LATENTVIEW - Latent View
📢 Recent Corporate Announcements
Latent View Analytics Limited has scheduled a small group meeting with analysts and institutional investors on March 18, 2026. The meeting will be held virtually and is intended to discuss industry and company-specific developments. The company has explicitly stated that no unpublished price-sensitive information (UPSI) will be shared during this session. This disclosure is a routine filing under Regulation 30 of SEBI (LODR) Regulations, 2015.
- Small group meeting with investors and analysts scheduled for March 18, 2026.
- The interaction will be conducted via a virtual platform.
- Discussions will focus on industry trends and company developments already in the public domain.
- The company confirmed that no unpublished price-sensitive information will be disclosed.
Latent View Analytics Limited has provided a formal clarification to the National Stock Exchange (NSE) regarding the signing dates of its Q3 FY26 financial results. The company explained that the Board meeting was held in San Jose, USA, on February 1, 2026 (PST), while the statutory auditors signed the documents in Chennai on February 2, 2026 (IST). This 13.5-hour time difference led to the perceived discrepancy in signing dates. The company maintains that all submissions were made within the prescribed SEBI timelines and are in full regulatory compliance.
- Board meeting held in San Jose, USA, commenced at 11:30 A.M. PST on Feb 1, 2026 (01:00 A.M. IST on Feb 2).
- Chairperson A. V. Venkatraman signed standalone and consolidated results at 12:46 P.M. PST on Feb 1, 2026.
- Statutory Auditors Price Waterhouse signed the results in Chennai at 02:27 A.M. IST on Feb 2, 2026.
- The company confirmed that the observed differences in timing are solely attributable to geographical locations of signing parties.
- Clarification confirms compliance with Regulation 33 of SEBI (LODR) Regulations, 2015.
Latent View Analytics Limited has scheduled a virtual one-on-one meeting with Equirus Securities Private Limited on March 10, 2026. The discussion is expected to cover industry trends and company-specific developments that are already in the public domain. The company has confirmed that no unpublished price-sensitive information (UPSI) will be shared during this interaction. This meeting is part of the company's regular investor relations activities to maintain transparency with institutional analysts.
- One-on-one virtual meeting scheduled with Equirus Securities Private Limited on March 10, 2026.
- Discussion limited to industry and company-specific developments already in the public domain.
- No unpublished price-sensitive information (UPSI) will be shared during the session.
- Disclosure made pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
Latent View Analytics Limited has announced a one-on-one meeting with Bellwether Capital Pvt. Ltd scheduled for March 02, 2026. The meeting is set to take place in Chennai and will focus on industry and company-specific developments. The company has clarified that only information already in the public domain will be discussed. This is a voluntary disclosure in compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
- One-on-one meeting scheduled with Bellwether Capital Pvt. Ltd on March 02, 2026.
- The interaction is set to take place at a physical venue in Chennai.
- Discussions will be restricted to industry trends and company developments already in the public domain.
- The company explicitly stated that no unpublished price-sensitive information (UPSI) will be shared.
- The meeting schedule is subject to change based on exigencies from either party.
Latent View Analytics Limited has announced a one-on-one meeting with institutional investor Polen Capital Management LLC scheduled for February 27, 2026. The meeting will be held in Chennai and will focus on industry and company-specific developments that are already in the public domain. This is a voluntary disclosure under SEBI Regulation 30, ensuring transparency regarding institutional interactions. The company has explicitly stated that no unpublished price-sensitive information (UPSI) will be shared during this session.
- One-on-one meeting scheduled with Polen Capital Management LLC on February 27, 2026.
- The interaction venue is set for Chennai and follows a one-on-one format.
- Discussions are restricted to publicly available information and general industry trends.
- Disclosure made voluntarily pursuant to Regulation 30 of SEBI (LODR) Regulations, 2015.
Latent View Analytics Limited has scheduled a virtual one-on-one meeting with WhiteOak Capital Asset Management Ltd on February 17, 2026. The meeting is a voluntary disclosure under Regulation 30 of SEBI (LODR) Regulations, 2015. Discussions will be restricted to industry and company-specific developments that are already in the public domain. The company has explicitly stated that no unpublished price-sensitive information (UPSI) will be shared during this interaction.
- One-on-one virtual meeting scheduled for February 17, 2026.
