Planview
Planview is a Private Indian company incorporated in 1989 and based in Karnataka, India. Planview operates in IT & Software (NIC 72200) with authorized capital of —. RegisterKaro's Compliance Health Score for the company is 30/100 (grade F), reflecting a weak compliance posture.
Planview - Cloud based enterprise collaboration software for project management. Acquired by TPG. Raised a total funding of $25M over 2 rounds from 4 investors.
Quick facts
Directors
LockedDirectors, DINs & appointment history for Planview.
- Incorporation Documents
- Change in Directors & Designated Partner
- Board Resolutions
- Financial Statements & Annual Filings
- Charge Documents (Summary)
MCA Filings
Locked| Form | FY | Filed | Due | Delay | Status |
|---|---|---|---|---|---|
| AOC-4 | FY2024-25 | 30 Oct 2024 | 30 Oct 2024 | +18d | filed |
| MGT-7 | FY2024-25 | 25 Nov 2024 | 29 Nov 2024 | 0d | filed |
| AOC-4 | FY2023-24 | 30 Oct 2023 | 30 Oct 2023 | 0d | filed |
| MGT-7 | FY2023-24 | 27 Nov 2023 | 29 Nov 2023 | 0d | filed |
| AOC-4 | FY2022-23 | 30 Oct 2022 | 30 Oct 2022 | 0d | filed |
| MGT-7 | FY2022-23 | 22 Nov 2022 | 29 Nov 2022 | 0d | filed |
Full MCA filing history for Planview.
- Incorporation Documents
- Change in Directors & Designated Partner
- Board Resolutions
- Financial Statements & Annual Filings
- Charge Documents (Summary)
Charges
Locked| Charge ID | Holder | Amount | Created | Status |
|---|---|---|---|---|
| 251546759 | State Bank of India(Bank) | ₹14.72 Cr | 04 Jul 2022 | Open |
| 917599452 | HDFC Bank Ltd(Bank) | ₹16.87 Cr | 19 Sep 2022 | Open |
| 721890922 | HDFC Bank Ltd(Bank) | ₹4.75 Cr | 19 Sep 2020 | Open |
| 544782066 | Kotak Mahindra Bank Ltd(Bank) | ₹8.83 Cr | 12 Mar 2019 | Open |
| 365442701 | Axis Bank Ltd(Bank) | ₹7.79 Cr | 27 Jan 2019 | Open |
| 940038350 | State Bank of India(Bank) | ₹15.49 Cr | 27 Jan 2020 | Open |
Charge IDs, lenders & amounts for Planview.
- Incorporation Documents
- Change in Directors & Designated Partner
- Board Resolutions
- Financial Statements & Annual Filings
- Charge Documents (Summary)
Financial Performance
Locked| FY | Revenue | PAT | Net Worth | Total Assets | Employees |
|---|---|---|---|---|---|
| FY2024-25 | ₹4.82 Cr | ₹31.56 L | ₹3.70 Cr | ₹6.08 Cr | 327 |
| FY2023-24 | ₹4.21 Cr | ₹24.43 L | ₹1.82 Cr | ₹4.33 Cr | 90 |
| FY2022-23 | ₹3.93 Cr | ₹27.28 L | ₹2.03 Cr | ₹5.14 Cr | 293 |
| FY2021-22 | ₹3.19 Cr | ₹23.59 L | ₹3.15 Cr | ₹4.84 Cr | 115 |
Audited financials & ratios for Planview.
