ExlService Holdings 경영진
경영진 기준 점검 3/4
ExlService Holdings CEO는 Rohit Kapoor, Apr1999 에 임명되었습니다 의 임기는 27.17 년입니다. 총 연간 보상은 $16.20M, 5.5% 급여 및 94.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $116.31M 가치에 해당하는 회사 주식의 2.56% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6 년과 4.4 년입니다.
핵심 정보
Rohit Kapoor
최고경영자
US$16.2m
총 보수
| CEO 급여 비율 | 5.46% |
| CEO 재임 기간 | 27.2yrs |
| CEO 지분 보유율 | 2.6% |
| 경영진 평균 재임 기간 | 6yrs |
| 이사회 평균 재임 기간 | 4.4yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • Jun 03
ExlService Holdings: The Interesting AI Layer Some Investors Did Not See
Summary ExlService Holdings is transitioning from legacy outsourcing to a data and AI-led enterprise, now generating 60% of revenue from AI solutions. EXLS delivered 13.8% YoY revenue growth and 20.2% adjusted EPS growth in Q1 2026, with expanding margins and robust recurring revenue. I see at least 22-44% upside, with fair value in the $37–$44 range near term and more as the market recognizes its AI-driven business mix. EXLS offers an attractive risk-reward profile, supported by ongoing share repurchases, a stable balance sheet, and a business model benefiting from the enterprise AI adoption wave. Read the full article on Seeking Alpha
내러티브 업데이트 • May 27
EXLS: Data And AI Expansion Will Drive Future Share Rerating
Analysts have slightly raised their price target on ExlService Holdings to $46 from $41.75, citing recent research that highlights what they view as a solid fundamental backdrop. They also acknowledge some recalibration in revenue growth, profit margin assumptions, and future P/E expectations.내러티브 업데이트 • Apr 27
EXLS: AI Partnerships And Buybacks Will Support Future Share Rerating
Analysts have adjusted their average 12 month price target on ExlService Holdings from about $50 to the mid $40s, reflecting refreshed models after recent results while still indicating what they see as solid underlying execution. Analyst Commentary Recent Street research on ExlService Holdings reflects a mix of confidence in execution and more cautious views on valuation, with updated models leading to lower headline price targets across the board.내러티브 업데이트 • Apr 11
EXLS: Agentic AI Expansion And Buybacks Will Support Future Upside
Analysts have trimmed their average price target for ExlService, with recent revisions such as Stifel moving to $46 from $54 and Baird to $35 from $50. These changes reflect refreshed models after Q4 results while still pointing to what some view as solid underlying performance.내러티브 업데이트 • Mar 28
EXLS: Agentic AI Solutions And Gradual IT Spend Recovery Will Support Upside
Narrative Update on ExlService Holdings Price Targets Analysts have revised ExlService Holdings' average price target, with changes ranging from a reduction to $35 from $50 to more moderate adjustments such as $51 from $52 and $46 from $54, reflecting updated models after recent results. Analyst Commentary Recent research on ExlService Holdings presents a mixed picture, with some analysts focusing on valuation support and execution, while others are more cautious after updating their models following Q4 results.내러티브 업데이트 • Mar 11
EXLS: Gradual IT Spend Recovery And Agentic AI Adoption Will Support Upside
Analysts have lowered their average price target on ExlService to about $41.71 from $52.14. This reflects updated models that incorporate recent target cuts to $46, $35 and $51, along with modest adjustments to assumptions for discount rate, revenue growth, profit margin and future P/E.
