Announcement • Oct 04
WNS (Holdings) Limited, Annual General Meeting, Oct 30, 2025 WNS (Holdings) Limited, Annual General Meeting, Oct 30, 2025, at 11:00 W. Central Africa Standard Time. Location: 22 grenville, st helier, jersey je4 8px, channel islands., Republic of the Congo Announcement • Sep 24
WNS (Holdings) Limited Launches New AI Platform for Transforming Finance Organizations WNS (Holdings) Limited announced the launch of Agile Target Operating Model (aTOM), a proprietary AI-led digital platform for driving end-to-end transformation of global finance organizations. Powered by BusinessOptix, aTOM is designed to align the CFO's strategic vision with bottom-up process transformation, enabling rapid, outcome-driven finance organization. The aTOM platform empowers clients to transform their finance and accounting operations from diagnostics to value realization--driving enhanced control, continuity, speed, and visibility. aTOM combines end-to-end process reimagination, governance frameworks, benchmarking, analytics, and transformation accelerators to deliver business outcomes enabled by AI-powered tools. The platform delivers transformation across the entire F&A value chain, including Accounts Payable, Accounts Receivable, General Ledger, FP&A, and Tax & Treasury. Early collaborations with clients using aTOM have resulted cost savings of approximately 40%, productivity enhancements of more than 50%, improved working capital, and increased AI adoption. WNS also plans to leverage the aTOM platform into other organizational functional areas beyond finance. WNS works with more than 150 CFO offices across the world and has delivered over $1 billion in incremental cash flow opportunities through 10+ industry-specific F&A offerings. Reported Earnings • Jul 25
First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2026 results: EPS: US$0.50 (down from US$0.64 in 1Q 2025). Revenue: US$353.8m (up 9.5% from 1Q 2025). Net income: US$21.8m (down 25% from 1Q 2025). Profit margin: 6.2% (down from 9.0% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Earnings per share (EPS) missed analyst estimates by 22%. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • Jul 11
WNS (Holdings) Limited to Report Q1, 2026 Results on Jul 24, 2025 WNS (Holdings) Limited announced that they will report Q1, 2026 results on Jul 24, 2025 Price Target Changed • Jul 07
Price target increased by 7.1% to US$74.00 Up from US$69.13, the current price target is an average from 5 analysts. New target price is approximately in line with last closing price of US$74.70. The company is forecast to post earnings per share of US$3.33 for next year compared to US$3.87 last year. Announcement • Jul 07
Capgemini SE (ENXTPA:CAP) entered into definitive transaction agreement to acquire WNS (Holdings) Limited (NYSE:WNS) for $3.6 billion. Capgemini SE (ENXTPA:CAP) entered into definitive transaction agreement to acquire WNS (Holdings) Limited (NYSE:WNS) for $3.6 billion on July 6, 2025. A cash consideration of $76.50 per share will be paid towards equity and RSU's by Capgemini SE. Capgemini has secured a bridge financing of approximately $4.7 billion (€4.0 billion), covering the purchase of securities, as well as the gross debt and similar obligations and the Capgemini bond redeemed in June 2025. Capgemini plans to refinance the bridge with available cash for and the balance by debt issuance. WNS and Capgemini have a natural cultural fit and share common values that will facilitate a smooth integration of the teams, helped by the Group’s track record of successful integrations. Furthermore, the integration will be straightforward into Capgemini’s Global Business Services activities. If this Agreement is terminated by the Company, then a Company Termination Fee equal to $118 million shall be paid by the Company. If this Agreement is terminated by the Buyer, then a fee equal to $169 million shall be paid as Buyer Termination Fee.
The transaction will be implemented by way of a Court-sanctioned scheme of arrangement under the laws of Jersey. The transaction is subject to approval by the Royal Court of Jersey and WNS’ shareholders, as well as to receipt of customary regulatory approvals and other conditions. The transaction has been unanimously approved by both Capgemini’s and WNS’ Boards of Directors. The closing of the transaction is expected to occur by the end of the year.
