ExlService Holdings $EXLS (+0,43 %)
Hello my dears,
Today I am introducing you to a share that has already been mentioned here several times. So it is no longer so unknown.
Why am I presenting it again anyway?
1.
Chart-technically just in an interesting zone
2.
15/15 points in the Traderfox quality check
3.
13/15 points in the Traderfox Robustness Checkwhich does not happen very often. The share is therefore also a good long-term investment.
As a quality share, it could act as a stable anchor in 2026. Some shares from the AI era are coming under pressure due to valuation concerns. Where can we still expect a certain stability? In my opinion, ExlService (EXLS)
4.
Quality value with AI imagination.
Put simply, ExlService helps to embed AI in work processes. For example, ExlService offers a platform with ready-made AI accelerators that can be quickly integrated into existing systems. These make it possible, for example, to reduce the average processing time by 45 to 50 % and increase the speed of agents' expertise.
ExlService and AI: The underestimated lever in the dependency economy.
ExlService Holdings raises its forecast again due to strong demand for AI and accelerates its share buyback program!
On July 29, my portfolio company ExlService Holdings [EXLS | WKN A0LB2A | ISIN US3020811044] presented its figures for the past second quarter. Both turnover and profit once again exceeded expectations, while the forecast was raised slightly.
Do you agree with my assessment?
ExlService Holdings, Inc. is a data analytics and digital operations and solutions company. The company works with clients using a data and artificial intelligence (AI)-based approach. The Company's segments include Insurance, Healthcare, Analytics and Emerging Business. The Insurance segment serves property and casualty insurers, life insurers, disability insurers, insurance brokers, reinsurers, annuity and pension services and insurance technology companies. The Healthcare segment primarily serves US-based healthcare payers, providers and pharmacy benefit management organizations. The Emerging Business segment provides data and AI-driven business solutions in the areas of finance and accounting, customer experience management and revenue enhancement to customers primarily in the banking and capital markets, utilities, retail and consumer products, technology, media and telecommunications, travel and leisure, manufacturing, transportation and logistics, and business services industries.
Number of employees: 59,500
Fundamental figures History
USD in millions Estimates
Year Turnover Change
2024 1.383 12,74 %
2025 2.078 13,02 %
2026 2.313 11,3 %
2027 2.578 11,5 %
Year EBIT Change
2024 263,6 10,41 %
2025 313,5 18,93 %
2026 354 12,91 %
2027 404,1 14,15 %
Year Net result Change
2024 198,3 7,44 %
2025 247 24,55 %
2026 270,3 9,45 %
2027 310 14,69 %
Year Net debt CAPEX
2024 -52,1 46,26
2025 56 55
2026 -77 63
2027 -257 73
Year Free cash flow Change
2024 222,3 40,32 %
2025 241 8,43 %
2026 301 24,9 %
2027 342 13,62 %
Year EBIT Margin ROE
2024 14,34 % 29,87 %
2025 15,09 % 33,5 %
2026 15,17 % 32,5 %
2027 15,67 % 29,6 %
Year Earnings per share Change
2024 1,21 10 %
2025 1,517 25,37 %
2026 1,684 11,04 %
2027 1,96 16,36 %
Number of shares (in thousands) 157,149
Date of publication 25.02.25
Market value 6,715
Year P/E ratio PEG
2024 36.7x 3.67x
2025 28.2x 1.1x
2026 25.4x 2.3x
2027 21.8x 1.3x
EXLS May 2025 Investor Deck v1[75]
Thanks for reading!
