EXLS
ExlService Holdings, Inc.41.78
+0.26+0.63%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
FY Q3 '25
Key Stats
Market Cap
6.75BP/E (TTM)
28.23Basic EPS (TTM)
1.48Dividend Yield
0%Recent Filings
8-K
EXL buys back shares from Orogen
EXL repurchased 1,551,970 shares from Orogen Echo LLC on December 15, 2025, for $63,373,143 at $40.834 per share, the 5-day VWAP. This private deal, separate from its $500M program, signals board confidence in growth. Orogen's Vikram Pandit stays as Lead Independent Director. Forward-looking statements carry risks like economic trends.
8-K
EXLS Q3 revenue surges 12.2%
ExlService Holdings reported Q3 2025 revenue of $529.6 million, up 12.2% year-over-year, driven by AI-led growth across insurance, healthcare, and banking segments. Diluted EPS rose 10.7% to $0.36, while adjusted EPS climbed 10.8% to $0.48, with gross margins expanding to 38.5%. The company raised full-year guidance to $2.07-$2.08 billion in revenue and $1.88-$1.92 adjusted EPS, signaling robust momentum. Yet currency fluctuations pose risks to projections.
10-Q
Q3 FY2025 results
ExlService Holdings posted solid Q3 FY2025 results, with revenues climbing 12.2% year-over-year to $529.6 million, fueled by 9.7% expansion from existing clients across all segments and 2.5% from new wins including the ITI Data acquisition. Gross margins edged up 70 basis points to 38.5%, thanks to operational efficiencies that offset wage pressures, while operating income rose 9.8% to $76.2 million. Diluted EPS held steady at $0.36, aligning with 161.7 million weighted shares amid share repurchases. Cash from operations hit $233.3 million year-to-date, supporting $354.8 million in total debt (5.7% effective rate, due 2027) and a robust $390.1 million in cash and short-term investments. The 2025 ASR deal repurchased $125 million in shares. Yet competition in AI-driven services looms large.
8-K
EXL appoints healthcare AI expert
ExlService Holdings elected Patrick Geraghty, a healthcare insurance veteran with over 40 years' experience, to its board as an independent director effective October 15, 2025, appointing him to the audit and nominating committees. Geraghty's track record scaling GuideWell from $8 billion to over $32 billion in revenue and pioneering AI platforms will sharpen EXL's data and AI strategy in healthcare. This bolsters board expertise amid rapid client growth. Forward-looking statements highlight transformation risks like economic trends.
8-K
EXLS Q2 revenue surges 14.7%
ExlService Holdings reported Q2 2025 revenue of $514.5 million, up 14.7% year-over-year, with adjusted diluted EPS rising 20.3% to $0.49 amid strong AI-driven client wins. The company entered a $125 million accelerated share repurchase agreement with Citibank on July 29, part of its $500 million program, funded by cash or credit. It raised full-year guidance to $2.05-$2.07 billion in revenue and $1.86-$1.90 adjusted EPS. Strong momentum persists, yet currency fluctuations pose risks.
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