A Leader in Cloud Communication and Blockchain Solutions
If you are looking for a company that is in the advance of cloud communication, blockchain solutions, and mobile messaging, you might want to check out Tanla Platform.
Tanla is an Indian company that was established in 1999 and has become one of the world’s largest CPaaS (Communication Platform as a Service) players, processing over 800 billion interactions annually.
Tanla provides services to various industries, including e-commerce, telecom, social media, banking, finance, healthcare, and more. Some of its customers include Vodafone, Airtel, SFR, Facebook, Linkedin, HDFC Bank, Kotak Bank, Axis Bank, CMAS, Dept of Telecommunications, Truecaller, and more.
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TANLA’S PRODUCTS OFFERINGS :
Tanla offers a range of products that enable businesses to engage with their customers through various channels, such as SMS, voice, email, and chat. The products combine messaging, analytics, and automation to help businesses make customers happier and do better in their work.
In this blog, we will take a look at some of Tanla’s products and how they can benefit businesses and users.
WISELY
Wisely is a CPaaS product that has a digital marketplace where businesses and suppliers can connect with each other. It also has a strong network that ensures everything is private, secure, and trustworthy. Wisely helps telecom companies by keeping the internet working well, getting more customers, and reducing complaints. Wisely also makes sure messages are sent and delivered on time and makes the experience better for users by using special tools to make sure the content is good and safe. Wisely helps block spam and fraud, contributing to an improved user experience.
TRUBLOQ
Trubloq is a blockchain product that gives people full control over their messages and helps businesses build trust with their customers. Trubloq makes sure that important messages, like OTPs and transaction alerts, are kept secret and protected. This helps people have a better experience and makes sure no one can trick or cheat them. Trubloq also has a strong system to protect personal information. It makes sure that data is kept private and safe. It asks for permission and respects preferences about how information is used. Trubloq’s objective is to make sure that all messages from businesses are sent only by trusted and registered telemarketers. It helps keep unwanted and spam messages away.
SMSC
SMSC is a robust and scalable system that can send and receive text messages independently. It doesn’t rely on any third-party networks or operators, which means it can deliver your messages faster and more securely. It also uses a smart routing algorithm that selects the best route for each message based on factors such as message type, quality of service, availability, and cost. SMSC can also grow with your business needs. You can easily add more capacity and connectivity to handle more messages without any disruption. SMSC supports all types of messages, including SMS, MMS, USSD, and OTT.
VOICE
Voice is a cloud-based phone system that offers a range of features and tools to improve your voice communication. You can get a virtual number or a toll-free number, customize your phone system, record and monitor your calls, make multiple outbound calls, and use text-to-speech technology. Voice helps you enhance your voice interactions and make them more engaging and efficient. The voice also saves you time and money by using cloud telephony. Voice complies with all the relevant regulations and standards to protect your data and privacy.
IoT
IoT is a cloud-based platform that connects people, machines, and processes using a global network. It helps you manage your devices remotely and securely. It also helps you collect and process data in real time and gain insights into your performance and usage. IoT helps you optimize your resources and processes using analytics and machine learning tools. IoT also improves your decision-making and efficiency by using reports and recommendations. IoT supports any device with Tanla’s SIM cards or eSIMs. You can also choose from different plans and pay only for what you use.
HOW TANLA PLATFORMS HELPS MOBILE OPERATORS WITH A2P MESSAGING SOLUTIONS?
Mobile operators are facing many challenges in today’s market. They need to find new ways to generate value, optimize performance, and stay compliant.
One of the most promising opportunities for mobile operators is A2P messaging. A2P stands for “Application to Person” messaging. It means using apps or computer programs to send messages to people’s phones. Examples of A2P messaging include notifications, alerts, reminders, confirmations, and marketing messages from businesses to their customers.
Tanla Platforms offers a range of solutions for mobile operators who want to leverage A2P messaging for their business growth and success. These solutions include :
SMS FIREWALL
This solution helps mobile operators protect their network and revenue from unwanted or fraudulent traffic. It filters out things like spam, fake messages, grey routes, spoofing, phishing, and other malicious activities that can harm the network or cause revenue leakage.
A2P SMSC
This solution helps mobile operators manage A2P messaging in a more efficient and effective way. It ensures that messages from apps to people are delivered in a fast and reliable manner, without affecting person-to-person traffic. It also provides features such as routing, billing, reporting, analytics, and campaign management for A2P messaging.
SMS HUB
This solution helps mobile operators monetize A2P messaging across borders. It enables mobile operators to connect with other operators or aggregators around the world and exchange A2P messages with them. It also ensures that they obey with the local regulations and standards that apply to them.
HOW TANLA PLATFORMS HELPS ENTERPRISES TO TRANSFORM BUSINESS COMMUNICATION?
Tanla offers a range of products and solutions for enterprises to communicate with their customers and intended recipients effectively and securely. We will explore some of the key features and benefits of Tanla Platforms’ services and how they can help you achieve your business goals.
SMS CAMPAIGN MANAGER
SMS Campaign Manager is a powerful tool that lets you send instant messages to all your customers at the same time. You can use it to inform them about promotions, transactions, alerts, reminders, or any other information you want to share. SMS Campaign Manager is easy to use, reliable, scalable, and compliant with global regulations. You can also track and measure the performance of your campaigns with real-time analytics and reports.
