ECLERXNSEQ2 FY26October 24, 2025

eClerx Services Limited

2,444words
2turns
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Key numbers — 40 extracted
rs,
25/127 October 24, 2025 BSE Limited Corporate Relationship Department, Phiroze Jeejeebhoy Towers, 25th Floor, Dalal Street, Fort, Mumbai - 400 001 National Stock Exchange of India Limited Exchan
28.8%
profit (INR mm) EBITDA (%) EBIT (%) Net profit (%) 115.5 10,049 10,352 2,983 2,558 1,832 28.8% 24.7% 17.7% 5.7% 7.5% 9.5% 27.1% 29.4% 29.3% 399 bps 379 bps 271 bps 224.8 19,394 19,
24.7%
(INR mm) EBITDA (%) EBIT (%) Net profit (%) 115.5 10,049 10,352 2,983 2,558 1,832 28.8% 24.7% 17.7% 5.7% 7.5% 9.5% 27.1% 29.4% 29.3% 399 bps 379 bps 271 bps 224.8 19,394 19,803 5,
17.7%
m) EBITDA (%) EBIT (%) Net profit (%) 115.5 10,049 10,352 2,983 2,558 1,832 28.8% 24.7% 17.7% 5.7% 7.5% 9.5% 27.1% 29.4% 29.3% 399 bps 379 bps 271 bps 224.8 19,394 19,803 5,329 4,
5.7%
TDA (%) EBIT (%) Net profit (%) 115.5 10,049 10,352 2,983 2,558 1,832 28.8% 24.7% 17.7% 5.7% 7.5% 9.5% 27.1% 29.4% 29.3% 399 bps 379 bps 271 bps 224.8 19,394 19,803 5,329 4,535 3
7.5%
) EBIT (%) Net profit (%) 115.5 10,049 10,352 2,983 2,558 1,832 28.8% 24.7% 17.7% 5.7% 7.5% 9.5% 27.1% 29.4% 29.3% 399 bps 379 bps 271 bps 224.8 19,394 19,803 5,329 4,535 3,249
9.5%
T (%) Net profit (%) 115.5 10,049 10,352 2,983 2,558 1,832 28.8% 24.7% 17.7% 5.7% 7.5% 9.5% 27.1% 29.4% 29.3% 399 bps 379 bps 271 bps 224.8 19,394 19,803 5,329 4,535 3,249 26.9%
27.1%
Net profit (%) 115.5 10,049 10,352 2,983 2,558 1,832 28.8% 24.7% 17.7% 5.7% 7.5% 9.5% 27.1% 29.4% 29.3% 399 bps 379 bps 271 bps 224.8 19,394 19,803 5,329 4,535 3,249 26.9% 22.9%
29.4%
ofit (%) 115.5 10,049 10,352 2,983 2,558 1,832 28.8% 24.7% 17.7% 5.7% 7.5% 9.5% 27.1% 29.4% 29.3% 399 bps 379 bps 271 bps 224.8 19,394 19,803 5,329 4,535 3,249 26.9% 22.9% 16.4%
29.3%
) 115.5 10,049 10,352 2,983 2,558 1,832 28.8% 24.7% 17.7% 5.7% 7.5% 9.5% 27.1% 29.4% 29.3% 399 bps 379 bps 271 bps 224.8 19,394 19,803 5,329 4,535 3,249 26.9% 22.9% 16.4% 17.0%
399 bps
5 10,049 10,352 2,983 2,558 1,832 28.8% 24.7% 17.7% 5.7% 7.5% 9.5% 27.1% 29.4% 29.3% 399 bps 379 bps 271 bps 224.8 19,394 19,803 5,329 4,535 3,249 26.9% 22.9% 16.4% 17.0% 20.2% 2
379 bps
10,352 2,983 2,558 1,832 28.8% 24.7% 17.7% 5.7% 7.5% 9.5% 27.1% 29.4% 29.3% 399 bps 379 bps 271 bps 224.8 19,394 19,803 5,329 4,535 3,249 26.9% 22.9% 16.4% 17.0% 20.2% 20.2% 28.
Guidance — 9 items
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c o m CONFIDENTIAL 3 Other Income Investment Income Revaluation Income* Others Total Other Income FY26 Q2 FY26 Q1 FY25 Q4 FY25 Q3 FY25 Q2 Figures in INR millions.
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108.4 186.1 9.4 303.9 105.5 -32.1 31.9 105.3 100.7 -33.7 115.5 182.5 86.0 106.0 22.1 214.0 88.1 1.4 38.9 128.3 * Gain / Loss regrouped as other income/expenses based on profit or loss position in the press release financials • Revaluation and Realised Gain - USD/INR FY26 Q2 Exit: 88.84 vs.