Capgemini expects accretion to Capgemini’s normalized EPS of 4% before synergies in 2026, and 7% post-synergies in 2027. Barclays acted as financial advisor to Capgemini. J.P. Morgan acted as financial advisor and fairness opinion provider to WNS (Holdings) Limited. Armand W. Grumberg, Stephen F. Arcano, Dohyun Kim and Simon Toms of Skadden, Arps, Slate, Meagher and Flom LLP acted as legal advisor for Capgemini S.E. Sharon Lau and Ian Nussbaum of Latham & Watkins LLP acted as legal advisor for WNS (Holdings) Limited. Recent Insider Transactions Derivative • Jun 13
Group CEO & Director notifies of intention to sell stock Keshav Murugesh intends to sell 99k shares in the next 90 days after lodging an Intent To Sell Form on the 12th of June. If the sale is conducted around the recent share price of US$60.52, it would amount to US$6.0m. For the year to March 2019, Keshav's total compensation was 36% salary and 64% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Keshav has owned 748.17k shares directly. There has only been one transaction (US$1.1m purchase) from insiders over the last 12 months. Buy Or Sell Opportunity • Jun 09
Now 20% undervalued The stock has been flat over the last 90 days, currently trading at US$59.61. The fair value is estimated to be US$74.69, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.5% over the last 3 years. Earnings per share has grown by 5.4%. For the next 3 years, revenue is forecast to grow by 7.5% per annum. Earnings are also forecast to grow by 5.3% per annum over the same time period. Recent Insider Transactions Derivative • May 21
Group CEO & Director notifies of intention to sell stock Keshav Murugesh intends to sell 25k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of May. If the sale is conducted around the recent share price of US$57.15, it would amount to US$1.4m. For the year to March 2019, Keshav's total compensation was 36% salary and 64% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Keshav currently holds 661.26k shares (0.015160641835972464 of the company). There have been no trades via on-market transactions or options from company insiders in the last 12 months. Reported Earnings • Apr 25
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: US$3.87 (up from US$2.97 in FY 2024). Revenue: US$1.31b (flat on FY 2024). Net income: US$170.1m (up 21% from FY 2024). Profit margin: 13% (up from 11% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.1%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Announcement • Apr 25
WNS (Holdings) Limited provides Guidance for the Fiscal Year Ending March 31, 2026 WNS (Holdings) Limited provided guidance for the fiscal year ending March 31, 2026. For the year, the company expects revenue less repair payments is expected to be between $1,352 million and $1,404 million, up from $1,265.5 million in fiscal 2025. Announcement • Apr 11
Capgemini Reportedly in Advanced Talks to Acquire WNS Holdings Capgemini SE (ENXTPA:CAP) is in advanced talks to acquire outsourcing company WNS (Holdings) Limited (NYSE:WNS), people familiar with the matter said. The France-based information technology provider has emerged as the most likely buyer for WNS after seeing off rival suitors, according to the people, who asked not to be identified discussing confidential information. While an agreement may be reached in the coming weeks, talks could still be delayed or falter because of the volatility in global markets, the people said. Representatives for Capgemini and WNS declined to comment. Announcement • Apr 08
WNS (Holdings) Limited to Report Q4, 2025 Results on Apr 24, 2025 WNS (Holdings) Limited announced that they will report Q4, 2025 results at 6:00 AM, US Eastern Standard Time on Apr 24, 2025 Announcement • Apr 02
WNS Holdings Reportedly Explores Sale After Receiving Takeover Interest from Potential Suitors WNS (Holdings) Limited (NYSE:WNS) is exploring a sale after attracting acquisition interest from potential suitors including Capgemini SE (ENXTPA:CAP), according to people familiar with the matter. WNS, which traces its roots to India, is working with its investment bankers at JPMorgan Chase & Co. to evaluate its talks with interested parties, which include French technology group Capgemini and other rival information technology services firms, the sources said, requesting anonymity as the discussions are confidential. If the talks are successful, a deal could be signed in the coming weeks, the sources said, cautioning that the deliberations are fluid and WNS could choose not to proceed with a transaction. WNS, Capgemini, and JPMorgan declined to comment. Announcement • Mar 12
