eClerx Services (ECLERX) investor relations material

Strategic vision and growth blueprint

• Focus on growing core business, scaling AI, and executing with discipline to drive future growth and value creation.

• Strategic priorities include strengthening sales operations, mining existing clients, accelerating AI adoption, and enhancing market positioning.

• Three-year momentum: 12% revenue CAGR and 9% EBITDA CAGR from FY23 to FY26, with FY26 revenue at $469M and EBITDA at 27%.

• 13 consecutive quarters of sequential growth, two large deals closed, and new delivery centers in Cairo and Lima.

• Positioned to become a $1 billion enterprise by leveraging deep domain and tech expertise.

AI-led transformation and operational excellence

• Four AI pillars: AI-led operations, client transformation, solution-embedded products, and employee enablement.

• AI embedded across all client relationships, driving productivity, quality, and margin improvements.

• Proprietary AI products and toolkits (e.g., Compliance Manager, Market360, QA360) deliver scalable, reusable solutions.

• Over 8,000 employees trained in GenAI, with internal AI deployment boosting productivity and redeploying capacity for growth.

• AI enables value growth faster than headcount, increasing client penetration, scalability, and outcome-linked models.

Market opportunities and client impact

• Capital markets BPM market at $4B, with automation expanding addressable market and three growth vectors: deepen capital markets, extend adjacencies, and capture tech spend via AI.

• Financial crime compliance transformed into AI-enabled, outcome-based models, reducing total cost of compliance by up to 45%.

• Marketing services TAM at $56B with 10% CAGR to 2030; growth driven by deeper accounts and repeatable industry playbooks.

• Finance & accounting BPO market projected to double by 2033, with AI-driven operations and strategic transformation partnerships unlocking wallet share.

• Customer operations market at $120B in 2025, with growth from cross-sell, new geographies, and expanded capabilities.