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FY26 Q1 Exit: 85.79 - EUR/INR FY26 Q2 Exit: 104.39 vs.
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FY26 Q1 Exit: 100.70 - GBP/INR FY26 Q2 Exit: 119.60 vs.
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c o m CONFIDENTIAL 5 Current Hedge Status • Total outstanding hedges now $249.3 mm at average INR 88.04/$; 100% forwards Hedge Updates Contract Matured Forwards Outstanding Forwards Total Outstanding Year FY25 Q2 FY25 Q3 FY25 Q4 Total FY25 FY26 Q1 FY26 Q2 FY26 Q3 FY26 Q4 Total FY26 FY27 Q1 FY27 Q2 FY27 Q3 FY27 Q4 Total FY27 FY28 Q1 FY28 Q2 Currency USD USD USD USD Amount (mm) $47.7 $49.8 $49.8 $195.0 $52.8 $52.8 $52.8 $52.8 105.6 $42.6 $42.6 $27.6 $18.0 $130.8 $8.7 $4.2 $249.3 Avg.
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rent as per IND AS116) EBIT P&L Comparison FY26 Q2 OPR (%) FY26 Q1 OPR (%) Figures in INR millions.
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c o m CONFIDENTIAL 8 Revenue Mix Trends ($mm) $7.7 3.0% 23.6% $30.3 3.1% 27.0% $62.7 16.8% $7.8 7.2% 5.6% $29.8 10.3% 35.1% $7.0 (6.8%) 7.6% $33.2 19.1% 19.9% $67.2 16.8% $69.0 19.3% 17.7% 19.7% $7.1 (8.6%) 20.0% $36.0 27.2% 21.6% $72.4 15.4% 12.5% $7.8 0.4% 28.3% $28.3 0.9% 56.1% $62.8 21.1% 30.8% FY25 Q2 FY25 Q3 FY25 Q4 FY26 Q1 FY26 Q2 Strategic (Top 10 clients) Emerging ($ 0.5 mm + ) Emerging (others) % Growth is measured at quarterly YoY level w w w .
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We have tried wherever possible to identify such statements by using words such as ‘anticipate’, ‘estimate’, ‘expects’, ‘projects’, ‘intends’, ‘plans’, ‘believes’ and words of similar substance in connection with any discussion of future performance.
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c o m CONFIDENTIAL 12 eClerx’s Q2 FY26 revenue stands at INR 1,035.2 crore up by 22.6% Mumbai, October 24, 2025: eClerx Services Ltd.
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About eClerx Services Ltd
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Opening remarks
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BSE - 532927 NSE – ECLERX Further to our letter number eClerx/SECD/SE/2025/126 dated October 24, 2025, please find attached the earnings presentation and press release w.r.t Consolidated and Standalone Un-audited Financial Results for the quarter and half year ended September 30, 2025 for your records. Since Stock Exchange(s) portal for online submissions does not accept excel documents, we have made the “Investor Sheet” available on our website under the “Investor Relations” section. Thanking you, Yours faithfully For eClerx Services Limited Pratik Bhanushali VP-Legal & Company Secretary F8538 Encl: as above 5 2 0 2 T C O INVESTOR RELATIONS FINANCIAL PERFORMANCE – Q2 FY26 OCT 24, 2025 Financial Summary Metrics FY26 Q2 Q-o-Q FY26 H1 Y-o-Y OPG revenue (USD mm) Revenue OPG revenue (INR mm) Total revenue (INR mm) EBITDA (INR mm) Profit EBIT (INR mm)* Margin Net profit (INR mm) EBITDA (%) EBIT (%) Net profit (%) 115.5 10,049 10,352 2,983 2,558 1,832 28.8% 24.7% 17.7% 5.7% 7.5% 9.5% 27.1% 2
About eClerx Services Ltd
eClerx provides business process management, automation and analytics services to a number of Fortune 2000 enterprises, including some of the world's leading financial services, communications, retail, fashion, media & entertainment, manufacturing, travel & leisure and technology companies. Incorporated in 2000, eClerx is today traded on both the Bombay and National Stock Exchanges of India. The firm employs about 21,400 people across Australia, Canada, Egypt, Germany, India, Italy, Paris, Netherlands, Peru, Philippines, Singapore, Dubai, Thailand, UK and the USA. For more information, visit www.eclerx.com. For further information, please contact: Srinivasan Nadadhur eClerx Services Ltd. Email: srinivasan.nadadhur@eclerx.com Asha Gupta Ernst & Young LLP Email: asha.gupta@in.ey.com Disclaimer: Certain statements made in this release concerning our future growth prospects may be interpreted as forward looking statements, which involve a number of risks and uncertainties that could cause
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