Tanla Platforms Ltd (BOM:532790)

Q2 2026 Tanla Platforms Ltd Earnings Call Transcript

Oct 18, 2025 / 06:00 AM GMT

Transcript

Key Points

Positve

Tanla Platforms Ltd (BOM:532790) has seen benefits from its platform deal, which has contributed positively to the quarter's results.
The company is experiencing growth in its OTT (Over-The-Top) services, with a focus on WhatsApp and RCS, which are growing month-on-month.
There is a positive change in customer mix, leading to improved gross margins in the enterprise communication space.
The company has been recognized as a partner of the year by Meta, indicating strong performance and relationships in the OTT space.
Tanla Platforms Ltd (BOM:532790) is making significant investments in AI, with the launch of the Wisely AI platform, positioning itself as a leader in AI-driven solutions.

Negative

The company faces challenges in achieving its aspirational EBITDA growth target due to setbacks in the gaming industry and reduced WhatsApp incentives.
There has been a sequential softness in OTT volumes due to seasonal promotional spends, impacting short-term growth.
Net profit has shown a year-on-year decline due to increased overheads from investments in talent and technology.
The company has faced issues with investor relations, with reports of unresponsive communication from the investor relations team.
There is uncertainty in achieving the internal aspirational target for EBITDA growth, with potential for a slight miss due to external factors.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

TNSL.NS - Tanla Platforms Ltd
Q2 2026 Tanla Platforms Ltd Earnings Call
Oct 18, 2025 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Tandla Platforms Limited Q2 FY26 earnings conference call. As a reminder, all partic lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchtone phone. Please note that this conference is being recorded. I now have the conference over to Miss Rimeta.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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A very good

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