TWO FACTOR AUTHENTICATION
Two Factor Authentication (2FA) is a service that helps you protect your online accounts from unauthorized access. It works by sending you a special code through a text message (SMS) when you want to log in to your account. You have to enter this code along with your password to get into your account. This adds an extra layer of security and prevents hackers from stealing your data or money. Tanla Platforms’ 2FA service is fast, secure, and cost-effective.
BOOMERING
Boomering is a solution that helps you make international calls without any hassle or high costs. You can use Boomering to talk to people in other countries easily and affordably, whether it’s for business or personal purposes. Boomering uses cloud technology to connect your calls with high quality and low wait time. You can also enjoy features like call recording, call forwarding, call conferencing, and more.
OMNI CHANNEL
Omni Channel is a solution that helps you communicate with your customers on different devices and platforms seamlessly. It integrates your existing systems with various communication channels like SMS, voice, email, chatbots, social media, etc. This way, you can offer your customers a consistent and personalized experience across all interaction points. Omni Channel also helps you save money, improve efficiency, and launch new services faster.
HOW TANLA PLATFORMS STANDS OUT IN THE MARKET?
The digital interaction space is booming in India and across the world. The total addressable market size for this space in India alone is expected to be around USD 5-6 billion by 2027. The number of people using digital services has doubled, and the number of online transactions has tripled in the past two and a half years. Businesses need to be present on multiple platforms to connect with customers.
Tanla Platforms is well-positioned to leverage this opportunity and provide value-added solutions to its clients across various industries and geographies. Tanla Platforms has invested over 175 crores in FY 23 in innovations and improvement in its platforms. It has also built a state-of-the-art innovation and experience center in Hyderabad.
Tanla Platforms faces strong competition from other CPaaS providers like Gupshup and Route Mobile in the market. However, Tanla Platforms has an edge over its rivals in terms of its capabilities, innovation, and technology. Tanla Platforms is significantly investing in a dedicated customer success team and building its product brand Wisely. Tanla Platforms aims to expand its presence in global markets and diversify its revenue streams.
FUNDAMENTALS AND FINANCIALS :
Market cap : 11,278 crore
Profitability Parameters :
ROE : 31.18%
ROE 3 Years: 40%
ROCE : 38%
ROCE 3 Years: 49.6%
OPM: 18%
OPM 3 Years: 19.6%
Debt Parameters :
Debt: 82.6 crore
Reserve: 1,504 crore
Debt equity: 0.05
Valuation Parameters :
PE TTM: 25.45
3 Years median PE: 32.9
Industry PE: 25.43
PEG: 0.27
Growth Parameters :
Revenue growth: 5%
Revenue growth 3 Years: 12.7% CAGR
Net profit growth : (- 17%)
Net Profit Growth 3 Years: 7.96% CAGR
Other financial Parameters :
- The company’s gross profit in the platform business has been growing at 20% plus over the last 12 quarters with EBITDA margin upwards of 70%.
- Company’s Net Profit declined by around 17% in FY23 due to a drop of OPM from 22% in FY22 to 18% in FY23.
- OPM dropped due to an increase in the cost of service, finance costs, and other expenses.
- The stock price dropped from ₹2000 in Jan 2022 to ₹500 in Apr 2023, and rebounded to ₹1000 currently. (approx figures)
- The company announced a dividend policy of 30% of consolidated PAT to be paid out as a dividend every year.
- Completed 3rd consecutive buyback of rupees 170 crores and return a sizeable amount of cashback to shareholder.
SHAREHOLDING OF THE COMPANY :
- Promoter: 44.17%
- FIIs: 14.23%
- DIIs: 0.06%
- Public: 41.54%
From June 2020 :
- Promoter holding increased by 8.96%. This shows the confidence of the promoters in their company.
- FIIs holding increased by 14.1%
- DIIs holding decreased by 14.38%
- Public holding decreased by 8.67%
SWOT ANALYSIS:
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STRENGTHS:
- Advanced technology skills and knowledge in blockchain, AI, and cloud computing.
- Strategic partnerships with key industry players.
- Trubloq, is the largest Blockchain use case globally for A2P SMS.
- High customer loyalty and retention.
WEAKNESSES:
- Dependence on third-party infrastructure.
- Revenue generation heavily relies on contract renewal.
- Intense competition and price wars in the CPaaS market.
OPPORTUNITIES:
- Higher demand for cloud communication services due to COVID-19 pandemic and digitalization.
- New use cases like UPI and what’s app.
- Emerging technologies like blockchain and AI.
- Wisely ATP products have potential growth in UAE, Saudi Arabia, and other countries.
THREATS:
- Cyber security threats and data breaches.
- Market fluctuations and regulatory changes in the telecommunication industry.
- High concentration of revenue from few clients.
- Technology shift in the SMS industry.
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DISCLAIMER:
We are not SEBI-registered advisors or analysts. All the views shared in this article and all the content shared on aceink.com are only for learning and educational purposes. Any part of the article or any information on Aceink.com should not be interpreted or considered as investment advice. None of the opinions, views, or content posted on Aceink.com constitutes investment advice, as we are not SEBI-registered advisors or analysts.
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