Earnings summaries and quarterly performance for ExlService Holdings.
Executive leadership at ExlService Holdings.
Rohit Kapoor
Chairman and Chief Executive Officer
Ajay Ayyappan
Executive Vice President, General Counsel and Corporate Secretary
Maurizio Nicolelli
Executive Vice President and Chief Financial Officer
Narasimha Kini
Executive Vice President, Banking & Capital Markets and Diversified Industries
Pamela Harrison
Executive Vice President and Chief Human Resources Officer
Vikas Bhalla
President and Head of AI Services and Operations
Vishal Chhibbar
Executive Vice President, International Growth Markets and Chief Growth Officer
Vivek Jetley
President and Head of Insurance, Healthcare and Life Sciences
Board of directors at ExlService Holdings.
Research analysts who have asked questions during ExlService Holdings earnings calls.
Bryan Bergin
TD Cowen
6 questions for EXLS
David Grossman
Stifel
6 questions for EXLS
Surinder Thind
Jefferies Financial Group
6 questions for EXLS
David Koning
Robert W. Baird & Co.
5 questions for EXLS
Puneet Jain
JPMorgan Chase & Co.
4 questions for EXLS
Vincent Colicchio
Barrington Research Associates
4 questions for EXLS
Margaret Nolan
William Blair & Company
3 questions for EXLS
Maggie Nolan
William Blair & Company, L.L.C.
2 questions for EXLS
Jacob Packet
Robert W. Baird & Co.
1 question for EXLS
Matt Schultz
William Blair
1 question for EXLS
Recent press releases and 8-K filings for EXLS.
- On December 15, 2025, ExlService Holdings, Inc. (EXL) repurchased 1,551,970 shares of its common stock from Orogen Echo LLC for an aggregate purchase price of $63,373,143.
- The purchase price per share was $40.834, based on the volume weighted average price over the five days prior to settlement.
- This repurchase was conducted under a Stock Purchase Agreement separate from EXL's existing $500 million share repurchase program.
- Vikram Pandit, CEO of The Orogen Group, will remain on EXL's board as Lead Independent Director.
- EXLS reported Q3 FY25 total revenue of $529.6 million, marking a 12.2% year-over-year reported growth and 12.3% constant currency growth.
- Adjusted diluted EPS for Q3 FY25 was $0.48, an increase of 10.8% year-over-year, while the adjusted operating margin was 19.4%, a 50 basis point decline year-over-year.
- The company updated its full-year 2025 guidance, raising revenue expectations to $2,070 - $2,080 million (from $2,050 - $2,070 million) and adjusted diluted earnings per share to $1.88 - $1.92 (from $1.86 - $1.90).
- In Q3 FY25, EXLS added 21 new clients and increased its employee count by 2,500 from Q2'25 to a total of 63,636.
- EXLService Holdings Inc. reported Q3 2025 revenue of $529.6 million, a 12.2% year-over-year increase on a reported basis, and adjusted EPS of $0.48, up 10.8% year over year.
- The company's data and AI-led revenue grew 18% year over year, now accounting for 56% of total revenue, underscoring the rising demand for AI-driven solutions.
- EXL launched EXLdata.ai, an Agentic AI suite of data solutions designed to help clients make their enterprise data AI-ready, addressing a significant barrier to AI adoption.
- For the full year 2025, EXL raised its revenue guidance to a range of $2.07 billion to $2.08 billion and its adjusted EPS guidance to $1.88 to $1.92, reflecting strong year-to-date performance and continued momentum.
- Management expressed confidence in sustaining double-digit top-line growth into 2026, supported by exceptionally high renewal rates and a healthy new business pipeline.
- EXLService Holdings Inc. (EXLS) reported Q3 2025 revenue of $529.6 million, an increase of 12.2% year-over-year on a reported basis, and Adjusted EPS of $0.48 per share, up 10.8% year-over-year.
- The company's data and AI-led revenue grew 18% year-over-year, reaching 56% of total revenue, while digital operations revenue grew 6% year-over-year.
- Growth was sustained across all operating segments, with Healthcare and Life Sciences being the fastest-growing at 21.6% year-over-year, and Insurance growing 8.5% year-over-year.
- EXLS launched EXLdata.ai, an Agentic AI suite of data solutions designed to help clients make their enterprise data AI-ready.
