Latent View Q2 Review: ICICI Securities Maintains Add, Sees Headwinds In Tech Vertical To Limit Revenue Upside

Latent View has upgraded FY26 revenue guidance by 100 basis points to 19-20% (earlier 18-19%), implying ~2.9-4.2% CQGR in H2 FY26 vs 5% in H1 FY26 and 3.8% in H2 FY25. The guidance implies moderation of growth in H2 vs H1, despite seasonal strength in Q3, likely due to softness in technology vertical.