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Tanla Platforms (TANLA) investor relations material
Tanla Platforms Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary18 Oct, 2025
Executive summary
Platform revenue and gross profit saw significant growth, driven by Wisely.ai's full-quarter deployment with Indosat and strong performance in Digital Platforms and Enterprise Communications.
Q2 FY26 revenue reached ₹107,847.56 lakhs, up 3.6% QoQ and 7.8% YoY, with gross profit at 2,868 Mn, the highest in eight quarters.
EBITDA for the year is expected to be around INR 750 crores, with a potential shortfall due to gaming sector headwinds and reduced WhatsApp incentives.
PAT for Q2 FY26 was 1,250 Mn, up 5.6% QoQ, and EPS increased 6.9% QoQ to 9.43.
Board approved unaudited financial results for Q2 and H1 FY26, with no material misstatements found.
Financial highlights
Revenue grew 3.6% QoQ and 7.8% YoY, with OTT channels contributing 29.9% of revenue in Q2 FY26.
Gross margin expanded by 155 bps QoQ to 26.6%, reaching a five-quarter high, and Digital Platform gross profit grew 11.7% YoY.
EBITDA margin rose to 16.5%, up 70 bps sequentially, and net profit for Q2 FY26 was ₹12,504.52 lakhs.
Free cash flow stood at 1,645 Mn, representing 132% of PAT, and the company remains debt-free with a cash balance of 8,814 Mn post-buyback.
Indirect costs increased due to investments in talent and technology, impacting net profit year-over-year.
Outlook and guidance
Management maintains an aspirational 20% EBITDA CAGR target, but expects a possible shortfall this year due to external headwinds.
Focus remains on predictable growth through SaaS-based Digital Platforms and Enterprise Communications, with global expansion and new solution launches planned.
Ongoing investment in AI-native platforms and customer relationship expansion.
No formal revenue or EBITDA margin guidance was provided, but positive momentum in gross margin and platform business is expected to persist.
Company continues to operate as a single segment CPaaS provider.
What factors risk the INR 800 Cr EBITDA target?
Update on Wisely AI client pipeline
How is Meta's shift impacting OTT strategy?
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Next Tanla Platforms earnings date
Q3 25/2621 Jan, 2026
Next Tanla Platforms earnings date
Q3 25/2621 Jan, 2026
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Frequently asked questions
Tanla Platforms Limited provides cloud-based communication services, including application-to-person (A2P) messaging, voice solutions, and customer engagement platforms. The company serves enterprises and telecom operators, offering secure and scalable messaging infrastructure. The company is headquartered in Hyderabad, India, and its shares are listed on the NSE.
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