Tanla Platforms Ltd (TANLA)Tanla Solutions Limited, now known as Tanla Platforms Limited, is an Indian multinational communications platform as a service (CPaaS) company headquartered in Hyderabad, India. Founded in 1999 by Dasari Uday Kumar Reddy, the company has evolved from a bulk SMS provider to a global leader in cloud communications, offering innovative solutions for
enterprises and consumers.
Core Business: Tanla provides value-added services in cloud communications, enabling businesses to engage with customers through multiple channels, including SMS, voice, email, RCS, OTT platforms (e.g., WhatsApp, FB Messenger), and push notifications. It processes over 800 billion interactions annually, handling about 70% of India’s A2P (Application-to-Person) SMS traffic.
M arket Leadership: Tanla holds a 35% market share in India’s CPaaS market and 45% in the domestic National Long-Distance (NLD) business. It is a leader in data security, privacy, spam, and scam protection, notably through its blockchain-based platform, Trubloq, which is the world’s largest blockchain use case for combating spam.
Global Presence: Headquartered in Hyderabad, Tanla has offices in Singapore and Dubai, employing over 600 people globally. It serves over 2,000 enterprises, including global tech giants like Google, Meta, and Truecaller, across industries such as telecom, retail, BFSI, and media.
Financial Performance (as of March 2025)
Market Cap: ₹8,703 crore (down 31.3% in the last year).
Revenue: ₹4,028 crore for FY24.
Profit: ₹507 crore for FY24; Q4 FY25 net profit was ₹117.33 crore, down 9.9% year-on-year.
Q1 FY25 Results:
Consolidated net profit: ₹1.4 billion (up from ₹1.35 billion YoY).
Revenue: ₹10 billion (up from ₹9.11 billion YoY).
EBITDA: ₹1.9 billion, with an EBITDA margin of 18.81% (down from 20% YoY).
Dividend: Declared a second interim dividend of ₹6 per share for Q4 FY25 (record date April 30, 2025). The company has a healthy dividend payout ratio of 30.4% and a dividend yield of 1.83%.
Debt: Tanla is nearly debt-free with a strong balance sheet and a cash position of ₹1,000 crore, supporting potential acquisitions.
Return on Equity (ROE): 3-year average ROE of 28.5%, though it has been declining over the past 5 years.
Stock Performance
Stock Price: As of June 28, 2025, the share price was ₹646.50, the last close .
52-Week Range: High of ₹1,086.05 and low of ₹409.40.
Recent Trends:
3-year loss: -33.88%.
12-month loss: -31.05%.
3-month gain: +28.70%.
1-month gain: +14.79% .
Buyback: In June 2025, the board approved a buyback of 20 lakh shares (1.49% equity) worth ₹175 crore at ₹875 per share, a 34% premium over the closing price, leading to a 13% surge in share price.
Recent Developments
Leadership Changes (July 2025):
Appointed Sandeep Kapoor as Chief AI Officer and Anshuman Kar as Chief Customer Officer.
Appointed Anubhav Batra as CFO, effective July 28, 2025, succeeding Abhishek Kumar Jain.
Appointed Sunil Ramakant Bhumralkar as an Additional Director (Non-Executive & Independent) to strengthen board oversight.
Strategic Initiatives:
Partnered with two foreign telecom companies in April 2025 to deploy its Messaging as a Platform service internationally.
Expanded into Indonesia through its subsidiary Karix Mobile, which subscribed ₹10 billion IDR to PT Karix Communications to tap into the CPaaS market.
Recognized as a “Visionary” in the 2023 Gartner® Magic Quadrant™ for CPaaS, highlighting its innovative approach.
Technological Shift: Nearly 29% of revenue now comes from Over-The-Top (OTT) channels, reflecting a strategic pivot from traditional SMS. The company is also investing in RCS (Rich Communication Services) and AI-driven solutions like Wise Albert for Gen AI-native communications.
Market Position and Competitors
Market Share: Commands 63% of India’s A2P SMS traffic and is increasing its presence in the OTT space.
Competitors: Key peers include Sonata Software, Happiest Minds, C.E. Info Systems, Black Box, Latent View, Mastek, and Route Mobile. Tanla’s market cap (₹8,661 crore) is slightly below the peer median of ₹9,462 crore.
Industry Outlook: The cloud communications sector is poised for growth due to rising digital communication needs, remote work trends, and cloud-based solution adoption. Tanla is well-positioned to capitalize on these trends.
Technical parameters:
50-Day EMA: ₹595.50 (closer to current price, confirming short-term strength).
200-Day EMA: ₹610.80 (stock above, supporting a potential uptrend).
The stock is trading above both its 50-day and 200-day SMAs, signaling bullish momentum in the short and medium term. The recent crossover of the 50-day SMA above the 200-day SMA (Golden Cross) in early June 2025 suggests potential for further upside.
Average Volume (3-Month): ~7.86 lakh shares.
Recent Volume: Increased volume in June 2025, particularly after the buyback announcement (20 lakh shares at ₹875), indicating strong buying interest.
Interpretation: Rising volume alongside price gains supports the bullish trend, but a spike in selling volume could signal a reversal.
Fibonacci Retracement Levels
Based on the 52-week range (₹409.40–₹1,086.05):
23.6%: ₹548.12.
38.2%: ₹614.80 (near current price).
50%: ₹667.73.
61.8%: ₹720.65.
Interpretation: The stock is hovering around the 38.2% retracement level (₹614.80). A move above the 50% level (₹667.73) could target ₹720.65, while a drop below ₹614 may test ₹548.
Summary and Trading Insights
Current Trend: Bullish in the short and medium term, supported by moving averages, MACD, and volume trends.
Key Levels to Watch:
Upside: Resistance at ₹680 and ₹750. A breakout above ₹680 with strong volume could confirm further gains.
Downside: Support at ₹620 and ₹550. A drop below ₹620 may indicate weakening momentum.
Trading Strategy:
Short-Term Traders: Consider buying on dips near ₹620 or a breakout above ₹680, with a stop-loss below ₹600.
Long-Term Investors: The stock’s position above the 200-day SMA and strong fundamentals (debt-free status, cash reserves) make it attractive for accumulation on pullbacks to ₹550–₹600.
Caution: Monitor volume and RSI for signs of reversal, especially if the stock fails to break ₹680
Additional Notes : Now it's early bird stage of Tanla Platforms . Tanla’s technical breakout and buyback, I am personal targeting ₹750–₹800 in the near term.
