Update shared on 09 Dec 2025
Fair value Increased 0.82%Analysts have nudged their price target on eClerx Services slightly higher to ₹4,890 from ₹4,850, citing marginally improved assumptions for fair value, discount rate, and future earnings multiples.
What's in the News
- Signed a Memorandum of Understanding with Egypt's Information Technology Industry Development Agency to expand multilingual support and technology led services, leveraging a growing delivery center in Cairo to better serve US and European clients (company announcement)
- Board of Directors authorized a share buyback plan on October 24, 2025, as part of a broader capital allocation strategy (board resolution)
- Announced a share repurchase program of up to 666,666 shares, about 1.4 percent of outstanding equity, for up to INR 3,000 million at a maximum price of INR 4,500 per share, funded through cash and subject to shareholder approval (buyback announcement)
- Scheduled a special shareholders meeting via postal ballot on December 4, 2025, to seek approval for the equity share buyback through the tender offer route (shareholder meeting notice)
- Board meeting on October 24, 2025, set to review unaudited quarterly and half year results and formally consider the detailed buyback proposal under applicable Indian corporate and securities regulations (board meeting agenda)
Valuation Changes
- Fair Value: Target price has risen slightly to ₹4,890.4 from ₹4,850.4, reflecting a modest upward revision in intrinsic value estimates.
- Discount Rate: Assumed discount rate has fallen slightly to 13.08 percent from 13.12 percent, indicating a marginally lower perceived risk profile or cost of capital.
- Revenue Growth: Long term revenue growth assumption is essentially unchanged at about 13.75 percent, with only a negligible numerical adjustment.
- Net Profit Margin: Forecast net profit margin remains broadly stable at about 18.38 percent, with no material change to profitability expectations.
- Future P/E: Future P/E multiple has risen slightly to 32.58x from 32.35x, suggesting a modestly higher valuation multiple on expected earnings.
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