Tanla Platforms ~ Leading player in the fast-growing CPaaS market

Tanla Q4 – expectation

Business

1. Gross Margin improvement in Enterprise business.
2. No more than 3% QoQ fall in enterprise revenues
3. Wisely OTT (Truecaller) scale up to run rate of bn messages a month.
4. Wisely Communicate scale up to revenue run rate of 10+ crore a quarter
5. Clarity on sms price increase (ILD)

Commentary on

1. Wisely ATP business model and time to revenue.
2. Kore.ai commercial deployment and time to revenues
3. Wisely OTT – how much revenue accrues to The platform part
4. International rollout
5. Enterprise business outlook for FY24.
6. Trubloq additional revenue streams likely in FY24 (consent management , Voice DLT etc)