Shares of Tanla Platforms Ltd surged as much as 16.2% on Thursday (July 23) after the cloud communications company reported a strong set of earnings for the June quarter (Q1FY27), with consolidated profit after tax (PAT) rising nearly 20% year-on-year.
The stock climbed to an intraday high of ₹652.70 before giving up some gains to trade 9.7% higher at ₹616 on the National Stock Exchange (NSE).
The sharp rally suggests investors cheered not just the earnings beat but also the company’s ability to sustain growth while keeping profitability intact.
Revenue and profit post double-digit growth
The company reported a consolidated PAT of ₹142 crore for the quarter ended June 30, 2026, compared with ₹118.4 crore in the corresponding quarter last year.
Consolidated revenue from operations rose 17.8% to ₹1,226 crore from ₹1,040.7 crore a year earlier.
Consolidated earnings before interest, tax, depreciation and amortisation (EBITDA) increased to ₹199.9 crore from ₹164.4 crore, while the EBITDA margin remained broadly stable at 16.3%, compared with 15.8% in Q1FY26.
Stable margins alongside double-digit revenue growth indicate that the company was able to scale its business without materially increasing costs.
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AI and digital platforms gain traction
The company said it delivered strong double-digit growth during the quarter while maintaining operating margins at around 16%, supported by continued momentum across its enterprise messaging and digital communications businesses.
Within its Digital Platforms segment, revenue increased 12.2% year-on-year and 0.2% quarter-on-quarter, with growth led by Wisely.ai, Tanla’s artificial intelligence-powered communications platform that helps enterprises automate and personalise customer engagement.
The segment also benefited from higher adoption of the company’s Rich Communication Services Messaging as a Platform (RCS MaaP) offering, which enables businesses to send interactive messages featuring rich media, buttons, carousels and verified branding, as well as Trubloq, Tanla’s blockchain-based distributed ledger platform designed to curb spam and fraudulent commercial communications.
These products are part of Tanla’s strategy to move beyond traditional SMS services into higher-value digital communications, where enterprises are increasingly looking for richer and more secure customer engagement tools.
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Enterprise messaging remains the growth engine
The company’s core Enterprise Communications business continued to be the primary revenue driver, growing 18.4% year-on-year and 4.5% quarter-on-quarter.
The segment contributed 91.6% of total revenue during the quarter, reflecting sustained demand from enterprise customers for application-to-person messaging and customer engagement solutions.
The dominance of this segment also highlights that while newer digital offerings are expanding, Tanla’s core messaging business continues to underpin its financial performance.
Existing customers spend more
Tanla said the growth was driven primarily by a higher wallet share from existing customers, indicating increased spending by enterprises already using its communications platform rather than growth from new client additions.
A higher wallet share generally points to deeper customer relationships, as clients adopt more products or route a larger share of their communications traffic through the company’s platform.
Sequential growth remains healthy
On a sequential basis, consolidated PAT increased 6.0% from ₹134 crore in Q4FY26, while revenue from operations rose 4.1% from ₹1,177.5 crore.
The sequential improvement suggests that business momentum remained intact even after a strong previous quarter, offering investors confidence that demand has continued into FY27.
