Overview
ExlService Q3 2025 revenue grows 12.2% yr/yr, beating analyst expectations, per LSEG data
Adjusted EPS for Q3 2025 beats consensus
Company raises full-year guidance for revenue and adjusted EPS, citing strong momentum
Outlook
ExlService raises full-year revenue guidance to $2.07 bln-$2.08 bln
Company projects adjusted diluted EPS of $1.88-$1.92 for 2025
ExlService expects 13% revenue growth year-over-year
Result Drivers
AI EMBEDDING - CEO Rohit Kapoor attributes growth to embedding AI in workflows, resonating with clients
NEW CLIENTS - Won 21 new clients in Q3, expanding client base
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $529.60 mln | $522.30 mln (8 Analysts) |
Q3 Adjusted EPS | Beat | $0.48 | $0.47 (8 Analysts) |
Q3 EPS | $0.36 | ||
Q3 Adjusted Operating Margin | 19.40% | ||
Q3 Operating Margin | 14.40% |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the business support services peer group is "buy"
Wall Street's median 12-month price target for Exlservice Holdings Inc is $54.00, about 23.2% above its October 27 closing price of $41.47
The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 22 three months ago
Press Release: ID:nGNX7Bdzdt
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)
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