Latent View Analytics Limited — Investor Meet, 03-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

LatentView Analytics reported Q2 FY'26 revenue of ₹257 Cr, up 9.1% QoQ and 23.2% YoY, achieving a ₹1,000 Cr run rate. Adjusted EBITDA margin was 22.5%, with PBT increasing 5.9% YoY to ₹61.7 Cr. The PAT percentage is around 16% due to a higher effective tax rate.

Management raised full-year revenue growth guidance to 19-20% and revised EBITDA margin guidance to 22-23% to fund continued growth investments. Key drivers include the Databricks partnership (targeting $19M this year), AI Center of Excellence, Latin American market expansion, and a nearshore strategy. While the technology vertical's growth is slower (7-8%), new cybersecurity analytics deals and "sell with" initiatives aim to improve performance.

The company is actively investing in AI as a disruptor, leveraging domain expertise and enterprise-scale solutions. Financial services and CPG practices show strong momentum, although Q3 will be a competitive renewal season, especially for tech clients.