Latent View Analytics Limited — Investor Meet, 08-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

LatentView Analytics posted 4.4% QoQ organic revenue growth in Q4, closing FY25 with 22% organic growth plus Decision Point’s contribution, surpassing $100M revenue. EBITDA margin stayed near 23%, with EPS up 9.3%. Financial services grew 60% YoY; Consumer Goods showed softness due to tariff-related issues, expected to improve in H2 FY26.

GenAI/Agentic AI now drives 8-10% of revenue, targeting ~16%, supported by a new Center of Excellence. The Databricks partnership gained traction with 250 certified pros and 25+ clients, aiming for $50M revenue in 3 years. Nearshoring expanded in Canada/Mexico.

Focus is on 25+ large Fortune 500 accounts to drive 90%+ growth, emphasizing deeper penetration and cross-selling. Data engineering contributes ~19% of revenue, expected to exceed 30%. FY26 revenue growth guidance is 18-19% with 23%+ EBITDA margin, confident despite short-term tariff headwinds in CPG/retail.