Tanla Platforms（532790）株式概要Tanla Platforms Limitedは、その子会社とともに、インド国内外の携帯電話会社や企業向けにクラウド通信プラットフォームをサービスとして提供している。 詳細532790 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績3/6財務の健全性6/6配当金5/6報酬株価収益率（ 13.5 x） Indian市場（ 23.3 x）を下回っています。収益は年間7.86%増加すると予測されています 過去5年間の収益は年間3.3%増加しました。 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 Indian市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る532790 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹519.6514.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b71b2016201920222025202620282031Revenue ₹70.6bEarnings ₹8.1bAdvancedSet Fair ValueView all narrativesTanla Platforms Limited 競合他社Intellect Design ArenaSymbol: NSEI:INTELLECTMarket cap: ₹97.6bC. E. Info SystemsSymbol: NSEI:MAPMYINDIAMarket cap: ₹47.1bRateGain Travel TechnologiesSymbol: NSEI:RATEGAINMarket cap: ₹84.4bRoute MobileSymbol: NSEI:ROUTEMarket cap: ₹32.2b価格と性能株価の高値、安値、推移の概要Tanla Platforms過去の株価現在の株価₹519.6552週高値₹765.7552週安値₹372.00ベータ0.691ヶ月の変化3.86%3ヶ月変化14.27%1年変化-8.79%3年間の変化-28.76%5年間の変化-43.36%IPOからの変化173.61%最新ニュースPrice Target Changed • May 21Price target decreased by 12% to ₹572Down from ₹652, the current price target is an average from 2 analysts. New target price is 11% above last closing price of ₹516. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of ₹41.30 for next year compared to ₹38.36 last year.New Risk • Apr 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 9.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.0% average weekly change).Declared Dividend • Apr 27Final dividend of ₹6.00 announcedDividend of ₹6.00 is the same as last year. Ex-date: 30th April 2026 Payment date: 24th May 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 51% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 25Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: ₹38.36 (up from ₹37.76 in FY 2025). Revenue: ₹44.5b (up 11% from FY 2025). Net income: ₹5.09b (flat on FY 2025). Profit margin: 11% (down from 13% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Apr 14Tanla Platforms Limited to Report Q4, 2026 Results on Apr 24, 2026Tanla Platforms Limited announced that they will report Q4, 2026 results on Apr 24, 2026Price Target Changed • Mar 14Price target decreased by 9.2% to ₹665Down from ₹733, the current price target is an average from 3 analysts. New target price is 59% above last closing price of ₹418. Stock is down 2.9% over the past year. The company is forecast to post earnings per share of ₹38.95 for next year compared to ₹37.76 last year.最新情報をもっと見るRecent updatesPrice Target Changed • May 21Price target decreased by 12% to ₹572Down from ₹652, the current price target is an average from 2 analysts. New target price is 11% above last closing price of ₹516. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of ₹41.30 for next year compared to ₹38.36 last year.New Risk • Apr 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 9.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.0% average weekly change).Declared Dividend • Apr 27Final dividend of ₹6.00 announcedDividend of ₹6.00 is the same as last year. Ex-date: 30th April 2026 Payment date: 24th May 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 51% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Apr 25Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: ₹38.36 (up from ₹37.76 in FY 2025). Revenue: ₹44.5b (up 11% from FY 2025). Net income: ₹5.09b (flat on FY 2025). Profit margin: 11% (down from 13% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Apr 14Tanla Platforms Limited to Report Q4, 2026 Results on Apr 24, 2026Tanla Platforms Limited announced that they will report Q4, 2026 results on Apr 24, 2026Price Target Changed • Mar 14Price target decreased by 9.2% to ₹665Down from ₹733, the current price target is an average from 3 analysts. New target price is 59% above last closing price of ₹418. Stock is down 2.9% over the past year. The company is forecast to post earnings per share of ₹38.95 for next year compared to ₹37.76 last year.Reported Earnings • Jan 23Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: ₹9.95 (up from ₹8.82 in 3Q 2025). Revenue: ₹11.3b (up 13% from 3Q 2025). Net income: ₹1.31b (up 11% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Jan 13Tanla Platforms Limited to Report Q3, 2026 Results on Jan 22, 2026Tanla Platforms Limited announced that they will report Q3, 2026 results on Jan 22, 2026お知らせ • Oct 20Tanla Platforms Limited Approves the Declaration of First Interim Dividend for the Financial Year 2025-26Tanla Platforms Limited approved the declaration of first interim dividend for the financial year 2025-26 at the rate of INR 6 per equity share (that is, 600%) of face value INR 1 each. The Company has fixed October 27, 2025, as the Record Date for determining entitlement of Members for the first interim dividend for the financial year 2025-26.Upcoming Dividend • Oct 20Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 27 October 2025. Payment date: 16 November 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.8%. Within top quartile of Indian dividend payers (1.2%). In line with average of industry peers (1.7%).Reported Earnings • Oct 19Second quarter 2026 earnings released: EPS: ₹9.43 (vs ₹9.70 in 2Q 2025)Second quarter 2026 results: EPS: ₹9.43 (down from ₹9.70 in 2Q 2025). Revenue: ₹10.8b (up 7.8% from 2Q 2025). Net income: ₹1.25b (down 4.0% from 2Q 2025). Profit margin: 12% (down from 13% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Oct 10Tanla Platforms Limited to Report Q2, 2026 Results on Oct 17, 2025Tanla Platforms Limited announced that they will report Q2, 2026 results on Oct 17, 2025New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change).Price Target Changed • Jul 29Price target increased by 11% to ₹677Up from ₹608, the current price target is an average from 3 analysts. New target price is 5.4% above last closing price of ₹642. Stock is down 34% over the past year. The company is forecast to post earnings per share of ₹38.10 for next year compared to ₹37.76 last year.お知らせ • Jul 17Tanla Platforms Limited (NSEI:TANLA) announces an Equity Buyback for 2,000,000 shares, representing 1.49% for INR 1,750 million.Tanla Platforms Limited (NSEI:TANLA) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 1.49% of its issued share capital, for INR 1,750 million. The program will be conducted at a price of INR 875 per share. The purpose of the program is to return surplus funds to shareholders. The source of funding will be from the free reserves of the company. As of March 31, 2025, the company had 134,617,359 shares in issue.お知らせ • Jul 15Tanla Platforms Limited to Report Q1, 2026 Results on Jul 24, 2025Tanla Platforms Limited announced that they will report Q1, 2026 results on Jul 24, 2025Reported Earnings • Jul 03Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹37.76 (down from ₹40.79 in FY 2024). Revenue: ₹40.3b (up 2.5% from FY 2024). Net income: ₹5.07b (down 7.5% from FY 2024). Profit margin: 13% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.お知らせ • Jun 30Tanla Platforms Limited, Annual General Meeting, Jul 23, 2025Tanla Platforms Limited, Annual General Meeting, Jul 23, 2025, at 16:00 Indian Standard Time.New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.3% average weekly change).Buy Or Sell Opportunity • May 13Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 6.4% to ₹558. The fair value is estimated to be ₹453, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 8.5% per annum over the same time period.Reported Earnings • Apr 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹37.76 (down from ₹40.79 in FY 2024). Revenue: ₹40.3b (up 2.5% from FY 2024). Net income: ₹5.07b (down 7.5% from FY 2024). Profit margin: 13% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.お知らせ • Apr 25Tanla Platforms Limited Declares Second Interim Dividend for the Financial Year 2024-25, Payable on or Before May 30, 2025Tanla Platforms Limited announced that at the board meeting held on April 24, 2025, has declared second interim dividend of INR 6/- (i.e., 600%) per Equity Share, of face value of INR 1/- each for the financial year 2024-25. Pursuant to Regulation 42 of the SEBI (LODR) Regulations, 2015, the Company has fixed April 30, 2025, as the Record Date for determining entitlement of Members for the second interim dividend for the financial year 2024-25. The payment of interim dividend shall be made on or before May 30, 2025.お知らせ • Apr 15Tanla Platforms Limited to Report Q4, 2025 Results on Apr 24, 2025Tanla Platforms Limited announced that they will report Q4, 2025 results on Apr 24, 2025New Risk • Mar 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change).Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹520, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 25x in the Software industry in India. