Tanla has more questions than answers.
Airtel is 2 partner in DLT incl Tanla. Jio is insourced/tech mahindra.
URL whitelisting – no i don’t think it increases market share. On the con call you should ask if it increases revenue ?
Airtel will have edge in SMS and maybe RCS. Rest no.
SMS to OTT will happen for marketing and Airlines. Rest bank transactional , OTP etc really no. There is no incentive to shift.
Tanla should lay out for shareholders the impact of regulatory changes. These questions should be asked on con call.
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