Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

Latent View Analytics Limited Investor Presentation 2025

Oct 24, 2025

59599_rns_2025-10-24_65a434ef-7f4a-4829-a53f-2a902aac94cd.pdf

Investor Presentation

Open in viewer

Opens in your device viewer

==> picture [560 x 99] intentionally omitted <==

October 24, 2025

BSE Limited Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai-400 001. Scrip Code: 543398

National Stock Exchange of India Limited Exchange Plaza, C-1, Block G, Bandra Kurla Complex Bandra East, Mumbai 400 051 Scrip Symbol: LATENTVIEW

Dear Sir/Madam,

Sub: Investor Presentation on the Unaudited Financial Results for the quarter and half year ended September 30, 2025.

Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, we have enclosed herewith the Investor Presentation on the Unaudited Financial Results of the Company for the quarter and half year ended September 30, 2025, that will be circulated to the Investors/ Analysts for the Earnings Call scheduled on October 27, 2025 at 09:30 AM IST.

This announcement is also made available on website of the company i.e., https://www.latentview.com/.

This is for your information and records.

Thanking you,

For Latent View Analytics Limited

PARTHASAR Digitally signed by PARTHASARATHY ATHY SRINIVASAN SRINIVASAN Date: 2025.10.24 21:44:20 +05'30'

P. Srinivasan

Company Secretary and Compliance Officer

==> picture [575 x 127] intentionally omitted <==

==> picture [336 x 127] intentionally omitted <==

Q2FY26

==> picture [510 x 540] intentionally omitted <==

24 October 2025

==> picture [106 x 25] intentionally omitted <==

Safe Harbour

This presentation and the accompanying slides (the “Presentationˮ), which have been prepared by Latent View Analytics Ltd. (the “Companyˮ), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all the information that you may consider material.

Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Companyʼs market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the companyʼs ability to successfully implement its strategy, the Companyʼs future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Companyʼs market preferences and its exposure to market risks, as well as other risks. The Companyʼs actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections.

2

==> picture [163 x 104] intentionally omitted <==

==> picture [111 x 26] intentionally omitted <==

Turning Back the Clock

==> picture [373 x 512] intentionally omitted <==

Organizational growth through key evolutionary stages

2007 - 2014

2015 - 2020

2021 - Present

Established foundational projects and strategic partnership with Microsoft

Develop industry specific verticals to enhance relevance and expertise

Transitioned to a public company, unlocking new growth opportunities and enhancing brand visibility.

Leadership strengthened with the appointment of a growth-focused CEO to drive strategic direction.

Enhanced operational maturity and expanded client offerings through specialized services.

Strengthened data and AI capabilities through strategic acquisitions, positioning for future innovation.

==> picture [78 x 18] intentionally omitted <==

==> picture [121 x 19] intentionally omitted <==

==> picture [167 x 38] intentionally omitted <==

Technology Fast 500 Asia Pacific 2009 & Technology Fast 50 India 2012

Analytics Solutions Provider of the Year 2017

==> picture [82 x 38] intentionally omitted <==

==> picture [106 x 25] intentionally omitted <==

$100 Mn milestone reached in FY25

4

Key strategic positions for the next 3 years

==> picture [55 x 55] intentionally omitted <==

Deepening Client Relationships Identification of diamond accounts based on potential value tiers, working on deepening client relationships to enable accelerated growth.

==> picture [55 x 55] intentionally omitted <==

Enhance Data Engineering through Databricks Partnership

Foster data engineering innovation and best practices in partnership with Databricks, empowering clients with cutting-edge cloud data solutions.

==> picture [55 x 55] intentionally omitted <==

AI Strategy

Core team driving the embedding all facets of AI into business processes, with investment in talent upskilling for advanced analytics and AI.

==> picture [106 x 25] intentionally omitted <==

5

==> picture [106 x 25] intentionally omitted <==

Key Focus areas over next 3 years

==> picture [39 x 39] intentionally omitted <==

Continue Driving Impact through Scalable GenAI Solutions

Empower Business Transformation with LatentViewʼs RAISE, delivering GenAI-driven solutions.

==> picture [39 x 40] intentionally omitted <==

Grow Nearshore Centers for improved client support

Strengthen client proximity and support through expanded nearshore centers at Canada, Mexico and LATAM, enhancing delivery efficiency and client responsiveness.

==> picture [39 x 39] intentionally omitted <==

Enhance Data Engineering through Databricks partnership

Foster data engineering innovation and best practices in partnership with Databricks, empowering clients with cutting-edge cloud data solutions.

