The company has the potential to disrupt the entire digital communication space. This is a very unique model so far..

List price: NSE: Rs. 834.20

Tanla Platforms, formerly Tanla Solutions, faces no competition in the OTP space. Competition is always there in any industry, how many e-commerce companies have entered the space after amazon, and have always been successful. A company with a market capitalization of 8-10,000 crore has passed many hurdles which are essential to become a great company. You have to keep in mind that this is a technology company, not a company that works on an economic logic of marginal costs and capacity expansion. The Company itself is the leader and holds more than 60% market share. But it’s not something that fuels the stock. 10 years ago I bought the same stock but sold out within months. Businesses evolve over the years and so does Tanla. It is in the very promising sector of cloud and blockchain based communication services. This could be very disruptive, as I pointed out earlier. DoT and related things are inevitable because that’s how the tech ecosystem evolves. Regulators follow innovation, regulators rarely innovate products. One of the important points of the company is that it has grown organically. It was never an inorganic strategy to keep adding businesses to the stack to increase revenue. Partnering with Microsoft and other major players in the communication space is a very promising bet.

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Tanla Platforms, formerly Tanla Solutions, faces no competition in the OTP space. Competition is always there in any industry, how many e-commerce companies have entered the space after amazon, and have always been successful. Company with 8-10 thousand…

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