{"id":160963,"date":"2024-05-08T11:50:37","date_gmt":"2024-05-08T15:50:37","guid":{"rendered":"https:\/\/44.250.171.167\/?p=160963"},"modified":"2024-05-08T11:50:39","modified_gmt":"2024-05-08T15:50:39","slug":"latent-view-analytics-ltd-q4-fy24-earnings-conference-call-insights","status":"publish","type":"post","link":"https:\/\/alphastreet.com\/india\/latent-view-analytics-ltd-q4-fy24-earnings-conference-call-insights\/","title":{"rendered":"Latent View Analytics Ltd Q4 FY24 Earnings Conference Call Insights"},"content":{"rendered":"<p><strong>Key highlights from Latent View Analytics Ltd (LATENTVIEW) Q4 FY24 Earnings Concall<\/strong><\/p>\n<ul>\n<li><strong>Operational Performance<\/strong>\n<ul>\n<li>19% growth in challenging economic conditions.<\/li>\n<li>6% quarter-on-quarter growth, 21.7% year-on-year growth.<\/li>\n<li>Uncertainty and sluggishness in winning large discretionary projects.<\/li>\n<li>Added 6 new client accounts and kicked off smaller initiatives with existing clients.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Strategic Partnerships<\/strong>\n<ul>\n<li>Partnership with NVIDIA on Generative AI solutions.<\/li>\n<li>NVIDIA&#8217;s GPU technology and tech stack to enable GPU usage for business impact.<\/li>\n<li>Encouraging early results, especially in real-time analytics on streaming data.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Acquisitions<\/strong>\n<ul>\n<li>Acquisition of Decision Point in final stages of diligence.<\/li>\n<li>Decision Point&#8217;s expertise in consumer packaged goods (CPG) and revenue growth management (RGM).<\/li>\n<li>Synergies with Laterooms&#8217; solutions in R&amp;D, innovation, supply chain, and onshore availability.<\/li>\n<li>Decision Point acquisition to be funded through IPO proceeds and internal accruals.<\/li>\n<li>Expect CPG practice to reach 20% of revenue in 2 years.<\/li>\n<li>Expected to grow at 25-30% given smaller base and high-growth areas.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Generative AI<\/strong>\n<ul>\n<li>Good traction in Generative AI solutions and pilots.<\/li>\n<li>LASER and AI Penpal solutions gaining traction.<\/li>\n<li>Leveraging large language models and GPU technology.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Myeloma Foundation<\/strong>\n<ul>\n<li>Selected as Partner of the Year by International Myeloma Foundation.<\/li>\n<li>Building data platform to provide 360-degree view for doctors, caregivers, and patients.<\/li>\n<li>Assisting in patients&#8217; journey to recovery through data insights.<\/li>\n<li>Pride in impacting lives meaningfully through this non-profit work.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Financial Performance<\/strong>\n<ul>\n<li>19% year-on-year revenue growth, despite challenging environment.<\/li>\n<li>6% quarterly growth, 21.6% year-on-year growth.<\/li>\n<li>Revenue of INR 640 crores for the full year.<\/li>\n<li>EBITDA of INR 40.4 crores, 9.8% quarter-on-quarter growth, 34.2% year-on-year growth.<\/li>\n<li>EBITDA margins reached historical levels of over 25%.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Geographic Expansion<\/strong>\n<ul>\n<li>S. contributed 95% of revenues.<\/li>\n<li>Europe contributed 1.4%, but seeing good traction.<\/li>\n<li>Aim for Europe and APAC to contribute 5-6% in next fiscal year.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Future Outlook<\/strong>\n<ul>\n<li>Optimistic about relationships built in FY 2024 yielding results.<\/li>\n<li>Strategy expected to play out positively in FY 2025.<\/li>\n<li>Continued investment in people, with 133 campus hires in Q4.<\/li>\n<li>Organic growth guidance around similar levels as FY24 (~20%).<\/li>\n<li>Expecting 6-7% QoQ growth in Q1 FY25 as deals get finalized.<\/li>\n<li>Growth momentum expected to pick up in H2 FY25 compared to H1.<\/li>\n<li>Aspiration to achieve 8-10% sequential growth exit run rate by Q4 FY25.<\/li>\n<li>Target to maintain 21-23% EBITDA margins in H1 FY25.<\/li>\n<li>Q1 margins to be impacted by wage hikes and higher visa costs.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Pipeline and Deals<\/strong>\n<ul>\n<li>Pipeline larger than start of FY24, but lacks large initiative opportunities.