Hexaware Technologies Limited — PPTs, 24-07-2025: Investor Presentation

Here is the summary of the attached file:

**1. Financial Highlights:**

Hexaware's Q2CY25 revenue was $382.1M (INR 3,260.7 Cr), up 8.6% YoY. EBITDA margin expanded to 17.2%. Basic EPS jumped 37.7% YoY to INR 6.25. Cash stood at INR 1,924.8 Cr. CY25 EBITDA margin outlook (17.1-17.4%) is maintained, with lower effective tax rate expected to boost EPS.

**2. Strategic Initiatives & Growth Drivers:**

Growth is driven by new AI-based software engineering and legacy modernization with Gen AI. Hexaware is expanding into ISVs, Hitech, India/GCC, and the Middle East, supported by a new Chicago client experience center.

**3. Business Developments:**

Hexaware acquired SMC for up to $120M, bolstering its Global Capability Center (GCC) solutions for the growing India market. The company also increased its $50M+ customer count from three to four.

**4. Market Position & Competitive Advantage:**

Ranked #1 in Service Delivery (Whitelane UK&I 2025), Hexaware demonstrates strong leadership in SAP, Application Modernization, and Digital Engineering across various industry assessments.

**5. Investor Implications:**

Solid Q2 performance and the strategic SMC acquisition highlight positive growth potential in AI and GCC. Despite macroeconomic softness, a strong pipeline and stable margins suggest operational resilience. Execution on key deals remains important.