새로운 내러티브 • Feb 26
AI Adoption And Recurring Data Contracts Will Drive Strong Long Term Outcomes
Catalysts About ExlService Holdings ExlService Holdings provides data, analytics, AI solutions and digitally enabled operations to clients in insurance, healthcare, banking and other data intensive industries. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 24
EXLS: Gradual Enterprise IT Spend Recovery Will Support Upside From Discounted Sector Setup
Narrative Update: ExlService Holdings Analyst Price Target Shift The analyst price target for ExlService Holdings has been adjusted to $51 from $52. Analysts report a generally constructive view on IT services into 2026, noting expectations that enterprise IT spending will gradually improve while sector valuations remain discounted.내러티브 업데이트 • Feb 09
EXLS: Gradual Enterprise IT Spend Recovery Will Support Upside From Discounted 2026 Setup
Analysts have trimmed their price target on ExlService Holdings by $1 to $51, citing a more measured view on sector conditions while still expecting gradual improvement in enterprise IT spending and recognizing that current valuations remain discounted. Analyst Commentary Bullish Takeaways Bullish analysts see the trimmed US$51 target as still implying room for upside relative to what they view as discounted valuations for ExlService and peers.분석 기사 • Feb 06
Slammed 27% ExlService Holdings, Inc. (NASDAQ:EXLS) Screens Well Here But There Might Be A Catch
ExlService Holdings, Inc. ( NASDAQ:EXLS ) shares have had a horrible month, losing 27% after a relatively good period...내러티브 업데이트 • Jan 26
EXLS: Gradual Enterprise IT Spend Recovery Will Support Constructive 2026 Upside
Analysts have trimmed their 12 month price target on ExlService Holdings to US$51 from US$52, reflecting slightly adjusted assumptions for discount rate, revenue growth, profit margins and future P/E, while still indicating a constructive view on services demand into 2026. Analyst Commentary Bullish Takeaways Bullish analysts see the US$51 target as still supportive of upside potential, even after a modest trim.내러티브 업데이트 • Jan 10
EXLS: Gradual Enterprise IT Spending Recovery And Buybacks Will Drive 2026 Upside
Analysts have trimmed their price target on ExlService Holdings slightly, with one recent update moving it to $51 from $52. The change reflects adjusted fair value, discount rate and future P/E assumptions, while still pointing to expectations for gradual improvement in enterprise IT spending.내러티브 업데이트 • Dec 23
EXLS: AI And Share Buybacks Will Drive Strong 2025 Upside Potential
Analysts have modestly raised their price target on ExlService Holdings by approximately 0.0 percent to about 52.29 dollars. This reflects slightly higher discount rate and future P/E assumptions while maintaining their revenue growth and profit margin outlook.내러티브 업데이트 • Dec 09
EXLS: AI Data Suite And Fraud Platform Will Drive 2025 Momentum
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.내러티브 업데이트 • Nov 25
EXLS: AI And Data Initiatives Will Drive Stock Momentum In 2025
Narrative Update on ExlService Holdings: Analyst Price Target Revision Analysts have slightly revised their price target for ExlService Holdings, lowering it from $52.29 to $52.29. This update is based on revised discount rate estimates and a modest adjustment in projected future price-to-earnings ratios.내러티브 업데이트 • Nov 11
EXLS: Share Buybacks And AI Initiatives Will Drive Earnings Momentum
Analysts have slightly lowered their price target for ExlService Holdings from $53.29 to $52.29. They cite updated expectations for revenue growth and profit margins.내러티브 업데이트 • Oct 28
AI-Powered Expansion And Global Partnerships Will Drive Future Market Share
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.내러티브 업데이트 • Oct 13
Digital Transformation And AI Expansion Will Open Global Markets
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.분석 기사 • Oct 06
Unpleasant Surprises Could Be In Store For ExlService Holdings, Inc.'s (NASDAQ:EXLS) Shares
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 19x, you may...분석 기사 • Sep 04
We Ran A Stock Scan For Earnings Growth And ExlService Holdings (NASDAQ:EXLS) Passed With Ease
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Aug 01
Results: ExlService Holdings, Inc. Exceeded Expectations And The Consensus Has Updated Its Estimates
Investors in ExlService Holdings, Inc. ( NASDAQ:EXLS ) had a good week, as its shares rose 2.4% to close at US$43.43...분석 기사 • Jul 30
ExlService Holdings (NASDAQ:EXLS) Could Easily Take On More Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jul 03
ExlService Holdings, Inc.'s (NASDAQ:EXLS) Shares May Have Run Too Fast Too Soon
With a price-to-earnings (or "P/E") ratio of 33.6x ExlService Holdings, Inc. ( NASDAQ:EXLS ) may be sending very...분석 기사 • May 13
An Intrinsic Calculation For ExlService Holdings, Inc. (NASDAQ:EXLS) Suggests It's 22% Undervalued
Key Insights The projected fair value for ExlService Holdings is US$59.87 based on 2 Stage Free Cash Flow to Equity...분석 기사 • Apr 21
These 4 Measures Indicate That ExlService Holdings (NASDAQ:EXLS) Is Using Debt Safely
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Apr 09
ExlService Holdings (NASDAQ:EXLS) Is Very Good At Capital Allocation
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Seeking Alpha • Mar 28
Undervalued By EXLerate: ExlService's Hidden Strength
Summary ExlService is an AI company with significant potential in the AI sector, currently undervalued by 17.5%, from $47 to $55 per share. The company has full order books, indicating strong demand and future revenue growth. ExlService's positioning in the AI market makes it a standout choice for investors seeking growth in this sector. Read the full article on Seeking Alpha분석 기사 • Mar 12
Is Now The Time To Look At Buying ExlService Holdings, Inc. (NASDAQ:EXLS)?
