| Revenue growth | 25.3% YoY, 10.2% QoQ |
|---|---|
| Margins | Gross margin 26.1% vs 26.6% YoY; EBITDA margin 15.9% |
| Demand visibility | NRR 119%; 12 of top 20 customers retained |
Growth
Revenue +10.2% QoQ, +25.3% YoY; organic QoQ +7.9ppt, ValueFirst overseas +2.3ppt. Gross profit +23.1% YoY.
Outlook
No explicit revenue or profit guidance given. No capex or acquisition plans stated.
Risks
ValueFirst overseas runs at lower profitability, diluting EBITDA and PAT. Gross margin down 48bps YoY. One-time campaigns aided revenue.
Last quarter's promises, checked
Delivered
- Guided market share gain >10%/yr → revenue +25.3% YoY (= BEAT; includes one-time campaigns)
- Guided 3rd ATP bank by Mar-26 → Bandhan Bank live Mar-26 per Apr call (= BEAT; not in Q2 data)
Partly delivered
- Guided EBITDA holding ~16% → 15.9% (= PARTIAL)
Missed
- Guided Digital Platforms growth to accelerate from single-digit FY26 → +6.4% YoY (= MISS)
- Guided gross margin marginal improvement → 26.1% vs 26.6% YoY (= MISS)
- Guided UAE/ValueFirst close this quarter, ₹150-170 Cr top line at 22% GM → no closure reported; overseas unit still dilutes EBITDA/PAT (= MISS)
Investor Presentation filed with NSE, NSE: TANLA. Summary written with AI assistance from the document.
Tanla Platforms Ltd: key numbers
- Share price
- ₹597.60
- Market cap
- ₹7,926 Cr
- Revenue (annual)
- ₹4,418 Cr
- Net profit (annual)
- ₹509.1 Cr
- P/E (TTM)
- 14.3×Sector 23.0×
- Promoter holding
- 46.17%+0.00% QoQ
- FII holding
- 8.08%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Tanla Platforms Ltd
All →Tanla Platforms Results Update
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Tanla Platforms Dividend
Tanla Platforms declared a first interim dividend of Rs 6 per equity share for FY 2026-27. The record date for entitlement is 02 November 2026.
Tanla Platforms Q2 FY27 Results: Net Profit ₹146.4 Cr, Up 17.1% YoY
Tanla Platforms Ltd reported revenue from operations of ₹1,352 Cr (+25.3% YoY) and net profit of ₹146.4 Cr (+17.1% YoY) for Q2 FY27.
- Key figure
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Tanla Platforms Other Announcement
The company submitted its quarterly shareholding pattern under Regulation 31 of the SEBI LODR regulations for the quarter ended September 30, 2026.
Tanla Platforms Employee Stock Options
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