Any current/future new fundraising through debt or equity?

There is no mention of any current or planned future fundraising through debt or equity in the provided transcript. The management discusses focusing on organic and inorganic growth primarily via acquisitions in the data engineering space but does not indicate raising new capital through debt or equity markets. They emphasize managing margins and generating operating leverage through growth and investments rather than external fundraising. The company has already made an acquisition (Decision Point) and is focusing on integration and synergies. No explicit statements about fundraising plans we

Any current/future capex/capital investment/strategic investment?

Latent View is actively investing in building capabilities, particularly in data engineering, with a focus on the Databricks platform. Investments include expanding the alliances team, training and certifying personnel, and developing solutions hosted on Databricks. The company is doubling down on nearshore centers like Latin America to serve North American clients, enhancing talent access and cost efficiency. They are focusing on strategic acquisitions, such as the recent Decision Point acquisition, aiming to supplement organic growth and build capabilities in data engineering and product inn

Future growth expectations in sales/revenue/volumes?

Latent View Analytics aims to double its revenue to $200-$220 million by FY27/FY28, roughly 2.5x growth from IPO levels. Revenue for FY25 is guided between $100 million to $105 million on a pro forma basis. Growth driven by expansion in AI, ML, advanced analytics (currently ~1/3 of business) and data engineering (currently ~20%, targeted to reach 35-40%). Significant growth expected in BFSI, Retail, and CPG verticals, alongside strong presence in technology and digital native sectors. Investments in marketing analytics and global capability centers to accelerate growth. Inorganic growth via ac

Future growth expectations in earnings/operating earnings/profits/EPS?

Latent View aims to double revenue to $200-$220 million by FY27/FY28, approx. 2.5x growth since IPO. EBITDA margins improving: Q2 FY25 adjusted EBITDA margin at 22.5%, expected to rise to 24-25% in H2 FY25. Margin profile of 24-25% expected to maintain with revenue doubling over next two years. Investments in growth areas like data engineering and AI/ML solutions expected to drive incremental revenues and operating leverage. Operating leverage anticipated as current investment levels can sustain $25-$50 million growth without significant incremental spend. Focus on increasing average revenue p

Current/ Expected Orderbook/ Pending Orders?

Latent View Analytics recently won its largest-ever single statement of work deal, valued at over $3.5 million annually. Another substantial deal worth approximately $1 million to $1.5 million with a CPG company is in the pipeline. Multiple other significant deals are expected to materialize soon, indicating a positive outlook on order inflow. The company’s revenue guidance of $100 million to $105 million for FY25 does not depend heavily on an improved demand environment, reflecting confidence in current orderbook and pipeline. The managed services model, which accounts for 70% of work, offers

Latent View Analytics LtdQ2 FY25IT - Software

Latent View Analytics Ltd Q2 FY25 Earnings Call Analysis

Revenue, margin, capex, fundraise and order book outlook from management commentary.

Price: ₹234P/E: 25.8Market Cap: ₹5.0K CrSector: IT - Software

Management growth scorecard

Revenue

Category 2

Margin

Category 1

Fundraise

N/A

Order

N/A

Capex

Yes

2 of 3 growth signals are positive.

Full analysis

Revenue guidance

Category 2

Latent View Analytics aims to double its revenue to $200-$220 million by FY27/FY28, roughly 2.5x growth from IPO levels.
Revenue for FY25 is guided between $100 million to $105 million on a pro forma basis.
Growth driven by expansion in AI, ML, advanced analytics (currently ~1/3 of business) and data engineering (currently ~20%, targeted to reach 35-40%).
Significant growth expected in BFSI, Retail, and CPG verticals, alongside strong presence in technology and digital native sectors.
Investments in marketing analytics and global capability centers to accelerate growth.
Inorganic growth via acquisitions, particularly in data engineering and Databricks partnerships, to supplement substantial organic growth.
Recent large deals (e.g., $3.5 million per year contract) demonstrate improved deal sizes and demand recovery.
Length and tenure of client engagements expected to increase with more multi-year managed services contracts.
Revenue growth supported by innovation accelerators driving non-linear revenue per employee improvements.

Margin guidance

Category 1

Latent View aims to double revenue to $200-$220 million by FY27/FY28, approx. 2.5x growth since IPO.
EBITDA margins improving: Q2 FY25 adjusted EBITDA margin at 22.5%, expected to rise to 24-25% in H2 FY25.
Margin profile of 24-25% expected to maintain with revenue doubling over next two years.
Investments in growth areas like data engineering and AI/ML solutions expected to drive incremental revenues and operating leverage.
Operating leverage anticipated as current investment levels can sustain $25-$50 million growth without significant incremental spend.
Focus on increasing average revenue per employee through solution accelerators and non-linearity in effort versus revenue.
Revenue from clients with relationships over 5 years contributes 76%, indicating stable contract renewals supporting steady earnings.
M&A and inorganic growth, especially in data engineering and Databricks focus, are supplementary growth drivers.

See what Latent View Analytics Ltd management said on margin guidance — free account, 30 seconds.

Fundraise plans

There is no mention of any current or planned future fundraising through debt or equity in the provided transcript.
The management discusses focusing on organic and inorganic growth primarily via acquisitions in the data engineering space but does not indicate raising new capital through debt or equity markets.
They emphasize managing margins and generating operating leverage through growth and investments rather than external fundraising.
The company has already made an acquisition (Decision Point) and is focusing on integration and synergies.
No explicit statements about fundraising plans were made during the Investor Day 2024 session.

Order book

Latent View Analytics recently won its largest-ever single statement of work deal, valued at over $3.5 million annually.
Another substantial deal worth approximately $1 million to $1.5 million with a CPG company is in the pipeline.
Multiple other significant deals are expected to materialize soon, indicating a positive outlook on order inflow.
The company’s revenue guidance of $100 million to $105 million for FY25 does not depend heavily on an improved demand environment, reflecting confidence in current orderbook and pipeline.
The managed services model, which accounts for 70% of work, offers predictable and renewed engagements with most contracts lasting 1-3 years or longer, supporting steady order backlog.
Over 76% of revenue comes from client relationships exceeding five years, suggesting high renewal rates and a stable order foundation.

See what Latent View Analytics Ltd management said on order book — free account, 30 seconds.

Capex plans

Yes

Latent View is actively investing in building capabilities, particularly in data engineering, with a focus on the Databricks platform.
Investments include expanding the alliances team, training and certifying personnel, and developing solutions hosted on Databricks.
The company is doubling down on nearshore centers like Latin America to serve North American clients, enhancing talent access and cost efficiency.
They are focusing on strategic acquisitions, such as the recent Decision Point acquisition, aiming to supplement organic growth and build capabilities in data engineering and product innovation.
Continued investment in solution building and accelerators to enhance revenue per employee and non-linearity in revenues and margins.
Support for growth in global capability centers, especially in analytics for subscale and expanding organizations.
Overall, the investment strategy balances growth initiatives with maintaining operating leverage, supporting a target of doubling revenues in 2-3 years.

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