eClerx Services Limited — PPTs, 24-10-2025: Investor Presentation

eClerx delivered a strong Q2 FY26! Operating revenue jumped 20.8% YoY to ₹1,004.9 Cr (or $115.5M, +16.9% YoY). Total revenue hit ₹1,035.2 Cr, up 22.6% YoY. Net profit surged 30.6% YoY to ₹183.2 Cr. North America dominates revenue at 80%, with BFSI as the top industry segment. Constant currency growth was robust at 16.3% YoY.

Operational expansion continues, with total delivery headcount up 18% YoY to 21,293. Strong new deal ACV of $46.0M indicates client acquisition success. Efficient operations are reflected in EBITDA margin expansion.

The Board has approved a share buyback of up to ₹300 Cr at ₹4,500 per share via a tender offer, signaling confidence in valuation.

Basic EPS for Q2 FY26 was ₹39.0, a notable rise from ₹29.7 last year. EBITDA margin improved to 28.8%, up 399 basis points QoQ. Return on Equity stands at an impressive 27.9%. The company maintains a healthy cash position with ₹1,250.6 Cr in cash and equivalents.