Latent View Analytics Limited – Investor Presentation Summary
Key Operational Highlights
- Global workforce: 1,800+ employees across North America, LATAM, APAC, UK and EU
- 9 new logos added in the quarter
- 3.0% existing clients growth on LTM (Last Twelve Months) basis
- 97 clients serviced in LTM Q2FY27 (up from 96 in LTM Q1FY27)
- Client concentration: 6 clients over ₹500 Mn, 12 clients ₹100-500 Mn, 10 clients ₹50-100 Mn, 68 clients under ₹50 Mn
- Employee split by function represents only FTE workforce
Key drivers of operational performance:
AI CoE talent redeployed to billable roles, reducing CoE cost as % of revenue to 2.6%
Segment-wise Performance
Revenue by industry vertical:
- Industrials vertical revenue growth: +21.4% QoQ, +68.8% YoY
New key client wins by industry:
- Retail & CPG: Agentic AI-powered content intelligence platform development for leading apparel manufacturer
- Technology: Data platform modernization for global tech manufacturing leader
- Financial Services: Enterprise data architecture modernization for global financial services and insurance company
Financial Highlights
- Revenue growth: 4.5% YoY (USD terms)
- Revenue growth since FY23: 1.85x
- Revenue CAGR from FY23: 19.3%
- Adjusted EBITDA margin: 23.0% (0.7 percentage points vs FY25)
- Reported basic EPS: 13% growth vs FY25
Geographical Revenue Split
Global delivery footprint:
- North America: 248 employees, 57 clients (San Jose, Seattle, New York, Detroit, Dallas, Orlando, Toronto)
- APAC: 1,496 employees, 15 clients (Bengaluru, Chennai, Gurgaon, Singapore)
- EU & UK: 7 employees, 4 clients (London, Dublin, Munich)
Strategic & R&D Initiatives
Strategic priorities for next three years:
- Data engineering powered by Databricks: Foster innovation and best practices in partnership with Databricks
- Deepening client relationships: Identify diamond accounts by potential value tier and deepen relationships
- AI embedded across business: Core team embedding all facets of AI into business processes with sustained investment in talent upskilling
Industry Trends & Business Environment
Recent industry recognition:
- Top Databricks Services Partners - AIM PeMa Quadrant 2026 Leader
- ISG Provider Lens - Retail-CPG & Supply Chain Analytics 2025 Leader
- Best Firms Certification for AI Engineers and Data Engineers - AIM Research
- Forrester Wave - Marketing Measurement & Optimization Q1 2026 Strong Performer
- Retail Technology Innovation Hub Award - AI & Payments RTIH 2026 Winner
- Great Place to Work Certified 2025-26 (4th consecutive year)
Management Commentary & Growth Outlook
Company achieved FY26 milestone: Revenue crossed ₹1,000 Cr+
Twenty years of compounding with three deliberate shifts
Looking ahead to strategic priorities for next three years