Latent View Analytics , a leading data analytics and digital solutions provider, has reported strong financial results for the second quarter, showcasing robust growth across key verticals and raising its full-year guidance.

Financial Highlights

• Total operating revenue reached INR 257.00 crores, marking a 9.1% quarter-on-quarter growth and a 23.2% year-on-year increase.
• The company achieved its 11th consecutive quarter of sequential revenue growth.
• EBITDA margin stood at 21.8% on a reported basis and 22.5% on an adjusted basis.
• Full-year revenue growth guidance raised from 18-19% to 19-20%.

Vertical Performance

Financial Services

• Demonstrated exceptional growth with a 94% year-on-year increase and 30% sequential growth.
• Driven by new client wins in the last 12 months, with one account expected to reach $5.00-6.00 million annually.

Consumer Goods

• Reported 23% year-on-year growth, including the integrated DecisionPoint business.
• Expected to grow 28% year-on-year for the full fiscal year.

Technology

• Experiencing some sluggishness with expected growth of 7-8%.
• Company aims to reach low double-digit growth in this vertical.

Strategic Initiatives

1. Databricks Partnership:

   • Generated $1.40 million in new wins this quarter.
   • Expected to exceed $19.00 million in Databricks-related revenue this year, up from $11.00 million last year.
   • Developing SAP-related capabilities on the Databricks platform.

2. AI Center of Excellence:

   • Expanding capabilities in generative AI and agentic frameworks.
   • Already generated $5.50 million in AI-related revenue with another $7.00 million in pipeline.

3. Latin American Expansion:

   • Exploring opportunities in banking and financial services sectors.

4. Nearshore Strategy:

   • Proactively addressing potential visa restrictions.
   • Aim to increase nearshore support from 20+ to 100 people over the next 12 months.

Outlook

Latent View Analytics remains optimistic about its growth trajectory, with a focus on leveraging AI capabilities and strategic partnerships to drive expansion. The company's diversified approach across verticals and its investment in emerging technologies position it well for continued success in the evolving data analytics landscape.

CEO Rajan Sethuraman commented, "We are pleased with our performance this quarter and the momentum we're seeing across our key growth drivers. Our investments in AI and partnerships like Databricks are yielding positive results, and we're confident in our ability to deliver value to our clients in an increasingly AI-driven market."

As Latent View Analytics enters its crucial renewal season in Q3, the company remains cautiously optimistic, balancing growth aspirations with market realities and client expectations for efficiency and innovation.

Latent View Analytics , a data analytics and digital solutions provider, has announced an upward revision in its annual revenue growth forecast and adjusted its financial guidance for the year. The company shared these updates during a recent conference call following the release of its financial results for the quarter and half-year ended September 30, 2025.

Key Financial Updates

Revenue Growth and Long-Term Targets

Latent View has increased its annual revenue growth forecast from 18-19% to 19-20%, indicating a more optimistic outlook for the company's performance. Despite this near-term adjustment, the company has maintained its three-year revenue target of $200-220 million through FY28, suggesting confidence in its long-term growth trajectory.

EBITDA Margin Adjustment

While raising its revenue growth expectations, Latent View has slightly lowered its EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) margin guidance for the year. The new guidance of 22-23% is down from the previous 23-24%. The company attributes this adjustment to ongoing growth investments, which may impact profitability in the short term but are likely aimed at supporting long-term expansion.

Additional Financial Insights

Latent View provided further clarity on its financial outlook:

1. Tax Rate: The company expects its tax rate to stabilize at 25-26%.
2. Operating Expenses: Quarterly operating expenses are projected to remain between INR 30-33 crores.

Investor Communication

In line with regulatory requirements, Latent View Analytics has been transparent in its communication with investors. The company published newspaper advertisements of its financial results on October 25, 2025, in Business Standard and Makkal Kural. Additionally, an audio recording of the earnings call discussing the Q2 FY26 results has been made available on the company's website, as disclosed in a filing to the stock exchanges.

These updates provide investors and stakeholders with a comprehensive view of Latent View's financial performance and future expectations. The company's proactive approach in revising guidance and maintaining clear communication channels underscores its commitment to transparency in financial reporting.