Tanla Platforms , a leading player in the communications platform as a service (CPaaS) sector, has reported positive financial results for the first quarter of fiscal year 2026, along with significant strategic developments.

Financial Performance

The company delivered its second consecutive quarter of revenue growth in Q1 FY26. Revenue increased by 1.60% quarter-on-quarter and 3.80% year-on-year to ₹1,041.00 crores. The company also reported a Profit After Tax (PAT) of ₹118.00 crores for the quarter.

Strategic Initiatives

AI-Native Platform Launch

Tanla has announced the launch of an AI-native platform in collaboration with a leading Southeast Asian telecom operator. This platform, set to go live in August, utilizes scalable AI infrastructure and an agentic layer. The company is developing multiple applications for both telcos and enterprises, addressing the challenge of fragmented but valuable data in the telco ecosystem.

MaaP Platform Deals

The company has secured two significant Messaging as a Platform (MaaP) deals with Indonesian telecom operators Telkomsel and Indosat. These deals cover approximately 77% of the Indonesian market, marking a significant expansion in Tanla's international presence.

Acquisitions

Tanla has completed the acquisition of ValueFirst India and Singapore. The company is awaiting RBI approval for global acquisitions, which are expected to further strengthen its market position.

Enterprise Business Momentum

Tanla's enterprise business is showing strong momentum, with a focus on increasing wallet share and securing new clients. The company has become a preferred partner in India's OTT space, supporting its goal of achieving a 20% EBITDA CAGR growth over the next two years.

Shareholder Returns

In a move to enhance shareholder value, Tanla has announced a ₹175.00 crores buyback. This brings the total shareholder return to nearly ₹1,000.00 crores over the past five years through dividends and buybacks, all while maintaining a zero-debt balance sheet.

Management Changes

The company has welcomed Anubhav Batra as its new Chief Financial Officer, effective July 28, 2025. He succeeds Abhishek Jain, who ceased to be CFO on July 27, 2025.

Uday Kumar Reddy, Founder, Chairman & CEO of Tanla Platforms, expressed excitement about the AI-native platform, stating, "We are confident this deployment is just the start. We're also seeing strong momentum in our enterprise business, supporting our goal of 20% EBITDA CAGR growth over the next two years."

As Tanla Platforms continues to innovate and expand its market presence, investors and industry watchers will be keen to see how these strategic initiatives translate into long-term growth and profitability for the company.

Tanla Platforms Limited , a leading Communications Platform as a Service (CPaaS) provider, has announced its financial results for the first quarter, showcasing revenue growth and strategic initiatives.

Financial Highlights

Business Segment Performance

Enterprise Communications

• Contributed 91.2% of total revenue at ₹9,488 Mn
• 3.6% year-over-year growth
• Driven by OTT channels, including 60.9% growth in WhatsApp revenue

Digital Platforms

• Generated ₹919 Mn revenue
• 6.0% year-over-year growth

Customer Acquisition

Tanla Platforms added 99 new customer logos, with 59% of new additions on WhatsApp and RCS platforms, indicating strong traction in these channels.

Strategic Initiatives

1. Buyback Program: Announced a ₹1,750 Cr buyback at ₹875 per share through tender route, expected to complete by end of August.
2. AI-Native Platform: Deployed with a Southeast Asian telco, set to go live in August.
3. MaaP Platform: Completed deployment for RCS across two Southeast Asian telecom operators.

Financial Position

Cash and cash equivalents stood at ₹9,104 Mn after paying an interim dividend of ₹808 Mn.

Management Changes

• Appointed Anubhav Batra as CFO effective July 28
• Appointed Sunil Bhumralkar as Independent Director

Looking Ahead

As Tanla Platforms continues to grow its revenue and expand its technological offerings, investors and stakeholders will likely be watching how the company leverages its new AI-native platform and RCS deployments to drive future growth. The buyback program may also impact the company's stock performance in the coming months.

Investors are advised to monitor further announcements and detailed financial reports for a comprehensive understanding of Tanla Platforms' performance and future outlook.