Narrative Update on ExlService Holdings Analyst Price Target
Analysts have maintained their fair value estimate for ExlService Holdings at $53.29 per share. Recent adjustments to discount rate and growth assumptions have been minor and do not significantly impact the overall price target.
What's in the News
- EXL launched a major digital transformation with Schneider National by leveraging data and AI to automate logistics workflows. This led to more than a 50% improvement in appointment scheduling times and a 24% reduction in costs.
- The collaboration with Whitbread was renewed for three years with the goal of modernizing finance and accounting operations, standardizing processes, and reducing operational expenses for Whitbread's business.
- EXL introduced EXLdata.ai, an agentic AI suite developed with Databricks, to help enterprises modernize data management, accelerate AI adoption, and provide modular, AI-native solutions for both structured and unstructured data.
- A new teaming agreement with InsureMO was formed to help insurers modernize core systems, integrate AI, and expedite product launches with scalable, cloud-native infrastructure.
- EXL opened an international headquarters in Dublin's Docklands, which includes an AI Innovation Lab, reinforcing their commitment to Ireland as a tech hub and partnering with local universities to drive AI innovation.
Valuation Changes
- Consensus Analyst Price Target remains unchanged at $53.29 per share.
- Discount Rate has decreased slightly from 7.07% to 7.06%.
- Revenue Growth expectations have edged down from 10.90% to 10.88%.
- Net Profit Margin has risen minimally from 12.12% to 12.13%.
- Future P/E multiple is nearly flat, moving marginally from 32.74x to 32.73x.
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