)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Tanla Platforms (TANLA) investor relations material
Tanla Platforms Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary18 Oct, 2025
Executive summary
Platform revenue and gross profit saw significant growth, driven by Wisely.ai's deployment with Indosat and expansion in Digital Platforms and Enterprise Communications.
Achieved third consecutive quarter of revenue growth, with Q2 FY26 revenue at ₹107,847.56 lakhs, up 3.6% QoQ and 7.8% YoY.
Gross profit reached 2,868 Mn, the highest in eight quarters, with margin expansion led by Digital Platforms and sourcing efficiencies.
PAT for Q2 FY26 was ₹12,504.52 lakhs, up 5.6% QoQ, and EPS increased to ₹9.43.
Interim dividend of ₹6 per share declared and a major share buyback completed.
Financial highlights
Revenue grew 3.6% QoQ and 7.8% YoY, with OTT channels contributing 29.9% of revenue in Q2 FY26.
Gross margin expanded by 155 bps QoQ to 26.6%, with Digital Platform gross profit up 11.7% YoY.
EBITDA increased 8.2% QoQ and 1.2% YoY, with margin up 70 bps sequentially to 16.5%.
Free cash flow stood at 1,645 Mn, representing 132% of PAT, and cash balance post-buyback was 8,814 Mn.
Indirect costs rose to 10.1% of revenue, mainly from employee and other expenses.
Outlook and guidance
Management reaffirmed an aspirational EBITDA target of around ₹800 crore for the year, but noted a potential shortfall of up to ₹50 crore due to gaming industry headwinds and reduced WhatsApp incentives.
Focus remains on predictable growth through SaaS-based Digital Platforms and Enterprise Communications, with continued investment in AI-native platforms.
Ongoing merger of Gamooga Softtech Private Limited with Karix Mobile Private Limited progressing under fast-track route.
Wisely.ai pipeline conversion outlook
Quantify impact of Meta incentives on EBITDA?
Gaming industry revenue impact this quarter?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Tanla Platforms earnings date
Q3 25/2621 Jan, 2026
Next Tanla Platforms earnings date
Q3 25/2621 Jan, 2026
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Tanla Platforms Limited provides cloud-based communication services, including application-to-person (A2P) messaging, voice solutions, and customer engagement platforms. The company serves enterprises and telecom operators, offering secure and scalable messaging infrastructure. The company is headquartered in Hyderabad, India, and its shares are listed on the NSE.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage