Tanla Platforms has announced its financial results for the second quarter of fiscal year 2027, ending September 30, 2026. The company reported a robust 25.3% year-over-year increase in revenue, reaching ₹13,517 Mn. Gross profit saw a 23.1% YoY rise to ₹3,531 Mn, while profit after tax grew by 17.1% YoY to ₹1,464 Mn. EBITDA also demonstrated strong performance with a 20.8% YoY increase to ₹2,143 Mn.
Tanla Platforms Reports Strong Q2 FY27 Financial Performance
Tanla Platforms Limited has unveiled its investor updates for the quarter and half-year ended September 30, 2026. The company has demonstrated significant growth across key financial metrics, highlighting a strong operational quarter.
Key Financial Highlights for Q2 FY27:
- Revenue: Increased by 10.2% QoQ and 25.3% YoY to ₹13,517 Mn.
- Gross Profit: Grew by 8.2% QoQ and 23.1% YoY to ₹3,531 Mn.
- EBITDA: Increased by 6.6% QoQ and 20.8% YoY to ₹2,143 Mn.
- Profit After Tax (PAT): Grew by 3.0% QoQ and 17.1% YoY to ₹1,464 Mn.
- Earnings Per Share (EPS): Reported at ₹11.09, a 17.7% YoY increase.
- Free Cash Flow (FCF): Stood at ₹2,316 Mn, representing 158% of PAT.
- Cash Balance: Strong at ₹14,474 Mn.
Revenue Growth Drivers
The company highlighted that the 10.2% QoQ revenue growth was primarily driven by existing business (7.9%) and inorganic contribution (2.3%). Revenue increased by ₹1,254 Mn QoQ, with contributions from existing customers (₹904 Mn), new customer additions (₹65 Mn), and overseas operations (₹285 Mn). The quarter also benefited from one-time campaigns by select customers. Net Revenue Retention (NRR) was at 119%.
Business Segment Performance
Tanla focuses on two synergistic businesses: Digital Platforms and Enterprise Communications.
- Digital Platforms: Grew by 1.6% QoQ and 6.4% YoY. Contributed 7.7% to overall revenue in Q2 FY27, led by Wisely.ai and RCS MaaP Platform.
- Enterprise Communications: Grew by 11.0% QoQ and 27.2% YoY. Contributed 92.3% of overall revenue in Q2 FY27, driven by strong OTT expansion across existing customers.
Profitability and Efficiency
Gross profit showed consistent quarterly growth, increasing by 8.2% QoQ and 23.1% YoY to ₹3,531 Mn. The company maintained efficiency metrics, with indirect costs as a percentage of revenue and gross profit remaining stable. Gross profit to EBITDA conversion stood at 60.7% in Q2 FY27.
Balance Sheet Strength
The company reported a strong balance sheet with ₹27,224 Mn in Strong Equity and Reserves and ₹14,474 Mn in Cash & cash equivalents. Tanla Platforms remains Debt Free and reported a Return on Capital Employed (ROCE) of 27%.
Customer Expansion and Wallet Share
Customer cohorts show expansion, with the total count of customers increasing to 420 in Q2 FY27. Wallet share also saw an increase, with annualized revenue from customers above ₹10 Mn growing by 10.1% QoQ and 24.1% YoY to ₹12,997 Mn. The segment contributing annualised revenue greater than ₹500 Mn grew by 10.7% QoQ and 42.5% YoY, driven by BFSI customers.
New Customer Acquisition
Newly acquired customers contributed ₹65 Mn in Q2 FY27, with 48% new customers added on WhatsApp and RCS.
Source: BSE
