Tanla Platforms Ltd (TANLA) AI Stock Analysis

• Market Cap: ₹82.42B
• Dividend Yield: 3.24%
• Average Volume (3M): 72.64K
• Price to Earnings (P/E): 17.4
• Beta (1Y): 1.54
• Revenue Growth: 3.31%
• EPS Growth: -11.27%
• Country: IN
• Employees: 993
• Sector: Technology
• Sector Strength: 88
• Industry: Software - Application
• EPS (TTM): 9.30
• Shares Outstanding: 132,617,360
• 10 Day Avg. Volume: 44,656
• 30 Day Avg. Volume: 72,645
• PEG Ratio: -1.72
• Price to Book (P/B): 2.85
• Price to Sales (P/S): 1.61
• P/FCF Ratio: 12.57
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 65 Neutral
• Price Target: ₹599.00 ▲(7.92% Upside)

Tanla Platforms Ltd has a solid financial foundation with strong revenue growth and efficient operations, contributing positively to the score. However, technical analysis indicates bearish momentum, which weighs down the overall score. The valuation is fair, providing a balance between growth and income potential.

Positive Factors

Revenue Growth

Consistent revenue growth indicates strong market demand and effective business strategies, supporting long-term expansion and market presence.

Balance Sheet Health

A strong equity position with low debt reliance enhances financial stability, providing flexibility for future investments and growth.

Cash Generation Ability

Strong free cash flow growth supports operational needs and strategic initiatives, ensuring the company can sustain and expand its operations.

Negative Factors

Earnings Volatility

Fluctuations in net profit margin suggest potential challenges in cost management or pricing power, impacting long-term profitability.

EPS Growth Decline

A decline in EPS growth indicates potential issues in profit generation, which could affect investor confidence and future capital raising.

Lack of Earnings Call Data

The absence of recent earnings call data limits transparency and investor insights into management's future strategies and outlook.

Tanla Platforms Ltd Business Overview & Revenue Model

Company Description

Tanla Platforms Limited, together with its subsidiaries, provides cloud communication services for mobile operators and enterprises in India and internationally. It offers SMS Campaign Manager, which helps in sending instant messages whether promotional or transactional to all your customers at one go; Two-Factor Authentication; Boomering provides international calling options; and Omni Communication, a platform enables gapless changeover between communication channels for excellent customer journeys and an unsurpassed brand. The company also provides cloud voice services, including Hosted IVR solution that enables enterprises to design, build, and update custom IVR applications using a web interface; Voice Broadcast technology that enables enterprises to initiate and deploy personalized interactive voice broadcasts; Free Ring, a solution for engaging and interactive communications with customers and prospects; and Source Trace, which enables enterprises and agencies to track inbound calls back to the marketing source. In addition, it offers IoT platform, which enables businesses to connect, collect, and curate. Further, it provides Trubloq, a block chain enabled communication platform as a service (CPaaS) stack; and Wisely, which delivers communication services for CPaaS ecosystem. The company was formerly known as Tanla Solutions Limited and changed its name to Tanla Platforms Limited in October 2020. Tanla Platforms Limited was incorporated in 1995 and is headquartered in Hyderabad, India.

How the Company Makes Money

Tanla Platforms generates revenue through multiple key streams, primarily from its messaging services, which include A2P (Application-to-Person) messaging for enterprises needing bulk messaging solutions. The company charges clients based on the volume of messages sent, which constitutes a significant portion of its earnings. Additionally, Tanla earns revenue from its voice services, where it provides telephony solutions to businesses and telecom operators. The company's revenue model is supported by its strategic partnerships with telecom carriers and enterprises, which allow it to offer integrated communication solutions. Furthermore, Tanla has been expanding its portfolio by investing in newer technologies like blockchain and AI, which may open up additional revenue opportunities in the future.

Tanla Platforms Ltd Financial Statement Overview

Summary

Tanla Platforms Ltd demonstrates solid financial performance with robust revenue growth, strong operational efficiency, and a stable balance sheet with low leverage. The company shows stable profitability, although there was a slight dip in net profit margin. Cash flows are healthy, supporting ongoing operations and growth initiatives.

Income Statement

Tanla Platforms Ltd has demonstrated robust revenue growth with a consistent upward trajectory over the years. The gross profit margin for 2025 was approximately 19.90%, indicating efficient cost management. Net profit margin improved to 12.59% in 2025 from 13.96% in 2024, although there was a slight decrease. EBIT margin stood at 19.90%, reflecting strong operational efficiency. Overall, the company shows stable profitability, with a minor dip in net income offset by increasing revenue.

