Transcript of the earnings call - financial results for the quarter/period ended March 31, 2026

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

ECLERX · price

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AI summary

eClerx Services reported strong FY26 results with operating revenue of USD 469 million, up 17.9% YoY. Q4 revenue was USD 122 million with 0.6% sequential growth. The company achieved 30% growth in net profit to INR 706 crores for the full year, while Q4 operating EBITDA margin expanded to 25.7%. Analytics and automation has become a USD 90 million business, and the company secured its first large-scale Agentic AI win in Q4 with deployments planned for Q1 FY27. Management guided for FY27 to deliver top quartile growth and maintain EBITDA margins between 24%-28%, with Q1 expected to be stronger than Q4 on sequential basis.

Likely market impact

The strong full-year results with margin expansion and new AI deal wins indicate solid execution. The maintained margin guidance and management's confidence in top-quartile growth are positive signals for shareholders, though Q4 sequential revenue softness may cause some near-term stock volatility.