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Exlservice
Exlservice (EXLS) investor relations material
Exlservice J.P. Morgan 2025 Ultimate Services Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.J.P. Morgan 2025 Ultimate Services Investor Conference summary18 Nov, 2025
Value proposition and competitive differentiation
Combines domain expertise, data management, and AI capabilities to deliver unique client value across industries like insurance, healthcare, and banking.
Data management, especially structuring client data for AI, is a core strength, supported by proprietary tools like EXLdata.ai with 65 agentic AI agents.
Competitors often lack the full combination of domain, data, and AI expertise, narrowing the competitive field in advanced solution bids.
Revenue composition and growth outlook
Data and AI now comprise 56% of revenue, up from 44% in data and analytics at the end of last year.
AI solutions sales account for about 12% of total revenue, with data and AI expected to grow 15–20% annually.
Digital operations growth is projected in the mid-single digits, with overall organic growth at 13% for the year.
AI integration and operational impact
Embedding AI in client workflows increases efficiency (e.g., 30% for a British energy client) and profitability, even if revenue per workflow declines.
High success rate (90%+) in AI implementation due to operational control and domain knowledge.
Land-and-expand strategy drives growth by increasing workflow penetration within existing clients.
Digital Ops growth despite AI cannibalization?
Key client barriers to AI adoption and EXL's role?
BPO industry volume growth sources with AI?
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Next Exlservice earnings date
Q4 202525 Feb, 2026
Exlservice
Next Exlservice earnings date
Q4 202525 Feb, 2026
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Exlservice Holdings Inc provides data analytics, operations management, and digital transformation services to clients in healthcare, insurance, banking, and other sectors. The company offers artificial intelligence, automation, and cloud-based solutions to support business performance. The company is headquartered in New York, New York, and its shares are listed on the NASDAQ.
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