Tanla Platforms Ltd
NSE: TANLA BSE: 532790
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. [1] [2]
₹492
52W: ₹366 — ₹766
PE 46.9 · Book ₹38.8 · +1168% vs bookMarket Cap₹6,525 Cr
Stock P/E46.9Price to Earnings
ROCE21.6%Return on Capital
ROE22.4%Return on Equity
Div. Yield2.42%Face Value ₹1
Strengths
- +Company has a good return on equity (ROE) track record: 3 Years ROE 32.5%
- +Company has been maintaining a healthy dividend payout of 90.6%
- +Debtor days have improved from 78.7 to 31.1 days.
Weaknesses
- −Stock is trading at 12.6 times its book value
- −The company has delivered a poor sales growth of -3.55% over past five years.
- −Tax rate seems low
- −Earnings include an other income of Rs.156 Cr.
Shareholding Pattern
Promoters46.17%
FIIs7.6%
DIIs0.28%
Public45.48%
| Category | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|
| Promoters | 44.16% | 44.12%▼0.0 | 44.11%▼0.0 | 44.11% | 45.49%▲1.4 | 46.17%▲0.7 | 46.17% | 46.17% |
| FIIs | 14.55% | 14.64%▲0.1 | 12.48%▼2.2 | 10.39%▼2.1 | 7.31%▼3.1 | 9.06%▲1.8 | 8.34%▼0.7 | 7.6%▼0.7 |
| DIIs | 0.75% | 0.79%▲0.0 | 0.46%▼0.3 | 0.8%▲0.3 | 0.94%▲0.1 | 0.76%▼0.2 | 0.3%▼0.5 | 0.28%▼0.0 |
| Public | 40.55% | 40.42%▼0.1 | 42.95%▲2.5 | 44.45%▲1.5 | 46.02%▲1.6 | 43.55%▼2.5 | 44.73%▲1.2 | 45.48%▲0.8 |
Financial Statements
| Metric | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 262.82 | 263.59 | 239.93 | 222.98 | 204.33 | 186.78 | 166.92 | 169.28 | 192.65 | 215.49 |
| Expenses | 252.16 | 242.04 | 217.37 | 204.67 | 194.62 | 184.33 | 160.29 | 165.72 | 189.61 | 214.67 |
| Operating Profit | 10.66 | 21.55 | 22.56 | 18.31 | 9.71 | 2.45 | 6.63 | 3.56 | 3.04 | 0.82 |
| OPM % | 4.06% | 8.18% | 9.4% | 8.21% | 4.75% | 1.31% | 3.97% | 2.1% | 1.58% | 0.38% |
| Net Profit | 4.49 | 80.92 | 17.02 | 93.24 | 5.17 | 198.96 | 52.27 | 3.14 | 79.61 | 3.89 |
| EPS ₹ | 0.33 | 6.02 | 1.27 | 6.93 | 0.38 | 14.78 | 3.88 | 0.24 | 6 | 0.29 |
AI Insights
Revenue Trend
Mar 2026 revenue at ₹744Cr, down 12.9% YoY. OPM at 2%.
Debt Position
Borrowings at ₹132Cr. Debt-to-equity ratio: 0.26x. Healthy balance sheet.
Institutional Flow
DIIs: 0.28% (-0.10pp change). FIIs: 7.6% (-6.96pp change). Promoters hold 46.17%.
Margin & Efficiency
ROCE improving from 1% (Mar 2015) to 22% (Mar 2026). Working capital days: -50.
Valuation
PE 46.9x with 21.6% ROCE. Price is 1168% above book value of ₹38.8. Dividend yield: 2.42%.
Recent Announcements
- Compliances-Reg.24(A)-Annual Secretarial Compliance 12 May - Annual secretarial compliance report for FY26 notes prior board-composition lapses, insider-trading violations, and fines.
- Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome 1 May - Tanla released Q4 FY26 earnings call transcript for April 27, 2026, covering results, platform growth, and outlook.
- Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome 27 Apr - Recording of earnings call for audited Q4 and FY2026 results uploaded on company website.
- Announcement under Regulation 30 (LODR)-Newspaper Publication 25 Apr - Newspaper Publication of Audited Financial Results for the quarter and year ended FY2025-26.
- Update On Change In Designation Of Karix Mobile Private Limited (Material Subsidiary) 24 Apr - Karix Mobile appoints Deepak Goyal as Managing Director and CEO from May 1, 2026.
- Financial Year 2025 from bse
- Financial Year 2024 from bse
- Financial Year 2023 from bse