Tanla Platforms Limited — PPTs, 22-01-2026: Investor Presentation

Tanla Platforms delivered a strong Q3 FY26, showcasing robust growth.

1. **Business Performance:** Revenue increased 12.1% YoY to ₹1,121.0 Cr, with Profit After Tax (PAT) rising 10.8% YoY to ₹131.4 Cr. Both Digital Platforms and Enterprise Communications segments contributed to growth, with Enterprise Communications leading the charge. Gross Profit jumped 18.7% YoY to ₹309.3 Cr.

2. **Growth Drivers or Strategy:** Growth was propelled by platforms like Wisely.ai and OTT channels, along with increased wallet share from existing clients. Gross margins expanded thanks to sourcing efficiencies and an improved customer mix. The company maintains a debt-free status and a strong balance sheet.

3. **Recent Developments:** Tanla's subsidiary Karix launched the "Namma Arasu" WhatsApp Governance Project with the Tamil Nadu Government. The company expanded its international presence by opening a new office in Indonesia. New customer acquisitions contributed ₹3.7 Cr to revenue.

4. **Key Financial Metrics:** EBITDA grew 16.6% YoY to ₹190.5 Cr, and Earnings Per Share (EPS) stood at ₹9.95 (+12.8% YoY). Free Cash Flow was healthy at ₹136.8 Cr, representing 104% of PAT. Cash & cash equivalents totaled ₹938.7 Cr.

5. **Management Commentary / Outlook:** Management emphasized sustained value creation, strong execution, and a world-class culture. They highlighted continued strong performance over the past six years and increased transparency in the evolving CPaaS market.