TANLA

What Tanla Platforms promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q4 FY26

what the last two calls moved 9 tracked 2 delivered 2 missed 5 open
  • New ATP Deal Billing delivered said Q3 FY26 Promised: Start billing for a new ATP deal in India by February 2026. Q4 FY26: Management confirmed the third ATP deal with Bandhan Bank 'went live last month'.
  • Operating Margin missed said Q1 FY26 Promised: Operating margin or gross margin of 25% to 26%. Q4 FY26: EBITDA margin (a proxy for operating margin) stabilized at 16%, well below the 25-26% target range.
  • ValueFirst International Acquisition delayed said Q1 FY26 Promised: Acquire ValueFirst's global entities. Q4 FY26: Management stated the deal is 'stuck at a RBI level because there are some old matters' and they are exploring alternatives due to significant delays.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 9 tracked commitments for Tanla Platforms — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens