks in IT - Software

#24of 38 in
IT - Software
Revenue10–20%MarginsFlatCapexPlannedFundraisingWhat management saidOrder bookWhat management said

RevenueQ4 FY26 call

10–20%
  • Digital Platform segment growth expected to accelerate, especially driven by Wisely Ai and new large telco onboarded globally.
  • Enterprise business and OTT channels (e.g., WhatsApp, RCS) growing fast; OTT expected to sustain growth with deeper penetration and new client acquisition.
  • SMS volumes growing due to regulatory mandates, despite some pricing pressure; overall CPaaS industry revenue growth around 8-10% annually with potential for Tanla to gain market share.
  • International expansion is a significant focus; growth contributions expected both domestically and internationally.

2 more points from Tanla Platforms's call on revenue

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Full Q4 FY26 analysis

MarginsQ4 FY26 call

Flat

See what Tanla Platforms said on margins — free account, 30 seconds.

Full Q4 FY26 analysis

CapexQ4 FY26 call

Planned
  • The company expects annual capex in the range of ₹100 crores to ₹150 crores to continue, in line with the past 3-4 years.
  • They are not actively looking for acquisitions but remain open to strategic investments if the right opportunity arises.
  • Plans include launching a significant new platform expected in the current quarter, reflecting big investments in innovation.
  • Investments are also being made in GTM (Go-to-Market) and innovation to drive growth, with the expectation that these will bear fruit in coming quarters.
Full Q4 FY26 analysis

FundraisingQ4 FY26 call

See what Tanla Platforms said on fundraising — free account, 30 seconds.

Full Q4 FY26 analysis

Order bookQ4 FY26 call

  • Anubhav Batra indicates a "huge pipeline and opportunity" for acquiring more telco clients internationally, signaling a strong potential orderbook.
  • On the Digital Platform segment, although growth is modest presently (₹395 crores in FY26), there is an expectation of much faster growth in coming years, driven by platforms like Wisely AI, suggesting a growing pipeline of business.
  • For the platform business, the emphasis is on accelerating sales efforts to convert the large pipeline into revenue.
Full Q4 FY26 analysis
Full IT - Software ranking

Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.

Potential multibaggers · Q2 FY27

Potential multibaggers in IT - Software
on management's own guidance

  1. Strong growth
    2
  2. Strong growth
    1
  3. CapitalNumbersGood growth
    3
See all potential multibaggersWhere does Tanla Platforms rank?

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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.

Peers

IT - Software companies ranked on guidance

#CompanyRevenue guidedMargin guidedMarket capP/E
140%+Up 2%+₹569 Cr34.7
240%+Flat₹336 Cr7.3
3CapitalNumbers20–40%Up 2%+₹181 Cr9.2
420–40%Up 2%+₹159 Cr11.5
520–40%Up 0–2%₹1,826 Cr28.5
620–40%Flat₹4,341 Cr84.7

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Pro shows every company guiding 40%+ revenue growth →Full IT - Software ranking

Financials of Tanla Platforms

Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.

Shareholder Pattern

Tanla Platforms

Shareholding breakup across reporting periods.

Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Promoters +44.16%44.16%44.16%44.12%44.11%44.11%45.49%46.17%46.17%46.17%46.17%46.17%
FIIs +15.46%15.13%14.55%14.64%12.48%10.39%7.31%9.06%8.34%7.60%7.63%8.08%
DIIs +0.90%0.66%0.75%0.79%0.46%0.80%0.94%0.76%0.30%0.28%0.38%0.73%
Public +39.46%40.04%40.55%40.42%42.95%44.45%46.02%43.55%44.73%45.48%45.35%44.59%
Others +0.00%0.00%0.00%0.00%0.00%0.24%0.24%0.47%0.47%0.47%0.47%0.44%
No. of Shareholders2,19,6882,40,8822,43,0012,59,7342,80,1023,03,5073,07,3772,77,8232,78,3652,73,7542,64,7652,58,377

