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Latent View Analytics Limited — Investor Presentation 2025
Oct 24, 2025
59599_rns_2025-10-24_65a434ef-7f4a-4829-a53f-2a902aac94cd.pdf
Investor Presentation
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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
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Q2FY26
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24 October 2025
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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.
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Turning Back the Clock
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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.
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Technology Fast 500 Asia Pacific 2009 & Technology Fast 50 India 2012
Analytics Solutions Provider of the Year 2017
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$100 Mn milestone reached in FY25
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Key strategic positions for the next 3 years
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Deepening Client Relationships Identification of diamond accounts based on potential value tiers, working on deepening client relationships to enable accelerated growth.
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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.
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AI Strategy
Core team driving the embedding all facets of AI into business processes, with investment in talent upskilling for advanced analytics and AI.
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Key Focus areas over next 3 years
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Continue Driving Impact through Scalable GenAI Solutions
Empower Business Transformation with LatentViewʼs RAISE, delivering GenAI-driven solutions.
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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.
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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.
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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.
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Expand Marketing Analytics for deeper client insights
Drive a Data-Driven Marketing Model to enhance product, channel, and customer experience strategies.
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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.
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Recognition & Impact Across Borders
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Preferred data and analytics partner to Fortune 500 companies
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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 @ 202526
2025 Finalist Cypher 2025
New logos added
KEY TECHNOLOGY PARTNERSHIPS
7.2% QoQ
Growth in USD
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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.
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Financial Momentum & Outlook
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Revenue growth from year of listing (in $Mn)
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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.
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Comparison Quarter-on-Quarter (8 quarters) & Year Ended (3 fiscal years) (figures in ₹Million)
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| 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 |
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| 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% |
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Adjusted EBITDA Margin Movement - Q1 to Q2FY26
Others include: Higher spends in visa and marketing costs . during the quarter
Q2FY26
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Performance Pulse: Revenue, Workforce & Client Success
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Revenue by Industry and Functions
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6.0% 3.0%
4.0%
3.0%
6.0%
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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%
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Operating Metrics
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Includes clients of inorganic business w.e.f Q1 FY26
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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%
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Employee Metrics
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Leading the way for our growth
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Fueled by Strong Governance
Executive Directors Independent Directors ANINDYA RAGHUTTAMA VENKAT GHOSE RAO VISWANATHAN Chairperson DIPALI REED SHETH CUNDIFF PRAMADWATHI JANDHYALA MUKESH BUTANI
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Experience behind the wheel
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RAJAN SETHURAMAN Chief Executive Officer RAJAN BALA VENKATESAN Chief Financial Officer REMADEVI THOTTATHIL Chief Human Resources Officer
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Thank You
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Srinivasan P | [email protected] Ernst & Young LLP, Investor Relations Diwakar Pingle | [email protected] Asha Gupta | [email protected]
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