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.
Singh Bhupender reported acquisition or exercise transactions in this Form 4 filing.
ExlService Holdings, Inc. reported that executive Bhupender Singh, President of International Growth Markets, received a grant of 77,170 restricted stock units. Each unit represents the right to receive one share of common stock upon settlement.
The restricted stock units will vest in four equal annual installments beginning on May 11, 2027, with potential accelerated vesting upon certain termination events and upon a Change in Control under the company’s 2025 Omnibus Incentive Plan. Following this grant, Singh is reported as directly holding 77,170 restricted stock units.
ExlService Holdings, Inc. has appointed Bhupender Singh as President and Head of International Growth Markets, effective May 11, 2026. He will be based in London and focus on accelerating growth across EMEA and APAC.
Under his service agreement with ExlService (UK) Limited, Singh will receive an annual base salary of £447,761 and a discretionary target bonus equal to 90% of base salary, subject to the Compensation Committee’s discretion. He also received an initial grant of restricted stock units with a fair market value of £1,791,044, vesting annually over four years under the company’s 2025 Omnibus Incentive Plan.
Singh brings more than 25 years of senior leadership experience, including roles as President and Co-CEO of Teleperformance SE, where he helped oversee a business operating in 93 countries, serving over 2,000 clients and delivering revenues exceeding €10 billion. EXL highlighted his track record in scaling global technology-enabled services and his role on the executive committee reporting to the CEO.
ExlService Holdings Inc Schedule 13G reports that Vanguard Capital Management beneficially owned 7,937,714 shares of Common Stock, representing 5.07% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over 7,937,714 shares and sole voting power over 1,199,934 shares. The disclosure attributes holdings to Vanguard Capital Management LLC and specific affiliates and notes holdings include securities held for Vanguard funds and managed accounts.
ExlService Holdings reported solid growth for the three months ended March 31, 2026, with revenues of $570.4 million, up 13.8% from $501.0 million a year earlier. Income from operations increased to $91.8 million from $78.4 million, and net income edged up to $67.1 million versus $66.6 million. Diluted earnings per share rose to $0.43 from $0.40 as share count declined.
Growth was driven by data and AI-led services, where revenue increased to $341.6 million from $267.9 million, while digital operations revenue was roughly flat at $228.7 million versus $233.1 million. North America generated $473.1 million of revenue and the U.K. & Europe $82.5 million.
Comprehensive income fell sharply to $10.4 million from $78.5 million, mainly due to a $56.6 million other comprehensive loss from cash flow hedges and currency translation. Operating cash flow was modest at $1.7 million. The company increased borrowings to $417.4 million and repurchased 4.38 million shares for $135.8 million, including a $125.0 million accelerated share repurchase, reducing period‑end shares outstanding to about 153.0 million.
ExlService Holdings reported strong first-quarter 2026 results and raised its full-year outlook. Revenue reached $570.4 million, up 13.8% year-over-year and 5.1% sequentially, with gross margin at 38.9%. GAAP diluted EPS was $0.43, up from $0.40 a year ago, while adjusted diluted EPS rose to $0.58 from $0.48, a 20.2% increase.
Operating income margin improved to 16.1%, and adjusted operating income margin rose to 20.5%. Adjusted EBITDA was $127.9 million with a 22.4% margin. All four reportable segments contributed, led by Healthcare and Life Sciences with a 45.3% gross margin. The company won 16 new clients and received multiple AI-related partner awards from NVIDIA, AWS, Genesys, and Google Cloud.
Management raised 2026 guidance, now expecting full-year revenue of $2.30 billion to $2.33 billion, representing 10% to 12% growth on both a reported and constant currency basis. Adjusted diluted EPS is now projected at $2.18 to $2.23, a 12% to 14% increase over 2025.
ExlService Holdings, Inc. (EXL) calls a virtual-only 2026 annual meeting on June 16, 2026, with a record date of April 23, 2026. Stockholders will vote on electing seven directors, ratifying the independent auditor, and approving an advisory Say‑on‑Pay proposal.
The proxy highlights EXL’s evolution into a global data and AI company with about 65,000 employees. Revenue reached $2.09B in 2025, up 13.6% from $1.84B in 2024, with broad-based growth across insurance, healthcare, banking and international segments. Operating margin improved to 15.0%, net income attributable to stockholders rose 26.6% to $251.0M, and diluted EPS increased 28.0% from $1.21 to $1.54.
The board emphasizes strong governance, risk oversight, sustainability and human‑capital management, with six of seven nominees independent, an independent Lead Director, fully independent key committees, majority voting for directors, and an active stockholder engagement and succession planning program. Compensation is described as heavily performance‑based, with 95% of CEO pay and 77% of other NEO pay at risk through equity and incentives.
ExlService Holdings Inc: The Vanguard Group filed Amendment No. 12 to a Schedule 13G/A reporting 0 shares beneficially owned and 0% of the class. The filing explains an internal realignment effective January 12, 2026 that disaggregated certain subsidiaries so those entities will report separately in reliance on SEC Release No. 34-39538 (January 12, 1998). The filing states The Vanguard Group, Inc. no longer is deemed to have beneficial ownership over securities held by those subsidiaries. The amendment is signed by Ashley Grim, Head of Global Fund Administration, dated 03/26/2026.
ExlService Holdings, Inc. entered into a fixed dollar accelerated share repurchase transaction with Morgan Stanley to buy back $125 million of its common stock, as part of a broader $500 million repurchase authorization. The company prepaid $125 million and initially received 3,346,720 shares, representing approximately $100 million based on the March 16, 2026 closing price. The final share count will depend on the Rule 10b-18 volume-weighted average price during a valuation period, with settlement expected no later than the second quarter of 2026 and flexible share or cash settlement mechanics. The repurchase is being funded with cash on hand and borrowings under the existing credit facility. The company also disclosed that director Nitin Sahney will not stand for re-election at the 2026 annual meeting, and his decision is not due to any disagreement with the company or its leadership.
ExlService Holdings President Vivek Jetley reported equity compensation activity involving restricted stock units and common shares. On February 27, 2026, 9,579 restricted stock units converted into an equal number of common shares at a stated price of $0.00 per share, reflecting a derivative exercise under the company’s incentive plan.
On the same date, 5,298 common shares were disposed of at $30.99 per share to satisfy tax withholding obligations related to this vesting. Following these transactions, Jetley directly held 426,174 shares of common stock and 19,158 restricted stock units, which continue to vest in equal annual installments through February 27, 2028.
ExlService Holdings CHRO Pamela M. Harrison reported equity award activity. On February 27, 2026, 4,151 restricted stock units converted into an equal number of common shares at a stated price of $0.00 per share. These units convert to common stock on a one-for-one basis under the company’s plan.
On the same date, 2,159 common shares at $30.99 per share were surrendered to satisfy tax withholding obligations related to the award, rather than sold in an open‑market trade. After these transactions, she directly held 6,255 shares of common stock and 8,302 restricted stock units.