Latent View Analytics Ltd Q3 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 5 Aug 2026 | IT - Software | Market Cap: ₹6.1K Cr
LatentView aims to grow revenue from about $120 million currently to $200 million by FY '28, requiring close to 30% growth annually. LatentView targets achieving $200 million revenue by FY '28, up from about $120 million currently, implying strong growth.
From Latent View Analytics Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹278
Market Cap
₹6.1K Cr
P/E Ratio
31.2
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Latent View Analytics Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹289 Cr, net profit ₹55 Cr.
Full financials →📊 Revenue & Sales Performance
- →LatentView aims to grow revenue from about $120 million currently to $200 million by FY '28, requiring close to 30% growth annually.
- →Growth will be driven by organic expansion and M&A, especially investments in AI/agentic technology companies and partnerships.
- →Financial services and consumer goods verticals are expected to grow faster, becoming larger shares of revenue.
- →Technology vertical may see slight contraction due to client-specific consolidation and reprioritization but expected to recover with AI infrastructure investments.
- →Renewals remain strong with price increases in key accounts, despite one large client consolidating work leading to a $5-6 million annualized revenue shortfall.
- →Databricks-related revenue is expected to grow from $16-17 million towards $50 million in a few years.
- →Investment in innovation, senior roles, and go-to-market efforts is planned to support growth.
📈 Profitability & Margins
- →LatentView targets achieving $200 million revenue by FY '28, up from about $120 million currently, implying strong growth.
- →The growth trajectory aimed is close to 30% annually to meet this $200 million goal.
- →EBITDA margins are expected to remain around 24%, with potential short-term pressure due to front-loaded investments.
- →EPS growth is anticipated to be strong, outpacing revenue growth due to operational leverage and tax benefits such as the ESOP exercise.
- →FY '26 adjusted EBITDA margin targeted near 24%, with Q4 margins expected around 24.5%-25%, aided by severance tailwinds and lower visa costs.
- →Renewals are generally strong, with pricing increases secured in key accounts, supporting stable future earnings.
- →Investments in AI, R&D, and M&A are expected to support sustainable long-term profit growth despite some margin expansion constraints.
🏗️ Capital Expenditure Plans
💰 Fundraising & Capital Structure
- →The transcript does not explicitly mention any current or planned new fundraising through debt or equity.
- →There is a focus on growth investments to reach $200 million revenue, which includes organic growth, innovation, go-to-market investments, and some M&A activity.
- →The company has been cautious on M&A spending due to market uncertainties but plans a multipronged inorganic growth approach, including acquisitions in agentic AI technology.
- →No direct statement or indication about raising new debt or equity capital is provided in the excerpts.
📋 Order Book & Pipeline
- →The company has a strong pipeline with 30+ leads through its Databricks partnership with a 30-35% expected conversion rate.
- →Databricks-linked revenue for the current year is around $1.7 million, contributing about 10% of the total $16-17 million Databricks revenue.
- →Multiple small-value projects in the CPG vertical (e.g., with a large beverage manufacturer) have faced timing delays but are expected to close in Q4.
- →Robust renewals overall, except for one large technology account facing $5-6 million annualized revenue reduction due to client consolidation.
- →Visibility exists for significant contract renewals and extensions with a large financial services account expected to bring in $10+ million next year.
- →Focus on diamond accounts with potential to expand current $10 million revenue per account to $150 million over the next two years.
- →Anticipates organic growth supplemented by targeted acquisitions and investment in AI and Databricks capabilities to close an $80 million revenue gap by FY '28.
Key Metrics
Frequently Asked Questions
What were Latent View Analytics Ltd Q3 FY26 results?
LatentView aims to grow revenue from about $120 million currently to $200 million by FY '28, requiring close to 30% growth annually. LatentView targets achieving $200 million revenue by FY '28, up from about $120 million currently, implying strong growth.
What is Latent View Analytics Ltd share price analysis?
Latent View Analytics Ltd currently shows a neutral. The stock trades at a P/E of 31.2 with a market cap of ₹6,104 Cr. Investors should review the full earnings analysis for detailed insights.
Is Latent View Analytics Ltd planning capital expenditure?
LatentView plans investments on AI Center of Excellence (AICOE) and R&D to build forward-looking solutions.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.