eClerx Services Limited has informed the Exchange about Investor Presentation
ECLERX · price
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eClerx Services reported Q4 FY25 operating revenue of USD 104.9 million, up 14.1% year-on-year, with total revenue of INR 916.5 crore (up 16.1% YoY) and profit after tax of INR 152.2 crore (up 16.6% YoY). For full-year FY25, revenue grew 15% YoY to INR 3,439.6 crore, but EBITDA margin contracted 209 basis points YoY to 26.0% even as Q4 EBITDA margin improved 128 bps sequentially to 27.3%. The company flagged wage increments effective April 1, 2025, and proposed a dividend of INR 1 per share for FY25. Cash and equivalents stood at INR 1,025.8 crore (INR 218.4 per share), with FY25 operating cash flow at INR 654.6 crore. Client concentration in top 10 has risen to 64% from 59% YoY, and North America now contributes 78% of revenue.
The YoY margin compression despite decent revenue growth, combined with the announced wage hikes from April 2025, may pressure near-term profitability and weigh on investor sentiment. However, sequential margin recovery in Q4, strong cash generation, and rising client concentration in marquee accounts provide some comfort.