- Interaction partner is WhiteOak Capital Asset Management Ltd.
- Discussion focused on industry and company developments already in the public domain.
- Disclosure made in compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
- No unpublished price-sensitive information (UPSI) to be shared during the meeting.
Latent View Analytics Limited has scheduled a virtual one-on-one meeting with Alchemy Capital Management Pvt. Ltd. on February 10, 2026. The discussion will center on industry and company-specific developments that are already available in the public domain. The company has clarified that no unpublished price-sensitive information (UPSI) will be shared during this interaction. This is a voluntary disclosure in compliance with SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.
- One-on-one virtual meeting scheduled for February 10, 2026.
- Interaction with institutional investor Alchemy Capital Management Pvt. Ltd.
- Discussion limited to publicly available industry and company developments.
- No unpublished price-sensitive information (UPSI) to be disclosed.
- Voluntary disclosure under Regulation 30 of SEBI (LODR) Regulations, 2015.
LatentView Analytics reported its 12th consecutive quarter of sequential growth, with dollar revenue increasing 5.7% QoQ and rupee revenue up 8%. The company narrowed its FY26 revenue guidance to $119M-$120M, representing 19-20% annual growth. While BFSI and Technology sectors showed strength, CPG/Retail remained flat due to project delays. EBITDA margins were impacted by a one-time INR 4.6 crore Labor Code restructuring cost, but the company maintains a full-year EBITDA margin target of 24%.
- 12th consecutive quarter of sequential growth with dollar revenue up 5.7% QoQ.
- FY26 revenue guidance set at $119M-$120M, implying 19-20% YoY growth.
- BFSI revenue share increased by 4% since the start of the fiscal year, driven by large account penetration.
- One-time Labor Code restructuring cost of INR 4.6 crore (1.6% EBITDA impact) and $200k severance for 40 employees.
- Adjusted EBITDA margin stood at 24.6% after normalizing for one-time regulatory and restructuring costs.
Latent View Analytics has officially released the audio recording of its earnings conference call for the third quarter and nine months ended December 31, 2025. The call, which took place on February 02, 2026, provides management's perspective on the company's financial performance and operational updates. This disclosure is in compliance with SEBI Listing Obligations and Disclosure Requirements. Investors can access the recording via the link provided on the company's official website to gain deeper insights into the business trajectory.
- Audio recording of the Q3 FY26 earnings call is now publicly available on the company website.
- The call discussed financial results for the quarter and nine-month period ending December 31, 2025.
- The meeting with analysts and institutional investors was conducted on February 02, 2026.
- Filing is a routine regulatory requirement under SEBI (LODR) Regulations, 2015.
LatentView Analytics delivered a robust performance in Q3FY26, with revenue from operations growing 22% YoY to ₹2,780 million and PAT increasing 19.1% to ₹508 million. The company achieved a significant milestone in its Financial Services vertical, which saw 105% YoY growth. Adjusted EBITDA margins improved slightly to 23.0%, reflecting favorable operating leverage as the business scales. While growth is strong, client concentration remains high, with the top 5 clients accounting for 61% of total revenue.
- Revenue in USD terms grew 14.9% YoY to $31.3 million, with a 5.7% sequential growth
- Net Profit (PAT) stood at ₹508 million, marking an 11% sequential increase from Q2FY26
- Financial Services vertical demonstrated exceptional momentum with 105% YoY revenue growth
- Adjusted EBITDA margin expanded to 23.0% from 22.5% in the previous quarter
- High client stickiness observed with 75% of revenue coming from clients with 5+ years of relationship
LatentView Analytics delivered a robust Q3FY26 performance with operating revenue reaching ₹2,780 million, representing a 22% YoY growth. The company maintained an adjusted EBITDA margin of 23.0%, despite a one-time ₹46 million hit from new labor code compliance; excluding this, margins would have been 24.6%. Growth was significantly driven by the Financial Services vertical, which surged 20.6% sequentially. Profit After Tax (PAT) grew 18.6% YoY to ₹508 million, marking the 12th consecutive quarter of revenue growth.
- Operating revenue grew 22.0% YoY and 7.9% QoQ to ₹2,780 million in Q3FY26.
- Adjusted EBITDA margin stood at 23.0%, impacted by a ₹46 million one-time labor code catch-up expense.