WNS (Holdings) Limited Appoints Sylvie Ouziel to the Board of Directors and Member of Audit Committee, Effective April 1, 2025 WNS (Holdings) Limited announced the appointment of Sylvie Ouziel to the company’s Board of Directors effective April 1, 2025. She will also become a member of the company’s Audit Committee. Sylvie brings more than 30 years of experience in building, growing, and leading technology-led global services and software companies. Sylvie is CEO and co-founder of Blue Bridge, an AI-augmented system integration company, and senior business advisor to Univers. Most recently, Sylvie was the CEO of Shared Platforms for Publicis Groupe S.A. She was responsible for the company’s proprietary data-led AI platform (Marcel), strategic technology partnerships, and managing the more than 5,000-person global shared services group. Prior to joining Publicis, Sylvie was International President of Envision Digital (now Univers), an AI /IoT technology solutions provider focused on helping sustainability efforts for businesses and governments. Before Envision, Sylvie was with Allianz SE, the Germany-based global insurance leader, where she served as Global CEO of Allianz Assistance and oversaw the real-time B2B2C service delivery for clients around the world. Prior to this role, Sylvie was CEO of Allianz Managed Operations and Services with responsibility for all digital (including infrastructure and applications) and non-digital shared services. Sylvie also spent 20 years at Accenture driving client transformation, most recently as Global Chief Operating Officer of Management Consulting. She is an experienced public and private company Board member having worked with firms across geographies and industries. Announcement • Mar 11
WNS (Holdings) Limited (NYSE:WNS) acquired Kipi.Bi Llc from Seroda Ventures. WNS (Holdings) Limited (NYSE:WNS) acquired Kipi.Bi Llc from Seroda Ventures on March 11, 2025. The acquisition is not expected to materially impact fiscal 2025 fourth quarter revenue or profitability of WNS (Holdings) Limited (NYSE:WNS), and based on current visibility, Kipi is expected to contribute approximately 2% to WNS revenue. Canaccord Genuity LLC acted as the financial advisor to Kipi.Bi Llc in this deal.
WNS (Holdings) Limited (NYSE:WNS) completed the acquisition of Kipi.Bi Llc from Seroda Ventures on March 11, 2025. Valuation Update With 7 Day Price Move • Jan 30
Investor sentiment improves as stock rises 26% After last week's 26% share price gain to US$62.42, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 22x in the Professional Services industry in the US. Total loss to shareholders of 28% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$70.24 per share. Price Target Changed • Jan 24
Price target increased by 14% to US$64.25 Up from US$56.50, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$62.41. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$3.49 for next year compared to US$2.97 last year. Reported Earnings • Jan 23
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations Third quarter 2025 results: EPS: US$1.12 (up from US$0.84 in 3Q 2024). Revenue: US$333.0m (up 2.1% from 3Q 2024). Net income: US$48.6m (up 23% from 3Q 2024). Profit margin: 15% (up from 12% in 3Q 2024). Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 45%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Announcement • Jan 23
WNS (Holdings) Limited Revises Earnings Guidance for the Fiscal Year Ending March 31, 2025 WNS (Holdings) Limited revised guidance for the fiscal year ending March 31, 2025. For the year, Revenue less repair payments is expected to be between $1,255 million and $1,271 million, as compared to $1,284.3 million in fiscal 2024. Announcement • Jan 03
WNS (Holdings) Limited to Report Q3, 2025 Results on Jan 23, 2025 WNS (Holdings) Limited announced that they will report Q3, 2025 results at 6:00 AM, US Eastern Standard Time on Jan 23, 2025 Buy Or Sell Opportunity • Dec 03
