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 ( EXLS ) 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 ( EXLS ) 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/Mis Actual Consensu

s s

Estimate

Q3 Beat $529.60 $522.30

Revenue mln mln (8

Analysts

)

Q3 Beat $0.48 $0.47 (8

Adjusted Analysts

EPS )

Q3 EPS $0.36

Q3 19.40%

Adjusted

Operatin

g Margin

Q3 14.40%

Operatin

g Margin

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 ( EXLS ) 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:

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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.)