Tanla Platforms Ltd

Tanla Platforms Ltd

₹ 474 -2.80%
30 Apr - close price
About

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]

Key Points

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]

  • Market Cap 6,376 Cr.
  • Current Price 474
  • High / Low 1,086 / 409
  • Stock P/E 12.6
  • Book Value 168
  • Dividend Yield 2.53 %
  • ROCE 29.1 %
  • ROE 24.1 %
  • Face Value 1.00

Pros

  • Company is almost debt free.
  • Company has a good return on equity (ROE) track record: 3 Years ROE 28.5%
  • Company has been maintaining a healthy dividend payout of 30.4%
  • Company's median sales growth is 26.8% of last 10 years

Cons

* 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.

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Quarterly Results

Consolidated Figures in Rs. Crores / View Standalone

Mar 2022 Jun 2022 Sep 2022 Dec 2022 Mar 2023 Jun 2023 Sep 2023 Dec 2023 Mar 2024 Jun 2024 Sep 2024 Dec 2024 Mar 2025
853 800 851 870 833 911 1,009 1,003 1,006 1,002 1,001 1,000 1,024
669 669 712 718 667 729 812 810 845 814 825 837 861
Operating Profit 184 131 140 151 166 182 197 193 160 189 175 163 163
OPM % 22% 16% 16% 17% 20% 20% 20% 19% 16% 19% 18% 16% 16%
5 4 11 6 5 5 6 5 26 10 10 9 11
Interest 0 0 0 0 0 1 2 2 2 2 2 1 1
Depreciation 10 9 10 12 15 16 23 23 23 23 23 25 27
Profit before tax 178 126 140 145 156 170 179 173 162 174 161 147 146
Tax % 21% 20% 21% 20% 23% 20% 20% 19% 20% 19% 19% 19% 20%
141 100 110 117 120 135 143 140 130 141 130 119 117
EPS in Rs 10.36 7.40 8.14 8.58 8.95 10.07 10.60 10.42 9.69 10.50 9.68 8.80 8.72
Raw PDF

Profit & Loss

Consolidated Figures in Rs. Crores / View Standalone

Mar 2014 Mar 2015 Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025
105 242 432 579 792 1,004 1,943 2,341 3,206 3,355 3,928 4,028
69 166 362 523 726 907 1,758 1,907 2,504 2,764 3,193 3,337
Operating Profit 36 77 70 56 66 97 184 435 702 590 735 691
OPM % 34% 32% 16% 10% 8% 10% 9% 19% 22% 18% 19% 17%
22 5 -2 2 5 11 -36 22 16 26 42 40
Interest 0 0 1 0 0 0 7 2 3 4 9 6
Depreciation 84 76 53 20 57 73 378 40 41 46 85 98
Profit before tax -26 5 14 39 13 33 -237 415 674 567 683 627
Tax % -25% 53% 47% -5% -51% 11% -11% 14% 20% 21% 20% 19%
-20 3 7 41 19 30 -211 356 539 448 548 507
EPS in Rs -1.95 0.26 0.71 3.81 1.70 2.58 -14.47 26.18 39.73 33.31 40.78 37.68
Dividend Payout % 0% 0% 28% 7% 18% 14% 0% 8% 5% 30% 29% 32%
Compounded Sales Growth
10 Years: 32%
5 Years: 16%
3 Years: 8%
TTM: 3%
Compounded Profit Growth
10 Years: 69%
5 Years: 38%
3 Years: -2%
TTM: -8%
Stock Price CAGR
10 Years: 40%
5 Years: 48%
3 Years: -31%
1 Year: -48%
Return on Equity
10 Years: 22%
5 Years: 33%
3 Years: 29%
Last Year: 24%

Balance Sheet

Consolidated Figures in Rs. Crores / View Standalone

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 592 611 645 646 676 714 687 880 1,340 1,504 1,928 2,255
0 0 0 0 0 60 5 4 54 83 75 64
21 61 98 135 246 321 482 715 974 812 992 1,005
Total Liabilities 622 683 753 791 934 1,107 1,189 1,613 2,382 2,413 3,009 3,338
157 95 51 466 452 350 257 257 305 484 703 824
CWIP 361 365 499 24 0 6 13 6 54 64 101 5
Investments 5 0 4 0 0 75 0 0 0 0 0 120
99 223 199 300 482 676 918 1,349 2,023 1,865 2,205 2,389
Total Assets 622 683 753 791 934 1,107 1,189 1,613 2,382 2,413 3,009 3,338

Cash Flows

Consolidated Figures in Rs. Crores / View Standalone

Mar 2014 Mar 2015 Mar 2016 Mar 2017 Mar 2018 Mar 2019 Mar 2020 Mar 2021 Mar 2022 Mar 2023 Mar 2024 Mar 2025
39 51 93 72 32 -30 239 561 486 247 590 642
-44 -40 -73 -5 -5 -54 -126 -10 -111 -70 -484 -220
-0 0 6 15 5 74 -67 -168 -97 -328 -151 -208
Net Cash Flow -5 11 26 82 32 -10 46 384 278 -151 -44 214

Ratios

Consolidated Figures in Rs. Crores / View Standalone

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 123 218 70 72 95 112 61 58 64 62 78 76
Inventory Days
Days Payable
Cash Conversion Cycle 123 218 70 72 95 112 61 58 64 62 78 76
Working Capital Days 176 175 22 5 21 59 20 -4 6 22 35 43
ROCE % -3% 1% 3% 6% 2% 4% -24% 52% 59% 38% 38% 29%

Shareholding Pattern

Numbers in percentages

8 Recently
Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025
43.74% 43.73% 43.73% 44.18% 44.18% 44.17% 44.16% 44.16% 44.16% 44.12% 44.11% 44.11%
13.46% 12.73% 14.02% 14.23% 14.56% 15.15% 15.46% 15.13% 14.55% 14.64% 12.48% 10.39%
2.77% 0.09% 0.07% 0.07% 0.38% 0.74% 0.90% 0.66% 0.75% 0.79% 0.46% 0.80%
40.03% 43.43% 42.16% 41.50% 40.89% 39.94% 39.46% 40.04% 40.55% 40.42% 42.95% 44.45%
0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 0.24%
No. of Shareholders 1,53,7852,44,9972,63,5622,23,2561,96,3252,00,7952,19,6882,40,8822,43,0012,59,7342,80,1023,03,507

* The classifications might have changed from Sep'2022 onwards. The new XBRL format added more details from Sep'22 onwards.

Classifications such as banks and foreign portfolio investors were not available earlier. The sudden changes in FII or DII can be because of these changes.

Click on the line-items to see the names of individual entities.

Documents

Concalls