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹540 per share.Buy Or Sell Opportunity • Feb 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to ₹437. The fair value is estimated to be ₹547, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹549, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 33x in the Software industry in India. Total loss to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹498 per share.Declared Dividend • Jan 23Dividend of ₹6.00 announcedDividend of ₹6.00 is the same as last year. Ex-date: 27th January 2025 Payment date: 20th February 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 58% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jan 22Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: ₹8.82 (down from ₹10.42 in 3Q 2024). Revenue: ₹10.0b (flat on 3Q 2024). Net income: ₹1.19b (down 15% from 3Q 2024). Profit margin: 12% (down from 14% in 3Q 2024). Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.お知らせ • Jan 21Tanla Platforms Limited Approves the Interim Dividend for the Fiscal Year 2024-25, Payable on or Before February 20, 2025Tanla Platforms Limited informed that, the Board of Directors of the Company, at its meeting held on January 21, 2025, considered and approved the decalration of interim dividend for the Fiscal Year 2024-25 at the rate of INR 6/- per equity share (i.e., 600%) of face value INR 1/- each. Further, the `Record Date' for determining the eligibility of shareholders for payment of the said interim dividend, as declared by the Board shall be January 27, 2025. The payment of interim dividend shall be made on or before February 20, 2025.お知らせ • Jan 07Tanla Platforms Limited to Report Q3, 2025 Results on Jan 21, 2025Tanla Platforms Limited announced that they will report Q3, 2025 results at 12:08 PM, Indian Standard Time on Jan 21, 2025Reported Earnings • Oct 18Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: ₹9.70 (down from ₹10.60 in 2Q 2024). Revenue: ₹10.0b (flat on 2Q 2024). Net income: ₹1.30b (down 8.7% from 2Q 2024). Profit margin: 13% (down from 14% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.3%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Price Target Changed • Oct 17Price target decreased by 9.9% to ₹1,152Down from ₹1,279, the current price target is an average from 3 analysts. New target price is 34% above last closing price of ₹857. Stock is down 16% over the past year. The company is forecast to post earnings per share of ₹44.97 for next year compared to ₹40.79 last year.お知らせ • Oct 10Tanla Platforms Limited Announces Appointment of François Ortalo-Magné to Its Board of DirectorsTanla Platforms Limited announced the appointment of François Ortalo-Magné, Executive Dean (External Relations) & Professor of Management Practice at London Business School (LBS), to its board of directors. Before taking on his current role as Executive Dean, François served as the Dean and Chief Executive Officer of LBS, where he led the institution through pivotal transformations, including a strategic rebranding and remarkable financial recovery in the wake of the pandemic. Under his leadership, LBS launched initiatives that raised £30 million in scholarships to advance gender and socio-economic equity. His vision for innovation and transformation not only reshaped the school's approach to education but also cemented its position among the world's top-ranked business schools, with a steadfast commitment to diversity and inclusion. François Ortalo-Magné. holds a Ph.D. in Economics from the University of Minnesota and has held various leadership roles, including at the University of Wisconsin-Madison and the Graduate Management Admission Council (GMAC). He is known for his ability to foster collaboration, inspire creativity, and lead organizations toward transformative growth. With the addition of François Ortalo-Magné, the Tanla board now consists of six members.お知らせ • Oct 09Tanla Platforms Limited to Report Q2, 2025 Results on Oct 17, 2024Tanla Platforms Limited announced that they will report Q2, 2025 results at 4:00 PM, Indian Standard Time on Oct 17, 2024お知らせ • Jul 26Tanla Platforms Limited Approves Final Dividend for the Financial Year Ended March 31, 2024Tanla Platforms Limited announced that at the AGM held on July 25, 2024 approved a final dividend of INR 6/- per equity share of INR 1/- each for the financial year ended March 31, 2024.Upcoming Dividend • Jul 11Upcoming dividend of ₹6.00 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 24 August 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.3%. Within top quartile of Indian dividend payers (1.1%). In line with average of industry peers (1.2%).お知らせ • Jul 10Tanla Platforms Limited to Report Q1, 2025 Results on Jul 18, 2024Tanla Platforms Limited announced that they will report Q1, 2025 results on Jul 18, 2024Reported Earnings • Jul 06Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: ₹40.79 (up from ₹33.30 in FY 2023). Revenue: ₹39.3b (up 17% from FY 2023). Net income: ₹5.48b (up 23% from FY 2023). Profit margin: 14% (in line with FY 2023). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 01Tanla Platforms Limited, Annual General Meeting, Jul 25, 2024Tanla Platforms Limited, Annual General Meeting, Jul 25, 2024, at 16:00 Indian Standard Time.お知らせ • Jun 18Tanla Platforms Limited Announces Chief Financial Officer ChangesTanla Platforms Limited announced that at the board meeting held on June 15, 2024, the company approved appointment of Mr. Abhishek Jain as the Chief Financial Officer of the Company with effect from August 01, 2024. Mr. Aravind Viswanathan will continue in the current role of CFO for the closure of financials of quarter ending June 30, 2024 and upcoming Annual General Meeting and will cease to be the CFO and KMP with effect from July 31, 2024. Abhishek has close to 2 decades of experience in finance function and has handled a variety of roles across Business finance, M&A Integration & divesture, Operations, Controllership, Investor relations, Treasury and FP&A. He is the current head of Financial Planning & Analysis for Wipro Limited, where he has worked in different roles from 2006. He has received multiple recognition including `Best IR professional' in Sell-side Institutional Investor (ex-Japan) rankings for Technology & IT Services in 2022 and 2023. Abhishek is a Chartered Accountant by qualification.Reported Earnings • Apr 26Full year 2024 earnings released: EPS: ₹40.79 (vs ₹33.30 in FY 2023)Full year 2024 results: EPS: ₹40.79 (up from ₹33.30 in FY 2023). Revenue: ₹39.7b (up 18% from FY 2023). Net income: ₹5.48b (up 23% from FY 2023). Profit margin: 14% (in line with FY 2023). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 26+ 1 more updateTanla Platforms Limited Proposes Final Dividend for the Financial Year Ended March 31, 2024Tanla Platforms Limited Recommended the Final Dividend of INR 6/- (600%) per Equity Share, of face value of INR 1/- each, for the financial year ended March 31, 2024, subject to the approval of the shareholders at the upcoming Annual General Meeting of the Company.お知らせ • Apr 16Tanla Platforms Limited to Report Q4, 2024 Results on Apr 25, 2024Tanla Platforms Limited announced that they will report Q4, 2024 results on Apr 25, 2024Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹805, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 33x in the Software industry in India. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹558 per share.Upcoming Dividend • Jan 29Upcoming dividend of ₹6.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 05 February 2024. Payment date: 22 February 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (1.2%).お知らせ • Jan 24Tanla Platforms Limited Approves Interim DividendTanla Platforms Limited at its board meeting held on January 23, 2024 approved interim dividend of 600% i.e., INR 6.00 (Rupees Six only) per equity share of INR 1/- each on the equity share capital of the Company and fixed February 05, 2024 as Record Date for the purpose of determining the entitlement of the shareholders for the payment of Interim Dividend.