Overview

* ExlService ( EXLS ) 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 ( EXLS ) expects 2025 revenue of $2.050 bln to $2.070 bln

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

* ExlService ( EXLS ) 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/Mis Actual Consensu

s s

Estimate

Q2 Beat $514.50 $507.20

Revenue mln mln (8

Analysts

)

Q2 Beat $0.49 $0.45 (8

Adjusted Analysts

EPS )

Q2 EPS $0.4

Q2 19.6%

Adjusted

Operatin

g Margin

Q2 15.8%

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 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:

(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.)