AI Summary
✦ ClarthaTanla Platforms is an information technology company providing cloud communication platforms to enterprises. Wisely drives API-led digital interactions, while messaging-as-a-platform and Surbo support automated business communications. Trubloq, Wisely Anti-Phishing, and Wisely Consent address spam protection, phishing prevention, and regulatory compliance. Revenue grew 9.7% year-on-year, but the available update offers no operating catalyst beyond continued platform adoption. Profit growth was only 0.4%, despite stable margins, indicating limited earnings conversion from topline expansion. ROE is unavailable, while debt-to-equity of 2.12 implies leverage can amplify reported returns and financial risk. At 15.3 times earnings, valuation appears fair relative to the sector, rather than demanding a growth premium. The open question is whether Wisely-led security and consent products can accelerate profit growth without increasing leverage or compressing margins.
Valuation Metrics
Trading 1.5% below historical median. Valuation is stable — currently in the undervalued zone (z-score: -0.34). Confidence: 72%.
Live forward EPS implies next-12-month EPS of ₹44.75. Applying the stock's normalized valuation corridor produces a fair range of ₹578.17 to ₹961.68, with base value near ₹702.57 (+9.8% vs current price).
Live forward estimate anchored to the company's historical valuation corridor.
Forward EPS
₹44.75
Forward P/E
14.3x
Base Fair Value
₹702.57
Fair Range
₹578.17 - ₹961.68
Upside To Base
+9.8%
Estimate Source
Live forward EPS
Growth Estimate
+22.2%
5Y Average
19.35
Current
15.46
Overvalued
21.49
Undervalued
12.92
5Y Average
2.30
Current
1.84
Overvalued
2.64
Undervalued
1.95
5Y Average
13.61
Current
10.87
Overvalued
15.86
Undervalued
10.28
Peers & Comparison
Sector: Information Technology · Theme: Software Services
| Company | Rev. Growth | Margin | P/E | vs Avg | 52W Perf. |
|---|---|---|---|---|---|
BLACK BOX LIMITED BBOXSoftware Services | +9.5% | 3.4% | 59.8x Premium | +15% vs avg | +49.6% |
TATA ELXSI LIMITED TATAELXSISoftware Services | +14.5% | 16.7% | 36.1x Undervalued | -30% vs avg | -32.2% |
C.E. INFO SYSTEMS LIMITED MAPMYINDIASoftware Services | +14.9% | 28.0% | 40.3x Undervalued | -22% vs avg | -44.9% |
CYIENT LIMITED CYIENTSoftware Services | +21.3% | 5.0% | 25.1x Undervalued | -52% vs avg | -26.5% |
NEWGEN SOFTWARE TECH LTD NEWGENSoftware Services | +11.2% | 19.5% | 25.4x Undervalued | -51% vs avg | -35.0% |
L&T TECHNOLOGY SER. LTD. LTTSSoftware Services | +2.6% | 11.7% | 29.7x Undervalued | -43% vs avg | -14.1% |
RATEGAIN TRAVEL TECHN LTD RATEGAINSoftware Services | +188.8% | 10.5% | 56.8x Fair | +10% vs avg | +99.1% |
PINE LABS LIMITED PINELABSSoftware Services | +19.6% | 4.5% | 140.8x Premium | +172% vs avg | -35.5% |
TANLA PLATFORMS LIMITED trades at a discount (15.3x vs peer avg 51.8x), suggesting potential undervaluation relative to the Software Services cohort. Peers include BLACK BOX LIMITED, TATA ELXSI LIMITED, C.E. INFO SYSTEMS LIMITED — selected based on business model, industry classification, market cap similarity, and business theme alignment.
Financials
Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.
Latest revenue
₹215 CrMar 2026Latest net profit
₹3.89 CrMar 2026Latest EPS
₹0.29Mar 2026Net margin
-0.4%Mar 2026Performance
Bars show revenue and net profit. The line shows net margin.
- Revenue
- Net income
- Net margin %
Earnings
Revenue is shown in crores. EPS is rupees per share.
- Revenue
- EPS
Revenue to profit conversion
Bridge from operating numbers to profit for the latest reported period.
Latest reported period: Mar 2026
Debt level and coverage
Debt, cash and free cash flow compared on the same crore scale.
- Debt
- Free cash flow
- Cash & equivalents
Results
| Metric | Mar 2023 | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 255 | 247 | 238 | 263 | 264 | 240 | 223 | 204 | 187 | 167 | 169 | 193 | 215 |
| Expenses | 235 | 233 | 228 | 252 | 242 | 217 | 205 | 195 | 184 | 160 | 166 | 190 | 215 |
| Operating Profit | 18.25 | 12.11 | 8.47 | 8.61 | 19.5 | 20.53 | 16.22 | 7.63 | 0.39 | 4.75 | 1.72 | 1.2 | -0.95 |
| OPM % | 7.15% | 4.9% | 3.55% | 3.28% | 7.4% | 8.56% | 7.27% | 3.73% | 0.21% | 2.85% | 1.02% | 0.62% | -0.44% |
| Other Income | 2.26 | 2.1 | 56.71 | 4.1 | 74.76 | 7.08 | 87.39 | 6.82 | 204 | 54.25 | 6.82 | 84.09 | 10.66 |
| Interest | 0.09 | — | 6.27 | 6.27 | 6.2 | 6.2 | 6.27 | 6.27 | 3.87 | 3.21 | 3.25 | 3.25 | 3.18 |
| Depreciation | 1.71 | 1.75 | 1.81 | 2.05 | 2.04 | 2.03 | 2.09 | 2.08 | 2.06 | 1.88 | 1.84 | 1.83 | 1.77 |
| Profit before tax | 20.42 | 14.21 | 58.91 | 6.44 | 88.06 | 21.41 | 97.34 | 8.18 | 200 | 55.79 | 5.29 | 82.04 | 6.53 |
| Tax % | 19.74% | 26.32% | 3.75% | 28.88% | 8.11% | 20.5% | 4.21% | 36.8% | 0.7% | 6.31% | 40.64% | 2.88% | 40.43% |
| Net Profit | 16.39 | 10.47 | 56.7 | 4.58 | 80.92 | 17.02 | 93.24 | 5.17 | 199 | 52.27 | 3.14 | 79.68 | 3.89 |
| EPS in Rs | 1.34 | 0.78 | 4.22 | 0.33 | 6.02 | 1.27 | 6.94 | 0.39 | 14.81 | 3.89 | 0.24 | 6.03 | 0.29 |
All values in Rs. Crore unless otherwise stated. Source: CMIE Prowess, Quarterly Interim Standalone.