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Tanla Platforms Limited (TANLA) Fair Value & Analysis

Technology · IN · Market cap ₹70.5B

TP Tanla Platforms Limited TANLA · NSE
Price₹573.50
Fair Value₹1,064
Upside+85.5%
Quality68/100
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Healthy Growth
Solidly profitable · 11.5% net margin
Low debt · generates free cash flow
2.29% dividend yield
Ranks above peers (13/14)
Moderate moat 63/100
Evidence: High Range ₹725.99 – ₹1,310 Share as image

Fair value as of: Aug 13, 2026

From 26 valuation models · updated 4 days ago

Fair value updated Aug 13, 2026, revised from ₹771.45 to ₹1,064 (+37.9%) since Aug 8, 2026. Share price −1.9% over the past month.

A solid business, screening 85% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (₹725.99). The market is more pessimistic than our downside scenario.
  • Solid quality (68/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (₹725.99 to ₹1,310) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

₹1,922 ₹373.26 Fair Value ₹1,064 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 13, 2026.

How to read this chart

60‑month range ₹373.26 – ₹1,922 · fair‑value band ₹725.99 – ₹1,310 · the ₹573.50 price screens below the ₹1,064 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 13, 2026.

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Analysis

Tanla Platforms Limited (TANLA) currently trades at ₹573.50, while our model-based Fair Value estimate is ₹1,064, implying the stock looks roughly 85.5% undervalued today. The Quality Score stands at 68/100 (solid quality), in the Technology sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Tanla Platforms Limited generated revenue of ₹44.2B at a net margin of 11.5%. Revenue grew 15.0% year over year. It earns a return on equity of 21.4%. The balance sheet holds a net cash position of ₹10.1B. Fundamentals as of Aug 13, 2026

Our scenario range runs from ₹725.99 (bear case) to ₹1,310 (bull case); at ₹573.50, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 24% below its 52-week high and 58% above its 52-week low, currently above its 200-day average. For context, the median of 10 Technology peers we cover trades at -40% fair-value upside, at 85%, TANLA screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF ₹756.17 ₹1,337 ₹2,512 80
Residual Income ₹255.40 ₹338.50 ₹1,445 76
Rev-Margin DCF ₹599.75 ₹1,118 ₹1,923 74
All 26 models by family
DCF Models
FCF DCF ₹798.86 ₹1,211 ₹2,523 38
Owner Earnings ₹818.47 ₹1,760 ₹3,736 31
5Y Revenue Exit ₹599.75 ₹990.82 ₹1,781 39
5Y EBITDA Exit ₹816.77 ₹1,443 ₹2,633 41
5Y P/E Exit ₹867.97 ₹1,816 ₹3,081 38
10Y Revenue Exit ₹638.83 ₹1,237 ₹1,737 36
10Y EBITDA Exit ₹812.82 ₹1,679 ₹3,311 37
10Y P/E Exit ₹849.62 ₹1,784 ₹3,448 35
Earnings-Based
Graham-Dodd ₹262.29 ₹1,829 ₹2,567 54
Lynch FV ₹618.58 ₹883.69 ₹1,149 50
PEG = 1.0 ₹618.58 ₹883.69 ₹1,149 46
EPV ₹424.22 ₹481.49 ₹531.60 59
Dividend Discount
Gordon GGM ₹111.53 ₹231.90 ₹367.89 70
DDM Multi-Stage ₹111.53 ₹195.55 ₹243.39 61
Multiples
P/E Multiple ₹810.02 ₹1,080 ₹1,350 63
P/S Multiple ₹491.80 ₹655.73 ₹819.66 58
P/B Multiple ₹491.80 ₹655.73 ₹819.66 55
EV/EBIT ₹900.88 ₹1,174 ₹1,448 53
EV/EBITDA ₹820.79 ₹1,068 ₹1,314 54
EV/Revenue ₹495.29 ₹673.02 ₹850.75 43
Asset-Based
NCAV (Graham) ₹94.24 ₹126.29 ₹188.49 50
Growth DCF
Growth DCF ₹756.17 ₹1,337 ₹2,512 80
Rev-Margin DCF ₹599.75 ₹1,118 ₹1,923 74
Economic Profit
Residual Income ₹255.40 ₹338.50 ₹1,445 76
ROIC Compounder ₹509.01 ₹695.02 ₹949.54 72
Growth Earnings
Growth-Adj P/E ₹923.47 ₹1,319 ₹1,715 68

Widest divergence: DCF Models (₹1,443) versus Asset-Based (₹126.29). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) ₹44.2B
Revenue growth (YoY) +15.0%
Net margin 11.5%
Return on equity 21.4%
Free cash flow ₹5.6B FY2026
P/E ratio 15.0
More key figures
Operating margin 14.3%
EPS (TTM) ₹38.22
Dividend yield 2.3%
EPS growth (YoY) +16.4%
Net cash ₹10.1B FY2026

Figures from reported company fundamentals · as of Aug 13, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 68/100

Of which business quality 69 · Market factors (momentum, volatility) 52

Profitability 67
Margins and returns on capital today
Quality Growth 37
Are margins and returns improving?
Cashflow 63
Earnings quality: real cash, not paper profit
Fin. Strength 99
Balance sheet, leverage, solvency risk
Investment 44
Disciplined investing over empire-building
Low Volatility 61
Calm price path (market factor)
Momentum 53
Price trend over the last 3–12 months (market factor)
52W Momentum 41
Distance to the 52-week high (market factor)
Net Issuance 89
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Tanla Platforms Limited, together with its subsidiaries, provides cloud communication platforms as a service solution to enterprises in India and internationally.

Full company description

Tanla Platforms Limited, together with its subsidiaries, provides cloud communication platforms as a service solution to enterprises in India and internationally. It operates Wisely Platform, an API-led intelligent platform-of-platforms, which serves as a unified hub for digital interactions to craft solutions and provide experiences in the realm of communication, privacy, and security. The company also offers Wisely Anti-Phishing Platform against SMS phishing; Trubloq for protecting customers from spam; Wisely Consent, a consent management solution that ensures compliance for enterprise customer communications on SMS and voice channels; messaging as a platform, which deliver business messaging with ai-powered automation; and Surbo that elevates customer engagement with surbo's conversation ai. In addition, it provides Wise Albert for digital interactions; and email, RCS business messaging, SMS, Truecaller business messaging, voice, and WhatsApp business API solutions. The company was formerly known as Tanla Solutions Limited and changed its name to Tanla Platforms Limited in October 2020. Tanla Platforms Limited was incorporated in 1995 and is headquartered in Hyderabad, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Tanla Platforms Limited reported revenue of ₹44.2B in FY2026 versus ₹32.1B in FY2022, a compound +8.3%/yr. Reported net income was ₹5.1B in FY2026, compounding −1.4%/yr from FY2022.

Growth Quality 99/100
Revenue growth appears healthy and is supported by profitability and cash-flow quality.
Latest Revenue (FY 2026)
₹44.2B
Latest YoY
+9.7%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+9.6%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+13.5%
Avg. growth/yr (20Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+23.7%
Revenue +8.3%/yr
FY22 ₹32.1B
FY23 ₹33.5B
FY24 ₹39.3B
FY25 ₹40.3B
FY26 ₹44.2B
Net income −1.4%/yr
FY22 ₹5.4B
FY23 ₹4.5B
FY24 ₹5.5B
FY25 ₹5.1B
FY26 ₹5.1B
Character of growth · EPS growth decomposed (2015-2026) +40.8 % p.a.
Revenue per share +25.3 pp

of which total revenue +29.0 pp · buybacks/dilution −3.7 pp

EBIT margin +14.5 pp
Tax rate −1.1 pp
Residual (interest, one-offs) +2.1 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Tanla Platforms Limited Fair Value". https://www.fairvalue-calculator.com/stock/TANLA

Peer Group

Software - Application · 723 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 68 · Top 25%
Fair Value upside +85% · Top 25%
Return on equity (TTM) 21% · Top 25%
Return on assets 11% · Top 25%
Net margin (TTM) 12% · Above median
Operating margin (TTM) 14% · Above median
Revenue growth 15% · Above median
Dividend yield (TTM) 2.3% · Above median

Valuation Multiples vs Software - Application median · lower = cheaper

P/E (TTM) 15.0× · Cheaper than 75% of peers
P/B 2.83× · Pricier than median
P/S (TTM) 1.60× · Cheaper than median
P/FCF 0.1× · Cheaper than 75% of peers
EV/EBITDA 8.9× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 100 · sector 0
FUTURE 75 · sector 38
PAST 86 · sector 12
HEALTH 100 · sector 98
DIVIDEND 46 · sector 34

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Douzone Bizon Co 012510 120,000 KRW 92,181 KRW -23%
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Frequently asked questions

Is Tanla Platforms Limited (TANLA) overvalued or undervalued?
As of Aug 13, 2026, our model estimates a fair value of ₹1,064 versus a price of ₹573.50, about +85% (undervalued).
What is the fair value of TANLA?
Our model-based fair value for Tanla Platforms Limited is ₹1,064 (as of Aug 13, 2026), built from audited fundamentals. The current price is ₹573.50.
What is the quality score of TANLA?
Tanla Platforms Limited has a Quality Score of 68/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Tanla Platforms Limited (TANLA)?
Tanla Platforms Limited reported trailing-twelve-month revenue of about ₹44.2B (latest available figure, as of Aug 13, 2026).
What is the net profit margin of TANLA?
The net profit margin of Tanla Platforms Limited is about 11.5%, meaning it keeps roughly 11.5% of revenue as net income. Based on the latest reported figures.
Does Tanla Platforms Limited pay a dividend?
Tanla Platforms Limited currently shows a dividend yield of about 2.29% relative to its recent price (as of Aug 13, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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