お知らせ • Jan 10Tanla Platforms Limited to Report Q3, 2024 Results on Jan 23, 2024Tanla Platforms Limited announced that they will report Q3, 2024 results at 4:00 PM, Indian Standard Time on Jan 23, 2024お知らせ • Jan 08Tanla Platforms Limited Appoints Dr. RS Sharma to Board of DirectorsTanla Platforms Limited announced the appointment of former TRAI Chairman Dr. RS Sharma to its board of directors, bringing the total number of directors on Tanla's Board to 7. Dr. Sharma had a distinguished career in the Government of close to five decades driving India's digital transformation. He was Chairman of the TRAI (Telecom Regulatory Authority of India) between 2015 to 2020 and his tenure was marked by initiatives promoting net neutrality and consumer rights. Over the years, he has spearheaded multiple Government initiatives. As Chairman of the Empowered Group of COVID vaccine Administration (EGVAC), Dr. Sharma steered the design and roll out of Co-Win - the digital backbone of vaccination drive in India, which won international acclaim. As the CEO of National Health Authority (NHA), he was instrumental in implementing two health initiatives of the Government of India, Ayushman Bharat Jan Arogya Yojana (AB PM-JAY) and Ayushman Bharat Digital Mission (ABDM). He is also best known for the role he played as Director General & Mission Director of the UIDAI (Unique Identification Authority of India) in the years 2009 - 2013. An Indian Administrative Service officer since 1978, Dr Sharma holds a PhD in Management and Public Policy from Indian Institute of Technology, New Delhi, Masters in Computer Sciences from the University of California, USA and Masters in Mathematics from the Indian Institute of Technology, Kanpur. Dr Sharma also holds an LLB degree.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹1,085, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 32x in the Software industry in India. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹521 per share.Reported Earnings • Oct 20Second quarter 2024 earnings released: EPS: ₹10.60 (vs ₹8.14 in 2Q 2023)Second quarter 2024 results: EPS: ₹10.60 (up from ₹8.14 in 2Q 2023). Revenue: ₹10.1b (up 19% from 2Q 2023). Net income: ₹1.43b (up 29% from 2Q 2023). Profit margin: 14% (up from 13% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 11Tanla Platforms Limited to Report Q2, 2024 Results on Oct 19, 2023Tanla Platforms Limited announced that they will report Q2, 2024 results on Oct 19, 2023お知らせ • Sep 07Tanla Platforms Limited Approves to Declare A Final Dividend Financial Year Ended March 31, 2023Tanla Platforms Limited announced at the AGM held on September 6, 2023, approved to declare a final dividend of INR 4/- per equity share of INR 1/- each for the financial year ended March 31, 2023.Upcoming Dividend • Aug 23Upcoming dividend of ₹4.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 06 October 2023. Payout ratio is a comfortable 12% but the company is paying out more than the cash it is generating. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (1.6%).お知らせ • Aug 05Tanla Platforms Limited, Annual General Meeting, Sep 06, 2023Tanla Platforms Limited, Annual General Meeting, Sep 06, 2023, at 17:00 Indian Standard Time.Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Director Rahul Khanna was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 21First quarter 2024 earnings released: EPS: ₹10.07 (vs ₹7.40 in 1Q 2023)First quarter 2024 results: EPS: ₹10.07 (up from ₹7.40 in 1Q 2023). Revenue: ₹9.16b (up 14% from 1Q 2023). Net income: ₹1.35b (up 35% from 1Q 2023). Profit margin: 15% (up from 13% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 122% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 12Tanla Platforms Limited to Report Q1, 2024 Results on Jul 20, 2023Tanla Platforms Limited announced that they will report Q1, 2024 results on Jul 20, 2023New Risk • Jun 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (54% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change).Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹964, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 24x in the Software industry in India. Total returns to shareholders of 1,322% over the past three years.お知らせ • Jun 09+ 1 more updateTanla Platforms Limited (NSEI:TANLA) signed a binding term sheet to acquire unknown minority stake in ValueFirst Middle East FZC.Tanla Platforms Limited (NSEI:TANLA) signed a binding term sheet to acquire unknown minority stake in ValueFirst Middle East FZC on June 8, 2023. Tanla Platforms Limited will acquire 100% stake in ValueFirst Middle East FZC through a combination of primary investment and a secondary purchase from the existing shareholders. The total consideration is INR 200 million. ValueFirst Middle East FZC reported a turnover of INR 337.1 million in March 31, 2023. Transaction has already been approved by acquirer's board. This acquisition is expected to close by September 2023.Recent Insider Transactions • May 24Insider recently sold ₹3.4m worth of stockOn the 17th of May, Sarraju Murthy sold around 5k shares on-market at roughly ₹749 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹3.4m. Insiders have been net sellers, collectively disposing of ₹167m more than they bought in the last 12 months.Recent Insider Transactions • May 13Insider recently sold ₹3.4m worth of stockOn the 11th of May, Ashok Datla sold around 5k shares on-market at roughly ₹688 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹163m more than they bought in the last 12 months.Price Target Changed • May 10Price target increased by 7.1% to ₹817Up from ₹763, the current price target is an average from 2 analysts. New target price is 21% above last closing price of ₹676. Stock is down 43% over the past year. The company is forecast to post earnings per share of ₹39.95 for next year compared to ₹33.05 last year.Reported Earnings • Apr 27Full year 2023 earnings: EPS in line with expectations, revenues disappointFull year 2023 results: EPS: ₹33.05 (down from ₹39.77 in FY 2022). Revenue: ₹33.5b (up 4.6% from FY 2022). Net income: ₹4.48b (down 17% from FY 2022). Profit margin: 13% (down from 17% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 116% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹666, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Software industry in India. Total returns to shareholders of 1,079% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹467 per share.Price Target Changed • Feb 25Price target decreased by 13% to ₹761Down from ₹874, the current price target is an average from 2 analysts. New target price is 16% above last closing price of ₹655. Stock is down 57% over the past year. The company is forecast to post earnings per share of ₹32.85 for next year compared to ₹39.77 last year.Recent Insider Transactions • Feb 15Insider recently sold ₹2.3m worth of stockOn the 10th of February, Srinivas Kamoji sold around 4k shares on-market at roughly ₹630 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹1.0b more than they bought in the last 12 months.Reported Earnings • Jan 23Third quarter 2023 earnings released: EPS: ₹8.58 (vs ₹11.66 in 3Q 2022)Third quarter 2023 results: EPS: ₹8.58 (down from ₹11.66 in 3Q 2022). Revenue: ₹8.76b (down 1.0% from 3Q 2022). Net income: ₹1.17b (down 26% from 3Q 2022). Profit margin: 13% (down from 18% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has increased by 108% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jan 21Price target decreased to ₹874Down from ₹950, the current price target is an average from 2 analysts. New target price is 25% above last closing price of ₹699. Stock is down 63% over the past year. The company is forecast to post earnings per share of ₹34.40 for next year compared to ₹39.77 last year.お知らせ • Jan 12Tanla Platforms Limited to Report Q3, 2023 Results on Jan 20, 2023Tanla Platforms Limited announced that they will report Q3, 2023 results on Jan 20, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Rahul Khanna was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 22Second quarter 2023 earnings released: EPS: ₹8.14 (vs ₹10.04 in 2Q 2022)Second quarter 2023 results: EPS: ₹8.14 (down from ₹10.04 in 2Q 2022). Revenue: ₹8.62b (up 2.4% from 2Q 2022). Net income: ₹1.10b (down 19% from 2Q 2022). Profit margin: 13% (down from 16% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has increased by 153% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 11Tanla Platforms Limited to Report Q2, 2023 Results on Oct 20, 2022Tanla Platforms Limited announced that they will report Q2, 2023 results on Oct 20, 2022お知らせ • Sep 09+ 1 more updateTanla Platforms Limited Announces Resignation of Ag Ravindranath Reddy as Non-Executive DirectorTanla Platforms Limited announced that Dr. AG Ravindranath Reddy, vide his letter dated 08.09.2022 has tendered his resignation as Non-Executive Director of the Company and the Board of Directors of the Company took note and approved the resignation, due to his personal & professional commitments.Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹834, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 21x in the Software industry in India. Total returns to shareholders of 1,346% over the past three years.