eClerx Services Limited — Investor Meet, 04-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

eClerx delivered a strong Q3 FY26 with operating revenue at $121.7M, or INR 1070.3 Cr (up 6.5% sequentially). EBITDA reached INR 307.5 Cr (27.9% margin), and PAT was INR 192.0 Cr (17.5% margin). Deal wins for the quarter totaled $45M.

The company saw robust growth from non-top 10 clients, F&O, Hi-tech, and M&D, with Analytics and Automation up 10%. Management highlighted opportunities in Financial Services, including new AI projects, and successful expansion into new delivery centers like Egypt. While anticipating a softer Q4 due to typical quarterly fluctuations, underlying demand and the pipeline are strong. The company is investing in AI and sales, viewing Agentic AI as a key opportunity delivering 15%+ productivity in pilots. A 1:1 bonus issue was also approved by the Board.