- Financial Summary & Charts
- Income Statement, Balance Sheet, Cashflow
- Profitability, Liquidity & Growth Ratios
- Audited Financial Statement (AOC-4)
Detailed Financials
Locked| Line item | FY2024-25 | FY2023-24 | FY2022-23 | FY2021-22 |
|---|---|---|---|---|
| Income statement | ||||
| Revenue from operations | ₹4.82 Cr | ₹4.21 Cr | ₹3.93 Cr | ₹3.19 Cr |
| Other income | ₹9.51 L | ₹3.94 L | ₹8.61 L | ₹5.47 L |
| Total income | ₹4.92 Cr | ₹4.25 Cr | ₹4.01 Cr | ₹3.24 Cr |
| Total expenses | ₹4.51 Cr | ₹3.94 Cr | ₹3.66 Cr | ₹2.94 Cr |
| Profit before tax | ₹41.03 L | ₹31.76 L | ₹35.46 L | ₹30.67 L |
| Profit / (Loss) after tax | ₹31.56 L | ₹24.43 L | ₹27.28 L | ₹23.59 L |
| Balance sheet | ||||
| Equity / Net worth | ₹3.70 Cr | ₹1.82 Cr | ₹2.03 Cr | ₹3.15 Cr |
| Borrowings | ₹1.15 Cr | ₹51.57 L | ₹98.47 L | ₹71.53 L |
| Current liabilities | ₹98.99 L | ₹86.25 L | ₹1.43 Cr | ₹68.47 L |
| Total liabilities | ₹2.37 Cr | ₹2.51 Cr | ₹3.11 Cr | ₹1.68 Cr |
| Current assets | ₹2.47 Cr | ₹1.85 Cr | ₹1.96 Cr | ₹2.53 Cr |
| Cash & equivalents | ₹29.93 L | ₹54.15 L | ₹39.21 L | ₹58.75 L |
| Total assets | ₹6.08 Cr | ₹4.33 Cr | ₹5.14 Cr | ₹4.84 Cr |
| Employees | 327 | 90 | 293 | 115 |
Audited financials & ratios for Planview.
- Financial Summary & Charts
- Income Statement, Balance Sheet, Cashflow
- Profitability, Liquidity & Growth Ratios
- Audited Financial Statement (AOC-4)
Compounded Annual Growth Rate
Locked| Metric | Latest value | 1Y CAGR | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|
| Revenue | ₹4.82 Cr | +17.2% | +7.6% | +7.5% |
| Profit after Tax | ₹31.56 L | -1.1% | +7.3% | +22.0% |
| Net Worth | ₹3.70 Cr | -8.7% | +1.6% | +12.4% |
| Employees | 327 | +33.2% | +25.6% | +1.8% |
Audited financials & ratios for Planview.
- Financial Summary & Charts
- Income Statement, Balance Sheet, Cashflow
- Profitability, Liquidity & Growth Ratios
- Audited Financial Statement (AOC-4)
Financial Ratios
Locked| FY | Revenue | PAT | PAT margin | Rev growth | ROE | ROA | D/E | Rev/emp |
|---|---|---|---|---|---|---|---|---|
| FY2024-25 | ₹4.82 Cr | ₹31.56 L | +6.55% | -1.35% | +8.52% | +5.19% | 0.31 | ₹1.47 L |
| FY2023-24 | ₹4.21 Cr | ₹24.43 L | +5.80% | -12.97% | +13.42% | +5.64% | 0.28 | ₹4.68 L |
| FY2022-23 | ₹3.93 Cr | ₹27.28 L | +6.95% | +8.81% | +13.42% | +5.31% | 0.48 | ₹1.34 L |
| FY2021-22 | ₹3.19 Cr | ₹23.59 L | +7.39% | +11.22% | +7.48% | +4.88% | 0.23 | ₹2.77 L |
Audited financials & ratios for Planview.
- Financial Summary & Charts
- Income Statement, Balance Sheet, Cashflow
- Profitability, Liquidity & Growth Ratios
- Audited Financial Statement (AOC-4)
Cap Table & Shareholding
Locked| Category | Shareholders | Shares held | % |
|---|---|---|---|
| Promoters | 4 | 1,36,82,580 | 70.26% |
| Institutional Investors | 1 | 17,30,507 | 8.89% |
| Public & Others | 33 | 40,61,083 | 20.85% |
Promoter, institutional & public holding for Planview.
- Incorporation Documents
- Change in Directors & Designated Partner
- Board Resolutions
- Financial Statements & Annual Filings
- Charge Documents (Summary)
Peer Benchmark
8 peersEvents & timeline
2External data sources
7 plannedGSTIN Registrations
Per-state GSTINs + GSTR-1/3B filing cadence + turnover bracket. PAN-keyed scrape.
MSME Payment Delays
Half-yearly disclosure of payments delayed beyond 45 days to MSME suppliers.
Related Party Transactions
Counterparty, nature, transaction value. Inter-company loans, sales, royalty.
Credit Ratings
Long-term + short-term ratings, with rationale on rating actions.
Trademarks
Applied, registered, opposed. Class numbers + status.
Patents
Applications and grants. Inventor names + filing dates.
Legal Cases
Ongoing + past litigations the entity is party to.
Each source is wired as a separate ingestion adapter behind the scraper. Live status flips per CIN as records land.