お知らせ • Aug 27Tanla Platforms Limited Announces Cessation of Sanjay Baweja as an Independent DirectorTanla Platforms Limited announced that pursuant to withdrawal of consent by Mr. Sanjay Baweja, for the re-appointment at the 26th AGM, Mr. Sanjay Baweja ceases to be Director and an Independent Director of the Company with effect from the conclusion of 26th Annual General Meeting of the Company (26th August, 2022), due to completion of his term of appointment.Major Estimate Revision • Aug 18Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from ₹38.4b to ₹36.2b. EPS estimate also fell from ₹46.50 per share to ₹36.90 per share. Net income forecast to shrink 1.8% next year vs 18% growth forecast for Software industry in India . Consensus price target down from ₹1,358 to ₹950. Share price was steady at ₹738 over the past week.Upcoming Dividend • Aug 11Upcoming dividend of ₹8.00 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 03 September 2022. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (1.6%).お知らせ • Aug 05+ 1 more updateTanla Platforms Limited Proposes Final Dividend for the Financial Year Ended on March 31, 2022Tanla Platforms Limited proposed final dividend of INR 2/- per equity share of INR 1/- each to the shareholders for the financial year ended on March 31, 2022 at its upcoming AGM to be held on August 26, 2022.Recent Insider Transactions • Aug 01Non-Executive Director recently bought ₹598k worth of stockOn the 28th of July, Sanjay Kapoor bought around 1k shares on-market at roughly ₹598 per share. In the last 3 months, they made an even bigger purchase worth ₹1.9m. Despite this recent purchase, insiders have collectively sold ₹1.4b more in shares than they bought in the last 12 months.Reported Earnings • Jul 26First quarter 2023 earnings released: EPS: ₹7.40 (vs ₹7.68 in 1Q 2022)First quarter 2023 results: EPS: ₹7.40 (down from ₹7.68 in 1Q 2022). Revenue: ₹8.05b (up 28% from 1Q 2022). Net income: ₹1.00b (down 3.9% from 1Q 2022). Profit margin: 13% (down from 17% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 23% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has increased by 133% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Jul 26Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 50%. The fair value is estimated to be ₹972, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 38% in 2 years. Earnings is forecast to grow by 44% in the next 2 years.お知らせ • Jul 26Tanla Platforms Limited, Annual General Meeting, Aug 26, 2022Tanla Platforms Limited, Annual General Meeting, Aug 26, 2022, at 15:00 Indian Standard Time.お知らせ • Jul 15Tanla Platforms Limited to Report Q1, 2023 Results on Jul 25, 2022Tanla Platforms Limited announced that they will report Q1, 2023 results on Jul 25, 2022Recent Insider Transactions • Jun 24Board Member recently sold ₹34m worth of stockOn the 17th of June, Deepak Goyal sold around 32k shares on-market at roughly ₹1,076 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹79m. Insiders have been net sellers, collectively disposing of ₹1.5b more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₹1,080, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 21x in the Software industry in India. Total returns to shareholders of 1,607% over the past three years.お知らせ • May 19Tanla Platforms Limited Appoints Sunil Bajpai as Chief Trust OfficerTanla Platforms Limited announced the appointment of Mr. Sunil Bajpai as its Chief Trust Officer, effective 19th May 2022. Sunil Bajpai joins the company after working with Government of India for over 30 years, including in Telecom Regulatory Authority of India (TRAI), where he served as Principal Advisor. At Tanla, he will now be responsible for driving exceptional trust standards for the CPaaS ecosystem with specific focus on the consumers of business communication.Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₹1,177, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 22x in the Software industry in India. Total returns to shareholders of 2,397% over the past three years.お知らせ • May 10Tanla Introduces Wisely Insights, New Feature that Will Empower Leading Enterprises to Have E2E Visibility of the International Message Life CycleTanla Platforms Limited Unveiled "Wisely Insights" a first in the industry feature that will enable access to real time insights for leading enterprises, telcos, regulators, and the government. These rich insights are validated from two independent sitsces blockchain enabled Wisely platform as well as core telecom systems that will result in a multifold increase in end-to-end transparency. At Tanla, its purpose is "EC*2" i.e., "shaping the world of trusted digital experiences to empower customers and enable companies". Its Wisely platform, created in collaboration with Microsoft, is a step further in this direction, allowing the company to serve its purpose better than ever before. Powered by block chain, it ensures complete transparency and is a single sitsce of truth resulting in immutable audit trails and zero dispute settlements, was launched as the exclusive partner to VIL international network earlier this year. To start with, it is making this feature available to all enterprises and suppliers on its exclusive partner VIL's international network (on-net and offnet) through a single API. The feature will be accessible to all stakeholders irrespective of their commercial agreements with Tanla or VIL.お知らせ • May 02Tanla Platforms Limited's Board Approves Dividend for the Financial Year Ended March 31, 2022Tanla Platforms Limited's Board approved a final dividend of INR 2 per equity share of Face Value INR 1 each (200%) for the financial year ended March 31, 2022, subject to approval of shareholders at the upcoming Annual General Meeting ('AGM') of the Company, at its Board meeting held on April 29, 2022.Reported Earnings • May 01Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: ₹39.77 (up from ₹25.27 in FY 2021). Revenue: ₹32.2b (up 38% from FY 2021). Net income: ₹5.39b (up 51% from FY 2021). Profit margin: 17% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 28%, compared to a 26% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has increased by 222% per year, which means it is tracking significantly ahead of earnings growth.株主還元532790IN SoftwareIN 市場7D4.3%3.3%0.5%1Y-8.8%-16.9%-0.5%株主還元を見る業界別リターン: 532790過去 1 年間で-16.9 % の収益を上げたIndian Software業界を上回りました。リターン対市場: 532790は、過去 1 年間で-0.5 % のリターンを上げたIndian市場を下回りました。価格変動Is 532790's price volatile compared to industry and market?532790 volatility532790 Average Weekly Movement9.3%Software Industry Average Movement7.8%Market Average Movement7.1%10% most volatile stocks in IN Market10.1%10% least volatile stocks in IN Market4.8%安定した株価: 532790の株価は、 Indian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 532790の weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてIndianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1995992Dasari Uday Reddywww.tanla.comTanla Platforms Limitedは、その子会社とともに、インド国内および国際的なモバイル通信事業者や企業向けに、クラウド通信プラットフォームをサービスとして提供している。API主導のインテリジェントなプラットフォーム・オブ・プラットフォームであるWisely Platformを運営しており、デジタル・インタラクションの統一ハブとして、コミュニケーション、プライバシー、セキュリティの領域でソリューションを構築し、体験を提供している。同社はまた、SMSフィッシングに対抗するWisely Anti-Phishingプラットフォーム、スパムから顧客を保護するTrubloq、SMSや音声チャネルにおける企業顧客とのコミュニケーションのコンプライアンスを保証する同意管理ソリューションのWisely Consentを提供している。さらに、取引の照合を促進する決済レポート、ブロックチェーンによって実現されるSSOT（Single Source of Truth）ソリューション、機密情報を不正アクセスから保護するエンドツーエンドの暗号化ソリューションも提供している。さらに、マーケティングオートメーションツール、チャネルやセグメントをまたいだキャンペーンを推進するスマートキャンペーンマネージャー、プラットフォームをまたいだジャーニーを実施するジャーニービルダー、チャネルをまたいだインタラクションを可能にするオムニチャネルコミュニケーションスイートを提供している。さらに、会話型AIチャットボット、URL短縮ツール、チャネルアフィニティインテリジェンス、位置情報サービスも提供している。以前はTanla Solutions Limitedとして知られていたが、2020年10月にTanla Platforms Limitedに社名を変更した。Tanla Platforms Limitedは1995年に設立され、インドのハイデラバードに本社を置いている。もっと見るTanla Platforms Limited 基礎のまとめTanla Platforms の収益と売上を時価総額と比較するとどうか。532790 基礎統計学時価総額₹68.78b収益（TTM）₹5.09b売上高(TTM)₹44.18b13.5xPER（株価収益率1.6xP/Sレシオ532790 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計532790 損益計算書（TTM）収益₹44.18b売上原価₹35.42b売上総利益₹8.75bその他の費用₹3.66b収益₹5.09b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）38.39グロス・マージン19.81%純利益率11.53%有利子負債／自己資本比率0%532790 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.3%現在の配当利回り31%配当性向532790 配当は確実ですか？532790 配当履歴とベンチマークを見る532790 、いつまでに購入すれば配当金を受け取れますか？Tanla Platforms 配当日配当落ち日Apr 30 2026配当支払日May 24 2026配当落ちまでの日数24 days配当支払日までの日数0 days532790 配当は確実ですか？532790 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 13:57終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Tanla Platforms Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Anil BurraFirstCall ResearchArun KailasanGeojit Financial Services Ltd.Amit ChandraHDFC Securities Limited3 その他のアナリストを表示
Price Target Changed • May 21Price target decreased by 12% to ₹572Down from ₹652, the current price target is an average from 2 analysts. New target price is 11% above last closing price of ₹516. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of ₹41.30 for next year compared to ₹38.36 last year.