ExlService Holdings, Inc. ( NASDAQ:EXLS ), is not the largest company out there, but it received a lot of attention...분석 기사 • Feb 28
ExlService Holdings, Inc. (NASDAQ:EXLS) Just Reported And Analysts Have Been Lifting Their Price Targets
Shareholders might have noticed that ExlService Holdings, Inc. ( NASDAQ:EXLS ) filed its full-year result this time...분석 기사 • Jan 22
Estimating The Intrinsic Value Of ExlService Holdings, Inc. (NASDAQ:EXLS)
Key Insights Using the 2 Stage Free Cash Flow to Equity, ExlService Holdings fair value estimate is US$59.56 With...분석 기사 • Jan 09
ExlService Holdings (NASDAQ:EXLS) Seems To Use Debt Rather Sparingly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Dec 27
Should You Be Adding ExlService Holdings (NASDAQ:EXLS) To Your Watchlist Today?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Dec 15
There's Been No Shortage Of Growth Recently For ExlService Holdings' (NASDAQ:EXLS) Returns On Capital
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...분석 기사 • Dec 03
At US$46.09, Is ExlService Holdings, Inc. (NASDAQ:EXLS) Worth Looking At Closely?
ExlService Holdings, Inc. ( NASDAQ:EXLS ), is not the largest company out there, but it led the NASDAQGS gainers with a...Seeking Alpha • Nov 29
Why I'm Upgrading ExlService To A Strong Buy
Summary ExlService Holdings, Inc. has shown significant growth, with a 28.21% stock price increase since August 2024, prompting an upgrade to a Strong Buy rating. Q3 2024 results exceeded expectations, with revenue of $472.07 million and EPS of $0.44, driven by robust data and AI-led strategies. The company raised its full-year 2024 guidance, expecting revenue growth of 12-13% and adjusted EPS growth of 13-14%, indicating strong future prospects. Despite high valuation ratios, ExlService's earnings growth and institutional investor confidence suggest continued share price gains, with a one-year target of $53.58. Read the full article on Seeking Alpha분석 기사 • Nov 20
Why Investors Shouldn't Be Surprised By ExlService Holdings, Inc.'s (NASDAQ:EXLS) P/E
ExlService Holdings, Inc.'s ( NASDAQ:EXLS ) price-to-earnings (or "P/E") ratio of 37.9x might make it look like a...CEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$252m |
| Dec 31 2025 | US$16m | US$885k | US$251m |
| Sep 30 2025 | n/a | n/a | US$241m |
| Jun 30 2025 | n/a | n/a | US$236m |
| Mar 31 2025 | n/a | n/a | US$216m |
| Dec 31 2024 | US$14m | US$821k | US$198m |
| Sep 30 2024 | n/a | n/a | US$188m |
| Jun 30 2024 | n/a | n/a | US$179m |
| Mar 31 2024 | n/a | n/a | US$182m |
| Dec 31 2023 | US$12m | US$815k | US$185m |
| Sep 30 2023 | n/a | n/a | US$176m |
| Jun 30 2023 | n/a | n/a | US$171m |
| Mar 31 2023 | n/a | n/a | US$158m |
| Dec 31 2022 | US$11m | US$766k | US$143m |
