Loading...
Back to narrative

EXLS: AI Data Suite And Fraud Platform Will Drive 2025 Momentum

AI-Powered Expansion And Global Partnerships Will Drive Future Market Share

EXLS logo
EXLS
AnalystConsensusTarget
Not Invested
Published 29 Aug 2024

Update shared on 09 Dec 2025

Previous
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
-10.3%
7D
1.5%

Analysts have modestly raised their price target on ExlService Holdings to 52.29 dollars from 52.29 dollars. This reflects slightly lower discount rate assumptions and a largely unchanged outlook for revenue growth, profit margins, and future valuation multiples.

What's in the News

  • ExlService and Shift Technology will co build a national data analytics platform to combat insurance fraud in Australia, enabling secure sharing of fraud patterns and real time alerts for motor claims investigators (Strategic Alliances)
  • The company completed a major buyback tranche, repurchasing 9,801,936 shares, or about 6.01% of outstanding shares, for a total of 385.39 million dollars under its February 2024 authorization (Buyback Tranche Update)
  • Management raised full year 2025 revenue guidance to 2.07 billion to 2.08 billion dollars, implying roughly 13% growth versus 2024 on both reported and constant currency bases (Corporate Guidance, Raised)
  • EXL launched EXLdata.ai, an agentic AI data suite built with Databricks to make enterprise data AI ready, unifying modernization, governance, and unstructured data management across the data lifecycle (Product Related Announcements)
  • New and renewed client partnerships, including Schneider National, Whitbread, and InsureMO, highlight growing demand for EXL's AI driven workflow optimization and insurance modernization capabilities (Client Announcements)

Valuation Changes

  • Fair Value Estimate is unchanged at 52.29 dollars per share, indicating a stable intrinsic valuation outlook.
  • The Discount Rate has fallen slightly from about 7.28 percent to about 7.25 percent, reflecting a modestly lower perceived risk profile.
  • Revenue Growth is effectively unchanged at about 11.15 percent, signaling a steady medium term top line growth expectation.
  • The Net Profit Margin is stable at about 11.95 percent, implying no material revision to long term profitability assumptions.
  • The Future P/E has edged down slightly from about 28.72 times to about 28.70 times, suggesting minimal change in expected market valuation multiples.

Have other thoughts on ExlService Holdings?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.