Tanla Platforms Limited has informed the Exchange about Investor Presentation
TANLA · price
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Tanla Platforms reported FY26 revenue of ₹44,177 Mn (up 9.7% YoY) driven by both Digital Platforms and Enterprise Communications segments. Gross profit grew 11.8% to ₹11,746 Mn with 50 bps margin expansion. However, EBITDA grew only 4.8% to ₹7,237 Mn as indirect costs rose 25.3% YoY (employee costs, forex, RSU expenses), causing EBITDA margin to contract by 77 bps to 16.4%. PAT was flat at ₹5,091 Mn (up 0.4%). Q4 FY26 showed stronger momentum with 15% YoY revenue growth to ₹11,775 Mn and 22.8% YoY gross profit growth to ₹3,178 Mn (highest ever). Cash position remains strong at ₹11,436 Mn post dividend and buyback of ₹3,396 Mn. Customer base expanded to 353 customers with >₹10 Mn annualized revenue (up 8.5% YoY), and new customers contributed ₹1,998 Mn in revenue.
Revenue growth is healthy at ~10% but margin pressure from rising operating costs is compressing profitability. EBITDA margin contraction of 77 bps and near-flat PAT growth despite revenue expansion may disappoint near-term investors expecting better cost leverage.