Latent View Analytics Limited has informed the Exchange about Transcript
LATENTVIEW · price
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On the reaction day the stock moved 1.8 pts less than Nifty Smallcap 250 and 1.6 pts less than its Computers - Software & Consulting peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.
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Latent View Analytics reported Q2 FY26 operating revenue of INR 257 crores, up 9.1% quarter-on-quarter and 23.2% year-on-year (on a like-for-like basis with Decision Point consolidated), marking the 11th consecutive quarter of sequential revenue growth and crossing the INR 1,000 crore annualised run rate. The company raised its full-year revenue growth guidance from 18-19% to 19-20%, but cut its EBITDA margin guidance from 23-24% to 22-23% to fund additional investments in Databricks, AI Centre of Excellence, and sales bandwidth. Financial services grew ~94% YoY and CPG grew 23% YoY, while the technology vertical remained sluggish with only 7-8% visibility, though management hopes to reach low double digits. Databricks revenue is tracking from $11M last year to a target of $19M+ this year (on a $50M 3-year goal), and GenAI/agentic work has already clocked $5.5M with another $7M in pipeline.
Positive for growth narrative but mixed for near-term profitability — investors get stronger top-line conviction and pipeline visibility, but the deliberate margin compression signals an investment-heavy phase. The technology vertical softness and upcoming Q3 renewals remain key watchpoints, while M&A activity in data engineering and AI could be a forward catalyst.