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 10% to US$51.32. The fair value is estimated to be US$64.96, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 6.1%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 45% in the next 2 years. Buy Or Sell Opportunity • Nov 14
Now 22% undervalued after recent price drop Over the last 90 days, the stock has fallen 15% to US$50.73. The fair value is estimated to be US$65.04, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.5% over the last 3 years. Earnings per share has grown by 6.1%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 45% in the next 2 years. Valuation Update With 7 Day Price Move • Nov 08
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to US$54.65, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 23x in the Professional Services industry in the US. Total loss to shareholders of 38% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$64.99 per share. Price Target Changed • Oct 18
Price target decreased by 11% to US$57.70 Down from US$65.00, the current price target is an average from 10 analysts. New target price is 24% above last closing price of US$46.37. Stock is down 18% over the past year. The company is forecast to post earnings per share of US$3.04 for next year compared to US$2.97 last year. Reported Earnings • Oct 17
Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2025 results: EPS: US$0.96 (down from US$1.22 in 2Q 2024). Revenue: US$322.6m (down 3.4% from 2Q 2024). Net income: US$41.8m (down 28% from 2Q 2024). Profit margin: 13% (down from 17% in 2Q 2024). The decrease in margin was primarily driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Professional Services industry in the US. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings. Announcement • Oct 17
WNS (Holdings) Limited Revises Earnings Guidance for the Fiscal Year Ending March 31, 2025 WNS (Holdings) Limited revised guidance for the fiscal year ending March 31, 2025. for the year, company expects Revenue less repair payments to be between $1,250 million and $1,296 million, as compared to $1,284.3 million in fiscal 2024. Guidance assumes an average GBP to USD exchange rate of 1.31 for the remainder of fiscal 2025. Announcement • Oct 04
WNS (Holdings) Limited to Report Q2, 2025 Results on Oct 17, 2024 WNS (Holdings) Limited announced that they will report Q2, 2025 results at 6:00 AM, US Eastern Standard Time on Oct 17, 2024 Buy Or Sell Opportunity • Sep 05
Now 21% undervalued Over the last 90 days, the stock has risen 10.0% to US$56.35. The fair value is estimated to be US$71.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 9.9%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 23% in the next 2 years. Recent Insider Transactions Derivative • Aug 15
Group CEO & Director notifies of intention to sell stock Keshav Murugesh intends to sell 100k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of August. If the sale is conducted around the recent share price of US$57.25, it would amount to US$5.7m. For the year to March 2018, Keshav's total compensation was 35% salary and 65% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Keshav has owned 661.26k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months. Recent Insider Transactions Derivative • Jul 31
Advisor notifies of intention to sell stock Sanjay Puria intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 29th of July. If the sale is conducted around the recent share price of US$58.57, it would amount to US$515k. Since March 2024, Sanjay has owned 34.04k shares directly. There have been no trades via on-market transactions or options from company insiders in the last 12 months. Price Target Changed • Jul 19
Price target increased by 8.7% to US$62.70 Up from US$57.70, the current price target is an average from 10 analysts. New target price is 13% above last closing price of US$55.38. Stock is down 22% over the past year. The company is forecast to post earnings per share of US$3.04 for next year compared to US$2.97 last year. Buy Or Sell Opportunity • Jul 19
Now 22% undervalued Over the last 90 days, the stock has risen 16% to US$55.38. The fair value is estimated to be US$71.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 9.6%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 23% in the next 2 years. Announcement • Jul 18