- For the full year 2025, EXLS raised its guidance, anticipating revenue in the range of $2.07 billion to $2.08 billion and Adjusted EPS between $1.88 and $1.92.
- EXLService Holdings Inc. (EXLS) reported Q3 2025 revenue of $530 million, an increase of 12% year-over-year, and Adjusted EPS of $0.48 per share, up 11% year-over-year.
- Data and AI-led revenue grew 18% year-over-year, reaching 56% of total revenue, while digital operations revenue grew 6% year-over-year.
- The Healthcare and Life Sciences segment was the fastest-growing at 22% year-over-year, representing a quarter of total revenue, driven by demand for data and AI solutions.
- EXLS launched EXLdata.ai, an Agentic AI suite of data solutions designed to help clients prepare their enterprise data for AI adoption.
- The company raised its full-year 2025 revenue guidance to a range of $2.07 billion to $2.08 billion (13% year-over-year growth) and Adjusted EPS guidance to $1.88 to $1.92 (14% to 16% year-over-year growth).
- ExlService Holdings, Inc. reported Q3 2025 revenue of $529.6 million, an increase of 12.2% year-over-year.
- Diluted earnings per share (GAAP) for Q3 2025 was $0.36, up 10.7% from Q3 2024, while adjusted diluted EPS (Non-GAAP) was $0.48, an increase of 10.8%.
- The company raised its full-year 2025 revenue guidance to between $2.07 billion and $2.08 billion, projecting 13% year-over-year growth.
- Full-year 2025 adjusted diluted EPS guidance was also increased to $1.88 to $1.92, representing a 14% to 16% increase over 2024.
- ExlService Holdings (EXLS) attributes its consistent double-digit revenue growth to strong demand from enterprises adopting AI, which acts as a significant tailwind across all lines of business.
- The company projects 12% to 13% organic revenue growth for the year, supported by 75% of its revenue being contracted for one year or more and 95%+ visibility for the remainder of the year.
- EXLS is shifting its commercial model towards outcome-transaction-based pricing for GenAI solutions, which is expected to drive higher gross margins and expand client workflows.
- Data and AI revenue constituted 54% of total revenue as of Q2 and is projected to grow faster than the overall business for the next two to three years.
- EXLS anticipates a 10 to 20 basis points improvement in margins for the year, driven by higher gross margins from AI revenue, balanced by increased investments in AI solutions and R&D. The company also generates north of $200 million in free cash flow, which is allocated to M&A for capability expansion and stock repurchases.
- ExlService Holdings Inc. reported total revenue of $514.5 million for Q2 2025, marking a 14.7% year-over-year reported growth.
- The company's adjusted diluted EPS for Q2 2025 was $0.49, reflecting a 20.3% year-over-year growth, while the adjusted operating margin stood at 19.6%, a decline of 20 basis points year-over-year.
- In Q2 2025, ExlService Holdings Inc. added 13 new clients and increased its employee count to 61,100.
- For full-year 2025, the company updated its guidance, projecting revenue between $2,050 million and $2,070 million and adjusted diluted earnings per share between $1.86 and $1.90.
- Q1 revenue reached $501 million with an approximate 15% YoY growth and an adjusted operating margin of 20.1% .
- Adjusted diluted EPS reached $0.48, reflecting a 26.9% YoY improvement .
- The company introduced key segments—Insurance, Healthcare & Life Sciences, Banking/Capital Markets, and International Growth Markets—with Insurance contributing over one-third of revenue .
- Data and AI-led revenue drove 53% of total revenue, increasing 16% YoY, underscoring its focus on digital transformation .
- Revised guidance for 2025 now projects revenue between $2.035 billion and $2.065 billion, reflecting improved operating efficiencies and favorable market conditions .
- Revenue increased to $501.0 million in Q1 2025, marking a 14.8% growth year-over-year, driven by strong performance across segments.
- Diluted EPS (GAAP) improved to $0.40, up from $0.29 in Q1 2024, with adjusted diluted EPS rising to $0.48.
- The company provided full-year guidance for 2025 with revenue expected between $2.035 billion to $2.065 billion and adjusted diluted EPS in the range of $1.83 to $1.89.
Quarterly earnings call transcripts for ExlService Holdings.
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