eClerx Services Limited — Investor Meet, 30-07-2025: Analysts/Institutional Investor Meet/Con. Call Updates

eClerx Q1 FY26: Strong revenue at USD 109.2M (+17.1% YoY) & INR 934.6 Cr (+19.5% YoY). EBITDA INR 234.6 Cr (24.8% margin), PAT INR 141.7 Cr (15% margin). Q1 margins dipped from wage hikes, but strong BFSI/CMT growth helped. Analytics & Automation outpaced overall firm growth. Deal wins: $32M. Management is cautiously optimistic, guiding for Q2 sequential growth and higher full-year deal wins. Investing in new centers (Lima, Cairo) & GenAI upskilling for productivity. Sentiment: Confident amidst macro uncertainty.