Financials of Tanla Platforms

Quarterly Results

Quarter-by-quarter operating performance

Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Sep 2026
Sales +1,0091,0031,0061,0021,0011,0001,0241,0411,0781,1211,1781,2261,352
Expenses +8128108458148258378618779019319861,0251,137
Operating Profit197193160189175163163164177191192201214
OPM %20%19%16%19%18%16%16%16%16%17%16%16%16%
Other Income +65261010911129881412
Interest2222211111112
Depreciation23232323232527273032333337
Profit before tax179173162174161147146147156165167181187
Tax %20%19%20%19%19%19%20%20%20%20%19%22%22%
Net Profit +143140130141130119117118125131134142146
EPS in Rs10.6010.429.6910.509.688.808.728.809.439.9110.1310.7211.04

Financials of Tanla Platforms

Profit & Loss

Annual income statement trend

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales +2424325797921,0041,9432,3413,2063,3553,9284,0284,4184,877
Expenses +1663625237269071,7581,9072,5042,7643,1933,3353,6914,079
Operating Profit7770566697184435702590735692726798
OPM %32%16%10%8%10%9%19%22%18%19%17%16%16%
Other Income +5-22511-3622162642403742
Interest0100072349875
Depreciation76532057733784041468598122136
Profit before tax514391333-237415674567683627634700
Tax %53%47%-5%-51%11%-11%14%20%21%20%19%20%
Net Profit +37411930-211356539448548507509554
EPS in Rs0.260.713.811.702.58-14.4726.1839.7333.3140.7837.6838.3941.80
Dividend Payout %0%28%7%18%14%0%8%5%30%29%32%31%

Financials of Tanla Platforms

Balance Sheet

Capital structure and asset base

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026Sep 2026
Equity Capital10101111121514141313131313
Reserves6116456466767146878801,3401,5041,9282,2552,4752,709
Borrowings +00006054548375645375
Other Liabilities +61981352463214827159878129921,0051,1891,355
Total Liabilities6837537919341,1071,1891,6132,3952,4133,0093,3383,7304,152
Fixed Assets +9551466452350257257305484700739761978
CWIP3654992406136546410490500
Investments0400750000012025121
Other Assets +2231993004826769181,3492,0361,8652,2052,3892,8943,053
Total Assets6837537919341,1071,1891,6132,3952,4133,0093,3383,7304,152

Financials of Tanla Platforms

Cash Flows

Operating, investing and financing cash movement

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Cash from Operating Activity +51937232-30239561486247590642574
Cash from Investing Activity +-40-73-5-5-54-126-10-111-70-484-22048
Cash from Financing Activity +0615574-67-168-97-328-151-208-375
Net Cash Flow11268232-1046384278-151-44214247
Free Cash Flow9196523-1810253042591434514477
CFO/EBITDA Share of operating profit converting into cash: CFO (before tax) / Operating Profit66%133%127%49%-32%154%142%86%66%94%106%102%

Financials of Tanla Platforms

Ratios

Working capital efficiency and return ratios

Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days21870729511261586462787682
Inventory Days
Days Payable
Cash Conversion Cycle21870729511261586462787682
Working Capital Days175225215420-4421343038
ROCE %1%3%6%2%4%-24%52%59%38%38%29%26%

Guidance history

How Tanla Platforms's guidance has moved, call by call

CallRevenueMarginsCapexFundraisingOrder book
Q4 FY26 call →10–20%FlatPlanned——
Q3 FY26 call →10–20%FlatPlanned——
Q2 FY26 call →10–20%FlatPlanned——
Q1 FY26 call →20–40%FlatPlanned——

What management guided on each call, newest first. Not investment advice, and not a forecast of returns.

34out of 100

Momentum score · price trend

34 out of 100 — Cooling

Over the past year its share price has done worse than most of the stocks we track.

PeriodShare price changeBetter than … of 1,910 stocks
Last 12 months+0.1%60%
Last 6 months+20.8%75%
Last 3 months+4.3%71%

The price is 70% below its all-time high of ₹2,060.2 (14 Jan 2022). Stocks more than 20% below their peak have their score halved, so 68 became 34.

How we calculate it

“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).

The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Tanla Platforms: 0.4 × 60 + 0.4 × 75 + 0.2 × 71 = 68, halved to 34 because the price is more than 20% below its all-time high.

Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.

Full methodology →

This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.

Continue your research

What Tanla Platforms's management said in earlier quarters

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