earnings
confidence high
sentiment positive
materiality 0.85
EXL reports Q4 revenue up 18.7% to $295.5M; issues 2022 guidance and raises medium-term targets
ExlService Holdings, Inc.
2021-FY EPS reported
$3.35
revenue$1,122,293,000
- Q4 revenue $295.5M (up 18.7% YoY); adj diluted EPS $1.21 (up from $1.14). FY 2021 revenue $1.12B (up 17.1%); adj diluted EPS $4.83 (up 37% YoY).
- 2022 guidance: revenue $1.28B-$1.31B (14-17% reported, 11-13% organic CC); adj EPS $5.35-$5.60.
- Medium-term targets raised: organic CC revenue growth 11-13% (up 200 bps); adj operating margin 17-18% (up 100 bps).
- Q4 added 18 new clients; acquired Clairvoyant (data/AI/cloud); board authorized $300M stock repurchase program.
- Analytics segment Q4 revenue $126.5M, up 29% YoY; gross margin 37.9%.