⚡ At a Glance
Tanla Platforms went from a random SMS vendor to a full-fledged CPaaS powerhouse, controlling over 63% of India’s A2P messaging traffic. It turned around from losses in FY20 to ₹507 Cr net profit in FY25. But after a wild bull run and a 70% fall from all-time highs, is the magic fading… or recharging?
1️⃣ From Spammy Texts to Sovereign-Grade Messaging
Let’s be clear. Tanla isn’t your average tech bro startup.
- Core Business?CPaaS = Communication Platform as a Service
- What it does:Enables enterprises (banks, telcos, apps) to send messages, OTPs, alerts
- Market Position:
- 63% of India’s A2P SMS traffic
- 800+ billion interactions processed annually
- 45% share in India’s national long-distance messaging
- (NLD)
- Trusted bygovernment and telcosfor spam protection
👑 Think of it as theAadhaar of Indian messaging infra– invisible but everywhere.
2️⃣ The 5-Year Financial Glow-Up 🌟
| Metric | FY20 | FY25 | 5-Year CAGR |
|---|---|---|---|
| Revenue (₹ Cr) | 1,943 | 4,028 | 16.1% |
| Net Profit (₹ Cr) | -211 | 507 | NA 🧿 |
| EBITDA Margin (%) | 9% | 17% | Expanded |
| ROCE (%) | -24% | 29% | LOL → 💪 |
| Dividend Payout (%) | 0% | 32% | 🫰 Started |
📈 Chart: Profit Reincarnation Journey
plaintextCopyEditFY20 FY21 FY22 FY23 FY24 FY25
-211 → 356 → 539 → 448 → 548 → 507
(That’s a ₹718 Cr swing from FY20 to FY25!)3️⃣ 📉 The Price Chart: Tanla’s Trauma Phase
- FY21 to FY22:Stock went from
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