Tanla Platforms (TANLA) Q2 26/27 earnings summary
Event summary combining transcript, slides, and related documents.
Q2 26/27 earnings summary
27 Oct, 2026Executive summary
Q2 FY27 consolidated revenue was ₹135,174.96 lakhs, up 25.3% YoY; EBITDA rose 20.8% to ₹2,143 Mn.
Net profit was ₹14,641.98 lakhs, up 17.1% YoY; EPS was ₹11.09.
Existing business contributed 7.9 percentage points of QoQ revenue growth, inorganic contribution 2.3 points, and NRR was 119%.
ValueFirst Middle East and three subsidiaries entered consolidation from August 1, 2026, making Q2 and H1 comparisons with prior periods non-comparable.
Financial highlights
Q2 consolidated revenue was ₹135,174.96 lakhs versus ₹107,847.56 lakhs in Q2 FY26; H1 revenue was ₹257,814.10 lakhs versus ₹211,913.13 lakhs.
Q2 consolidated PBT was ₹18,729.78 lakhs versus ₹15,549.59 lakhs YoY; H1 PBT was ₹36,857.79 lakhs versus ₹30,293.97 lakhs.
Gross profit was ₹3,531 Mn, up 8.2% QoQ and 23.1% YoY; gross margin contracted 48 bps.
Revenue increased ₹1,254 Mn QoQ: ₹904 Mn from existing customers, ₹65 Mn from new customers and ₹285 Mn from ValueFirst overseas.
PAT growth reflected higher EBITDA, partly offset by increased depreciation and the effective tax rate.
Segment performance
Enterprise Communications revenue grew 11.0% QoQ and 27.2% YoY to ₹12,470 Mn, or 92.3% of Q2 revenue; existing-customer OTT expansion drove growth.
Digital Platforms revenue grew 1.6% QoQ and 6.4% YoY to ₹1,047 Mn; Wisely.ai and RCS MaaP led YoY growth.
Enterprise Communications gross profit grew 11.2% QoQ and 31.6% YoY; Digital Platforms gross profit grew 1.7% QoQ and 6.5% YoY.
Financial statements report one CPaaS segment.
Latest events from Tanla Platforms
- Net profit rose to ₹13,891.05 lakhs with EPS at ₹10.77, reflecting strong YoY growth.TANLA
Q1 26/27 - FY26 revenue up 9.7% YoY, with margin gains, strong cash, and tax demand disclosed.TANLA
Q4 25/26 - Q3 FY26 saw double-digit revenue growth, record profit, and a completed share buyback.TANLA
Q3 25/26 - Q2 FY26 saw strong growth, margin gains, and shareholder returns, despite sector headwinds.TANLA
Q2 25/26 - Q1 revenue up 3.8% YoY to ₹10,407 Mn, with buyback, strong cash, and digital growth focus.TANLA
Q1 25/26 - Q2 revenue down 0.8% YoY to ₹10,007 Mn; OTT channels now over 20% of revenue.TANLA
Q2 24/25 - Revenue up 10% YoY, margin gains, and OTT growth, with ValueFirst acquisition completed.TANLA
Q1 24/25 - FY25 revenue up 2.5%, OTT at 29%-30%, margins stable, and record cash with zero debt.TANLA
Q4 24/25 - Q3 FY25 net profit declined to ₹11,851.48 lakhs; free cash flow and dividend remained strong.TANLA
Q3 24/25