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Earnings Call

eClerx Services Earnings Call: Key Takeaways

eClerx delivered strong FY26 results with operating revenue of $469M (up 18% YoY) and EBITDA margins expanding to 25.7% in Q4.

Why this was an Alfa AlertNot a filter event. Results were within or met management's stated guidance ranges.
Highlights
Revenue growthFY26 up 17.9% USD, 22% INR terms.
MarginsOperating EBITDA margin expanded to 25.7% in Q4.
Order bookNew deal wins for Q4 at $46 million.
Demand visibilityStrong pipeline and healthy ACV conversions reported.
Management confidenceHigh; confident in top-quartile industry growth for FY27.

Growth

FY26 revenue grew 22% in INR terms to ₹4,217cr; Net Profit rose 30% to ₹706cr.

Outlook

FY27 guidance targets top-quartile industry growth and EBITDA margins between 24% to 28%.

Risks

Potential US offshore call restrictions (NPRM) and sluggishness in high-end fashion/luxury verticals.

Source

Earnings Call filed with BSE, NSE: ECLERX. Summary written with AI assistance from the document.

Read the document ↗

eClerx Services Ltd: key numbers

Share price
₹1,898.80
Market cap
₹17,858 Cr
Revenue (annual)
₹4,117 Cr
Net profit (annual)
₹706.2 Cr
P/E (TTM)
24.5×Sector 22.1×
Promoter holding
54.52%+0.00% QoQ
FII holding
11.01%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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18:23 IST BSE
Employee Stock Options

eClerx Services Employee Stock Options

The eClerx Employee Welfare Trust traded eClerx Services shares, reporting multiple off-market sales and market-based buy/sell transactions totaling ₹3.08 Crore.

Value
₹3.06 Cr
17:36 IST BSE
Employee Stock Options

eClerx Services Employee Stock Options

eClerx Employee Welfare Trust bought 9,627 equity shares on NSE for ₹1.89 Crore. Post-trade holding rose to 2,304,030 shares (2.45%).

Value
₹1.89 Cr
15:31 IST BSE
Employee Stock Options

eClerx Services Employee Stock Options

eClerx Employee Welfare Trust sold 6,237 shares on NSE for ₹1.20 Crore. The transaction is a routine ESOP trust inventory sale under the company's stock option plan.

Value
₹1.20 Cr
18:14 IST BSE
Capital Structure Change

eClerx Services Capital Structure Change

Eclerx Employee Welfare Trust purchased 32,497 equity shares of eClerx Services in market acquisitions. The total value of these transactions amounts to ₹6.33 Crore.

Value
₹6.33 Cr
15:28 IST BSE
Capital Structure Change

eClerx Services Capital Structure Change

Eclerx Employee Welfare Trust acquired 16,428 equity shares of eClerx Services Ltd via a market purchase valued at ₹3.16 Crore.

Value
₹3.16 Cr
19:12 IST BSE
Capital Structure Change

eClerx Services Capital Structure Change

Eclerx Employee Welfare Trust reported multiple share transactions totaling ₹5.77 Crore. This regulatory disclosure updates the Trust's equity holding in eClerx Services Ltd.

Value
₹5.77 Cr