Matt Schultz's questions to Exlservice Holdings Inc (EXLS) leadership • Q2 2025
Question
Matt Schultz, on for Maggie Nolan, asked about the company's confidence in sustaining organic growth and how the competitive environment is evolving with the push toward AI.
Answer
Chairman & CEO Rohit Kapoor expressed confidence based on the mission-critical nature of EXL's work, with over 75% of revenue being annuity-like, and the strategic shift to Data & AI now representing 54% of revenue. He noted that while the competitive landscape includes new AI startups and consulting firms, EXL's advantage lies in its deep domain and workflow knowledge, positioning it well as clients consolidate with fewer strategic partners.