What Drives Latent View’s Consistent Growth Amid Margin Stability in Q2 FY26?
Latent View Analytics, one of India’s leading data analytics and AI consulting firms, reported a resilient Q2 FY26 performance. Despite a marginal dip in sequential profit, the company’s year-on-year growth trajectory continues to remain strong, driven by expansion in financial services and consumer retail verticals. The firm has now achieved its 11th consecutive quarter of growth, signaling sustained demand for advanced data-driven solutions.
The company’s focus on AI-enabled analytics, near-shoring operations, and post-acquisition synergies from Decision Point Consulting have collectively supported its performance this quarter. As enterprises across sectors invest heavily in artificial intelligence and decision automation, Latent View is strategically positioned to benefit.
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Q2 FY26 Financial Performance Overview
Latent View’s consolidated results reflect moderate sequential softness but healthy annual growth. Below is the performance snapshot in line with CDM-2025 Table Engine format:
| Metric | Q2 FY26 | YoY / QoQ Change |
|---|---|---|
| Revenue | ₹257.5 Cr | ↑9% QoQ | ↑23% YoY |
| EBITDA | ₹56.05 Cr | ↑11% QoQ | ↑24% YoY |
| EBITDA Margin | 21.76% | 21.36% QoQ | 21.66% YoY |
| Net Profit | ₹44.3 Cr | ↓13% QoQ | ↑11% YoY |
EBITDA stands for Earnings Before Interest, Tax, Depreciation, and Amortisation — a measure of operational profitability. Despite cost pressures from talent expansion and AI infrastructure, Latent View’s EBITDA growth indicates improved project utilization and higher-value client engagement.
Segment-Wise Insights
The company’s diverse vertical exposure continues to de-risk its portfolio, with strong traction from financial and consumer clients. Here’s how its key segments performed this quarter:
| Segment | QoQ Growth | YoY Growth |
|---|---|---|
| Financial Services | ↑29.9% | ↑94% |
| CPG & Retail | — | ↑23% |
| Other Verticals | Steady | Gradual Expansion |
The firm’s strong performance in Financial Services came from increased analytics adoption by global banks and fintech clients, while Consumer Packaged Goods (CPG) saw synergies from its acquisition of Decision Point Analytics, enabling end-to-end data integration services.
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Peer Comparison in Analytics & Consulting
Comparing Latent View with listed peers shows it remains one of the most profitable pure-play analytics firms in India.
| Company | Revenue Growth (YoY) | EBITDA Margin |
|---|---|---|
| Latent View Analytics | 23% | 21.7% |
| Tata Elxsi | 17% | 28% |
| Affle (India) | 21% | 19% |
| Happiest Minds | 15% | 22% |
Strategic Priorities and AI Focus
Latent View continues to invest in its AI Centre of Excellence (CoE) and Databricks practice to deepen its presence in data engineering and GenAI (Generative AI). The company’s focus on Agentic AI — systems capable of autonomous decision-making — positions it well for next-generation enterprise solutions.
These investments will enable expansion of offerings such as real-time analytics dashboards, machine learning-powered business intelligence, and cloud-native data solutions, allowing clients to shorten decision cycles and improve accuracy.
SWOT Analysis of Latent View Analytics
| Factor | Details |
|---|---|
| Strengths | Strong presence in analytics consulting; long client relationships; high-margin business model. |
| Weaknesses | High client concentration; slower project ramp-up post acquisitions. |
| Opportunities | Global AI adoption; expansion in BFSI analytics; digital transformation tailwinds. |
| Threats | Intensifying competition from IT majors; talent retention challenges; forex volatility. |
Final Verdict
Latent View’s steady financial momentum and increasing share in AI-driven analytics make it a promising mid-cap tech stock. While margin improvement remains moderate, the company’s focus on high-value analytics and near-shoring strategy supports sustainable growth. At current levels, it stands as a long-term growth story for investors seeking exposure to India’s emerging AI economy.
Investor Takeaway
Indian-Share-Tips.com Nifty Expert Gulshan Khera, CFP®, who is also a SEBI Regd Investment Adviser, believes Latent View remains one of the most robust plays in India’s analytics sector. The focus on AI, automation, and data engineering creates a durable business model aligned with global digital priorities. Investors may consider accumulating gradually for long-term compounding potential.
Explore more market-tested insights and analytical stock coverage at Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.
Related Queries on Latent View Analytics
- How Is Latent View Expanding Its AI and Data Analytics Offerings?
- What Does Latent View’s Decision Point Acquisition Mean for Growth?
- Is Latent View a Good Long-Term Investment in the AI Sector?
SEBI Disclaimer: The information provided in this post is for informational purposes only and should not be construed as investment advice. Readers must perform their own due diligence and consult a registered investment advisor before making any investment decisions. The views expressed are general in nature and may not suit individual investment objectives or financial situations.
