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Exlservice (EXLS) investor relations material
Exlservice Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary29 Oct, 2025
Executive summary
Q3 2025 revenue reached $529.6M, up 12.2% year-over-year, with adjusted EPS up 10.8% to $0.48 and net income up 9.7% to $58.2M, driven by growth across all segments and 21 new client wins, including the ITI Data acquisition.
Data and AI-led revenue grew 17.9% year-over-year in constant currency, now comprising 56.4% of total revenue, marking the third consecutive quarter of acceleration.
Launched EXLdata.ai, an Agentic AI suite, in partnership with Databricks, reducing implementation time and supporting enterprise AI readiness.
Recognized as a leader in insurance, healthcare, and banking/fintech by HFS Research, Everest Group, and IDC FinTech.
Operational restructuring in Q1 2025 introduced new market units and accelerated the data and AI strategy.
Financial highlights
Q3 2025 revenue: $529.6M (+12.2% YoY); nine months: $1.55B (+14% YoY constant currency); adjusted EPS: $0.48 (+10.8% YoY); net income: $58.2M (+9.7% YoY).
Gross margin for Q3 2025 was 38.5%, up from 37.8% in Q3 2024.
Adjusted operating margin for Q3: 19.4%, down 50 bps year-over-year; adjusted EBITDA margin: 21.6%.
Cash flow from operations for nine months: $233M, up from $163M year-over-year.
Net cash position of $38M as of September 30, 2025; cash, equivalents, and short-term investments: $160.3M–$390.1M.
Outlook and guidance
Full-year 2025 revenue guidance raised to $2.07B–$2.08B, representing 13% year-over-year growth.
Adjusted EPS guidance increased to $1.88–$1.92, up 14–16% year-over-year.
Capital expenditures expected at $50M–$55M; effective tax rate projected at 22–23%.
Guidance based on current exchange rates: USD/INR 87.5, GBP/USD 1.33, USD/PHP 58.0.
Confident in maintaining double-digit growth momentum into 2026.
Detail EXLdata.ai's market impact
Explain the Q1 2025 segment restructuring
Assess currency impact on 2025 guidance
How does EXL offset AI's deflationary impact?
Differentiate EXLdata.ai from market alternatives.
What drives sustained Healthcare segment growth?
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Next Exlservice earnings date
Q4 202527 Feb, 2026
Next Exlservice earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
Exlservice Holdings Inc provides data analytics, operations management, and digital transformation services to clients in healthcare, insurance, banking, and other sectors. The company offers artificial intelligence, automation, and cloud-based solutions to support business performance. The company is headquartered in New York, New York, and its shares are listed on the NASDAQ.
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