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 ₹ 6,443 Cr.
- Current Price ₹ 486
- High / Low ₹ 766 / 366
- Stock P/E 12.6
- Book Value ₹ 188
- Dividend Yield 2.47 %
- ROCE 26.2 %
- ROE 21.4 %
- Face Value ₹ 1.00
Pros
- 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
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.
Quarterly Results
Consolidated Figures in Rs. Crores / View Standalone
Profit & Loss
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 242 | 432 | 579 | 792 | 1,004 | 1,943 | 2,341 | 3,206 | 3,355 | 3,928 | 4,028 | 4,418 | |
| 166 | 362 | 523 | 726 | 907 | 1,758 | 1,907 | 2,504 | 2,764 | 3,193 | 3,335 | 3,694 | |
| Operating Profit | 77 | 70 | 56 | 66 | 97 | 184 | 435 | 702 | 590 | 735 | 692 | 724 |
| OPM % | 32% | 16% | 10% | 8% | 10% | 9% | 19% | 22% | 18% | 19% | 17% | 16% |
| 5 | -2 | 2 | 5 | 11 | -36 | 22 | 16 | 26 | 42 | 40 | 37 | |
| Interest | 0 | 1 | 0 | 0 | 0 | 7 | 2 | 3 | 4 | 9 | 8 | 4 |
| Depreciation | 76 | 53 | 20 | 57 | 73 | 378 | 40 | 41 | 46 | 85 | 98 | 122 |
| Profit before tax | 5 | 14 | 39 | 13 | 33 | -237 | 415 | 674 | 567 | 683 | 627 | 634 |
| Tax % | 53% | 47% | -5% | -51% | 11% | -11% | 14% | 20% | 21% | 20% | 19% | 20% |
| 3 | 7 | 41 | 19 | 30 | -211 | 356 | 539 | 448 | 548 | 507 | 509 | |
| EPS in Rs | 0.26 | 0.71 | 3.81 | 1.70 | 2.58 | -14.47 | 26.18 | 39.73 | 33.31 | 40.78 | 37.68 | 38.39 |
| Dividend Payout % | 0% | 28% | 7% | 18% | 14% | 0% | 8% | 5% | 30% | 29% | 32% | 31% |
| Compounded Sales Growth | |
|---|---|
| 10 Years: | 26% |
| 5 Years: | 14% |
| 3 Years: | 10% |
| TTM: | 10% |
| Compounded Profit Growth | |
|---|---|
| 10 Years: | 50% |
| 5 Years: | 8% |
| 3 Years: | 4% |
| TTM: | 0% |
| Stock Price CAGR | |
|---|---|
| 10 Years: | 29% |
| 5 Years: | -11% |
| 3 Years: | -9% |
| 1 Year: | 4% |
| Return on Equity | |
|---|---|
| 10 Years: | 23% |
| 5 Years: | 29% |
| 3 Years: | 25% |
| Last Year: | 21% |
Balance Sheet
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 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 |
| 0 | 0 | 0 | 0 | 60 | 5 | 4 | 54 | 83 | 75 | 64 | 53 | |
| 61 | 98 | 135 | 246 | 321 | 482 | 715 | 974 | 812 | 992 | 1,005 | 1,189 | |
| Total Liabilities | 683 | 753 | 791 | 934 | 1,107 | 1,189 | 1,613 | 2,382 | 2,413 | 3,009 | 3,338 | 3,730 |
| 95 | 51 | 466 | 452 | 350 | 257 | 257 | 305 | 484 | 700 | 739 | 810 | |
| CWIP | 365 | 499 | 24 | 0 | 6 | 13 | 6 | 54 | 64 | 104 | 90 | 0 |
| Investments | 0 | 4 | 0 | 0 | 75 | 0 | 0 | 0 | 0 | 0 | 120 | 25 |
| 223 | 199 | 300 | 482 | 676 | 918 | 1,349 | 2,023 | 1,865 | 2,205 | 2,389 | 2,894 | |
| Total Assets | 683 | 753 | 791 | 934 | 1,107 | 1,189 | 1,613 | 2,382 | 2,413 | 3,009 | 3,338 | 3,730 |
Cash Flows
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 51 | 93 | 72 | 32 | -30 | 239 | 561 | 486 | 247 | 590 | 642 | 574 | |
| -40 | -73 | -5 | -5 | -54 | -126 | -10 | -111 | -70 | -484 | -220 | 48 | |
| 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% |
Ratios
Consolidated Figures in Rs. Crores / View Standalone
| Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 218 | 70 | 72 | 95 | 112 | 61 | 58 | 64 | 62 | 78 | 76 | 82 |
| Inventory Days | ||||||||||||
| Days Payable | ||||||||||||
| 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 | 5 | 21 | 34 | 30 | 40 |
| ROCE % | 1% | 3% | 6% | 2% | 4% | -24% | 52% | 59% | 38% | 38% | 29% | 26% |
Insights
In beta| Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Dec 2025 | |
|---|---|---|---|---|---|---|---|
| Number of Active Customers (>10 Mn Annualized Revenue) Count |
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| Total Customer Count Count |
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| Days Sales Outstanding (DSO) Days |
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| Product Penetration Ratio |
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| Revenue from WhatsApp (OTT Growth) Multiple |
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| R&D Expenditure (Percentage of Turnover) % ・Standalone data |
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Extracted by Screener AI
Documents
Announcements
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Announcement under Regulation 30 (LODR)-Newspaper Publication
59s - Newspaper Publication of Audited Financial Results for the quarter and year ended FY2025-26.
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Update On Change In Designation Of Karix Mobile Private Limited (Material Subsidiary)
21h - Karix Mobile appoints Deepak Goyal as Managing Director and CEO from May 1, 2026.
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Announcement under Regulation 30 (LODR)-Press Release / Media Release
22h - Tanla announced FY26 and Q4 results, plus second interim dividend of ₹6 per share.
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Announcement under Regulation 30 (LODR)-Investor Presentation
22h - Investor Updates for the quarter and year ended March 31, 2026
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Letter To Shareholders For Quarter And Year Ended March 31, 2026
22h - Tanla reported FY26 revenue ₹44,177 Mn, PAT ₹5,091 Mn; Q4 call on April 27, 2026.
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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Apr 2026TranscriptAI SummaryPPT
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Jan 2026Transcript PPT REC
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Oct 2025Transcript PPT REC
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Oct 2022Transcript PPT
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Jul 2022TranscriptPPT
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May 2022Transcript PPT
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Apr 2022TranscriptAI SummaryPPT
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Oct 2021Transcript PPT
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Feb 2021TranscriptAI SummaryPPT
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Oct 2020TranscriptAI SummaryPPT
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Aug 2020TranscriptAI SummaryPPT
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Jun 2020TranscriptAI SummaryPPT
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Jun 2020TranscriptAI SummaryPPT
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Jul 2019TranscriptAI SummaryPPT
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May 2019TranscriptAI SummaryPPT
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Nov 2018TranscriptAI SummaryPPT
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Aug 2018TranscriptAI SummaryPPT
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Jun 2018Transcript PPT
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Jan 2018TranscriptAI SummaryPPT
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Nov 2017Transcript PPT
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Aug 2017TranscriptPPT
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May 2017TranscriptPPT
Market Leadership:[1][2]
The company has emerged as a leader in the CPaaS (Communications Platform as a Service) business, a specialized form of SaaS, with a 30% market share in India. It drives advancements in data security, privacy, and protection against spam and scams.