New Risk • Apr 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 9.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.0% average weekly change).
Declared Dividend • Apr 27Final dividend of ₹6.00 announcedDividend of ₹6.00 is the same as last year. Ex-date: 30th April 2026 Payment date: 24th May 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 51% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 25Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: ₹38.36 (up from ₹37.76 in FY 2025). Revenue: ₹44.5b (up 11% from FY 2025). Net income: ₹5.09b (flat on FY 2025). Profit margin: 11% (down from 13% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Apr 14Tanla Platforms Limited to Report Q4, 2026 Results on Apr 24, 2026Tanla Platforms Limited announced that they will report Q4, 2026 results on Apr 24, 2026
Price Target Changed • Mar 14Price target decreased by 9.2% to ₹665Down from ₹733, the current price target is an average from 3 analysts. New target price is 59% above last closing price of ₹418. Stock is down 2.9% over the past year. The company is forecast to post earnings per share of ₹38.95 for next year compared to ₹37.76 last year.
Price Target Changed • May 21Price target decreased by 12% to ₹572Down from ₹652, the current price target is an average from 2 analysts. New target price is 11% above last closing price of ₹516. Stock is down 8.2% over the past year. The company is forecast to post earnings per share of ₹41.30 for next year compared to ₹38.36 last year.
New Risk • Apr 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 9.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (9.0% average weekly change).
Declared Dividend • Apr 27Final dividend of ₹6.00 announcedDividend of ₹6.00 is the same as last year. Ex-date: 30th April 2026 Payment date: 24th May 2026 Dividend yield will be 2.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 51% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Apr 25Full year 2026 earnings: Revenues and EPS in line with analyst expectationsFull year 2026 results: EPS: ₹38.36 (up from ₹37.76 in FY 2025). Revenue: ₹44.5b (up 11% from FY 2025). Net income: ₹5.09b (flat on FY 2025). Profit margin: 11% (down from 13% in FY 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Apr 14Tanla Platforms Limited to Report Q4, 2026 Results on Apr 24, 2026Tanla Platforms Limited announced that they will report Q4, 2026 results on Apr 24, 2026
Price Target Changed • Mar 14Price target decreased by 9.2% to ₹665Down from ₹733, the current price target is an average from 3 analysts. New target price is 59% above last closing price of ₹418. Stock is down 2.9% over the past year. The company is forecast to post earnings per share of ₹38.95 for next year compared to ₹37.76 last year.
Reported Earnings • Jan 23Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: ₹9.95 (up from ₹8.82 in 3Q 2025). Revenue: ₹11.3b (up 13% from 3Q 2025). Net income: ₹1.31b (up 11% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue exceeded analyst estimates by 2.1%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Jan 13Tanla Platforms Limited to Report Q3, 2026 Results on Jan 22, 2026Tanla Platforms Limited announced that they will report Q3, 2026 results on Jan 22, 2026
お知らせ • Oct 20Tanla Platforms Limited Approves the Declaration of First Interim Dividend for the Financial Year 2025-26Tanla Platforms Limited approved the declaration of first interim dividend for the financial year 2025-26 at the rate of INR 6 per equity share (that is, 600%) of face value INR 1 each. The Company has fixed October 27, 2025, as the Record Date for determining entitlement of Members for the first interim dividend for the financial year 2025-26.
Upcoming Dividend • Oct 20Upcoming dividend of ₹1.00 per shareEligible shareholders must have bought the stock before 27 October 2025. Payment date: 16 November 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.8%. Within top quartile of Indian dividend payers (1.2%). In line with average of industry peers (1.7%).
Reported Earnings • Oct 19Second quarter 2026 earnings released: EPS: ₹9.43 (vs ₹9.70 in 2Q 2025)Second quarter 2026 results: EPS: ₹9.43 (down from ₹9.70 in 2Q 2025). Revenue: ₹10.8b (up 7.8% from 2Q 2025). Net income: ₹1.25b (down 4.0% from 2Q 2025). Profit margin: 12% (down from 13% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Oct 10Tanla Platforms Limited to Report Q2, 2026 Results on Oct 17, 2025Tanla Platforms Limited announced that they will report Q2, 2026 results on Oct 17, 2025
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change).
Price Target Changed • Jul 29Price target increased by 11% to ₹677Up from ₹608, the current price target is an average from 3 analysts. New target price is 5.4% above last closing price of ₹642. Stock is down 34% over the past year. The company is forecast to post earnings per share of ₹38.10 for next year compared to ₹37.76 last year.
お知らせ • Jul 17Tanla Platforms Limited (NSEI:TANLA) announces an Equity Buyback for 2,000,000 shares, representing 1.49% for INR 1,750 million.Tanla Platforms Limited (NSEI:TANLA) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 1.49% of its issued share capital, for INR 1,750 million. The program will be conducted at a price of INR 875 per share. The purpose of the program is to return surplus funds to shareholders. The source of funding will be from the free reserves of the company. As of March 31, 2025, the company had 134,617,359 shares in issue.
お知らせ • Jul 15Tanla Platforms Limited to Report Q1, 2026 Results on Jul 24, 2025Tanla Platforms Limited announced that they will report Q1, 2026 results on Jul 24, 2025
Reported Earnings • Jul 03Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹37.76 (down from ₹40.79 in FY 2024). Revenue: ₹40.3b (up 2.5% from FY 2024). Net income: ₹5.07b (down 7.5% from FY 2024). Profit margin: 13% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
お知らせ • Jun 30Tanla Platforms Limited, Annual General Meeting, Jul 23, 2025Tanla Platforms Limited, Annual General Meeting, Jul 23, 2025, at 16:00 Indian Standard Time.
New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.3% average weekly change).
Buy Or Sell Opportunity • May 13Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 6.4% to ₹558. The fair value is estimated to be ₹453, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 9.8% per annum. Earnings are also forecast to grow by 8.5% per annum over the same time period.
Reported Earnings • Apr 25Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: ₹37.76 (down from ₹40.79 in FY 2024). Revenue: ₹40.3b (up 2.5% from FY 2024). Net income: ₹5.07b (down 7.5% from FY 2024). Profit margin: 13% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 8.8% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
お知らせ • Apr 25Tanla Platforms Limited Declares Second Interim Dividend for the Financial Year 2024-25, Payable on or Before May 30, 2025Tanla Platforms Limited announced that at the board meeting held on April 24, 2025, has declared second interim dividend of INR 6/- (i.e., 600%) per Equity Share, of face value of INR 1/- each for the financial year 2024-25. Pursuant to Regulation 42 of the SEBI (LODR) Regulations, 2015, the Company has fixed April 30, 2025, as the Record Date for determining entitlement of Members for the second interim dividend for the financial year 2024-25. The payment of interim dividend shall be made on or before May 30, 2025.
お知らせ • Apr 15Tanla Platforms Limited to Report Q4, 2025 Results on Apr 24, 2025Tanla Platforms Limited announced that they will report Q4, 2025 results on Apr 24, 2025
New Risk • Mar 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change).
Valuation Update With 7 Day Price Move • Mar 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹520, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 25x in the Software industry in India. Total loss to shareholders of 62% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹540 per share.
Buy Or Sell Opportunity • Feb 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 38% to ₹437. The fair value is estimated to be ₹547, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 2.7%. Revenue is forecast to grow by 21% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Valuation Update With 7 Day Price Move • Jan 28Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹549, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 33x in the Software industry in India. Total loss to shareholders of 68% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹498 per share.
Declared Dividend • Jan 23Dividend of ₹6.00 announcedDividend of ₹6.00 is the same as last year. Ex-date: 27th January 2025 Payment date: 20th February 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 58% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 32% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jan 22Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: ₹8.82 (down from ₹10.42 in 3Q 2024). Revenue: ₹10.0b (flat on 3Q 2024). Net income: ₹1.19b (down 15% from 3Q 2024). Profit margin: 12% (down from 14% in 3Q 2024). Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) also missed analyst estimates by 10%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
お知らせ • Jan 21Tanla Platforms Limited Approves the Interim Dividend for the Fiscal Year 2024-25, Payable on or Before February 20, 2025Tanla Platforms Limited informed that, the Board of Directors of the Company, at its meeting held on January 21, 2025, considered and approved the decalration of interim dividend for the Fiscal Year 2024-25 at the rate of INR 6/- per equity share (i.e., 600%) of face value INR 1/- each. Further, the `Record Date' for determining the eligibility of shareholders for payment of the said interim dividend, as declared by the Board shall be January 27, 2025. The payment of interim dividend shall be made on or before February 20, 2025.
お知らせ • Jan 07Tanla Platforms Limited to Report Q3, 2025 Results on Jan 21, 2025Tanla Platforms Limited announced that they will report Q3, 2025 results at 12:08 PM, Indian Standard Time on Jan 21, 2025
Reported Earnings • Oct 18Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: ₹9.70 (down from ₹10.60 in 2Q 2024). Revenue: ₹10.0b (flat on 2Q 2024). Net income: ₹1.30b (down 8.7% from 2Q 2024). Profit margin: 13% (down from 14% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.3%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Price Target Changed • Oct 17Price target decreased by 9.9% to ₹1,152Down from ₹1,279, the current price target is an average from 3 analysts. New target price is 34% above last closing price of ₹857. Stock is down 16% over the past year. The company is forecast to post earnings per share of ₹44.97 for next year compared to ₹40.79 last year.
お知らせ • Oct 10Tanla Platforms Limited Announces Appointment of François Ortalo-Magné to Its Board of DirectorsTanla Platforms Limited announced the appointment of François Ortalo-Magné, Executive Dean (External Relations) & Professor of Management Practice at London Business School (LBS), to its board of directors. Before taking on his current role as Executive Dean, François served as the Dean and Chief Executive Officer of LBS, where he led the institution through pivotal transformations, including a strategic rebranding and remarkable financial recovery in the wake of the pandemic. Under his leadership, LBS launched initiatives that raised £30 million in scholarships to advance gender and socio-economic equity. His vision for innovation and transformation not only reshaped the school's approach to education but also cemented its position among the world's top-ranked business schools, with a steadfast commitment to diversity and inclusion. François Ortalo-Magné. holds a Ph.D. in Economics from the University of Minnesota and has held various leadership roles, including at the University of Wisconsin-Madison and the Graduate Management Admission Council (GMAC). He is known for his ability to foster collaboration, inspire creativity, and lead organizations toward transformative growth. With the addition of François Ortalo-Magné, the Tanla board now consists of six members.
お知らせ • Oct 09Tanla Platforms Limited to Report Q2, 2025 Results on Oct 17, 2024Tanla Platforms Limited announced that they will report Q2, 2025 results at 4:00 PM, Indian Standard Time on Oct 17, 2024
お知らせ • Jul 26Tanla Platforms Limited Approves Final Dividend for the Financial Year Ended March 31, 2024Tanla Platforms Limited announced that at the AGM held on July 25, 2024 approved a final dividend of INR 6/- per equity share of INR 1/- each for the financial year ended March 31, 2024.
Upcoming Dividend • Jul 11Upcoming dividend of ₹6.00 per shareEligible shareholders must have bought the stock before 18 July 2024. Payment date: 24 August 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.3%. Within top quartile of Indian dividend payers (1.1%). In line with average of industry peers (1.2%).
お知らせ • Jul 10Tanla Platforms Limited to Report Q1, 2025 Results on Jul 18, 2024Tanla Platforms Limited announced that they will report Q1, 2025 results on Jul 18, 2024
Reported Earnings • Jul 06Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: ₹40.79 (up from ₹33.30 in FY 2023). Revenue: ₹39.3b (up 17% from FY 2023). Net income: ₹5.48b (up 23% from FY 2023). Profit margin: 14% (in line with FY 2023). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 01Tanla Platforms Limited, Annual General Meeting, Jul 25, 2024Tanla Platforms Limited, Annual General Meeting, Jul 25, 2024, at 16:00 Indian Standard Time.
お知らせ • Jun 18Tanla Platforms Limited Announces Chief Financial Officer ChangesTanla Platforms Limited announced that at the board meeting held on June 15, 2024, the company approved appointment of Mr. Abhishek Jain as the Chief Financial Officer of the Company with effect from August 01, 2024. Mr. Aravind Viswanathan will continue in the current role of CFO for the closure of financials of quarter ending June 30, 2024 and upcoming Annual General Meeting and will cease to be the CFO and KMP with effect from July 31, 2024. Abhishek has close to 2 decades of experience in finance function and has handled a variety of roles across Business finance, M&A Integration & divesture, Operations, Controllership, Investor relations, Treasury and FP&A. He is the current head of Financial Planning & Analysis for Wipro Limited, where he has worked in different roles from 2006. He has received multiple recognition including `Best IR professional' in Sell-side Institutional Investor (ex-Japan) rankings for Technology & IT Services in 2022 and 2023. Abhishek is a Chartered Accountant by qualification.
Reported Earnings • Apr 26Full year 2024 earnings released: EPS: ₹40.79 (vs ₹33.30 in FY 2023)Full year 2024 results: EPS: ₹40.79 (up from ₹33.30 in FY 2023). Revenue: ₹39.7b (up 18% from FY 2023). Net income: ₹5.48b (up 23% from FY 2023). Profit margin: 14% (in line with FY 2023). Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 26+ 1 more updateTanla Platforms Limited Proposes Final Dividend for the Financial Year Ended March 31, 2024Tanla Platforms Limited Recommended the Final Dividend of INR 6/- (600%) per Equity Share, of face value of INR 1/- each, for the financial year ended March 31, 2024, subject to the approval of the shareholders at the upcoming Annual General Meeting of the Company.
お知らせ • Apr 16Tanla Platforms Limited to Report Q4, 2024 Results on Apr 25, 2024Tanla Platforms Limited announced that they will report Q4, 2024 results on Apr 25, 2024
Valuation Update With 7 Day Price Move • Mar 13Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹805, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 33x in the Software industry in India. Total loss to shareholders of 14% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹558 per share.
Upcoming Dividend • Jan 29Upcoming dividend of ₹6.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 05 February 2024. Payment date: 22 February 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (1.2%).
お知らせ • Jan 24Tanla Platforms Limited Approves Interim DividendTanla Platforms Limited at its board meeting held on January 23, 2024 approved interim dividend of 600% i.e., INR 6.00 (Rupees Six only) per equity share of INR 1/- each on the equity share capital of the Company and fixed February 05, 2024 as Record Date for the purpose of determining the entitlement of the shareholders for the payment of Interim Dividend.
お知らせ • Jan 10Tanla Platforms Limited to Report Q3, 2024 Results on Jan 23, 2024Tanla Platforms Limited announced that they will report Q3, 2024 results at 4:00 PM, Indian Standard Time on Jan 23, 2024
お知らせ • Jan 08Tanla Platforms Limited Appoints Dr. RS Sharma to Board of DirectorsTanla Platforms Limited announced the appointment of former TRAI Chairman Dr. RS Sharma to its board of directors, bringing the total number of directors on Tanla's Board to 7. Dr. Sharma had a distinguished career in the Government of close to five decades driving India's digital transformation. He was Chairman of the TRAI (Telecom Regulatory Authority of India) between 2015 to 2020 and his tenure was marked by initiatives promoting net neutrality and consumer rights. Over the years, he has spearheaded multiple Government initiatives. As Chairman of the Empowered Group of COVID vaccine Administration (EGVAC), Dr. Sharma steered the design and roll out of Co-Win - the digital backbone of vaccination drive in India, which won international acclaim. As the CEO of National Health Authority (NHA), he was instrumental in implementing two health initiatives of the Government of India, Ayushman Bharat Jan Arogya Yojana (AB PM-JAY) and Ayushman Bharat Digital Mission (ABDM). He is also best known for the role he played as Director General & Mission Director of the UIDAI (Unique Identification Authority of India) in the years 2009 - 2013. An Indian Administrative Service officer since 1978, Dr Sharma holds a PhD in Management and Public Policy from Indian Institute of Technology, New Delhi, Masters in Computer Sciences from the University of California, USA and Masters in Mathematics from the Indian Institute of Technology, Kanpur. Dr Sharma also holds an LLB degree.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to ₹1,085, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 32x in the Software industry in India. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹521 per share.
Reported Earnings • Oct 20Second quarter 2024 earnings released: EPS: ₹10.60 (vs ₹8.14 in 2Q 2023)Second quarter 2024 results: EPS: ₹10.60 (up from ₹8.14 in 2Q 2023). Revenue: ₹10.1b (up 19% from 2Q 2023). Net income: ₹1.43b (up 29% from 2Q 2023). Profit margin: 14% (up from 13% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 55% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 11Tanla Platforms Limited to Report Q2, 2024 Results on Oct 19, 2023Tanla Platforms Limited announced that they will report Q2, 2024 results on Oct 19, 2023
お知らせ • Sep 07Tanla Platforms Limited Approves to Declare A Final Dividend Financial Year Ended March 31, 2023Tanla Platforms Limited announced at the AGM held on September 6, 2023, approved to declare a final dividend of INR 4/- per equity share of INR 1/- each for the financial year ended March 31, 2023.
Upcoming Dividend • Aug 23Upcoming dividend of ₹4.00 per share at 0.4% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 06 October 2023. Payout ratio is a comfortable 12% but the company is paying out more than the cash it is generating. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.4%). Lower than average of industry peers (1.6%).
お知らせ • Aug 05Tanla Platforms Limited, Annual General Meeting, Sep 06, 2023Tanla Platforms Limited, Annual General Meeting, Sep 06, 2023, at 17:00 Indian Standard Time.
Board Change • Aug 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 1 highly experienced director. Independent Director Rahul Khanna was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 21First quarter 2024 earnings released: EPS: ₹10.07 (vs ₹7.40 in 1Q 2023)First quarter 2024 results: EPS: ₹10.07 (up from ₹7.40 in 1Q 2023). Revenue: ₹9.16b (up 14% from 1Q 2023). Net income: ₹1.35b (up 35% from 1Q 2023). Profit margin: 15% (up from 13% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 122% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 12Tanla Platforms Limited to Report Q1, 2024 Results on Jul 20, 2023Tanla Platforms Limited announced that they will report Q1, 2024 results on Jul 20, 2023
New Risk • Jun 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (54% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.9% average weekly change).
Valuation Update With 7 Day Price Move • Jun 13Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹964, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 24x in the Software industry in India. Total returns to shareholders of 1,322% over the past three years.
お知らせ • Jun 09+ 1 more updateTanla Platforms Limited (NSEI:TANLA) signed a binding term sheet to acquire unknown minority stake in ValueFirst Middle East FZC.Tanla Platforms Limited (NSEI:TANLA) signed a binding term sheet to acquire unknown minority stake in ValueFirst Middle East FZC on June 8, 2023. Tanla Platforms Limited will acquire 100% stake in ValueFirst Middle East FZC through a combination of primary investment and a secondary purchase from the existing shareholders. The total consideration is INR 200 million. ValueFirst Middle East FZC reported a turnover of INR 337.1 million in March 31, 2023. Transaction has already been approved by acquirer's board. This acquisition is expected to close by September 2023.
Recent Insider Transactions • May 24Insider recently sold ₹3.4m worth of stockOn the 17th of May, Sarraju Murthy sold around 5k shares on-market at roughly ₹749 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹3.4m. Insiders have been net sellers, collectively disposing of ₹167m more than they bought in the last 12 months.
Recent Insider Transactions • May 13Insider recently sold ₹3.4m worth of stockOn the 11th of May, Ashok Datla sold around 5k shares on-market at roughly ₹688 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹163m more than they bought in the last 12 months.
Price Target Changed • May 10Price target increased by 7.1% to ₹817Up from ₹763, the current price target is an average from 2 analysts. New target price is 21% above last closing price of ₹676. Stock is down 43% over the past year. The company is forecast to post earnings per share of ₹39.95 for next year compared to ₹33.05 last year.
Reported Earnings • Apr 27Full year 2023 earnings: EPS in line with expectations, revenues disappointFull year 2023 results: EPS: ₹33.05 (down from ₹39.77 in FY 2022). Revenue: ₹33.5b (up 4.6% from FY 2022). Net income: ₹4.48b (down 17% from FY 2022). Profit margin: 13% (down from 17% in FY 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 116% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹666, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 19x in the Software industry in India. Total returns to shareholders of 1,079% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹467 per share.
Price Target Changed • Feb 25Price target decreased by 13% to ₹761Down from ₹874, the current price target is an average from 2 analysts. New target price is 16% above last closing price of ₹655. Stock is down 57% over the past year. The company is forecast to post earnings per share of ₹32.85 for next year compared to ₹39.77 last year.
Recent Insider Transactions • Feb 15Insider recently sold ₹2.3m worth of stockOn the 10th of February, Srinivas Kamoji sold around 4k shares on-market at roughly ₹630 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹1.0b more than they bought in the last 12 months.
