AI firm ExlService Q3 revenue beats estimates on higher client base, raises FY guidance

ExlService Holdings

28/10/2025 20:10

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.)