Tanla Platforms (TANLA) Q1 26/27 earnings summary

Executive summary

• Achieved fifth consecutive quarter of revenue growth, with Q1 FY27 revenue at 12,264 Mn, up 4.1% QoQ and 17.8% YoY.

• Consolidated revenue from operations for the quarter ended June 30, 2026, was ₹117,753.95 lakhs, compared to ₹122,639.14 lakhs in the previous quarter and ₹104,065.57 lakhs in the same quarter last year.

• Gross profit rose 2.6% QoQ and 25.1% YoY to 3,262 Mn, with EBITDA up 4.9% QoQ and 22.7% YoY at 2,012 Mn.

• PAT increased 5.8% QoQ and 20.1% YoY to 1,422 Mn; EPS grew 5.8% QoQ and 22.1% YoY to 10.77.

• Net profit for the quarter was ₹13,891.05 lakhs, up from ₹13,432.33 lakhs in the previous quarter and ₹11,840.58 lakhs year-over-year.

Financial highlights

• Revenue growth driven by both existing customers (1,195 Mn YoY) and new customers (662 Mn YoY).

• Gross margin contracted by 40 bps QoQ to 26.6% due to customer mix, but digital platforms maintained ~98% margin.

• EBITDA margin conversion from gross profit was 61.7% in Q1 FY27.

• Indirect costs held at 10% of revenue and 38% of gross profit.

• DSO increased to 79 days from 76 days in the previous quarter.

Outlook and guidance

• Continued focus on expanding wallet share within existing customer base and onboarding new customers, especially on WhatsApp and RCS channels.

• Sustained investment in talent and innovation to support long-term growth.