Company Overview
eClerx Services ek global business process management, automation, aur data analytics services provider hai. 2000 me shuru hui, yeh Fortune 2000 clients ko serve karti hai across financial services, retail, media, telecom, manufacturing, aur aur sectors—North America, Europe, Asia me strong presence ke saath.
Q1 FY26 Results
- Revenue (Sales): ₹934.6 crore, YoY +19.5%, QoQ +4%
- Net Profit (PAT): ₹141.7 crore, YoY +27%, QoQ +9%
- EBITDA / EBIT Margins: EBITDA ₹234.6 crore (+25%), margin ~24.8%, EBIT ~20.9%
- EPS: ₹29.6, YoY +30%
Seedha matlab: Growth steady hai—revenue, profit, aur margins tezi se improve hue hain.
Recent News / Updates
- Stock Rally: Q1 results ke baad share price +7% chadh ke all-time high ₹3,918 tak gaya.
- Global Expansion: Lima delivery center operational ho gaya; Cairo center Q2 me shuru hone wala hai.
- Deal Pipeline: Analytics & Automation segments me sequential 6% growth—strong demand ka signal.
Peer Comparison
- eClerx ek specialized Analytics & BPM player hai. Uske peers ho sakte hain HCL Infosystems, Tech Mahindra, ya niche global service firms.
- Lekin eClerx ka edge hai: built-for-scale analytics, automation ka early adoption, aur diverse vertical exposure (finance, media etc.).
Sidhi baat: Ye ek “high-quality, high-margin boutique BPM player” hai—wahiki jaha big tech companies all-rounders ke roop me hote hain.
⚠️Risk Factors
- Margin Pressure: Wage hikes aur new delivery centers se EBITDA margin QoQ gir gaya.
- High DSO: Operating cash flow down hua—DSO 80 se 86 days ho gaya, aur gratuity fund contribution bhi badh gaya.
- Sluggish Segments: Fashion & Luxury segment underperform hua, especially US/China market softness.
- Macroeconomic Slowdown: Global economic uncertainties aur deal delays impacting growth.
Investor Ke Liye Insight
- Short Term : Q1 results strong hain, stock positive reaction dikha raha hai. But margin and cash flow trends monitor karna important hai
- Medium Term : New delivery centers aur segmental growth (Analytics & Automation) scale driving ho sakte hain.
- Long Term : Global footprint, niche BPM focus, aur automation trends make eClerx a compelling long-term play.
❓FAQ
Q. eClerx Services ka main kaam kya hai?
- 👉BPM, automation, aur data analytics solutions for global clients across industries.
Q. Q1 FY26 me performance kaisa raha?
- 👉Revenue +19.5%, Net Profit +27%, EBITDA margin ~24.8%, EPS ~₹29.6.
Q. Future growth driver kya hai?
- 👉Global delivery centers (Lima live, Cairo upcoming), strong Analytics & Automation demand.
Conclusion
eClerx Services ek premium BPM aur analytics specialist hai jo consistent growth aur margin quality dikhata hai. Q1 performance positive trend reflect karta hai. Short-term me monitoring zaruri hogi, lekin mid-to-long-term me global expansion aur automation demand ye stock strongly tractable banata hai.
⚠️Disclaimer
Yeh post educational aur informational purpose ke liye hai. Investment decisions lene se pehle apne financial advisor se consult karein. Stock market me risk involved hota hai.