Operates as a Communications Platform as a Service (CPaaS) provider, selling cloud-based messaging, anti-phishing, and AI-driven communication products to enterprises, banks, and telecom operators. FY26 consolidated revenue was Rs 4,417.71 crore with an EBITDA margin of 17.23%; Q1 FY27 revenue was Rs 1,226 crore, up 17.8% YoY, with EBITDA margin at 16.4%. The product set spans SMS, WhatsApp Business, RCS messaging, the Wisely AI trust platform, and the ATP anti-phishing platform, with Wisely AI deployed with Indonesian telco Indosat covering 100 million subscribers on a per-subscriber-per-month, 5-year subscription, and ATP live with three banks including Bandhan Bank on a similar subscription basis. The portfolio runs 2 billion RCS messages monthly and Wisely.ai protects over 100 million users from spam and scam. A pending acquisition of ValueFirst Middle East FZC through subsidiary Karix Mobile FZ LLC adds CPaaS operations in UAE, Saudi Arabia and Indonesia for AED 58.25 million (Rs 148.52 crore enterprise consideration, including Rs 12 crore cash and Rs 136.52 crore assumed liabilities); the target had FY26 turnover of Rs 181.63 crore with negative net worth. Cost structure in FY26 was dominated by other operating expenses at 77.6% of revenue, with employee cost at 6.1% and depreciation at 2.8%. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Cloud Communication Services (CPaaS) (100%), Property Development (0%). Asset-light, subscription-tilted CPaaS and digital trust platform business with international expansion underway
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 3,206 | 3,355 | 3,928 | 4,028 | 4,418 |
| EBITDA (ex other income) | 700 | 588 | 732 | 691 | 724 |
| margin % | 21.8 | 17.5 | 18.6 | 17.2 | 16.4 |
| Owners' profit | 539 | 448 | 0 | 508 | 510 |
| EPS, as reported (₹) | 39.77 | 33.05 | 40.79 | 37.76 | 38.36 |
| ROE % · ROCE % | 39.8 · 48.0 | 29.5 · 35.6 | 28.2 · 34.4 | 22.4 · 27.3 | 20.5 · 25.2 |
| Debt / equity (x) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from operations | 486 | 247 | 590 | 642 | 574 |
| Capex | 0 | 0 | (159) | (128) | (11) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1,001 | 1,000 | 1,024 | 1,041 | 1,078 | 1,121 | 1,178 | 1,226 |
| Profit before tax | 161 | 147 | 146 | 147 | 155 | 165 | 167 | 181 |
| Net profit | 130 | 119 | 117 | 118 | 125 | 131 | 134 | 142 |
| EPS (₹) | 9.70 | 8.82 | 8.74 | 8.82 | 9.43 | 9.95 | 10.18 | 10.77 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| ORACLE FIN SERV SOFT LTD. | 1,02,338 | 30.0 | 13.08 | 26.9 | 33.7 | 43.2 | 9.0 | 62.5 |
| TANLA PLATFORMS LIMITED ◆ | 6,684 | 12.5 | 2.69 | 7.8 | 20.5 | 25.0 | 13.5 | 17.6 |
| C.E. INFO SYSTEMS LIMITED | 5,056 | 36.8 | 5.59 | 21.9 | 14.8 | 21.3 | — | 54.2 |
| CAPILLARY TECHNO INDIA L | 3,656 | 86.5 | 3.57 | 27.9 | 5.1 | 4.9 |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 31 Aug 2026 · Trading window closes Sep 1 ahead of Q2 results | compliance | minimal | — | — |
| 27 Aug 2026 · Newspaper notice on transfer of unclaimed dividends and shares to IEPF | compliance | minimal | — | — |
| 9 Aug 2026 · TANLA allots 16,665 shares under RSU 2021, transfers 36,300 under ESOP 2024 | capital market events | low | — | — |
| 28 Jul 2026 · Tanla board approves acquisition of ValueFirst Middle East FZC for INR 148.52 crore | strategic transactions | high | — | — |
| 28 Jul 2026 · Tanla to buy full stake in UAE's ValueFirst MiddleEast for about Rs 148.5 crore | strategic transactions | high | — | — |
| 28 Jul 2026 · Tanla to acquire 100% of ValueFirst Middle East FZC for INR 148.52 cr | strategic transactions | high | — | — |
| 23 Jul 2026 · Newspaper Publication of Q1 FY27 Unaudited Results | compliance | minimal | — | — |
| 22 Jul 2026 · Tanla Q1 FY27: Revenue up 17.8% YoY to Rs 1,226 Cr, PAT Rs 142 Cr | investor communications | medium | — | — |
| 22 Jul 2026 · Tanla Q1 FY27: Revenue Rs 1,226 Cr, PAT up 20% YoY, strong cash flows | compliance | low | — | — |
| 22 Jul 2026 · Tanla Q1 FY27: Revenue up 18% YoY, PAT grows 20% | investor communications | medium | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) |
| — |
| 4.9 |
| TECHNVISION VENTURES LTD. | 2,991 | 344.1 | 199.35 | 399.6 | 1.4 | 5.5 | 25.5 | (3.0) |
| RAMCO SYSTEMS LTD. | 2,239 | 53.6 | 6.33 | 14.7 | 11.9 | 11.0 | 2.3 | 16.0 |
| Mobavenue AI Tech Limited | 2,135 | 16.9 | 23.58 | 44.6 | 32.4 | 30.8 | — | 21.8 |
| NUCLEUS SOFTWARE EXPORTS | 1,828 | 17.3 | 2.01 | 10.4 | 12.9 | 15.2 | 11.3 | 16.9 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 12.5 | 19.0 | 15 of 41 | 65% |
| P/B | 2.7 | 1.6 | 25 of 38 | 35% |
| ROCE | 25.0 | 4.9 | 6 of 43 | 88% |
| ROE | 20.5 | 3.5 | 6 of 42 | 88% |
| Debt / Equity | 0.0 | 0.0 | 5 of 42 | 46% |
| EBITDA margin | 17.6 | 17.2 | 17 of 35 | 53% |
| Revenue growth | 17.9 | 9.7 | 14 of 33 | 59% |
| Profit growth | 20.1 | (12.0) | 15 of 41 | 65% |
| Market cap | 6684 | 38 | 2 of 44 | 98% |
| A state: the latest filed quarter and the measured reactions |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
