Tanla Platforms
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Tanla Platforms (TANLA) investor relations material

Tanla Platforms Q3 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q3 25/26 earnings summary23 Jan, 2026

Executive summary

  • Achieved double-digit year-over-year revenue growth of 12.1% in Q3 FY26, with revenue reaching ₹112,103.56 lakhs, driven by organic expansion, new customer additions, and increased wallet share from existing clients.

  • Gross profit hit a record 3,093 Mn, up 18.7% YoY, with gross margin expanding 100 bps sequentially to 27.6% due to sourcing efficiencies and favorable customer mix.

  • EBITDA rose 16.6% YoY to 1,905 Mn, with EBITDA margin improving to 17.0%. PAT increased 10.8% YoY to 1,314 Mn.

  • Recognized as Meta's and Google's Partner of the Year, reflecting leadership in OTT messaging and industry innovation.

  • Board approved unaudited standalone and consolidated financial results for Q3 and nine months ended December 31, 2025, with no material misstatements found by auditors.

Financial highlights

  • Consolidated revenue from operations for Q3 FY26 was ₹112,103.56 lakhs, up from ₹100,042.90 lakhs in Q3 FY25, with net profit at ₹13,137.15 lakhs.

  • Enterprise communication business returned to double-digit growth, supported by improved pricing stability and increased SMS volumes.

  • Gross margin improved by 100 bps QoQ and 154 bps YoY, reaching 27.6% in Q3 FY26.

  • Indirect costs as a percentage of revenue increased from 9.7% to 10.6% YoY, mainly due to higher employee costs and RSU expenses.

  • Amortization of INR 5 crores per quarter related to RSUs, with vesting over two years.

Outlook and guidance

  • Management aspires to maintain growth momentum but refrains from providing specific top-line or margin guidance.

  • Continued focus on predictable, scalable growth in digital platforms and enterprise communications, leveraging SaaS models and omnichannel presence.

  • Innovation engine and GTM efforts are expected to yield new platform launches and further growth.

  • Market opportunity remains robust, with digital adoption and UPI transactions expanding the addressable market.

  • The impact of new Indian labour codes, effective November 21, 2025, was assessed and found immaterial for the quarter and nine months.

What drives standalone profit margin?
Identify subsidiary reviewed by other auditor.
Reconcile buyback shares with treasury shares.
Is enterprise growth recovery sustainable?
How will platforms drive future TAM expansion?
How is India's CPaaS competitive landscape evolving?
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Q4 25/2624 Apr, 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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