| Sep 30 2022 | n/a | n/a | US$139m |
| Jun 30 2022 | n/a | n/a | US$127m |
| Mar 31 2022 | n/a | n/a | US$119m |
| Dec 31 2021 | US$10m | US$743k | US$115m |
| Sep 30 2021 | n/a | n/a | US$119m |
| Jun 30 2021 | n/a | n/a | US$119m |
| Mar 31 2021 | n/a | n/a | US$99m |
| Dec 31 2020 | US$7m | US$599k | US$89m |
| Sep 30 2020 | n/a | n/a | US$79m |
| Jun 30 2020 | n/a | n/a | US$71m |
| Mar 31 2020 | n/a | n/a | US$75m |
| Dec 31 2019 | US$6m | US$720k | US$68m |
보상 대 시장: Rohit의 총 보수(USD16.20M)는 US 시장에서 비슷한 규모 기업의 평균(USD7.00M)보다 높습니다.
보상과 수익: Rohit의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Rohit Kapoor (61 yo)
27.2yrs
재임 기간
US$16,201,761
보수
Mr. Rohit Kapoor is Co-Founder at Exlservice Holdings, Inc. in April 1999. Mr. Kapoor has been the Chief Executive Officer of Exlservice Holdings, Inc. since April 2008 and served as its Co-Chairman since...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 27.2yrs | US$16.20m | 2.56% $ 116.3m | |
| President and Head of AI Services & Operations | 2.2yrs | US$4.69m | 0.10% $ 4.6m | |
| President and Head of Insurance | 2.2yrs | US$5.02m | 0.28% $ 12.7m | |
| Executive VP & CFO | 6.3yrs | US$3.43m | 0.17% $ 7.6m | |
| Executive Vice President of Banking & Capital Markets and Diversified Industries | 6yrs | US$3.33m | 0.14% $ 6.3m | |
| Senior Vice President in Operations Management | 3.3yrs | 데이터 없음 | 데이터 없음 | |
| Executive VP | 8.1yrs | 데이터 없음 | 데이터 없음 | |
| Head of Investor Relations & Capital Markets | no data | 데이터 없음 | 데이터 없음 | |
| Executive VP | 7.5yrs | 데이터 없음 | 0.032% $ 1.5m | |
| Senior VP and Chief Compliance & Ethics Officer | 3.4yrs | 데이터 없음 | 데이터 없음 | |
| Head of Global Corporate Development & Senior VP | no data | 데이터 없음 | 데이터 없음 | |
| Chief Marketing Officer | no data | 데이터 없음 | 데이터 없음 |
6.0yrs
평균 재임 기간
54yo
평균 나이
경험이 풍부한 관리: EXLS의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 23.6yrs | US$16.20m | 2.56% $ 116.3m | |
| Lead Independent Director | 7.7yrs | US$443.44k | 0% $ 0 | |
| Independent Director | 2.3yrs | US$348.14k | 0% $ 0 | |
| Independent Director | less than a year | US$177.50k | 데이터 없음 | |
| Independent Director | 10.4yrs | US$343.14k | 0% $ 0 | |
| Independent Director | 3.4yrs | US$350.64k | 0.0020% $ 89.0k | |
| Independent Director | 3yrs | US$339.39k | 0% $ 0 | |
| Independent Director | 5.4yrs | US$356.89k | 0% $ 0 |
4.4yrs
평균 재임 기간
65yo
평균 나이
경험이 풍부한 이사회: EXLS의 이사회는 경험이 있음으로 간주됩니다(평균 재임 4.4 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/10 08:38 |
| 종가 | 2026/06/10 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
ExlService Holdings, Inc.는 20명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Koning | Baird |
| Vincent Colicchio | Barrington Research Associates, Inc. |
| Kunal Tayal | BofA Global Research |