Tanla Platforms Limited — PPTs, 24-04-2025: Investor Presentation

**Q4 FY25 and Full Year FY25 Investor Update - Key Highlights**

**Financial Highlights**: Tanla Platforms reported revenue of ₹40,277 Mn for the full year, marking a 2.5% increase over the previous year. The Q4 revenue reached ₹10,244 Mn, reflecting a 1.9% year-on-year growth. Gross profit for FY25 was ₹10,507 Mn, with a gross margin of 26.1%. EBITDA stood at ₹6,908 Mn, yielding a margin of 17.2%. Profit After Tax (PAT) was ₹5,073 Mn, resulting in an EPS of ₹37.76.

**Strategic Initiatives and Growth Drivers**: The company has shifted focus towards Over-the-Top (OTT) channels, which contributed 29.2% of revenue in Q4 compared to 18.2% last year. Expansion in both Digital Platforms and Enterprise Communications continues, supported by a robust SaaS business model that promises predictable revenue growth.

**Business Developments**: In the reporting year, Tanla onboarded several new customers, enhancing its market reach. Their enterprise communication business shows strong retention, with 50% of revenues from top clients retained for over five years.

**Market Position and Competitive Advantage**: With approximately 35% market share in India's CPaaS sector, Tanla stands out for its extensive API offerings and deep integration with enterprise systems. The company has been recognized for its technological innovation, further solidifying its competitive edge.

**Investor Implications**: The financial results indicate a positive outlook for Tanla amidst growth in OTT and enterprise sectors. Despite challenges in gross profit margin, the company’s strong cash flow and commitment to innovation suggest potential for continued value creation. Investors should monitor the company's progress in the evolving CPaaS landscape closely.