)

Exlservice (EXLS) investor relations material
Exlservice Citi’s 2025 Global Technology, Media and Telecommunications Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Business model differentiation and AI adoption
Strong demand for AI adoption is a key growth driver across all business lines, leveraging a foundation in data and analytics, which previously accounted for 43% of revenue.
The ability to combine proprietary data, domain expertise, and AI capabilities differentiates the company, enabling end-to-end solutions for clients.
Low exposure to commoditized services like call centers and IT maintenance reduces risk of AI cannibalization.
AI is embedded in nearly all client engagements, with a focus on outcome-based solutions and enterprise-wide impact.
Commercial models are shifting toward outcome and transaction-based pricing, increasing gross margins and aligning incentives with client success.
Market trends, demand, and competitive landscape
Demand for traditional IT development and dashboarding has declined, while AI engineering and data management are driving new growth.
The business maintains a balanced portfolio, serving both cost-focused and growth-oriented industries, supporting resilience in varying market conditions.
75% of revenue is contracted for one year or more, providing high visibility and stability, with 95% revenue visibility for the current year.
The competitive landscape includes IT firms, consulting companies, hyperscalers, and startups, but few possess the full combination of domain, data, and AI expertise.
Data and AI revenue now represents 54% of total revenue and is expected to outpace overall growth for the next two to three years.
AI solutions, talent, and operational efficiency
Seven domain-specific LLMs have been developed, with the insurance LLM outperforming industry benchmarks by leveraging proprietary workflow data.
Headcount growth is shifting toward higher-paid technology and data engineering roles, with revenue per headcount expected to grow 3–5% annually.
AI integration is reducing the need for traditional roles, increasing operational leverage and efficiency.
Next Exlservice earnings date

Next Exlservice earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage