Q1 2025 Tanla Platforms Ltd Earnings Call Transcript
Key Points
- Tanla Platforms Ltd (BOM:532790) delivered a 10% year-on-year revenue growth.
- Gross margin percentage improved on both year-on-year and sequential basis.
- The company successfully mitigated the impact of exiting the Vi ILD deal by focusing on strategic areas, leading to 13% organic growth.
- Significant growth in OTT contributions, with revenues moving from 18% to 20%, reflecting a 177% year-on-year increase.
- Tanla Platforms Ltd (BOM:532790) has been recognized by Gartner as a Visionary in the CPaaS Magic Quadrant for two consecutive years.
- The international messaging business faced disruptions due to global CPaaS player consolidation and shifting use cases to OTT channels.
- Exiting the Vi ILD deal resulted in a loss of around INR120 crore in revenues and INR30 crore in gross margins.
- WhatsApp revenue growth has moderated, showing the lowest growth in the last four to five quarters.
- The enterprise growth excluding OTT has been soft for the last three quarters due to a drop in volumes.
- The company faces challenges in the international market, with significant erosion in international messaging volumes.
Ladies and gentlemen, good day, and welcome to Tanla Platforms Limited Q1 FY'25 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Ms. Ritu Mehta. Thank you, and over you.
Good evening, and welcome to our Q1 earnings call. Joining with us today are Uday Reddy, Founder, Chairman and CEO; Deepak Goyal, Executive Director and Chief Business Officer; and Aravind Viswanathan, CFO. Uday will share his perspectives on business imperatives and strategic progress made. After opening remarks, we'll be happy to engage with participants and address their questions.
Before I hand it over to Uday, let me draw your attention to the fact that today's discussion may feature statements that are forward-looking in nature. All statements other than statements of historical fact could be deemed forward-looking in nature. Such statements are inherently subject to risk and uncertainties, some of which cannot be predicted or
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