EXLS · EXL Service Q2 FY2026 earnings call record财报电话会记录

“As enterprises move from proof of concept to AI implementation, our expertise, solutions, and services sit squarely at the center of the demand vectors where investment dollars are focused, delivering measurable business outcomes and economic efficiencies.”

“Our deep understanding of client workflows and domain context, combined with our competencies in data and AI engineering, is creating a tailwind as we help clients solve the acute challenge of making AI work effectively in the enterprise.”

“Insurers continue to accelerate AI adoption across underwriting, claims, and customer experience, and we are seeing strong deal activity across market segments.”

“Gartner predicts that by 2028, open source GenAI models will underpin more than 50% of enterprise use cases, up from less than 10% today.”

“We are also raising our adjusted diluted EPS guidance to a range of $2.25-$2.29, representing approximately 16%-18% year-over-year growth, up from our prior guidance of $2.18-$2.23.”

“The insurance vertical, including revenue from international growth markets, grew 14.9% year-over-year with revenue of $233.7 million.”

“The healthcare and life sciences vertical, including revenue from international growth markets, grew 22% year-over-year with revenue of $158.3 million.”

“International growth markets reported revenue of $105.1 million, up 16.3% year-over-year and 8.9% sequentially.”

“Our cash, including short and long-term investments as of June 30th, was $284 million, and revolver debt was $381 million for a net debt position of $97 million.”

“During the first half of 2026, we spent $27 million on capital expenditures and repurchased 5.8 million shares at an average price of $30.90 per share, totaling $179 million.”

“We expect a foreign exchange gain of approximately $3 million, net interest expense of approximately $16 million-$18 million, and our full year effective tax rate to be in the range of 21%-22%.”

“We anticipate our adjusted EPS to be in the range of $2.25-$2.29, representing year-over-year growth of 16%-18%, up from our previous guidance of $2.18-$2.23.”