India · Delayed Price · Currency is INR Latent View Analytics Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY26 saw robust sequential growth, with strong financial services and tech performance, and EBITDA margins improving to 24.6% (adjusted). FY26 revenue is guided at $119–$120 million, with investments in AI and leadership to drive future growth.
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Q2 FY26 saw 23.2% YoY revenue growth, strong momentum in financial services and CPG, and robust Databricks and AI-driven wins. EBITDA margin guidance was revised to 22%-23% to support growth investments, with a raised revenue outlook of 19%-20% for FY26.
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Q1 FY26 saw 32% revenue growth year-over-year, led by financial services and Decision Point, with strong order book and pipeline supporting 18%-19% annual growth guidance. Margins were impacted by wage hikes and investments in AI and Databricks, but are expected to normalize.
Fiscal Year 2025
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The meeting highlighted strong revenue growth, successful integration of Decision Point Analytics, and a clear three-year strategy focused on AI, key accounts, and Databricks partnership. Shareholders' questions were addressed on competitive positioning, R&D, and future plans.
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Revenue grew 22% year-over-year, surpassing $100 million, with strong gains in tech and financial services. GenAI and Databricks partnerships are driving future growth, while CPG/retail faces headwinds. FY26 guidance targets 18-19% revenue growth and 23% EBITDA margin.
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Q3 FY25 saw strong revenue and margin growth, driven by large deal wins, robust BFSI performance, and expansion in generative AI services. CPG and LATAM face headwinds, but the company maintains a positive outlook with conservative guidance and ongoing strategic investments.
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Revenue has doubled since FY21, with strong EBITDA margins and a target to double again by FY27/28, driven by AI/ML, data engineering, and expansion in BFSI and CPG. Recent acquisitions and partnerships are expected to accelerate growth and operating leverage.
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Q1 FY25 saw 21% year-on-year revenue growth, driven by existing accounts and a strong GenAI pipeline, though margins were impacted by wage hikes and one-off costs. The Decision Point acquisition is expected to boost sectoral synergies, with FY25 revenue growth guided at 16%-18%.