Tanla Platforms Limited has informed the Exchange about Transcript
TANLA · price
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Tanla Platforms shared the transcript of its Q4 FY25 earnings call held on April 25, 2025. The company highlighted strong growth in OTT channels (WhatsApp, RCS), which now contribute ~29% of revenue (up from ~15% last year), while legacy ILD SMS has dropped below 10% of revenue and is no longer a material concern. The CFO guided that enterprise gross margin should stay in a 25-27% narrow band, noting pricing pressure has likely bottomed out. The company signed its first large international platform win, deploying the RCS MaaP platform with two large telcos outside India, and reported a record cash balance of ₹1,009 crores with zero debt and free cash flow at 101% of PAT. An interim dividend of ₹6 was declared. Several new client wins were disclosed, including the country's largest NBFC, gaming firm, and a top bank, all on WhatsApp/RCS.
Positive for shareholders — strong OTT traction, international platform expansion, record cash position, and resumed dividend signal confidence. However, management declined to give forward growth guidance, citing longer-than-expected sales cycles for new platforms like Wisely ATP, which may temper near-term re-rating hopes.