Tanla Platforms Ltd. - Concall Notes - Jan 2023
Industry Overview The market is quite competitive presently, one of the large telecom providers also made efforts to enter into this market for the last two quarters. And other than that, there are other CPaaS providers who are also there in the fray. This industry will get bigger if the number of digital transactions like UPI, SMS etc. go up. Globally large telecom operators have not gotten into this business but in India it is a different case. Biggest bellwether industry for CPaaS business is banking. At pure play platform companies, gross margins tend to be high. They tend to be 80% plus and may not be 96%. But also these businesses have a huge investment in R&D and sales and marketing. But it can be safely presumed that platform business will have very high gross margins. Business Overview Wisely has two scaled platforms - (1) Wisely Network (2) Wisely OTT. Wisely Network is on track to be ₹100 crore annualized gross profit processing over 33 billion transactions through AI