Tanla Platforms Ltd
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]
- Market Cap ₹ 9,412 Cr.
- Current Price ₹ 710
- High / Low ₹ 910 / 409
- Stock P/E 26.9
- Book Value ₹ 53.9
- Dividend Yield 1.69 %
- ROCE 41.0 %
- ROE 47.6 %
- Face Value ₹ 1.00
Pros
- Company has reduced debt.
- Company has delivered good profit growth of 32.6% CAGR over last 5 years
- Company has a good return on equity (ROE) track record: 3 Years ROE 34.2%
- Company has been maintaining a healthy dividend payout of 78.2%
- Promoter holding has increased by 1.39% over last quarter.
- Company's median sales growth is 17.0% of last 10 years
Cons
- Stock is trading at 13.2 times its book value
- The company has delivered a poor sales growth of -4.24% over past five years.
- Tax rate seems low
- Earnings include an other income of Rs.352 Cr.
- Debtor days have increased from 87.0 to 110 days.
* The pros and cons are machine generated. Pros / cons are based on a checklist to highlight important points. Please exercise caution and do your own analysis.
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | TTM | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
26 | 133 | 280 | 499 | 692 | 809 | 1,060 | 892 | 1,247 | 1,149 | 1,012 | 854 | 781 | |
20 | 121 | 267 | 462 | 640 | 728 | 934 | 759 | 1,114 | 1,062 | 955 | 801 | 744 | |
Operating Profit | 6 | 12 | 13 | 37 | 52 | 81 | 126 | 133 | 133 | 87 | 57 | 53 | 37 |
OPM % | 22% | 9% | 5% | 7% | 7% | 10% | 12% | 15% | 11% | 8% | 6% | 6% | 5% |
-4 | 5 | 0 | -27 | 5 | 10 | -40 | 71 | 27 | 116 | 138 | 305 | 352 | |
Interest | 0 | 0 | 1 | 0 | 1 | 3 | 6 | 0 | 0 | 0 | 19 | 23 | 20 |
Depreciation | 11 | 10 | 3 | 11 | 49 | 68 | 321 | 7 | 6 | 7 | 8 | 8 | 8 |
Profit before tax | -9 | 6 | 10 | -2 | 6 | 20 | -240 | 196 | 154 | 196 | 168 | 327 | 362 |
Tax % | 4% | 48% | 63% | -58% | -105% | 13% | -17% | 19% | 23% | 11% | 9% | 4% | |
-10 | 3 | 4 | -1 | 13 | 17 | -199 | 159 | 119 | 174 | 153 | 314 | 350 | |
EPS in Rs | -0.95 | 0.30 | 0.36 | -0.06 | 1.16 | 1.48 | -13.63 | 11.66 | 8.74 | 12.93 | 11.35 | 23.36 | 25.97 |
Dividend Payout % | 0% | 0% | 56% | -427% | 26% | 24% | 0% | 17% | 23% | 77% | 106% | 51% |
Compounded Sales Growth | |
---|---|
10 Years: | 20% |
5 Years: | -4% |
3 Years: | -12% |
TTM: | -22% |
Compounded Profit Growth | |
---|---|
10 Years: | 58% |
5 Years: | 33% |
3 Years: | 38% |
TTM: | 120% |
Stock Price CAGR | |
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10 Years: | 36% |
5 Years: | 20% |
3 Years: | -5% |
1 Year: | -17% |
Return on Equity | |
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10 Years: | 12% |
5 Years: | 27% |
3 Years: | 34% |
Last Year: | 48% |
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Equity Capital | 10 | 10 | 10 | 11 | 11 | 12 | 15 | 14 | 14 | 13 | 13 | 13 |
Reserves | 605 | 615 | 626 | 630 | 653 | 688 | 654 | 653 | 687 | 554 | 582 | 713 |
0 | 0 | 0 | 0 | 0 | 60 | 0 | 0 | 0 | 0 | 255 | 132 | |
9 | 45 | 55 | 132 | 241 | 293 | 218 | 327 | 419 | 321 | 479 | 467 | |
Total Liabilities | 625 | 671 | 691 | 772 | 905 | 1,052 | 887 | 993 | 1,119 | 888 | 1,329 | 1,325 |
35 | 31 | 25 | 449 | 425 | 337 | 32 | 31 | 31 | 28 | 31 | 28 | |
CWIP | 6 | 0 | 0 | 20 | 0 | 6 | 0 | 0 | 0 | 1 | 1 | 0 |
Investments | 480 | 531 | 537 | 53 | 54 | 130 | 290 | 329 | 328 | 327 | 701 | 683 |
104 | 108 | 129 | 251 | 426 | 580 | 565 | 632 | 760 | 531 | 597 | 615 | |
Total Assets | 625 | 671 | 691 | 772 | 905 | 1,052 | 887 | 993 | 1,119 | 888 | 1,329 | 1,325 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
-34 | 47 | 19 | 65 | 16 | -21 | 97 | 304 | 97 | 90 | 109 | 79 | |
11 | -45 | -6 | -4 | -5 | -53 | -48 | -22 | -43 | 145 | -281 | 138 | |
22 | 5 | 6 | 15 | 5 | 74 | -65 | -161 | -94 | -321 | 121 | -191 | |
Net Cash Flow | -1 | 7 | 19 | 76 | 16 | -1 | -16 | 121 | -40 | -86 | -51 | 26 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
Mar 2014 | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Debtor Days | 589 | 170 | 85 | 69 | 91 | 107 | 85 | 82 | 69 | 56 | 95 | 110 |
Inventory Days | ||||||||||||
Days Payable | ||||||||||||
Cash Conversion Cycle | 589 | 170 | 85 | 69 | 91 | 107 | 85 | 82 | 69 | 56 | 95 | 110 |