==> picture [40 x 40] intentionally omitted <==

Increase APAC presence with GCC to capture regional demand

Expand India GCC hubs with a focused charter for rapid scaling, meeting growing demand, & enhancing regional expertise to support client need.

==> picture [40 x 39] intentionally omitted <==

Expand Marketing Analytics for deeper client insights

Drive a Data-Driven Marketing Model to enhance product, channel, and customer experience strategies.

==> picture [40 x 40] intentionally omitted <==

Invest in Talent Upskilling for advanced analytics and AI

Accelerate talent growth with L&D partnerships and in-house bootcamps, building a skilled, scalable workforce for future.

6

==> picture [163 x 104] intentionally omitted <==

==> picture [111 x 26] intentionally omitted <==

Recognition & Impact Across Borders

==> picture [373 x 512] intentionally omitted <==

Preferred data and analytics partner to Fortune 500 companies

==> picture [106 x 25] intentionally omitted <==

==> picture [624 x 381] intentionally omitted <==

----- Start of picture text -----

INDUSTRY RECOGNITION OF OUR WORK IN FY25
Over 1600
Global Footprint
Marketing Measurement Retail-CPG & Supply Agentic AI Service Providers
& Optimization Services Chain Analytics 2025 Leader
4.2% 2025 Landscape 2025 Leader PeMa Quadrant
Yearly revenue growth
from existing customers
CSCMP EDGE Most Innovative Use of Great Place to Work
4 3Vs Business Innovation Award AI in Service Delivery Minsky Award @ 202526
2025 Finalist Cypher 2025
New logos added
KEY TECHNOLOGY PARTNERSHIPS
7.2% QoQ
Growth in USD
----- End of picture text -----

==> picture [297 x 381] intentionally omitted <==

8

==> picture [106 x 25] intentionally omitted <==

Driving success for our clients across the globe

NORTH AMERICA NORTH AMERICA NORTH AMERICA
Client serviced 48
Seattle
Detroit
Employees : 223
Toronto London
Dublin

Munich
San Jose New York EU & UK
Dallas Orlando Client serviced: 8
Employees: 5
Gurgaon APAC
Mexico City Bengaluru Chennai
Client serviced: 15
Employees: 1418
Singapore
LATAM
Client serviced: 7
Employees:25
Santiago

Our 1,650 workforce across NORTH AMERICA, LATAM, APAC, UK, and EU, seamlessly supporting our clients through a combination of Onshore, Nearshore, and Offshore delivery models.

9

==> picture [163 x 104] intentionally omitted <==

==> picture [111 x 26] intentionally omitted <==

Financial Momentum & Outlook

==> picture [373 x 512] intentionally omitted <==

Revenue growth from year of listing (in $Mn)

==> picture [106 x 25] intentionally omitted <==

CAGR  19.3% Grown by 2.02x since FY22, driven by strong relationships with our top customers . 76% of our revenue today comes from clients we have been served for over 5 years . Our Financial Services and Consumer verticals grew in revenue by 94% and 23% YoY respectively.

11

Comparison Quarter-on-Quarter (8 quarters) & Year Ended (3 fiscal years) (figures in ₹Million)

==> picture [106 x 25] intentionally omitted <==

Period Operating Revenue ₹Mn Adjusted EBITDA Adjusted EBITDA % Reported PAT Reported PAT % Basic EPS
FY25 8,479 2,012 23.7% 1,735 18.9% 8.45
FY24 6,407 1,360 21.2% 1,587 22.2% 7.73
FY23 5,388 1,451 26.9% 1,554 26.1% 7.71

12

On a quarterly basis On a quarterly basis
Key Performance Metric Q2FY25 Q1FY26 Q2FY26 YoY Growth % QoQ Growth % FY24 FY25 YoY Growth %
Revenue in $ Mn 24.9 27.6 29.6 18.8% 7.2% 77.7 100.3 29.1%
Total Revenue from Operations 2,090 2,360 2,575 23.2% 9.1% 6,407 8,479 32.3%
Other Income 226 234 186 17.7% 20.5% 737 689 6.5%
Total Income 2,316 2,594 2,761 19.2% 6.5% 7,144 9,168 28.3%
Adjusted EBITDA 470 523 580 23.5% 11.0% 1,360 2,012 47.8%
Adjusted EBITDA% 22.5% 22.2% 22.5% 0.0% 0.4% 21.1% 23.7% 2.5%
Less: Transaction related expense 17 19 19 - - - - -
Reported EBITDA 453 504 561 23.9% 11.4% 1,360 1,957 43.8%
Reported EBITDA% 21.7% 21.4% 21.8% 0.1% 0.4% 21.1% 23.1% 1.8%
Reported PBT 583 620 617 5.9% 0.4% 1,970 2,287 16.1%
Reported PBT% 25.2% 23.9% 22.3% 2.8% 1.5% 27.6% 25.0% 2.6%
Reported PAT 399 506 457 14.6% 9.6% 1,586 1,735 9.4%
Reported PAT% 17.2% 19.5% 16.6% 0.7% 2.9% 22.2% 18.9% 3.3%
Reported Basic EPS 1.94 2.46 2.15 10.8% 12.6% 7.73 8.45 9.3%
Reported Diluted EPS 1.92 2.45 2.14 11.5% 12.7% 7.68 8.41 9.5%

13

==> picture [106 x 25] intentionally omitted <==

Adjusted EBITDA Margin Movement - Q1 to Q2FY26

Others include: Higher spends in visa and marketing costs . during the quarter

Q2FY26

14

==> picture [163 x 104] intentionally omitted <==

==> picture [111 x 26] intentionally omitted <==

Performance Pulse: Revenue, Workforce & Client Success

==> picture [373 x 512] intentionally omitted <==

==> picture [106 x 25] intentionally omitted <==

Revenue by Industry and Functions

==> picture [922 x 319] intentionally omitted <==

----- Start of picture text -----

6.0% 3.0%
4.0%
3.0%
6.0%
----- End of picture text -----

16

==> picture [820 x 466] intentionally omitted <==

----- Start of picture text -----

Operating Metrics
LTM
Q1FY26
100 LTM 3 Over ₹500Mn
Q1FY26
12 ₹100 to ₹500Mn
CLIENTS
SERVICED
11 ₹50 to ₹100Mn
74 Under ₹50Mn
53 Over ₹500Mn
27 ₹100 to ₹500Mn
REVENUE MIX
(in %)
Client Concentration Q1FY26
8 ₹50 to ₹100Mn
Top 5 Clients 62%
11 Under ₹50Mn
Top 10 clients 75%
Top 20 clients 86%
----- End of picture text -----

Operating Metrics

17

Includes clients of inorganic business w.e.f Q1 FY26

==> picture [884 x 540] intentionally omitted <==

----- Start of picture text -----

Operating Metrics
LTM LTM
Q1FY26 Q2FY26
98 LTM 3 4 Over ₹500Mn
Q2FY26
12 12 ₹100 to ₹500Mn
CLIENTS
SERVICED
10 8 ₹50 to ₹100Mn
97 LTM
Q1FY25
72 75 Under ₹50Mn
53 58 Over ₹500Mn
28 25 ₹100 to ₹500Mn
REVENUE
MIX (in %)
Client Concentration Q1FY26 Q2FY26
8 6 ₹50 to ₹100Mn
Top 5 Clients 62% 60%
11 12 Under ₹50Mn
Top 10 clients 75% 74%
Top 20 clients 86% 85%
----- End of picture text -----

18

==> picture [106 x 25] intentionally omitted <==

Employee Metrics

==> picture [654 x 430] intentionally omitted <==

19

==> picture [163 x 104] intentionally omitted <==

==> picture [111 x 26] intentionally omitted <==

Leading the way for our growth

==> picture [373 x 512] intentionally omitted <==

==> picture [106 x 25] intentionally omitted <==

Fueled by Strong Governance

Executive Directors Independent Directors ANINDYA RAGHUTTAMA VENKAT GHOSE RAO VISWANATHAN Chairperson DIPALI REED SHETH CUNDIFF PRAMADWATHI JANDHYALA MUKESH BUTANI

21

==> picture [106 x 25] intentionally omitted <==

Experience behind the wheel

==> picture [107 x 106] intentionally omitted <==

==> picture [107 x 106] intentionally omitted <==

==> picture [107 x 106] intentionally omitted <==

RAJAN SETHURAMAN Chief Executive Officer RAJAN BALA VENKATESAN Chief Financial Officer REMADEVI THOTTATHIL Chief Human Resources Officer

22

==> picture [336 x 127] intentionally omitted <==

==> picture [353 x 77] intentionally omitted <==

----- Start of picture text -----

Thank You
----- End of picture text -----

Srinivasan P | [email protected] Ernst & Young LLP, Investor Relations Diwakar Pingle | [email protected] Asha Gupta | [email protected]

==> picture [511 x 540] intentionally omitted <==