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Tanla Platforms Limited Q1 FY26 earnings call summary

NSE: TANLA · BSE: 532790

Earnings call of 25 Jul 2025, summarised by AI from the filing.

Tanla reported Q1 FY26 revenue of ₹1,041 cr and PAT of ₹118 cr, announced a ₹175 cr buyback, and aspires to 20% EBITDA CAGR over two years.

Key takeaways

  1. Revenue ₹1,041 cr, up 1.6% QoQ and 3.8% YoY; PAT ₹118 cr.
  2. EBITDA aspiration 20% EBITDA CAGR over next two years, not guidance.
  3. Buyback ₹175 cr buyback announced; total shareholder return nearly ₹1,000 cr over past five years.
  4. AI-native platform Launch with Southeast Asian telco in coming weeks; revenue from Q2 onwards.
  5. Competition Price aggressiveness eroded realisations versus volume growth.

Original filing on BSE

Tanla Platforms Limited Q1 FY27 results

As filed: Revenue ₹1,226 cr (+18% year on year), EBITDA ₹201 cr (+23% year on year), PAT ₹142 cr (+20% year on year), EBITDA margin 16.4% (+74 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹1,178 cr (+15% year on year), EBITDA ₹192 cr (+18% year on year), PAT ₹134 cr (+15% year on year), EBITDA margin 16.3% (+37 bps). Score 74 of 100, Above trend. Revenue, EBITDA and profit growth were well above the company's own trend. EBITDA margin rose 37 bps year on year. Consolidated profit +15% but standalone -98%. Share price after the results: +6.8% in 28 days (Nifty 500: +0.4%).
  • Q3 FY26: Revenue ₹1,121 cr (+12% year on year), EBITDA ₹191 cr (+16% year on year), PAT ₹131 cr (+10% year on year), EBITDA margin 17.0% (+60 bps). Score 71 of 100, Above trend. Revenue and profit growth were above the company's own trend; EBITDA growth was well above it. EBITDA margin rose 60 bps year on year. Share price after the results: +3.3% in 29 days (Nifty 500: +1.7%).
  • Q2 FY26: Revenue ₹1,078 cr (+8% year on year), EBITDA ₹178 cr (+1% year on year), PAT ₹125 cr (−4% year on year), EBITDA margin 16.5% (−107 bps). Score 50 of 100, In line with trend. Revenue, EBITDA and profit growth were in line with the company's own trend. EBITDA margin fell 107 bps year on year. Share price after the results: −14.0% in 28 days (Nifty 500: +0.8%).
  • Q1 FY26: Revenue ₹1,041 cr (+4% year on year), EBITDA ₹163 cr (−14% year on year), PAT ₹118 cr (−16% year on year), EBITDA margin 15.7% (−320 bps). Score 26 of 100, Below trend. Revenue and EBITDA growth were below the company's own trend; profit growth was well below it. EBITDA margin fell 320 bps year on year. Consolidated profit -16% but standalone +206%. Share price after the results: −7.7% in 29 days (Nifty 500: −1.3%).
  • Q4 FY25: Revenue ₹1,024 cr (+2% year on year), EBITDA ₹163 cr (+1% year on year), PAT ₹117 cr (−10% year on year), EBITDA margin 15.9% (−9 bps). Score 37 of 100, Below trend. Revenue and profit growth were below the company's own trend; EBITDA growth was in line with it. EBITDA margin was flat year on year. Consolidated profit -10% but standalone +146%. Share price after the results: +17.8% in 29 days (Nifty 500: +2.7%).
  • Q3 FY25: Revenue ₹1,000 cr (0% year on year), EBITDA ₹164 cr (−15% year on year), PAT ₹119 cr (−15% year on year), EBITDA margin 16.4% (−284 bps). Score 18 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 284 bps year on year. Consolidated profit -15% but standalone +25%. Profit fell 8% from last quarter.
  • Q2 FY25: Revenue ₹1,001 cr (−1% year on year), EBITDA ₹176 cr (−11% year on year), PAT ₹130 cr (−9% year on year), EBITDA margin 17.6% (−204 bps). Score 17 of 100, Below trend. EBITDA margin fell 204 bps year on year. Consolidated profit -9% but standalone +63%. Not enough history for a trend yet: scored on growth alone. Profit fell 8% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

Tanla Platforms Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.