WNS (Holdings) Limited Updates Earnings Guidance for the Fiscal Year Ending March 31, 2025 WNS (Holdings) Limited updated earnings guidance for the fiscal year ending March 31, 2025. Revenue less repair payments is expected to be between $1,290 million and $1,354 million, up from $1,284.3 million in fiscal 2024. Guidance assumes an average GBP to USD exchange rate of 1.28 for the remainder of fiscal 2025. ANI is expected to range between $203 million and $215 million versus $218.0 million in fiscal 2024. Guidance assumes an average USD to INR exchange rate of 83.4 for the remainder of fiscal 2025. Announcement • Jul 04
WNS (Holdings) Limited to Report Q1, 2025 Results on Jul 18, 2024 WNS (Holdings) Limited announced that they will report Q1, 2025 results at 6:00 AM, US Eastern Standard Time on Jul 18, 2024 Announcement • Jun 22
WNS (Holdings) Limited Appoints Anil Chintapalli as Executive Officer and Head of Strategic Growth Initiatives WNS (Holdings) Limited announced that Anil Chintapalli has joined the company as an Executive Officer and Head of Strategic Growth Initiatives. Anil will report to Group CEO, Keshav Murugesh, and help drive key company-wide growth initiatives including (but not limited to) large deals, existing client relationships, geographic markets, and M&A. Anil brings more than 30 years of financial services, technology, and management consulting experience to WNS. He has a proven track record of delivering business value for some of the world’s largest and best-known brands, building C-suite relationships and helping them execute on strategic initiatives including revenue growth, risk management, and operational efficiency. Anil has a strong technology background across ERP, SCM, and CRM, highlighted by his prior roles as a private equity technology investor and operator. He also brings executive level experience in Digital, IT Outsourcing, and Business Process Outsourcing for global systems integrators. Anil has a bachelor’s degree in electrical and electronics engineering from Birla Institute of Technology & Science (Pilani, India), and a master’s degree in industrial engineering from the University of Massachusetts (Amherst, USA) with a focus on robotics, artificial intelligence, and supply chain management. Anil has authored a technology book on enterprise resource planning, and lives in Windermere, Florida. Announcement • May 23
WNS (Holdings) Limited, Annual General Meeting, Jun 27, 2024 WNS (Holdings) Limited, Annual General Meeting, Jun 27, 2024. Location: 22 grenville, st helier, jersey je4 8px, channel islands., Guernsey Valuation Update With 7 Day Price Move • May 07
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to US$49.71, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 21x in the Professional Services industry in the US. Total loss to shareholders of 29% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$68.08 per share. Announcement • Apr 26
WNS (Holdings) Limited Announces Chief Financial Officer Changes WNS (Holdings) Limited announced that Arijit Sen, the company’s Corporate Financial Controller, has been appointed Chief Financial Officer (CFO) effective July 25, 2024, succeeding Sanjay Puria who has chosen to step down for family reasons. Sanjay will remain with WNS in an advisory role until April 24, 2025 to help ensure a seamless transition. Arijit Sen joined the WNS finance team 15 years ago, and during his tenure has managed each of the company’s corporate finance functions including Treasury, FP&A, M&A, Tax, and Controllership. Prior to joining WNS, Arijit worked at Accenture as a management consultant in corporate strategy and business transformation. Arijit has an MBA from The Indian Institute of Management Calcutta, and a bachelor’s degree from St. Stephen’s College in New Delhi. Reported Earnings • Apr 25
Full year 2024 earnings released: EPS: US$2.97 (vs US$2.85 in FY 2023) Full year 2024 results: EPS: US$2.97 (up from US$2.85 in FY 2023). Revenue: US$1.32b (up 8.1% from FY 2023). Net income: US$140.1m (up 2.0% from FY 2023). Profit margin: 11% (in line with FY 2023). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Professional Services industry in the US. Announcement • Apr 06
WNS (Holdings) Limited to Report Q4, 2024 Results on Apr 25, 2024 WNS (Holdings) Limited announced that they will report Q4, 2024 results at 6:00 AM, US Eastern Standard Time on Apr 25, 2024 