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Tanla Platforms Ltd
NSE:TANLA

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Tanla Platforms Ltd
NSE:TANLA
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Price: 551.9 INR -1.3% Market Closed
Market Cap: 72.9B INR

Tanla Platforms Ltd
Investor Relations

Tanla Platforms Ltd., founded in the early 2000s, has surged to prominence in the telecommunication industry by carving a niche in the application-to-person (A2P) messaging landscape. Born during a time when digital communication was burgeoning, Tanla identified an opportunity in the cloud communication sphere — a space where businesses were hungry for reliable and scalable messaging solutions. The company ventures well beyond mere connectivity, offering enterprises a suite of tools for efficiently managing mobile communications, ensuring not only the delivery of messages but also secure and reliable customer interactions. Partnering with major telecom operators and leveraging deep-rooted technological prowess, Tanla has built an ecosystem that simplifies and automates the messaging experience for businesses, marrying technology with consumer insights to power billions of messages across the globe.

The core of Tanla's revenue generation lies in its innovative platforms, notably 'Trubloq,' which addresses the critical issue of spam messaging by deploying blockchain technology. This not only fosters trust by ensuring transparent and verifiable logs but also enhances compliance with regulatory frameworks. Another crown jewel, 'Wisely,' offers a secure, scalable, and financially attractive communication platform, enabling enterprises with seamless API integrations and real-time analytics. By charging its clientele based on the volume of transactions processed through its platforms, Tanla ensures a steady stream of income while continuously innovating to anticipate and meet the evolving needs of digital communication. The firm's strategic alignment with market needs and its ability to pivot in a rapidly changing environment have solidified its standing as a pivotal player in the cloud communications domain.

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Last Earnings Call
Fiscal Period
Q2 2026
Call Date
Oct 18, 2025
AI Summary
Q2 2026

Platform Revenue Growth: The Wisely AI platform, deployed with Indosat, drove a strong uptick in platform revenue this quarter, with management optimistic about scaling this success to other telcos globally.

Margin Expansion: Gross margins reached a five-quarter high, primarily due to improved customer mix and a higher contribution from the platform business.

EBITDA Aspiration: Management reiterated their INR 800 crore EBITDA aspiration for the year but flagged a possible shortfall of around INR 50 crore, mainly due to the gaming industry slowdown and reduced WhatsApp incentives.

Gaming Industry Impact: A sudden downturn in the gaming sector, especially the loss of a major customer (Dream11), significantly affected revenue and EBITDA expectations.

Net Profit Pressure: Despite higher top-line and gross profit, net profit declined year-on-year because of increased investments in talent and technology.

OTT & SMS Trends: While OTT volumes dipped sequentially due to seasonal factors, underlying growth remains strong. SMS volumes are stable, and price erosion has moderated, supporting improved margins.

AI Commitment: The company continues to invest heavily in AI, with Wisely AI highlighted as a core technology for both product offerings and internal processes.

Key Financials
EBITDA
INR 800 crores (aspiration)
Other Earnings Calls

Management

Mr. Dasari Uday Kumar Reddy M.B.A.
Founder, Executive Chairman & CEO
No Bio Available
Mr. Sriram Srinivasa Vinjamuri M.B.A.
COO & Chief Customer Officer
No Bio Available
Ms. Ritu Mehta
Director of Investor Relations & Commercials
No Bio Available
Ms. Seshanuradha Chava CS
General Counsel, Company Secretary, Chief Regulatory Officer & Compliance Officer
No Bio Available
Badrinath Krishnarao Agnihotri
Vice President of Sales
No Bio Available
Ms. Pooja Palviya
Chief Human Resources Officer
No Bio Available
Mr. Sunil Bajpai
Chief Risk Officer & Chief Trust Officer
No Bio Available
Mr. Abhishek Jain
Chief Financial Officer
No Bio Available
Chandra Sekhar Konetisetti
Head of Media Relations
No Bio Available
Mr. Balaji Kesavaraj
Chief Marketing Officer
No Bio Available

Contacts

Address
TELANGANA
Hyderabad
Tanla Technology Centre, Madhapur
Contacts
+914040099999
www.tanla.com