Q2 2025 Tanla Platforms Ltd Earnings Call Transcript
Key Points
- Tanla Platforms Ltd (BOM:532790) reported a revenue of INR1001 crore for Q2 FY25, with OTT channel revenue rising from 10% to 20% of total revenue.
- The company has strengthened its presence in OTT channels, particularly in RCS, and remains Google's largest global RCS partner.
- Tanla Platforms Ltd has been named Meta Gold partner of the year for the second consecutive year, highlighting its strong industry partnerships.
- The company added 89 new logos this quarter, contributing INR7 crores to revenue, with 35% of this being on new channels.
- Tanla Platforms Ltd has successfully adapted to market changes, capturing additional revenue market share despite certain subdued market segments.
- Revenue growth was flat this quarter due to a slowdown in international business.
- The company faced pricing challenges with WhatsApp, impacting sequential growth despite volume increases.
- ILD volumes have contracted, and while they have stabilized, there is still concern over potential future declines.
- The company has seen an increase in employee expenses, which has impacted margins.
- There is uncertainty regarding the timeline for the VF Global merger due to pending regulatory approvals.
Ladies and gentlemen, good day and welcome to the San LA Platforms Limited Q2 FY25 investor conference call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your touchtone phone.
Please note that this conference is being recorded.
I now hand the conference over to Ms Ritu Meta.
Thank you and over to you, ma'am.
Good evening and welcome to our Q2 earnings call. Joining us with today are founder Chairman and CEO Deepak Goyal, Executive Director and Chief Business Officer and Abhishek Jain, CFO. Uday will share his perspective on business imperative and strategic progress made. After his opening remarks, we will be happy to engage with participants and address their questions. Before we start the call, let me draw your attention to the
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