Analysts have slightly lowered their price target for ExlService Holdings, reducing the estimated fair value from $54.14 to $53.29. This adjustment is due to minor changes in the discount rate, projected revenue growth, profit margins, and future price-to-earnings expectations.
What's in the News
- EXL launched EXLdata.ai, a modular suite of agentic AI data solutions in partnership with Databricks. The platform aims to help enterprises modernize data management, governance, and unstructured data strategies to accelerate AI adoption. (Key Developments)
- EXL entered into a teaming agreement with InsureMO to help insurers globally modernize core systems and integrate AI. This partnership enables faster innovation and digital transformation without system disruption. (Key Developments)
- EXL opened a new international headquarters in Dublin's Docklands, along with an AI Innovation Lab. This initiative reinforces Ireland's position as a global tech hub and deepens collaborations with local academic institutions. (Key Developments)
- EXL and Genesys announced a collaboration to transform customer engagement through data and AI-powered insights. The partnership aims to enhance omnichannel customer experiences and operational efficiency for enterprises across various industries. (Key Developments)
- EXL completed a tranche of its share buyback program, having repurchased 906,150 shares for $41.76 million between April and June 2025, under its multi-phase buyback plan. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target: Fair value estimate has decreased slightly, moving from $54.14 to $53.29.
- Discount Rate: Increased marginally from 7.07% to 7.07%.
- Revenue Growth: Projected rate has risen slightly, shifting from 10.89% to 10.90%.
- Net Profit Margin: Expected margin has dipped slightly, adjusting from 12.15% to 12.12%.
- Future P/E: Forward price-to-earnings ratio has declined modestly, moving from 33.20x to 32.74x.
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