ExlService Q2 adjusted profit beats estimates, raises FY guidance

ExlService Holdings

29/07/2025 21:09

Overview

ExlService Q2 revenue rises yr/yr, beating analyst expectations, per LSEG data

Adjusted EPS for Q2 beats consensus, per LSEG data

Co raises full-year revenue and adjusted EPS guidance, citing strong momentum

Outlook

ExlService expects 2025 revenue of $2.050 bln to $2.070 bln

Company anticipates 2025 adjusted diluted EPS of $1.86 to $1.90

ExlService sees 12% to 13% revenue growth for 2025

Company projects 13% to 15% EPS growth for 2025

Result Drivers

AI INTEGRATION - CEO attributes revenue growth to EXL's leadership in embedding AI in workflows

SEGMENT PERFORMANCE - Revenue growth driven by strong performance across all segments, particularly in healthcare and life sciences

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$514.50 mln
$507.20 mln (8 Analysts)
Q2 Adjusted EPS
Beat
$0.49
$0.45 (8 Analysts)
Q2 EPS
$0.4
Q2 Adjusted Operating Margin
19.6%
Q2 Operating Margin
15.8%


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 21.8% above its July 28 closing price of $42.22

The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 24 three months ago

Press Release: ID:nGNX6l5dqs

(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.)