Balance Sheet

The balance sheet of Tanla Platforms Ltd reveals a strong equity position, with an equity ratio of 67.98% in 2025, indicating financial stability. The debt-to-equity ratio is low at 0.03, suggesting minimal reliance on debt financing. Return on Equity (ROE) was 22.36%, showcasing effective utilization of equity to generate profits. The company maintains a healthy balance between liabilities and equity, ensuring a low-risk financial structure.

Cash Flow

The cash flow statement indicates a positive trend in free cash flow, with a growth rate of 19.35% from 2024 to 2025. Operating cash flow to net income ratio was 1.27 in 2025, highlighting strong cash generation relative to earnings. The free cash flow to net income ratio was similarly robust at 1.01, indicating efficient conversion of profits into cash. While the company demonstrates strong cash flow metrics, continued monitoring of capital expenditures and financing activities is advisable.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	40.66B	40.28B	39.28B	33.55B	32.06B	23.41B
Gross Profit	7.71B	8.02B	7.77B	7.03B	7.81B	4.91B
EBITDA	6.95B	6.91B	7.77B	6.16B	7.18B	4.57B
Net Income	4.84B	5.07B	5.48B	4.48B	5.39B	3.56B
Balance Sheet
Total Assets	34.80B	33.38B	30.09B	24.13B	23.95B	16.13B
Cash, Cash Equivalents and Short-Term Investments	9.06B	10.01B	6.62B	7.12B	8.42B	5.37B
Total Debt	611.00M	640.47M	750.39M	825.86M	535.30M	43.49M
Total Liabilities	11.67B	10.69B	10.67B	8.95B	10.41B	7.20B
Stockholders Equity	23.13B	22.68B	19.42B	15.17B	13.54B	8.93B
Cash Flow
Free Cash Flow	211.25M	5.14B	4.31B	906.65M	4.25B	5.29B
Operating Cash Flow	952.84M	6.42B	5.90B	2.47B	4.86B	5.61B
Investing Cash Flow	-1.02B	-2.20B	-5.28B	-695.96M	-1.11B	-97.76M
Financing Cash Flow	-1.98B	-2.08B	-1.51B	-3.28B	-974.08M	-1.68B

Tanla Platforms Ltd Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 555.05
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IN:TANLA, the sentiment is Negative. The current price of 555.05 is below the 20-day moving average (MA) of 566.93, below the 50-day MA of 616.29, and below the 200-day MA of 586.70, indicating a bearish trend. The MACD of -18.75 indicates Negative momentum. The RSI at 39.65 is Neutral, neither overbought nor oversold. The STOCH value of 58.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IN:TANLA.

Tanla Platforms Ltd Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
BSOFT	72 Outperform	₹103.34B	21.74	―	1.51%	-2.00%	-25.81%
TANLA	65 Neutral	₹82.42B	17.38	―	3.24%	3.31%	-11.27%
MASTEK	65 Neutral	₹66.26B	18.10	―	1.61%	11.91%	-1.02%
ROUTE	63 Neutral	₹44.84B	26.21	―	1.63%	6.36%	-54.41%
HAPPSTMNDS	62 Neutral	₹77.16B	38.94	―	1.28%	21.31%	-16.27%
Sector *	61 Neutral	$37.18B	12.37	-10.20%	1.83%	8.50%	-7.62%
NETWEB	59 Neutral	₹205.76B	151.99	―	0.08%	47.18%	38.90%

Tanla Platforms Ltd Corporate Events

Tanla Platforms Announces Merger Approval of Subsidiaries

Tanla Platforms Limited has announced an update regarding the merger of its wholly-owned subsidiary, Karix Mobile Private Limited, with its step-down subsidiary, Gamooga Softtech Private Limited. The merger has received approval from the Regional Director of the South East Region in Hyderabad, with the appointed date set for April 1, 2025, and the effective date being November 27, 2025. This merger is expected to streamline operations within Tanla Platforms, potentially enhancing its market positioning and operational efficiency.

Tanla Platforms to Participate in Anand Rathi G-200 Summit

Tanla Platforms Ltd has announced its participation in the Anand Rathi G-200 Summit, an annual flagship conference scheduled for November 14, 2025. This engagement with institutional investors and analysts is part of the company’s strategy to strengthen its market presence and investor relations, although no unpublished price-sensitive information will be disclosed during the meeting.

Tanla Platforms Ltd Releases Q2 FY ’26 Earnings Call Recording

Tanla Platforms Ltd has released a recording of its Q2 FY ’26 earnings call, detailing the unaudited financial results for the quarter and half-year ending September 30, 2025. This announcement is significant for stakeholders as it provides insights into the company’s financial performance and strategic direction, potentially impacting its market positioning and investor relations.