Welcome to our dedicated page for ExlService Holdings SEC filings (Ticker: EXLS), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
ExlService Holdings, Inc. filings document the company’s public-company disclosures as a data and AI services provider. Form 8-K reports cover operating and financial results, earnings releases, guidance-related exhibits, material-event disclosures, material agreements, and capital-structure actions involving the company’s common stock.
The company’s proxy materials describe annual meeting matters, shareholder voting items, board composition, committee oversight, executive compensation, governance practices, and stockholder proposals when applicable. Recent filing categories also include disclosures related to accelerated share repurchase agreements, common stock repurchase activity, available funding sources, and governance matters connected to director service and board oversight.
ExlService Holdings, Inc. (EXLS) reported that Bhalla Vikas, President of EXL, sold 10,000 shares of common stock on September 1, 2026 in an open-market or private transaction at $38.17 per share. After this sale, he directly held 120,295 shares of ExlService common stock.
The sale was made pursuant to a Rule 10b5-1 trading plan that he had previously entered into on March 4, 2026, indicating the transactions were pre-arranged under that plan.
ExlService Holdings, Inc. (EXLS) announced that Vivek Jetley, President and Head of Insurance, Healthcare and Life Sciences, has notified the company of his intention to resign from his positions, effective October 26, 2026. He is leaving to become Chief Executive Officer of Hexaware Technologies Limited.
The company states that Jetley’s resignation is not due to any disagreement with ExlService, its board, or management regarding operations, policies, or practices. Until his departure, he will continue in his current role and assist with an orderly transition, after which his responsibilities will be assumed by other members of the management team. EXL highlights its strong leadership bench and ongoing focus on its data and AI strategy.
ExlService Holdings, Inc. (EXLS) is the issuer of common stock for which Vikas Bhalla has filed a Rule 144 notice to sell shares held at Fidelity Brokerage Services LLC. The planned sale covers 10,000 shares of common stock with an aggregate market value of $381,700.00.
The shares to be sold were acquired from the issuer on 01/27/2025 as restricted stock vesting granted as compensation. Over the past three months, Vikas Bhalla reported sales of EXLS common stock on 06/04/2026 (12,000 shares for $362,640.00), 07/01/2026 (12,000 shares for $317,640.00), and 08/03/2026 (11,000 shares for $384,890.00).
ExlService Holdings, Inc. (EXLS) entered into a new senior secured credit agreement with a syndicate of banks providing a $600,000,000 Revolving Credit Facility and a $400,000,000 Term Loan Facility, together allowing borrowings of up to $1 billion. Both facilities mature on August 18, 2031 and include an incremental “accordion” capacity tied to the greater of $470,000,000 or 100% of EBITDA, subject to conditions.
Borrowings bear interest at Term SOFR or Daily Simple SOFR plus a margin of 1.00%–1.75%, or an Alternate Base Rate plus 0.00%–0.75%, with margins and a 0.125%–0.25% revolver commitment fee set by the Total Net Leverage Ratio. The term loan amortizes at $2,500,000 per quarter from September 30, 2026 through June 30, 2028 and $5,000,000 per quarter from September 30, 2028 through June 30, 2031, with the remainder due at maturity.
The facilities are guaranteed by wholly owned material domestic subsidiaries and secured by substantially all assets of EXLS and the guarantors. Financial covenants require a minimum Interest Coverage Ratio of 3.00x and a maximum Total Net Leverage Ratio of 3.50x, temporarily increaseable to 4.00x for certain acquisitions. EXLS used the new facilities to repay approximately $532,678,050 and terminate its prior Citibank-led credit agreement, and states that ongoing availability will support working capital, general corporate purposes, permitted acquisitions and share buybacks.
ExlService Holdings, Inc. Executive Vice President Vishal Chhibbar reported selling 5,000 shares of common stock on August 11, 2026 at $35.10 per share in an open-market or private transaction. Following this sale, he directly holds 6,452 shares of ExlService common stock. The transaction was not reported as made under a Rule 10b5-1 trading plan.
AQR Capital Management, LLC and AQR Capital Management Holdings, LLC report their beneficial ownership of ExlService Holdings, Inc. common stock in an amended Schedule 13G. The filing states beneficial ownership of 6,812,609 shares, representing 4.46% of ExlService’s common stock.
All voting and dispositive authority is described as shared between the two AQR entities, with 6,621,951 shares subject to shared voting power and 6,812,609 shares subject to shared dispositive power. The amendment also notes that the reporting persons now own 5 percent or less of the class.
Vikas Bhalla, President of ExlService Holdings, Inc., sold 11,000 shares of common stock on 2026-08-03 at $34.99 per share in a sale described as open market or private. The transaction was made under a 10b5-1 trading plan adopted on March 4, 2026, and he now directly holds 130,295 shares.
EXLService Holdings, Inc. insider Vikas Bhalla filed a Form 144 indicating an intent to sell 11,000 shares of common stock through Fidelity Brokerage Services LLC on or after August 3, 2026 on NASDAQ. These 11,000 shares were acquired on January 27, 2025 via restricted stock vesting from the issuer as compensation. The filing also lists prior sales of 12,000 shares on June 4, 2026 for $362,640.00 and 12,000 shares on July 1, 2026 for $317,640.00.
ExlService Holdings, Inc. reported higher revenue but roughly flat profitability for the quarter and six months ended June 30, 2026. Revenues, net for the quarter rose to 594,763 from 514,460 a year earlier, while net income was 64,511 versus 66,051; diluted EPS increased to $0.42 from $0.40 as the share count declined.
Growth was driven by data and AI-led services, with quarterly revenue of 362,558 compared with 278,770, while digital operations revenue was 232,205 versus 235,690. All geographic regions and industry verticals contributed to the revenue increase. For the first half of 2026, revenues, net were 1,165,114 and net income was 131,592.
Cash, cash equivalents and restricted cash were 146,772 as of June 30, 2026. Net cash provided by operating activities for the first half was 89,611, with significant cash outflows for share repurchases: 5,801,580 shares bought for 179,254 under repurchase programs plus 129,695 shares from employee tax withholding. Total borrowings increased to 381,155, primarily a 290,000 revolving credit facility and a 91,155 term loan, now largely classified as current as the company works to refinance its 2024 Credit Agreement.
Stockholders’ equity declined to 866,242 from 912,705 at year-end, reflecting repurchases and a larger accumulated other comprehensive loss driven by cash flow hedge and currency translation impacts. ExlService also agreed to acquire iMerit Inc. for upfront cash consideration of 170,000 plus up to 140,000 in potential earnouts, expected to close July 31, 2026.
ExlService Holdings, Inc. reported second quarter 2026 revenue of $594.8 million, up 15.6% year-over-year, with net income of $64.5 million and diluted EPS of $0.42 compared with $0.40 a year earlier. Adjusted diluted EPS rose to $0.59 from $0.49, and adjusted operating margin was 19.7%.
All four reportable segments increased revenue versus the prior year, and adjusted EBITDA was $128,424 with a 21.6% margin. The company won 17 new clients and agreed to acquire iMerit, expecting $28.0–$32.0 million of 2026 revenue from the acquisition, which is expected to close on July 31, 2026.
Based on current visibility and exchange rates, ExlService now expects 2026 revenue of $2.390–$2.415 billion, representing 14%–16% reported growth, including 13%–14% organic constant-currency growth, and adjusted diluted EPS of $2.25–$2.29, a 16%–18% increase over 2025. Management increased both revenue and adjusted EPS guidance ranges versus prior guidance.