Tanla Platforms Limited has informed the Exchange about Investor Presentation
TANLA · price
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Tanla Platforms reported Q1 FY26 results with revenue of ₹10,407 Mn, up 3.8% year-on-year but only 1.6% sequentially, driven mainly by OTT channels which now contribute 32.3% of revenue versus 19.9% a year ago. Profitability came under pressure: gross margin slipped to 25.0% (down 184 bps YoY) and EBITDA de-grew 13.1% YoY to ₹1,639 Mn, with EBITDA-to-gross profit conversion falling from 70% to 63%. PAT stood at ₹1,184 Mn (EPS ₹8.82), down 16.2% YoY, while operating cash flow was weak at just ₹64 Mn (5.4% of PAT) due to delayed collections and a high DSO of 91 days. The company paid out ₹808 Mn in dividends during the quarter, ended with ₹9,104 Mn in cash, remains debt-free, and highlighted its ~35% CPaaS market share in India along with strong customer stickiness (50% of revenue from top-100 customers retained for over 5 years).
Margin compression and weaker cash conversion despite steady revenue growth may weigh on near-term sentiment, though the strong balance sheet, debt-free status, and continued shareholder returns (₹808 Mn dividend) provide support. The ongoing shift toward higher-margin OTT and AI-led offerings like Wisely and Trubloq could be a positive medium-term catalyst if margins recover.