Tanla Platforms Limited — Investor Meet, 01-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Tanla Platforms' Q4 FY26 earnings call indicated stable operating margins with slight gross margin improvement, alongside a ₹12 Cr FX loss. Management anticipates over 10% annual revenue growth for the CPaaS business, targeting increased wallet share and new client wins like RBI and Bandhan Bank (for ATP). A significant new platform is set for launch this quarter. The ValueFirst international deal is expected to close, adding ₹150-170 Cr annual revenue at ~22% gross margin. Tanla is prioritizing innovation, international expansion, and maintaining ₹100-150 Cr annual capex, confident in its growth trajectory.