Tanla Platforms Limited — PPTs, 21-01-2025: Investor Presentation

**Tanla Platforms Limited Q3 FY25 Investor Update Summary**

**Financial Highlights:**

Revenue stood at ₹10,004 Mn, with a gross profit of ₹2,607 Mn, resulting in a gross margin of 26.1%. EBITDA reached ₹1,634 Mn, translating to an EBITDA margin of 16.3%. Profit After Tax (PAT) was reported at ₹1,185 Mn, yielding a PAT margin of 11.8% and an EPS of ₹8.82. Free cash flow surged to ₹2,165 Mn, representing an impressive 183% of PAT.

**Strategic Initiatives and Growth Drivers:**

Tanla continues to strengthen its position in the CPaaS market, holding a ~35% share in India. The company's dual focus on Digital Platforms and Enterprise Communications is producing notable outcomes, including enhanced operational efficiency and robust customer engagement strategies.

**Business Developments:**

The firm's commitment to innovation is evident, with a significant push towards RCS and other advanced messaging platforms, contributing to 22.8% of overall revenue, up from 14.8% YoY. New customer acquisitions have remained steady, with 325 customers generating over ₹10 Mn in annual revenue.

**Market Position and Competitive Advantage:**

Tanla maintains a competitive edge through its comprehensive omnichannel solutions and agile service delivery, aiming to capture substantial growth in the digital communication landscape.

**Investor Implications:**

Despite some challenges with customer concentration, the positive trends in cash flow generation and market share suggest strong potential for growth. Monitoring for future developments in customer retention and new logo acquisition will be key in assessing ongoing performance.