Working Capital Days | 877 | 60 | 23 | -10 | 14 | 46 | 55 | 6 | 28 | 14 | 6 | 9 |
ROCE % | 0% | 1% | 2% | 4% | 1% | 3% | -26% | 24% | 23% | 31% | 26% | 41% |
Documents
Announcements
- Corporate Action-Board to consider Dividend 10 Oct
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Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Intimation
10 Oct - Board meeting Oct 17 to approve Q2/H1 Sep 30, 2025 results; earnings call Oct 18 11:30 IST.
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Board Meeting Intimation for Approval Of The Unaudited (Standalone And Consolidated) Financial Results Of The Company For The Quarter And Half Year Ended September 30, 2025 And Interim Dividend (If Any).
10 Oct - Board meeting Oct 17 to approve Q2/H1 (ended Sep 30, 2025) results; earnings call Oct 18.
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Compliances-Certificate under Reg. 74 (5) of SEBI (DP) Regulations, 2018
7 Oct - Submission of Certificate under Reg.74(5) of SEBI (DP) Regulations, 2018 for the quarter ended September 30, 2025
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Announcement under Regulation 30 (LODR)-Press Release / Media Release
22 Sep - Tanla appoints MP Sunil Kumar as Chief Growth Officer for Asia and Middle East on September 22, 2025.
Annual reports
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Financial Year 2025
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Financial Year 2024
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Financial Year 2023
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Financial Year 2022
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Financial Year 2021
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Financial Year 2020
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Financial Year 2019
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Financial Year 2018
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Financial Year 2017
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Financial Year 2016
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Financial Year 2015
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Financial Year 2014
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Financial Year 2013
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Financial Year 2013
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Financial Year 2012
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Concalls
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Jul 2025Transcript PPT
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May 2025Transcript PPT REC
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Oct 2024Transcript PPT REC
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Jan 2024Transcript PPT REC
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Apr 2022TranscriptNotesPPT
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Oct 2021Transcript PPT
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Oct 2020TranscriptNotesPPT
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Jul 2019TranscriptNotesPPT
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May 2019TranscriptNotesPPT
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Nov 2018TranscriptNotesPPT
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Aug 2018TranscriptNotesPPT
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Jun 2018Transcript PPT
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Jan 2018TranscriptNotesPPT
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Nov 2017Transcript PPT
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Aug 2017TranscriptPPT
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May 2017TranscriptPPT
Market Leadership
The company has emerged as a leader in the CPaaS (Communications Platform as a Service) business, a specialized form of SaaS. It dominates the industry in data security, privacy, spam, and scam protection, with a 35% market share in India, processing 800+ Bn interactions annually and about 63% of India’s A2P SMS traffic. It holds a 45% share in the domestic National long-distance business (NLD) and has been steadily increasing its market share in the OTT space. [1] [2] [3] [4]