ExlService Holdings: Path Is Still Clear Ahead For EPS To Compound
Summary
- EXLS's proprietary AI platform, EXLerate.ai™, and domain-specific LLMs drive differentiation, client stickiness, and premium pricing opportunities.
- Rapid growth in the high-margin Data & AI segment is expanding gross margins, fueling a self-funding model for sustained double-digit EPS growth.
- Revenue visibility remains exceptionally high, with 87% of FY25 revenue locked in via contracts, de-risking the growth outlook despite macro uncertainty.
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