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Latent View Analytics Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Consumer goods practice saw dip due to fixed-scope projects; strong 25%+ growth expected Q2
- Primary AI work currently margin pressured due to onsite FDE model; expected to improve
- Wage hikes mostly done; further 40-50 bps margin impact expected in Q2
- Margin guidance maintained at 20-21% for FY27 despite investments
- Q1 FY27 revenue INR 287 Cr +21.6% y-y; USD 30.3 mn, -3.5% q-o-q
- FY27 revenue growth guidance at 12%, with confidence in pipeline and extensions
- Adjusted EBITDA margin 20.4% impacted by wage hikes, visa, marketing costs
- Databricks-related revenue steady at ~USD 7.8 mn Q1, expected to rise to USD 8.5 mn Q2
- Clients prefer AI work within walled gardens using open-source models; complexity drives demand for integrators
- Tech practice grew 4% q-o-q despite insourcing headwinds; pipeline USD 15 mn+
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.