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Everyone keeps talking about CPaaS as the next big thing which is an acronym for Communications Platform as a Service (CPaaS).
Is Route Enroute to becoming a Big Player in IT Sector.
#bse #NSE #StockMarket #informationtechnology
Is Route Enroute to becoming a Big Player in IT Sector.
#bse #NSE #StockMarket #informationtechnology
CPaaS -
#Basics A CPaaS is a cloud-based platform that enables developers to add real-time communications features to their own applications without needing to build backend infrastructure and interfaces.
#cpaas #information
#Basics A CPaaS is a cloud-based platform that enables developers to add real-time communications features to their own applications without needing to build backend infrastructure and interfaces.
#cpaas #information
In simple terms - CPaaS is a cloud-based delivery model that lets you add voice, video, & messaging features to your existing business software using an application programming interface. It allows u to pick real-time communications features & embed them in your apps & services 
#TanlaPlatforms Q3 2022 Concall Highlights
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Financial Update
1. Revenue grew 35% year-over-year to ₹884.9Cr
2. EBITDA grew 60% year-over-year to ₹202.8Cr.
3. EBIT grew by 62% YoY.
4. PAT grew 69% year-over-year to ₹158Cr
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Financial Update
1. Revenue grew 35% year-over-year to ₹884.9Cr
2. EBITDA grew 60% year-over-year to ₹202.8Cr.
3. EBIT grew by 62% YoY.
4. PAT grew 69% year-over-year to ₹158Cr
5. EPS grew 70% year-over-year to ₹11.66
6. Customers with revenue > ₹10M+ have grown 36% YoY
7. Customers with revenue > ₹500M contributed 57% in Q3 FY22 as against 49% in Q3 FY21
8. In 9M FY22, they added 237 new customers as against 206 additions in 9M FY21
6. Customers with revenue > ₹10M+ have grown 36% YoY
7. Customers with revenue > ₹500M contributed 57% in Q3 FY22 as against 49% in Q3 FY21
8. In 9M FY22, they added 237 new customers as against 206 additions in 9M FY21
9. Revenue from new customers for 9M FY22 at ₹571 million as against ₹504 million in 9M FY21
Business Update
1. Salary cost is at 14.5% of gross profit in Q3 FY FY22, as against 12.4% in Q3 FY21.
Business Update
1. Salary cost is at 14.5% of gross profit in Q3 FY FY22, as against 12.4% in Q3 FY21.
#Subex is setting the market abuzz with many brokers talking of relisting above 20 Rs - which is across a major 8 year breakout level of around 18.50
#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity
#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity
Will be see a dream run in #Subex post relisting given fundamentals are fast improving for both business operations and balance sheet
See embedded thread for brief history of its turnaround.
#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity #CyberSecurity
See embedded thread for brief history of its turnaround.
#CrunchMetrics #IDCentral #DigitalTrust #IoT #IoTSecurity #CyberSecurity
Typo-plz read “Will be” as “Will we”
I think we will 😊-next 2yrs at #Subex should be similar or better to what #TanlaPlatforms achieved in same time since #Karix acquisition in Aug2018
Cash books are ringing at Subex with good visibility
So watch this space for M&A/BuyBack!!
I think we will 😊-next 2yrs at #Subex should be similar or better to what #TanlaPlatforms achieved in same time since #Karix acquisition in Aug2018
Cash books are ringing at Subex with good visibility
So watch this space for M&A/BuyBack!!
Thought of developing a bit more on comparisons being made between Route and Tanla
Both are in an undeniably hot sector and therefore attracting lot of attention
One needs to b careful while making any loose comparisons of Tanla & Route
(1/n)
#TanlaPlatform #Tanla #RouteMobile
Both are in an undeniably hot sector and therefore attracting lot of attention
One needs to b careful while making any loose comparisons of Tanla & Route
(1/n)
#TanlaPlatform #Tanla #RouteMobile
When one dispassionately looks at both scrips, it can be easily seen that they are miles apart on financials,business operations, promoters, clients, regulatory front
Will list some of the reasons here below for everyone's consideration.
(2/n)
#TanlaPlatform #Tanla #RouteMobile
Will list some of the reasons here below for everyone's consideration.
(2/n)
#TanlaPlatform #Tanla #RouteMobile
While reading this, please take your eyes off the share prices and price action because that doesn't represent value - price largely just represent sentiments.
(1) Route is a recently listed company post IPO in September 2020...(contd..)
(3/n)
#TanlaPlatform #Tanla #RouteMobile
(1) Route is a recently listed company post IPO in September 2020...(contd..)
(3/n)
#TanlaPlatform #Tanla #RouteMobile
H1 results will b a revelation 4 lazy P&L st analysts making YoY compare bt discounting cash flow/EPS
& H2 is seasonally better
Market will do some math for sure- #TanlaPlatforms isn’t 13PE stock (FY21 est) with much high revenues/margins than #RouteMobile which now is at 40PE
& H2 is seasonally better
Market will do some math for sure- #TanlaPlatforms isn’t 13PE stock (FY21 est) with much high revenues/margins than #RouteMobile which now is at 40PE
And the proof is here:
#TanlaPlatforms #Tanla announced stellar results for #Q2FY21 :
Result: bseindia.com/xml-data/corpf…
Presentation: bseindia.com/xml-data/corpf…
PressRelease: bseindia.com/xml-data/corpf…
#TanlaPlatforms #Tanla announced stellar results for #Q2FY21 :
Result: bseindia.com/xml-data/corpf…
Presentation: bseindia.com/xml-data/corpf…
PressRelease: bseindia.com/xml-data/corpf…
