Q4 2025 eClerx Services Limited Earnings Call Transcript
Key Points
- eClerx Services Ltd (BOM:532927) reported strong revenue growth in Q4 FY25, with operating revenue reaching USD104.9 million, up 4.2% sequentially.
- The company achieved a significant increase in EBITDA for Q4, reaching INR2,505 million at a margin of 27.3%, up 9.8% sequentially.
- eClerx Services Ltd (BOM:532927) successfully opened new delivery centers in Lima, Peru, and Cairo, Egypt, enhancing their global delivery capabilities.
- The company was recognized as Partner of the Year 2024 by a leading Fortune 100 global media and telecom company, highlighting its strong client relationships and service delivery.
- eClerx Services Ltd (BOM:532927) reported a strong deal win for the quarter at USD51 million, contributing to a full-year total of USD140 million, indicating robust business development efforts.
- The Fashion & Luxury segment continues to face pressure, particularly due to underperformance in the US market and weakness in China.
- There is increased market volatility in the BFSI sector due to tariff changes and uncertainty, which could impact transaction volumes.
- The company faces challenges in the Manufacturing & Distribution segment, where tariff changes are consuming management bandwidth and may slow decision-making.
- Attrition remains a concern with a rate of 24%, which is considered high and could impact operational stability.
- The company anticipates margin pressures from new delivery centers in Lima and Cairo, which may take time to achieve profitable growth.
Hi, everyone. Good day and welcome to Q4 FY25 earnings call of eClerx Services Limited. Please note that this webinar will be recorded.
To take us through the results today and to answer your questions, we have with us the top management of eClerx represented by Kapil Jain, Managing Director and Group CEO; and Srinivasan Nadadhur, Chief Financial Officer. We will start the call with brief opening remarks by Kapil, followed by Srinivasan, who will be sharing the financial update and we will then open the floor for Q&A session.
As usual, I would like to remind you that anything mentioned on this call that gives any outlook for the future or which can be construed as forward-looking statement must be viewed in conjunction with the risk and uncertainties that we face. This risk and uncertainties are included but not limited to what we have mentioned in the prospectus filed with the SEBI and subsequent annual reports which you can find on our website.
Having said that, I
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