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Earnings Call

Latent View Analytics Earnings Call: Key Takeaways

LatentView closed FY26 with a material 19-20% revenue growth, achieving its 1,000 crore revenue milestone. While technology headwinds hit a top client, strong BFSI and CPG performance maintained guidance-aligned results.

Highlights
Revenue growth24.3% YoY growth driven by BFSI and CPG acquisition integration.
MarginsEBITDA at 24.1% for Q4; FY27 margins expected to stabilize lower.
Order bookHigh visibility pipeline covering 12-13% growth before adding in-year wins.
Demand visibilityStrong traction in agentic AI and cloud migration across enterprise clients.
Management confidenceOptimistic on AI and DataBricks partnership despite specific technology account headwinds.

Growth

Revenue grew 24.3% YoY in INR terms; organic growth excluding Decision Point acquisition was 18.2%.

Outlook

Guided FY27 revenue growth of 18-20% and EBITDA margins between 21-22% after upfront AI investments.

Risks

Top client revenue shrinkage of $7M due to leadership shifts and vendor consolidation remains a concern.

Source

Earnings Call filed with BSE, NSE: LATENTVIEW. Summary written with AI assistance from the document.

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Latent View Analytics Ltd: key numbers

Share price
₹243.75
Market cap
₹5,048 Cr
Revenue (annual)
₹1,060 Cr
Net profit (annual)
₹198.1 Cr
P/E (TTM)
25.8×Sector 22.1×
Promoter holding
65.10%+0.00% QoQ
FII holding
2.12%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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