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Investor Presentation

Latent View Analytics Investor Presentation: Key Takeaways

LatentView reports Q1FY27 revenue of $30.3Mn (up 9.9% YoY) with an Adjusted EBITDA margin of 20.4%. Strategy focuses on Data engineering (Databricks) and embedding AI across business lines.

Highlights
Revenue growth9.9% YoY in USD; 21.6% YoY in INR.
MarginsEBITDA margin compressed to 20.4% from 24.1% in Q4FY26.
Order book7 new logos added this quarter.
Demand visibilityStrong momentum in Financial Services vertical (+110% YoY).

Growth

Revenue grew 21.6% YoY in INR terms to ₹2,869Mn; however, PAT declined 6.9% YoY to ₹471Mn due to wage hikes.

Outlook

Targeting accelerated growth through 'diamond accounts' and scaling AI capabilities. FY26 milestone of ₹1,000Cr+ revenue already crossed.

Risks

Margins impacted by annual wage hikes and client-specific insourcing; significant revenue concentration in North America (90%).

Last quarter's promises, checked

Delivered

  • Guided 19-20% FY26 growth → delivered 19-20% (= BEAT)
  • Guided 23-24% FY26 EBITDA → delivered 23% (= BEAT)
  • Guided ₹1,000Cr revenue milestone → delivered ₹1,000Cr+ (= BEAT)

Partly delivered

  • Guided 60%+ Databricks growth → delivered 45.8% ($12M to $17.5M) (= PARTIAL)

Missed

  • Guided 24.1% Q4 EBITDA to sustain → delivered 20.4% (= MISS)
  • Guided 18-20% organic growth visibility → delivered 9.9% USD growth (= MISS)
Source

Investor Presentation filed with BSE, NSE: LATENTVIEW. Summary written with AI assistance from the document.

Read the document ↗

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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