Reported Earnings • Jan 23Third quarter 2023 earnings released: EPS: ₹8.58 (vs ₹11.66 in 3Q 2022)Third quarter 2023 results: EPS: ₹8.58 (down from ₹11.66 in 3Q 2022). Revenue: ₹8.76b (down 1.0% from 3Q 2022). Net income: ₹1.17b (down 26% from 3Q 2022). Profit margin: 13% (down from 18% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 22% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 77% per year but the company’s share price has increased by 108% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jan 21Price target decreased to ₹874Down from ₹950, the current price target is an average from 2 analysts. New target price is 25% above last closing price of ₹699. Stock is down 63% over the past year. The company is forecast to post earnings per share of ₹34.40 for next year compared to ₹39.77 last year.
お知らせ • Jan 12Tanla Platforms Limited to Report Q3, 2023 Results on Jan 20, 2023Tanla Platforms Limited announced that they will report Q3, 2023 results on Jan 20, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Rahul Khanna was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 22Second quarter 2023 earnings released: EPS: ₹8.14 (vs ₹10.04 in 2Q 2022)Second quarter 2023 results: EPS: ₹8.14 (down from ₹10.04 in 2Q 2022). Revenue: ₹8.62b (up 2.4% from 2Q 2022). Net income: ₹1.10b (down 19% from 2Q 2022). Profit margin: 13% (down from 16% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has increased by 153% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 11Tanla Platforms Limited to Report Q2, 2023 Results on Oct 20, 2022Tanla Platforms Limited announced that they will report Q2, 2023 results on Oct 20, 2022
お知らせ • Sep 09+ 1 more updateTanla Platforms Limited Announces Resignation of Ag Ravindranath Reddy as Non-Executive DirectorTanla Platforms Limited announced that Dr. AG Ravindranath Reddy, vide his letter dated 08.09.2022 has tendered his resignation as Non-Executive Director of the Company and the Board of Directors of the Company took note and approved the resignation, due to his personal & professional commitments.
Valuation Update With 7 Day Price Move • Sep 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹834, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 21x in the Software industry in India. Total returns to shareholders of 1,346% over the past three years.
お知らせ • Aug 27Tanla Platforms Limited Announces Cessation of Sanjay Baweja as an Independent DirectorTanla Platforms Limited announced that pursuant to withdrawal of consent by Mr. Sanjay Baweja, for the re-appointment at the 26th AGM, Mr. Sanjay Baweja ceases to be Director and an Independent Director of the Company with effect from the conclusion of 26th Annual General Meeting of the Company (26th August, 2022), due to completion of his term of appointment.
Major Estimate Revision • Aug 18Consensus EPS estimates fall by 21%The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from ₹38.4b to ₹36.2b. EPS estimate also fell from ₹46.50 per share to ₹36.90 per share. Net income forecast to shrink 1.8% next year vs 18% growth forecast for Software industry in India . Consensus price target down from ₹1,358 to ₹950. Share price was steady at ₹738 over the past week.
Upcoming Dividend • Aug 11Upcoming dividend of ₹8.00 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 03 September 2022. Payout ratio is a comfortable 5.1% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (1.6%).
お知らせ • Aug 05+ 1 more updateTanla Platforms Limited Proposes Final Dividend for the Financial Year Ended on March 31, 2022Tanla Platforms Limited proposed final dividend of INR 2/- per equity share of INR 1/- each to the shareholders for the financial year ended on March 31, 2022 at its upcoming AGM to be held on August 26, 2022.
Recent Insider Transactions • Aug 01Non-Executive Director recently bought ₹598k worth of stockOn the 28th of July, Sanjay Kapoor bought around 1k shares on-market at roughly ₹598 per share. In the last 3 months, they made an even bigger purchase worth ₹1.9m. Despite this recent purchase, insiders have collectively sold ₹1.4b more in shares than they bought in the last 12 months.
Reported Earnings • Jul 26First quarter 2023 earnings released: EPS: ₹7.40 (vs ₹7.68 in 1Q 2022)First quarter 2023 results: EPS: ₹7.40 (down from ₹7.68 in 1Q 2022). Revenue: ₹8.05b (up 28% from 1Q 2022). Net income: ₹1.00b (down 3.9% from 1Q 2022). Profit margin: 13% (down from 17% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 18%, compared to a 23% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 101% per year but the company’s share price has increased by 133% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Jul 26Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 50%. The fair value is estimated to be ₹972, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 29% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 38% in 2 years. Earnings is forecast to grow by 44% in the next 2 years.
お知らせ • Jul 26Tanla Platforms Limited, Annual General Meeting, Aug 26, 2022Tanla Platforms Limited, Annual General Meeting, Aug 26, 2022, at 15:00 Indian Standard Time.
お知らせ • Jul 15Tanla Platforms Limited to Report Q1, 2023 Results on Jul 25, 2022Tanla Platforms Limited announced that they will report Q1, 2023 results on Jul 25, 2022
Recent Insider Transactions • Jun 24Board Member recently sold ₹34m worth of stockOn the 17th of June, Deepak Goyal sold around 32k shares on-market at roughly ₹1,076 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹79m. Insiders have been net sellers, collectively disposing of ₹1.5b more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 16Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₹1,080, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 21x in the Software industry in India. Total returns to shareholders of 1,607% over the past three years.
お知らせ • May 19Tanla Platforms Limited Appoints Sunil Bajpai as Chief Trust OfficerTanla Platforms Limited announced the appointment of Mr. Sunil Bajpai as its Chief Trust Officer, effective 19th May 2022. Sunil Bajpai joins the company after working with Government of India for over 30 years, including in Telecom Regulatory Authority of India (TRAI), where he served as Principal Advisor. At Tanla, he will now be responsible for driving exceptional trust standards for the CPaaS ecosystem with specific focus on the consumers of business communication.
Valuation Update With 7 Day Price Move • May 11Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₹1,177, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 22x in the Software industry in India. Total returns to shareholders of 2,397% over the past three years.
お知らせ • May 10Tanla Introduces Wisely Insights, New Feature that Will Empower Leading Enterprises to Have E2E Visibility of the International Message Life CycleTanla Platforms Limited Unveiled "Wisely Insights" a first in the industry feature that will enable access to real time insights for leading enterprises, telcos, regulators, and the government. These rich insights are validated from two independent sitsces blockchain enabled Wisely platform as well as core telecom systems that will result in a multifold increase in end-to-end transparency. At Tanla, its purpose is "EC*2" i.e., "shaping the world of trusted digital experiences to empower customers and enable companies". Its Wisely platform, created in collaboration with Microsoft, is a step further in this direction, allowing the company to serve its purpose better than ever before. Powered by block chain, it ensures complete transparency and is a single sitsce of truth resulting in immutable audit trails and zero dispute settlements, was launched as the exclusive partner to VIL international network earlier this year. To start with, it is making this feature available to all enterprises and suppliers on its exclusive partner VIL's international network (on-net and offnet) through a single API. The feature will be accessible to all stakeholders irrespective of their commercial agreements with Tanla or VIL.
お知らせ • May 02Tanla Platforms Limited's Board Approves Dividend for the Financial Year Ended March 31, 2022Tanla Platforms Limited's Board approved a final dividend of INR 2 per equity share of Face Value INR 1 each (200%) for the financial year ended March 31, 2022, subject to approval of shareholders at the upcoming Annual General Meeting ('AGM') of the Company, at its Board meeting held on April 29, 2022.
Reported Earnings • May 01Full year 2022 earnings: Revenues and EPS in line with analyst expectationsFull year 2022 results: EPS: ₹39.77 (up from ₹25.27 in FY 2021). Revenue: ₹32.2b (up 38% from FY 2021). Net income: ₹5.39b (up 51% from FY 2021). Profit margin: 17% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Over the next year, revenue is forecast to grow 28%, compared to a 26% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has increased by 222% per year, which means it is tracking significantly ahead of earnings growth.
