Tanla Platforms Ltd (formerly Tanla Solutions Ltd) is a cloud communications provider enabling businesses to communicate with their customers and intended recipients. It is headquartered in Hyderabad, India. It is a global A2P(application to person) messaging platform provider.
Q3 FY26 Earnings Results
- Revenue from Operations: ₹1,121 crore, up 3.9% QoQ from ₹1,078 crore in Q2 FY26 and up 12.1% YoY from ₹1,000 crore in Q3 FY25.
- Gross Profit: ₹309 crore, up 7.8% QoQ from ₹287 crore and up 18.7% YoY; gross margin 27.6% vs 26.6% in Q2 FY26 and 27% in Q3 FY25.
- EBITDA: ₹191 crore, up 7.4% QoQ from ₹177 crore and up 16.6% YoY; EBITDA margin 17.0% vs 16.5% in Q2 FY26.
- Profit After Tax (PAT): ₹131.4 crore, up 4.8% QoQ from ₹125 crore and up 11% YoY; PAT margin 11.7% vs 11.6% in Q2 FY26.
- Earnings Per Share (EPS): ₹9.95 vs ₹9.43 in Q2 FY26.
- Free Cash Flow: ₹137 crore, 104% of PAT.
- 9M FY26 performance:
- Revenue: ₹3,240.2 crore, up 13% YoY; on track to surpass FY25 full‑year sales of ₹4,027 crore.
- PAT: ₹374 crore (implied from 9M figures), strong YoY growth.
Management Commentary & Strategic Decisions – Q3 FY26
- Founder Chairman & CEO Uday Reddy said Q3 marks a milestone with revenue crossing ₹1,100 crore for the first time and growth across all key financial metrics, with both core business segments performing well.
- Management highlighted expansion in gross margin and EBITDA margin QoQ driven by:
- Improved mix, pricing discipline, and higher‑margin digital platform revenues.
- Operating leverage and cost discipline even as investments in product and AI platforms continued.
- Strategic focus areas:
- Continued investment in Wisely.ai, the AI‑native communication platform, to build innovative CPaaS and telco solutions, including conversational channels and advanced routing.
- Strengthening global CPaaS partnerships (e.g., being recognised as Google’s Growth Partner for the second consecutive year) to extend international reach.
- Maintaining robust cash generation and a strong cash balance (over ₹900 crore) to fund future growth and possible shareholder‑friendly actions.
Q2 FY26 Earnings Results
- Revenue from Operations: ₹1,078 crore, up 3.6% QoQ from ₹1,040 crore and up 7.8% YoY.
- Gross Profit: ₹287–287.0 crore, up 10% QoQ and 9.5% YoY; gross margin 26.6%.
- EBITDA: ₹177 crore, up 8.2% QoQ and 1.2% YoY; EBITDA margin 16.5%.
- Profit After Tax (PAT): ₹125 crore, up 5.6% QoQ but down 4% YoY; PAT margin 11.6%.
- EPS: ₹9.43, up 6.9% YoY.
- Free Cash Flow: ₹165 crore, 132% of PAT; cash balance ₹881 crore post buyback payout.
Management Commentary & Strategic Directions – Q2 FY26
- Management described Q2 as a strong quarter with growth across all financial metrics and the highest gross profit in eight quarters, supported by higher‑value automation‑driven revenue.
- Wisely.ai gained traction across the telco ecosystem, with management emphasising AI‑native capabilities as a key differentiator for future growth.
- Strategic aims:
- Sustain double‑digit revenue growth in FY26 via enterprise cloud communication demand and deeper CPaaS penetration.
- Drive further margin improvement through mix, automation and cost optimisation while continuing to invest in AI and platform innovation.
To view the company’s previous earnings and latest concall transcripts, click here to visit the Alphastreet India news channel.