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LatentView Analytics Limited - (CMP: Rs. 438)

LatentView's 2QFY26 is expected to deliver revenues growth of ~21% YOY driven by tech and BFSI verticals, and a ~2% currency tailwind. EBIT margin is expected to expand by 84bps YoY, fueled by 83% utilization and an optimized offshore mix. PAT expected to grow ~15% YOY but dip 7% QoQ due to a lower ETR is 1QFY26. Expect commentary on lingering macro risks, European and South American expansion.

MedPlus Health Services Ltd (CMP-Rs 777)

MedPlus' Q2FY26 revenue is expected to grow ~8% YoY driven by ~55% private label pharma and 48% non-pharma growth, and Tier-2/3 expansion. EBITDA expected to rise by ~11% YoY due to higher private label mix (~22% vs. 18% YoY) and inventory efficiencies. Expect comments on SSSG recovery, opportunity size in GLP drugs, store growth guidance.

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