Rajan Sethuraman, CEO of Latent View Analytics, said AI is no longer a new capability for the company. While it has been working on traditional AI and machine learning for nearly two decades, the focus has rapidly shifted towards generative AI and agentic AI over the past three years.
“When we took stock of the work that we have done, we saw that over half the work had involved AI in some form or the other, either traditional or generative or agentic,” Sethuraman said.
He added that around 20–28% of the company’s work now consists of AI-native, client-facing solutions, while the rest uses AI to improve internal efficiency. As the cost of AI models continues to fall, he expects companies to invest more in AI to stay competitive, creating a larger addressable market for technology and analytics firms.
“The expectation is that the pie will expand, and therefore we will also grow along with it,” he said.
As part of that strategy, Latent View recently partnered with Anthropic to help enterprises deploy Claude’s AI models and tools. Sethuraman clarified that the arrangement is a non-exclusive services partnership and said the objective is to bring Anthropic’s capabilities into enterprise applications. He added that the partnership is expected to increase revenues for both companies.
The company is already working on AI-native projects across industries, including a consumer products client where price and promotion optimisation has been built using an agentic AI solution. Sethuraman expects AI to become an integral part of services ranging from marketing and customer analytics to supply chain, fraud detection and compliance.
On business performance, Sethuraman said Latent View remains broadly on track with the revenue outlook shared at the beginning of the financial year, although some segments are seeing stronger traction than others. He also reiterated the company’s earnings before interest, taxes, depreciation and amortisation (EBITDA) margin guidance of 21–22%, saying margins will remain under pressure as Latent View continues investing in AI capabilities and solutions.
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He also said the integration of Decision Point is progressing as planned, with the only pending issue being discussions around the earnout payment, which the company expects to resolve soon.
Chennai-based Latent View Analytics has seen its shares fall nearly 32% over the past year. The company currently has a market capitalisation of around ₹6,230.51 crore.
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