<\/li>\n<li>Confirmed revenue and extensions already exceed FY24 revenue.<\/li>\n<li>Two to three deals worth $0.5 million+ in pipeline, but facing elongation.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Margins and Profitability<\/strong>\n<ul>\n<li>Expect to maintain 21-23% EBITDA margins in H1 FY25.<\/li>\n<li>Target 25% EBITDA margins in H2 FY25 if growth reaches 6-8% QoQ.<\/li>\n<li>Decision Point acquisition to be EBITDA accretive but impact limited initially.<\/li>\n<\/ul>\n<\/li>\n<li><strong>CPG Business Integration<\/strong>\n<ul>\n<li>Structure in place with Decision Point founder leading CPG practice.<\/li>\n<li>Latentview&#8217;s delivery lead managing combined CPG delivery.<\/li>\n<li>Overlapping sales teams incentivized to pursue joint opportunities.<\/li>\n<li>Expectation of rapid acceleration in CPG practice growth.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Inorganic Growth Strategy<\/strong>\n<ul>\n<li>Parallel process to continue evaluating inorganic opportunities.<\/li>\n<li>Meeting prospective targets in data engineering, BFSI, retail verticals.<\/li>\n<li>Opportunity window due to realistic valuations after macroeconomic challenges.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Focus Areas<\/strong>\n<ul>\n<li>Data engineering capabilities, especially for hyperscalers.<\/li>\n<li>BFSI and retail verticals.<\/li>\n<li>Combination of data engineering for financial services firms ideal.<\/li>\n<li>Continuously engaging with external partners for prospects.<\/li>\n<li>CPG expected to contribute around 20% of revenues over next 24 months, up from 8% currently.<\/li>\n<li>Significant investments being made in CPG, aided by Decision Point.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Campus Hiring<\/strong>\n<ul>\n<li>Strong campus hiring of 450 offers, with 360 already onboarded.<\/li>\n<li>Around 40% of new campus hires already deployed, rest in bootcamps\/shadow mode.<\/li>\n<li>Tempered next year&#8217;s campus hiring to 250 offers based on anticipated demand.<\/li>\n<li>Campus hiring impacting near-term utilization and margins as per expectations.<\/li>\n<\/ul>\n<\/li>\n<li><strong>Market Analysis<\/strong>\n<ul>\n<li>Recent market intelligence exercise indicates $300 billion market size in 3 years at 18-20% CAGR.<\/li>\n<li>Expects to achieve 25-30% organic CAGR over next 3-5 years if economic conditions improve.<\/li>\n<li>Currently a small player in the overall data analytics market.<\/li>\n<li>Significant headroom for growth given the large market size.<\/li>\n<li>Acquisitions to provide step changes and aid in replicating\/improving on growth rates.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Key highlights from Latent View Analytics Ltd (LATENTVIEW) Q4 FY24 Earnings Concall Operational Performance 19% growth in challenging economic conditions. 6% quarter-on-quarter growth, 21.7% year-on-year growth. Uncertainty and sluggishness in winning large discretionary projects. Added 6 new client accounts and kicked off smaller initiatives with existing clients. Strategic Partnerships Partnership with NVIDIA on Generative AI [&hellip;]<\/p>\n","protected":false},"author":1767,"featured_media":154818,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"jetpack_post_was_ever_published":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[9825,392,8],"tags":[8588,10169,5075],"class_list":["post-160963","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-earnings-call-highlights","category-earnings","category-technology-stocks","tag-consulting","tag-earnings","tag-it-services"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/alphastreet.com\/india\/wp-content\/uploads\/2023\/10\/CC_Image_1.jpg","jetpack_likes_enabled":false,"jetpack-related-posts":[{"id":170844,"url":"https:\/\/alphastreet.com\/india\/latent-view-analytics-q1-fy26-earnings-results\/","url_meta":{"origin":160963,"position":0},"title":"Latent View Analytics Q1 FY26 Earnings Results","author":"Chirag Gupta","date":"September 2, 2025","format":false,"excerpt":"Latent View Analytics Ltd provides analytics services such as data and analytics consulting, business analytics & insights, advanced predictive analytics, data engineering, and digital solutions. 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