Latent View Analytics LtdQ4 FY24

Latent View Analytics Ltd Q4 FY24 Earnings Call Analysis

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

Price: ₹220.24P/E: 23.4Market Cap: ₹4.6K CrSector: IT - Software

Management growth scorecard

Revenue

Category 3

Margin

Category 3

Fundraise

N/A

Order

Yes

Capex

Yes

2 of 4 growth signals are positive.

Full analysis

Revenue guidance

Category 3
  • Expecting FY25 organic growth similar to FY24 (~18%-20%), with cautious optimism due to macroeconomic uncertainties.
  • Sequential quarterly growth expected at 5%-6% in Q1, with momentum picking up to 6%-8% and possibly 10% in later quarters.
  • Long-term vision targets a 25%-30% CAGR over the next 3 to 5 years, supported by market potential and strategic investments.
  • Growth driven by investments and partnerships in Generative AI, Microsoft Fabric ecosystem, NVIDIA partnership, and marketing analytics.
  • Expansion into Consumer Packaged Goods (CPG) and Financial Services verticals expected to increase their revenue contribution to ~20% each within 24 months.
  • Acquisition of Decision Point to bolster CPG growth and add new capabilities; inorganic revenue will add on top of organic growth.
  • Pipeline is growing but conversion and larger opportunities still evolving; cautious but optimistic on improving deal closures.

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

Fundraise plans

  • No explicit mention of any new fundraising through debt or equity in the current or future period.
  • The company utilized IPO proceeds for acquisitions, such as the Decision Point acquisition, funded partly from IPO funds (Rs. 147 crores) and partly from internal cash accruals (around Rs. 180 crores).
  • Cash and cash equivalents excluding IPO proceeds stood at Rs. 1,100+ crores as of March 31, 2024, indicating strong internal liquidity to support operations and acquisitions.
  • There is no indication of plans for fresh equity or debt issuance in the near term; funding appears to be managed through IPO proceeds and internal accruals.
  • The management focuses on organic growth and acquisitions funded through existing resources without current need for additional capital raising.

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

Capex plans

Yes
  • LatentView plans to continue investing incrementally in capability building, solution development, and marketing spend, particularly in new areas like Generative AI, NVIDIA partnership, and Microsoft Fabric ecosystem to drive future growth and innovation.
  • The company has made inorganic investments, notably the acquisition of Decision Point, which expands its presence in the Consumer Packaged Goods (CPG) sector and opens up new markets like Latin America.
  • The Decision Point acquisition was funded through IPO proceeds and internal cash accruals.
  • Investments are focused on building long-term growth momentum, with some being front-ended in the first half of the year to set up for FY26 and FY27.
  • No significant new incremental headcount addition in go-to-market functions is planned; focus is on solutioning and marketing investments instead.

Track Latent View Analytics Ltd — get its next earnings analysis in your feed

How does Latent View Analytics Ltd rank vs peers in IT - Software?

Pro feature
ThisLatent View Analytics Ltd
Rev 3Mar 3

How does Latent View Analytics Ltd rank in IT - Software?

Compare Latent View Analytics Ltd against every IT - Software company (Q4 FY24) on revenue, margins and earnings-call signals.

View IT - Software leaderboard →

Others in IT - Software this season

  • 3i Infotech Ltd (Q2 FY27)

    Q2 FY27 consolidated operating revenue: ₹182.0 crore, up 4.1% YoY from ₹174.9 crore in Q2 FY26. Key investor presentation takeaways from 3i Infotech Ltd's Q2 FY

  • InfoBeans Tech. (Q2 FY27)

    3,780 Lakhs increase, approximately 30.1% growth . Key investor presentation takeaways from InfoBeans Technologies Ltd's Q2 FY27 investor presentation — and how

  • Hexaware Technologies Ltd (Q2 FY27)

    USD 411.9 million (+4.3% YoY, +1.6% QoQ) . Key investor presentation takeaways from Hexaware Technologies Ltd's Q2 FY27 investor presentation — and how it ranks

  • Zensar Technologies Ltd (Q2 FY27)

    Year-on-year revenue growth: 2.0% in constant currency, 11.5% in INR terms . Key investor presentation takeaways from Zensar Technologies Ltd's Q2 FY27 investor

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →