Here's the summary of Hexaware Technologies' investor presentation:
**1. Business Performance:**
Hexaware delivered strong Q2CY26 results, with revenue up 4.4% QoQ and 6.1% YoY in USD (or 6.4% QoQ and 17.9% YoY to 3,845.2 Cr). EBIT margin expanded 68 bps QoQ to 13.6%. Growth was particularly strong in Healthcare & Insurance (+18.9% YoY) and the Asia Pacific region (+24.8% YoY).
**2. Growth Drivers or Strategy:**
The company is aggressively driving an AI pivot, launching new AI services monthly and integrating AI into client operations with 'Zero License' deals gaining traction. A key strategy is "Global Hunting" for large, proactive deals, enhancing sales with AI, and exploring modern, outcome-based pricing models.
**3. Recent Developments:**
Notable client wins include CRM transformation for a global clinical research firm, Digital ITO for ANZ Financial Services, and several AI-led and 'Zero License' projects. Hexaware also expanded its talent presence to Colombia and India's GIFT City.
**4. Key Financial Metrics:**
Basic EPS for Q2CY26 was INR 5.41. The closing cash balance stood at USD 176 Mn.
**5. Management Commentary / Outlook:**
Management anticipates continued structural growth but has adjusted full-year revenue guidance to 6-7% (from 7.6%) due to slower deal ramp-ups and a tougher macro environment. The EBIT margin outlook remains steady at 13.0%-14.0%, with H&I, Banking, and M&C verticals expected to drive growth.