Tanla Platforms Limited — Investor Meet, 01-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Tanla’s Q4FY25 highlights robust OTT channel growth, now 29% of revenue, led by WhatsApp and RCS adoption from major NBFCs, banks, and gaming clients. ILD SMS impact fell below 10%. Enterprise revenue remains steady, with platform revenues dipping slightly but gross margins stable at 25-27%. International RCS MaaP expansion and ATP pipeline progress underline strategic growth areas. Management emphasizes cash positivity (₹1009 Cr bank balance, zero debt), steady pricing, strong client retention, and measured acquisitions. Outlook is cautiously optimistic on growth, margin stability, and global expansion.