EXLS · NASDAQ · Information Technology Services

ExlService

Combines data, AI, and digital operations for enterprise workflows.

$38.40
After-hours close0.00 (0.00%)
At close$38.40(+0.58%)
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Profile

ExlService Holdings, Inc.EXLSInformation Technology

Sells data-and-AI-led services and digital operations to enterprises across complex industries. Four reportable segments organize work spanning insurance, healthcare and life sciences, banking and capital markets, and international growth markets.

Data-and-AI-led services and digital operations support enterprises in insurance, healthcare and life sciences, banking and capital markets, and international growth markets. The work combines data, AI, engineering, and industry knowledge to embed data and AI in client workflows.

The four reportable segments are Insurance; Healthcare and Life Sciences; Banking, Capital Markets and Diversified Industries; and International Growth Markets. Operations span six continents, while acquisitions of SCIO Health Analytics and ITI Data added healthcare analytics, data management, and governance capabilities. The model depends on specialized industry knowledge and data-and-AI work alongside digital operations.

Company facts

CEORohit Kapoor
ListedOct 20, 2006
ExchangeNASDAQ
HeadquartersNew York, NY
CountryUnited States
Employees65,000
CIK0001297989
ISINUS3020811044

Key statistics

Market cap$5.82B
EPS (ttm)$1.59
P/E (ttm)24.15
ROE28.5%
P/B6.76
P/S2.60
Dividend yield
Beta0.01vs XLK −0.80

Year to date −6.8% · Average volume (30d) 2.4M

Analysts

Price target, next 12 months$44.00+14.6%Median of 19 analysts · vs the Aug 28 close
ConsensusBuy15 of 19 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRatingPrior targetTarget
Jul 30, 2026BarringtonTarget$40$43
Jul 30, 2026Robert W. BairdTarget$35$45
Jul 30, 2026BairdUpgradeNeutralOutperform
Apr 30, 2026BarringtonTarget$40
Apr 30, 2026Barrington ResearchUpgradeMarket PerformOutperform

Earnings

EPS

Estimate$0.56
ReportedDue Oct 27, 2026

Revenue

Estimate$615.3M
ReportedDue Oct 27, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Jul 28, 2026Q2 FY26$0.55$0.59+7.7%$573.9M$594.8M+3.6%+17.88%
Apr 28, 2026Q1 FY26$0.53$0.58+9.4%$557.7M$570.4M+2.3%+1.80%
Feb 24, 2026Q4 FY25$0.46$0.50+8.7%$531.2M$542.6M+2.1%−0.28%
Oct 28, 2025Q3 FY25$0.47$0.48+3.2%$522.3M$529.6M+1.4%−7.07%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$501.0M$514.5M$529.6M$542.6M$570.4M$594.8M
Gross profit$193.3M$194.2M$203.9M$209.6M$222.1M$226.0M
Operating income$78.4M$81.1M$76.2M$78.0M$91.8M$87.3M
Net income$66.6M$66.1M$58.2M$60.2M$67.1M$64.5M
Diluted EPS$0.40$0.40$0.36$0.38$0.43$0.42
Gross margin38.6%37.7%38.5%38.6%38.9%38.0%
Operating margin15.7%15.8%14.4%14.4%16.1%14.7%

Fiscal years (4-quarter sums)FY21 $1.12B · FY22 $1.41B · FY23 $1.63B · FY24 $1.84B · FY25 $2.09B

Revenue by product · FY24

Digital Operations And Solutions Services$1.04B · 57%
Analytics Services$796.2M · 43%

Revenue by geography · Q2 FY26

North America$489.6M · 97%
Rest Of World$15.8M · 3%

Balance sheet, Jun 30, 2026Cash & short-term investments $283.8M · Total debt $488.0M · Total assets $1.75B · Shareholders' equity $866.2M

Dividends

No dividends on record.

Ownership

Institutions 106.64%Insiders 1.65%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 151.61M · Float 136.50M · 90.0% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.18.89M12.46%13FAug 7, 2026
FMR LLC13.89M9.16%13FAug 13, 2026
AQR Capital Management LLC6.81M4.49%13FAug 14, 2026
Vanguard Capital Management LLC6.65M4.38%13FAug 13, 2026
Vanguard Portfolio Management LLC6.48M4.28%13FAug 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 11, 2026Vishal Chhibbarofficer: Executive Vice President−5,000$35.10
Aug 3, 2026Vikas Bhallaofficer: President of EXL−11,000$34.99
Jul 1, 2026Vikas Bhallaofficer: President of EXL−12,000$26.47
Jun 4, 2026Vikas Bhallaofficer: President of EXL−12,000$30.22
May 20, 2026Ajay Ayyappanofficer: EVP & Gen Counsel/Corp. Sec'y.−5,093$29.11
View details

Peers

CompareAfter-hours close

CompanyPriceChange
ExlService$38.400.00%$5.82B24.216.12.6+15.6%
Genpact$38.02−0.03%$6.44B11.38.91.2+7.1%
Cognizant Technology Solutions$64.12+0.11%$28.85B13.810.61.3+4.5%
Infosys (ADR)$12.01−0.41%$48.89B14.914.82.4+1.0%
Accenture$189.20−0.17%$116.03B15.113.21.6+5.6%
Median14.311.91.5+5.0%