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Jun 30, 2022

ExlService Q2 2022 Earnings Report

Reported a strong second quarter with revenue increase and exceeded earnings guidance.

Key Takeaways

EXL reported a strong second quarter with a 26.1% increase in revenue year-over-year, driven by a 44.8% increase in analytics revenue. The company's adjusted diluted earnings per share also increased by 31.6% year-over-year. Due to this strong performance, EXL is increasing its revenue and adjusted diluted earnings per share guidance for 2022.

Revenues for the quarter ended June 30, 2022 increased to $346.8 million compared to $275.1 million for the second quarter of 2021, an increase of 26.1%.

Diluted earnings per share for the quarter ended June 30, 2022 was $1.06 compared to $0.81 for the second quarter of 2021.

Adjusted diluted earnings per share for the quarter ended June 30, 2022 was $1.50 compared to $1.14 for the second quarter of 2021.

EXL is increasing its revenue guidance for 2022 to be in the range of $1.35 billion to $1.37 billion and adjusted diluted earnings per share guidance for 2022 to $5.60 to $5.80.

Total Revenue
$347M
Previous year: $275M
+26.1%
EPS
$0.3
Previous year: $0.23
+30.4%
Operating Margin
13.6%
Previous year: 13%
+4.6%
Gross Margin
36.2%
Previous year: 37.9%
-4.5%
Gross Profit
$126M
Previous year: $104M
+20.3%
Cash and Equivalents
$106M
Previous year: $150M
-29.2%
Free Cash Flow
$70.9M
Previous year: $31.5M
+125.1%
Total Assets
$1.29B
Previous year: $1.17B
+10.4%

ExlService

ExlService

ExlService Revenue by Segment

Forward Guidance

EXL is increasing its revenue guidance for 2022 to be in the range of $1.35 billion to $1.37 billion, representing an increase of 20% to 22% on a reported basis. Adjusted diluted earnings per share are expected to be between $5.60 to $5.80, representing an increase of 16% to 20% from 2021.

Positive Outlook

  • Revenue of $1.35 billion to $1.37 billion, representing an increase of 20% to 22% on a reported basis from 2021.
  • Revenue increase of 17% to 19% on an organic constant currency basis from 2021.
  • Adjusted diluted earnings per share of $5.60 to $5.80, representing an increase of 16% to 20% from 2021.
  • Strong second quarter top-line growth.
  • Healthy margins

Revenue & Expenses

Visualization of income flow from segment revenue to net income