LATENTVIEWBSELatent View Analytics LtdMediumNeutral
Announced Mon, 25 May · 19:49 IST

Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the transcript of the Earnings Call held on Monday, May 18, 2026, ....

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

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Price reaction · full curve 14 horizons · vs prior close
-1.9%1-day move
₹321.95
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₹321.95
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AI summary

Latent View Analytics crossed INR 1,000 crores revenue milestone in FY26, growing approximately 2.2x since IPO over 3 years. The company reported 17% YoY revenue growth in USD for Q4 FY26 with adjusted EBITDA at 24.1%. Nearly half (49%) of their work now involves AI, with 28% being primary AI visible to clients. BFSI vertical showed exceptional 80%+ growth and now contributes 16% of revenue, while technology vertical declined from 70% to 55% of revenue mix due to a $6.5-7 million shrinkage in one large account. Databricks partnership generated $17.5 million in FY26 revenue (up from $12 million). The company is actively pursuing offshore/nearshore migration for better margins and investing in AI capabilities including potential CTO hire.

Likely market impact

The company is guiding for 18-20% organic growth in FY27, though near-term visibility is only 12-13% with pipeline expected to build through the year. BFSI and Consumer verticals are expected to do heavy lifting while technology recovers. Margin pressures from technology headwinds are being offset by favorable forex and offshore migration.