Latent View Analytics Ltd — earnings calls

LatentView Analytics reported Q1 FY27 revenue of about INR 287 crores, up 21.6% year-on-year but down 0.6% quarter-on-quarter, with dollar revenue declining 3.5% sequentially to USD 30.3 million. Management attributed the sequential decline to one-off project shrinkage in the consumer goods practice, a full-quarter impact from insourcing at a large tech account, and a client-specific volume discount in the BFSI vertical. The company retained its full-year revenue growth guidance of 12% and its adjusted EBITDA margin guidance of 20-21% for the current quarter, citing planned investments in a new Chief Technology and AI Officer function.

LatentView Analytics reported that FY26 revenue crossed the Rs 1,000 crore mark, with full-year growth of about 19-20% and EBITDA of about 23%, in line with earlier guidance. Management described AI-related work as roughly half of last year's revenue, with 28% having AI directly visible to clients and another 21% embedded, and detailed a large technology account shrinkage of $6.5-7 million that was partly offset by growth in BFSI and CPG retail. For FY27, management outlined visibility of 12-13% organic growth at the start of the year with an expectation to add further through the year, alongside guidance of 21-22% EBITDA margin.