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Sep 30, 2024

ExlService Q3 2024 Earnings Report

ExlService reported third quarter results with revenue up 14.9% year-over-year and adjusted diluted EPS up 16.3%.

Key Takeaways

ExlService Holdings, Inc. announced its financial results for the quarter ended September 30, 2024. The company reported revenue of $472.1 million, a 14.9% increase compared to the third quarter of 2023. Diluted EPS (GAAP) was $0.33, up 24.2% from $0.26 in Q3 2023. Adjusted diluted EPS (Non-GAAP) was $0.44, up 16.3% from $0.37 in Q3 2023. The company is raising the full-year guidance range for revenue and EPS.

Revenue for the quarter ended September 30, 2024 increased to $472.1 million, up 14.9% year-over-year.

Q3 Diluted EPS (GAAP) of $0.33, up 24.2% from $0.26 in Q3 of 2023.

Q3 Adjusted Diluted EPS (Non-GAAP) of $0.44, up 16.3% from $0.37 in Q3 of 2023.

The company launched EXL Insurance LLM, developed using NVIDIA AI software.

Total Revenue
$472M
Previous year: $411M
+14.9%
EPS
$0.44
Previous year: $0.37
+18.9%
Operating Margin
14.7%
Previous year: 14.7%
+0.0%
Gross Margin
37.8%
Previous year: 37.7%
+0.3%
Gross Profit
$178M
Previous year: $155M
+15.0%
Cash and Equivalents
$150M
Previous year: $123M
+22.4%
Free Cash Flow
$97.3M
Previous year: $53.6M
+81.5%
Total Assets
$1.61B
Previous year: $1.4B
+14.8%

ExlService

ExlService

ExlService Revenue by Segment

Forward Guidance

Based on current visibility, EXL is providing the following guidance for the full year 2024: Revenue of $1.825 billion to $1.835 billion, representing an increase of 12% to 13% on a reported currency basis. Adjusted diluted earnings per share of $1.61 to $1.63, representing an increase of 13% to 14% from 2023.

Positive Outlook

  • Revenue of $1.825 billion to $1.835 billion, representing an increase of 12% to 13% from 2023.
  • Adjusted diluted earnings per share of $1.61 to $1.63, representing an increase of 13% to 14% from 2023.
  • Double-digit growth across both data analytics and digital operations and solutions businesses.
  • Ongoing execution of data and AI-led strategy.
  • Expansion of data modernization and AI solution set with innovations such as industry-specific large language models (LLMs).

Revenue & Expenses

Visualization of income flow from segment revenue to net income