BSECompany Update3d ago · 6 Nov 2026, 09:04 pm

Pursuant to Regulation 30 read with Part A of Schedule III and 46(2)(oa) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the transcript of the Earnings Call held on Monday, November 02, 2026, post-announcement of the financial results of the company for the quarter and half year ended September 30, 2026.

Latent View Analytics Ltd · 543398

✦ AI Summary▲ PositiveResults

Latent View Analytics Ltd has reported a 2% sequential growth in dollar terms for Q2 FY27, with broad-based growth across its business segments, including automotive, financial services, CPG, and retail. The company is seeing good traction in AI and is scaling its business across the board, with efficiency and productivity improvements. Despite headwinds in the technology sector, the company is confident in its medium- to long-term growth prospects and is actively working on balancing its portfolio to mitigate these risks.

Analysis Scores

Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk3/10
Liquidity Impact9/10
Market Sentiment8/10

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Latent View Analytics Ltd - 543398 - Announcement under Regulation 30 (LODR)-Earnings Call Transcript

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November 06, 2026 The BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block G, Dalal Street, Mumbai-400 001. Bandra Kurla Complex, Bandra East, Scrip Code: 543398 Mumbai 400 051 Scrip Symbol: LATENTVIEW Dear Sir/Madam, Sub: Transcript of Earnings Call for the quarter and half year ended September 30, 2026, held on November 02, 2026 Pursuant to Regulation 30 read with Part A of Schedule III and 46(2)(oa) of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the transcript of the Earnings Call held on Monday, November 02, 2026, post-announcement of the financial results of the Company for the quarter and half year ended September 30, 2026. The transcript is also available on the Company’s website at https://www.latentview.com/investor-relations/. This is for your information and records. Thanking you, For Latent View Analytics Limited P. Srinivasan Company Secretary and Compliance Officer Membership No. FCS 11519 “Latent View Analytics Limited Q2 FY27 Earnings Conference Call” November 02, 2026 MANAGEMENT: MS. SONAL RAMRAKHIANI – CHIEF EXECUTIVE OFFICER MR. RAJAN SETHURAMAN – STRATEGIC ADVISOR TO CHIEF EXECUTIVE OFFICER MR. RAJAN VENKATESAN – CHIEF FINANCIAL OFFICER MODERATOR: MR. PRATIK JAGTAP – E&Y LLP, INVESTOR RELATIONS Latent View Analytics Limited November 02, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Latent View Analytics Limited Q2 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Mr. Pratik Jagtap from E&Y, Investor Relations. Thank you, and over to you, sir. Pratik Jagtap: Thank you, Anam. Good morning, everyone, and welcome to Q2 FY27 Earnings Call of Latent View Analytics Limited. The results and presentation have already been mailed to you, and you can view them on the website, www.latentview.com. In case anyone does not have the copy of press release and presentation, or you are not marked in the mail, please do write to us, and we will be happy to send you the same. To take us through the results today and to answer your questions, we have with us CEO of the company, Sonal Ramrakhiani; Strategic Adviser to the CEO, Rajan Sethuraman, to whom we will be referring as Rajan; and CFO of the company, Rajan Venkatesan, to whom we will be referring as Raj. This is just to avoid confusion while doing the transcript. We will start the call with brief update by Sonal, which will be then followed by Raj, who will take us through the financial performance. After the management remarks, we will open the floor for Q&A session. As usual, I would like to remind you that anything that is mentioned on the call that reflects any outlook for the future or which can be construed as a forward-looking statement must be viewed in conjunction with the risks and uncertainties that we face. These risks and uncertainties are included but not limited to what we have mentioned in the prospectus filed with SEBI and subsequent annual report that you can find on our website. Having said that, I will now hand over the floor to the management. Over to you, Sonal. Sonal Ramrakhiani: Thank you so much, Pratik, and thanks, everybody, for joining the call, and good morning to everybody. Happy to report our Q2 results. And as we've shared, we are back on the growth trajectory. We have reported a 2% sequential growth in dollar terms. And glad to share that the growth was broad- based. We are seeing good traction in our automotive business and the gains that we've seen in the past in financial services continue and CPG and retail is also showing good signs. Specifically, I did want to call out that AI continues to be an important growth lever. It is scaling across our business. We are seeing efficiency and productivity improve across the board. And we continue to leverage top-tier technology and as well as invest on the ecosystem partnerships. So fairly positive feedback from customers on the AI support that we've been providing and the way that we've been working on accelerating their adoption. We have called out that in the short term, and especially in the context of the macroeconomic sentiment, maybe the midterm elections in the U.S., which is our largest market, and I'm sure all of you are familiar with the headwinds that we're seeing in the technology sector. Some of our largest customers have announced some changes over the last couple of weeks. While on the tech side, we are seeing that, we are fairly confident in our medium- to long-term growth prospects. And working actively on balancing the portfolio in order to buffer some of the headwinds that we are seeing on the tech side. Page 2 of 20 Latent View Analytics Limited November 02, 2026 So, we will continue to invest for the future. We are investing in our sales and go-to-market channels, continuing to expand our geographic presence. Europe will be an important area for us to grow in. And specifically, we had called out investment last quarter as well in terms of the CTAIO function. So that is something that we're doing as far as senior leadership investment to advance our overall technology and AI offerings. I'll talk a little bit about our plan slightly longer term and then deep dive a little more on Q2 and some of the key client wins and some of the specifics that we're seeing as far as AI is concerned. So fundamentally, from a strategic perspective we have put together a fairly detailed plan around our growth aspirations of $200 million in two years. That's something we'll come back to you separately on to deep dive and share specifics. But basically, there are three specific growth levers from a revenue perspective. We will continue to deepen our customer relationships with the existing customers that we have, but also at the same time, broaden those relationships, which means more of cross-sell. There is a fair bit of activity and initiatives that we have started emphasizing further on and deep diving into as far as making sure that our pyramid of accounts and the growth from the top 5 is also replicated in the next set of accounts. So, there's lots more emphasis on that. And at the same time, our teams have started working on emphasizing more on multiyear programs and ensuring less dependence on a few customers. Rebalancing across industries is something that, again, is part of our strategic tenet. So, you've already seen financial services has yielded good results. We are continuing to invest in that. Consumer goods, overall consumer ecosystem is reviving, showing steady signs of growth. And at the same time, on technology, we are conscious. We have some great relationships. So, we will continue to mine those in order to buffer some of the headwinds that are there. At the same time, from an industry perspective, we have called out in the past that we are continuing to invest in healthcare and life sciences. And all in all, this will ensure that the growth comes from multiple engines and not one industry focus. From a geographic perspective, again, diversification is important. Europe is an important element of this growth strategy. We are being very deliberate on how we will grow in Europe. The emphasis will be on verticals like automotive, CPG and retail as an entry point into Europe and to chase higher impact AI projects. From a readiness and activity perspective, we believe that these markets, these units will be a little quicker on the uptake. Needless to say, and I'm sure you will appreciate this, financial services, health care tech tend to be more regulatory and therefore, may have a slightly longer sales cycle. But we are lookin [Showing first 8,000 characters — download PDF for full document]