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Investor Presentation

Hexaware Technologies Investor Presentation: Key Takeaways

Hexaware reported Q2CY26 revenue of $405.4 Mn (+4.4% QoQ) with EBIT margins at 13.6%. Management reduced CY26 revenue guidance but maintained margin targets while pivoting aggressively toward AI-led services.

Guidance and delivery
Management target Revenue 6.5% CY26
Highlights
Revenue growth4.4% QoQ in USD; 6.4% QoQ in INR.
MarginsEBIT margin improved 68 bps QoQ to 13.6%.
Order bookIncreased momentum in >$10 Mn legacy modernization programs.
Demand visibilityStrong deal momentum in consolidation and transformation programs.
Management confidenceConfident in delivering 2.7% CQGR at mid-point.

Growth

Revenue grew 6.1% YoY in USD terms and 17.9% in INR terms. Reported profit declined 21.1% YoY to $34.9 Mn.

Outlook

Revenue guidance lowered to 6-7% for CY26; EBIT margin guidance reiterated at 13.0%-14.0%. Focus on AI and 'Zero License' archetypes.

Risks

Path to original 7.6% growth narrowed due to deal ramp delays and worsening macroeconomic conditions.

Last quarter's promises, checked

Delivered

  • Guided Q2 growth to accelerate → delivered 4.4% QoQ (= BEAT)
  • Guided CY26 EBIT 13-14% → delivered 13.6% (= BEAT)
  • Guided 1 new AI service/month → delivered 3 new AI services (= BEAT)

Partly delivered

  • Guided H2 exit >CY25 margin → H1 at 13.6% vs 15.4% CY25 (= PARTIAL)

Missed

  • Guided CY26 growth >7.6% → delivered 6-7% guide (= MISS)
Source

Investor Presentation filed with NSE, NSE: HEXT. Summary written with AI assistance from the document.

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Hexaware Technologies Ltd: key numbers

Share price
₹496.70
Market cap
₹30,249 Cr
Revenue (annual)
₹13,812 Cr
Net profit (annual)
₹1,369 Cr
P/E (TTM)
22.5×Sector 22.1×
Promoter holding
74.30%+0.00% QoQ
FII holding
3.19%Current quarter

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

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