Latent View Analytics Limited has informed the Exchange about Transcript
LATENTVIEW · price
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Latent View Analytics crossed INR 1,000 crores revenue milestone in FY26 with 19-20% full-year growth in line with guidance. The company reported strong AI traction with 28% of revenues coming from AI projects where the AI component is directly visible to clients, and another 21% with AI under the hood. The BFSI vertical grew 80%+ YoY and contributed $18 million in annual revenue. However, the technology vertical faced headwinds with a $6.5-7 million revenue shrinkage in one large account due to consolidation and work being moved in-house. The company also invested in Healtheon (healthcare agentic solutions) and is evaluating inorganic acquisition opportunities in the Databricks ecosystem. For FY27, management has visibility for 12-13% growth at the beginning of the year and is targeting 18-20% growth with ongoing investments in AI capabilities and senior hires.
The stock should benefit from strong AI positioning, growing BFSI exposure, and geographic diversification, but technology vertical headwinds may partially offset these gains. Margin expansion appears limited as investments in AI talent continue.