- Financial Services practice showed exceptional momentum with 20.6% sequential growth.
- Profit After Tax (PAT) increased by 11.0% QoQ to ₹508 million with an EPS of ₹2.43.
- Added 6 new client logos during the quarter, focusing on AI and GenAI-driven solutions.
LatentView Analytics reported a strong performance for Q3 FY26, with consolidated revenue from operations growing 22% YoY to ₹2,780.09 million. Net profit for the quarter reached ₹507.71 million, representing an 11% sequential growth and a 19% year-on-year increase. The company maintained robust growth momentum with 9-month revenue reaching ₹7,715.74 million compared to ₹6,156.66 million in the previous year. Additionally, the board strengthened its governance by inducting Dr. Anindya Ghose into the Risk Management Committee.
- Revenue from operations grew 22% YoY to ₹2,780.09 million in Q3 FY26.
- Consolidated Net Profit (PAT) increased 19.1% YoY to ₹507.71 million.
- Basic EPS improved to ₹2.43 for the quarter, up from ₹2.03 in Q3 FY25.
- Employee benefit expenses stood at ₹1,863.18 million, reflecting continued investment in talent.
- 9M FY26 total income reached ₹8,312.09 million, a significant jump from ₹6,703.76 million in 9M FY25.
Latent View Analytics reported a strong Q3 FY26 with consolidated revenue from operations growing 22% YoY to ₹2,780.09 million. Net profit for the quarter reached ₹507.71 million, up from ₹426.11 million in the previous year, representing a 19.1% growth. On a sequential basis, the company maintained momentum with an 8% QoQ revenue increase and an 11% QoQ rise in PAT. The board also strengthened its Risk Management Committee by inducting Dr. Anindya Ghose as a member.
- Revenue from operations increased 22% YoY to ₹2,780.09 million in Q3 FY26.
- Consolidated Net Profit (PAT) rose 19.1% YoY to ₹507.71 million.
- Nine-month (9M FY26) revenue reached ₹7,715.74 million, a 25.3% increase over 9M FY25.
- Basic Earnings Per Share (EPS) improved to ₹2.43 from ₹2.03 in the year-ago quarter.
- Profit Before Tax (PBT) for the quarter stood at ₹667.81 million, up 19% YoY.
Latent View Analytics Limited has announced its earnings conference call to discuss the financial results for the quarter and nine months ended December 31, 2025. The call is scheduled for Monday, February 02, 2026, at 07:30 PM IST. Senior management, including CEO Rajan Sethuraman and CFO Rajan Venkatesan, will participate to provide insights into the company's performance and outlook. This is a standard regulatory filing following SEBI's disclosure requirements.
- Earnings conference call scheduled for February 02, 2026, at 07:30 PM IST.
- Discussion will focus on financial results for Q3 and the nine-month period ending December 31, 2025.
- Management participants include CEO Rajan Sethuraman and CFO Rajan Venkatesan.
- Universal dial-in numbers for the call are +91 22 6280 1107 and +91 22 7115 8008.
- The company currently serves over 40 Fortune 500 companies with a workforce of 1800+ employees.
Latent View Analytics Limited has filed its quarterly compliance certificate under Regulation 74(5) of the SEBI (Depositories and Participants) Regulations, 2018, for the period ending December 31, 2025. The certificate, provided by Registrar MUFG Intime India Private Limited, confirms that all dematerialization requests were processed and security certificates were mutilated and cancelled as per regulations. The company also highlighted that its entire issued share capital is currently held in dematerialized mode. This is a standard administrative filing ensuring regulatory adherence regarding shareholding records.
- Compliance certificate issued for the quarter ended December 31, 2025.
- Confirmation that 100% of the company's issued share capital is held in demat mode.
- Registrar MUFG Intime India confirmed processing of demat requests within prescribed timelines.
- Verification and cancellation of physical certificates completed as per SEBI guidelines.
Financial Performance
Revenue Growth by Segment
Financial Services practice grew 94% YoY and 30% QoQ in Q2 FY26. Consumer (CPG) vertical grew 23% YoY. Technology vertical is currently growing in high single digits with a target to reach low double digits.
Geographic Revenue Split
Not disclosed in available documents, though the company maintains a global footprint with significant operations and client partners based in the U.S.
