NSEAnalysts/Institutional Investor Meet/Con. Call Updates3d ago · 1 Sept 2026, 11:26 pm

Analysts/Institutional Investor Meet/Con. Call Updates

eClerx Services Limited · ECLERX

✦ AI Summary▲ PositiveM&A

eClerx Services Limited has informed the Exchange about Presentation for eClerx Investor Day 2026, which includes a company overview, growth strategy, and financial performance for FY24-FY26. The presentation highlights the company's strengths, opportunities, and challenges, and outlines a three-pillar strategy for the next phase of growth.

Analysis Scores

Earnings Impact8/10
Growth Catalyst9/10
Governance Concern2/10
Regulatory Risk3/10
Balance Sheet Risk5/10
Liquidity Impact8/10
Market Sentiment9/10

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eClerx Services Limited has informed the Exchange about Presentation

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eClerx/SECD/SE/2026/138 September 1, 2026 BSE Limited National Stock Exchange of India Limited Corporate Relationship Department, Exchange Plaza, Plot No. C/1, Phiroze Jeejeebhoy Towers, Block G, Bandra - Kurla Complex 25th Floor, Dalal Street, Bandra (East), Fort, Mumbai - 400 001 Mumbai – 400 051 Dear Sir/Madam, Sub: Intimation pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirement) Regulations, 2015 [“Listing Regulations”] Reg: Presentation for eClerx Investor Day 2026 Scrip Code: BSE - 532927 NSE – ECLERX Pursuant to Regulation 30 of the SEBI (Listing Obligations & Disclosure Requirements) Regulations, 2015, and in continuation to our letter no. eClerx/SECD/SE/2026/137 dated August 28, 2026 informing about the ‘eClerx Investor Day’ scheduled on September 2, 2026, we hereby enclose copy of the presentation that will be referred at the said event. This is for your information and records. Thanking you, Yours truly, For eClerx Services Limited Pratik Bhanushali VP-Legal & Company Secretary F8538 eClerx Investor Day Presentation 02 September, 2026 Safe Harbour The presentations, videos and all other Investor Day materials have been prepared for informational purposes only. Certain statements contained in these materials may constitute forward-looking statements regarding eClerx's business outlook, growth strategy, market opportunities, client demand, operational priorities, technology and AI- led initiatives, investment plans and anticipated financial and operating performance. These forward-looking statements are based on management's current expectations, assumptions and estimates and are subject to known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied. Such risks and uncertainties include, but are not limited to: changes in global economic and business conditions, customer spending patterns, competitive pressures, technological developments including evolving regulations relating to AI, data privacy and data protection, cybersecurity threats, talent availability and retention, currency fluctuations, geopolitical developments and other factors that may affect the Company's business, clients and operating performance. Forward-looking statements are made only as of the date of the relevant Investor Day materials and should not be relied upon as indicators or guarantees of future performance. The Company undertakes no obligation to publicly update, revise or supplement any forward-looking statement to reflect subsequent events or circumstances, except as required by applicable law. By accessing these Investor Day materials, you acknowledge that you have read and understood this Safe Harbour Statement. Company Over view and Growth Strategy Kapil Jain Presented by: 02 September, 2026 The question for today How do we build on our success? How do we scale growth in the age of AI? | Investor Day 2026 333 Over two decades of creating value for clients Early 2000s 2010 – 2024 2024 – Today And building a strong foundation Deep domain expertise Delivery excellence • Founded in 2000 • Top-quartile clients in • Industry-leading every industry growth & margins • Accelerating the digital shift • Elevating products • Productized services Marquee clients with AI • Leading positions • Data & Analytics across key analyst Financial discipline powering growth rankings | Investor Day 2026 4444 The growth blueprint we laid out for FY24 – FY29 Opportunities identified Our strategic priorities Strengthen sales ops & effectiveness Sharper focus on sales Mine existing clients & win new logos Improve predictability on revenue Accelerate AI adoption Reduce client concentration risk Shift in organizational culture A common and consistent market message Enhance our positioning | Investor Day 2026 5555 Three years of building momentum FY26 revenue: 469 Mn FY26 EBITDA : 27% 125.9 Revenue: 12% CAGR (FY23- FY26) 122.4 121.7 EBITDA: 9% CAGR (FY23- FY26) FY25 revenue: 398 Mn 115.5 FY25 EBITDA : 26% 109.2 104.9 FY24 revenue: 354 Mn 100.7 FY24 EBITDA : 28% 98.8 93.3 91.9 90.5 87.6 83.9 Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q3'26 Q4'26 Q1'27 Uptick in gross sales Top quartile in 13 consecutive quarters of 2 large deals >10mn 2 new delivery centers In Strong recognition 110 Mn -> 146 Mn -> 170 growth & margins sequential growth since FY24 ACV closed last FY Cairo and Lima across analyst rankings | Investor Day 2026 66666 The inflection point we are at Client expectations New opportunities are changing unlocked by AI The opportunity: Partner differently, solve bigger problems, and let AI + domain expertise change what’s possible. | Investor Day 2026 77777 Three pillars for the next phase of growth GROW THE CORE SCALE AI EXECUTE WITH BUSINESS DISCIPLINE | Investor Day 2026 88888 GROW THE CORE BUSINESS Deepen wallet share Move up the value chain Cross-sell across capabilities Our core Scale proven solutions business | Investor Day 2026 99999 SCALE AI People AI-led operations Data & analytics Client transformation Domain Better client AI AI outcomes Solution embedded products Client trust Delivery Employee enablement | Investor Day 2026 1111100000 EXECUTE WITH DISCIPLINE Calculated Investment Client-first Financial risk taking in people mindset prudence | Investor Day 2026 1111111111 Combining deep domain & tech expertise with client insights, we are uniquely positioned to drive our clients’ AI transformation. GTM Strategy Manish Sharma Presented by: 2nd Sept, 2026 Strategic vision & key bets Interconnected bets designed to compound growth and build durable competitive advantage. Maximize marquee Built for Commercialize Scale new growth Attract & build Capitalize on the client value AI-led demand new capabilities channels top sales talent external ecosystem • Elevated CXO • Commercialized • Expand our TAM • Deliberate must • Enhanced brand • Deepen analyst & sponsorship AI assets and market share have accounts positioning influencer in chosen areas relationships • Cross-sell, expand • Scale tech, and • Advisor & tech/AI • Frontline enabled wallet share analytics/AI • Scale new micro partnerships with • Outcome focused verticals differentiated ‘advisory board’ • Scale larger & • Client GCCs as a • Strengthen & sales assets bolder deals strong vector scale inside sales | Investor Day 2026 1111144444 Over the last few years, we have… Strengthened our core, primed it for rapid growth Built a strong Invested in sales & Scaled targeted agentic foundation for growth capabilities leadership solutions & platforms • Cross-sell & large deal • Tech, AI/Analytics, GCCs • Grow new adjacent verticals architecture • Industry & domain experts • Pre-built agentic solutions and • Outcome-based risk-reward domain accelerators • GTM & strategic deals constructs • Proprietary platforms like • Unified presales & deal M360, Compliance Manager, governance op model FinOps | Investor Day 2026 1111155555 Consistently delivering elevated enterprise value to our clients and investors 2.5x 82% 2x growth in sales from top 50 clients deepened our acceleration in cross-sell deal wins relationship in new areas large deals Building broader & deeper relationships | Investor Day 2026 1111166666 Which is…. Enabled by focused choices and targeted actions Strategic must-have accounts and Enhanced analyst relations and high- AI-first service lines performance outreach muscle Partnerships with data, technology, and Elevate eClerx’s market positioning across frontier AI majors industry forums Industry advisors & experts Attract & nurture existing sales talent with as a growth driver impactful assets | Investor Day 2026 1111177777 Looking ahead, we are scaling new micro verticals and capability adjacencies while investing in our core Invest in our core Scale in the adjacencies Client's brand and revenue services Scale new micro vertical capabilities Industry leading agentic products & Insightf [Showing first 8,000 characters — download PDF for full document]