Profitability Margins
Reported PAT margin was 16.6% in Q2 FY26, down from 19.5% in Q1 FY26. FY25 Reported PAT margin was 18.9% (INR 173.5 Cr) compared to 22.2% (INR 158.7 Cr) in FY24.
EBITDA Margin
Adjusted EBITDA margin was 22.5% in Q2 FY26 (INR 58.0 Cr), consistent with Q2 FY25. Reported EBITDA margin for Q2 FY26 was 21.8% (INR 56.1 Cr) after accounting for transaction-related retention bonuses.
Capital Expenditure
Not disclosed in available documents; however, the company maintains a healthy cash balance for potential acquisitions in the data engineering and AI space.
Credit Rating & Borrowing
The company is almost debt-free with reduced debt levels. Specific borrowing costs and interest rates are not disclosed.
Operational Drivers
Raw Materials
Human Capital/Talent (100% of service delivery cost). Key costs include transaction-related retention bonuses for Decision Point employees and investments in the AI Center of Excellence.
Capacity Expansion
Workforce capacity includes 165 graduates added recently. Expansion is driven by adding sales and business development bandwidth for the technology vertical and leadership roles.
Raw Material Costs
Employee-related costs are the primary driver. Transaction-related expenses for Decision Point integration were INR 1.9 Cr in Q2 FY26.
Manufacturing Efficiency
Adjusted EBITDA margin of 22.5% reflects strong operational execution and effective cost management. ROCE was 10.2% as of the latest reporting period.
Strategic Growth
Expected Growth Rate
21%
Growth Strategy
Growth is driven by the 'focus account initiative' targeting 27 accounts with 140 identified teams for mining. Integration of Decision Point (contributing ~$4M revenue) and pursuit of acquisitions in AI and Data Engineering are central to the strategy.
Products & Services
Data and analytics consulting, business analytics & insights, advanced predictive analytics, data engineering, digital solutions, and GenAI capabilities.
Brand Portfolio
LatentView Analytics, Decision Point (integrated consumer practice).
New Products/Services
GenAI capabilities and Databricks channel momentum are expected to drive future revenue, with one new account already scaling to a $5M-$6M+ annual run rate.
Market Expansion
Expansion into nearshoring and strengthening the consumer practice through the Decision Point integration.
Market Share & Ranking
1st Analytics company listed on BSE/NSE.
Strategic Alliances
Strong partnership and capability building for the Databricks channel.
External Factors
Industry Trends
Global IT spending is growing at 9.8%, but much is directed to recurring costs. The industry is shifting toward GenAI and specialized data engineering, where LatentView is positioning itself via its AI CoE.
Competitive Landscape
Operates in the highly competitive global data and analytics industry against both boutique firms and large IT service providers.
Competitive Moat
Strong moat through client longevity: 76% of revenue comes from clients served for over 5 years. High switching costs are created by deep integration into client data ecosystems.
Macro Economic Sensitivity
Sensitive to global IT spending, which is projected to reach $5.61 trillion in 2025 (9.8% increase).
Consumer Behavior
Increased demand for RGM (Revenue Growth Management) and predictive analytics in the CPG sector, driving 23% growth in that vertical.
Geopolitical Risks
Exposed to trade policy uncertainty, geopolitical fragmentation, and persistent inflation which may cause cautious stabilization in growth.
Regulatory & Governance
Industry Regulations
Subject to global data privacy laws and financial reporting transparency standards.
Taxation Policy Impact
Effective Tax Rate (ETR) for the group is expected to be between 25% to 26% following the move to the new tax regime in India.
Risk Analysis
Key Uncertainties
Growth stabilization in the technology vertical and the successful realization of synergies from the Decision Point acquisition.
Geographic Concentration Risk
Not disclosed, but heavily weighted toward the U.S. market based on client partner locations.
Third Party Dependencies
High dependency on top 5 clients (60% revenue) and technology partners like Databricks.
Technology Obsolescence Risk
Risk of falling behind in AI/ML; mitigated by investments in GenAI capabilities and the AI Center of Excellence.
Credit & Counterparty Risk
Receivables quality is reflected in 70 debtor days; cash balances remain healthy at INR 1,000+ Cr (implied by balance sheet reserves).