BSECompany Update3d ago · 29 Jul 2026, 09:21 pm

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Hexaware Technologies Ltd · 544362

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Hexaware Technologies Ltd has announced the enclosed investor presentation for the quarter and six months ended June 30, 2026, as part of its conference call with investors and analysts on July 30, 2026. The presentation includes key financial and business highlights, such as revenue growth, profitability, and global hunting metrics.

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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern2/10
Regulatory Risk1/10
Balance Sheet Risk5/10
Liquidity Impact9/10
Market Sentiment7/10

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Hexaware Technologies Ltd - 544362 - Announcement under Regulation 30 (LODR)-Investor Presentation

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HEXT/SE/2026/76 Date: July 29, 2026 The Manager The General Manager Listing Department Department of Corporate Services National Stock Exchange of India Limited BSE Limited Exchange Plaza, Bandra-Kurla Complex, Phiroze Jeejeebhoy Towers, Bandra (East), Mumbai - 400 051 Dalal Street, Mumbai - 400 001 Symbol: HEXT Scrip Code:544362 Dear Sir/ Madam, Subject: Investor Presentation for the quarter and six months ended June 30, 2026. This is with reference to and in continuation of our letter dated July 24, 2026, wherein we have intimated that the Company will be hosting conference call with Investors/ Analysts on July 30, 2026, at 8.00 am (IST) for discussion on the financial results of the Company for the quarter and six months ended June 30, 2026. In this regard, we have enclosed the presentation and fact sheet to be presented to Investors/Analysts during the conference call on the financial results and performance of the Company for the quarter and six months ended June 30, 2026. This is also being made available at the website of the Company i.e www.hexaware.com. Yours faithfully, For Hexaware Technologies Limited Gunjan Methi Company Secretary and Compliance Officer HEXAWARE TECHNOLOGIES LIMITED Regd. Office: 8th Floor, 13th Level,Q1, Loma Co-Developers1 Private Limited, Plot No.Gen-4/1,TTC Industrial Area, Ghansoli, Navi Mumbai-400710, Maharashtra, India | Tel: +91 022 3326 8585 | Email: investori@hexaware.com CIN: L72900MH1992PLC069662 | URL: www.hexaware.com Investor Presentation – Q2CY26 July 2026 © 2026 Hexaware Technologies Safe Harbor Statement / Forward-looking and Cautionary Statement / Disclaimer Certain statements in this presentation concerning our future growth prospects, litigations are forward-looking statements, which involve a number of risks, and uncertainties that could cause actual results to differ materially from those in such forward-looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, intense competition in IT services including those factors which may affect our cost advantage, wage increases, our ability to attract and retain highly skilled professionals, time and cost overruns on fixed-price, fixed-time frame contracts, client concentration, restrictions on work visa, immigration, our ability to manage our international operations, the effect of current and any future tariffs, reduced demand for technology in our key focus areas, disruptions in telecommunication networks, technological disruptions and innovations such as Generative AI, our ability to successfully complete and integrate potential acquisitions, liability for damages on our service contracts, the success of the companies, products and platforms in which Hexaware has made strategic investments, withdrawal of governmental fiscal incentives, political instability, legal restrictions on raising capital or acquiring companies, the outcome of pending litigation, and unauthorized use of our intellectual property and general economic conditions affecting our industry. The Company may, from time to time, make additional written and oral forward statements. We do not undertake to update any forward statements that may be made from time to time by us or on our behalf unless required under the law. Use of Non-GAAP Financials Hexaware has included certain non-GAAP financial measures in this presentation to supplement Hexaware’s consolidated financial statements presented on a GAAP basis. These non-GAAP financial measures may have limitations as analytical tools, and these measures should not be considered in isolation or as a substitute for analysis of Hexaware’s results as reported under GAAP. The non-GAAP financial information that we provide also may differ from the non-GAAP information provided by other companies. We compensate for the limitations on our use of these non-GAAP financial measures by relying primarily on our GAAP financial statements and using non-GAAP financial measures only supplementally. We believe that providing these non-GAAP financial measures in addition to the related GAAP measures provides investors with greater transparency. We further believe that providing this information better enables investors to understand Hexaware’s operating performance and financial condition. Rounding off Certain amounts and percentage figures included in this presentation have been subject to rounding adjustments. Accordingly, figures shown as totals in certain tables may not be an arithmetic aggregation of the figures preceding them. © Hexaware Technologies. Confidential briefing. 2 Key Financial and Business Highlights Business Highlights Financial Highlights The Pivot to AI Revenue: • Continue to launch 1 new service per month • Q2CY26: USD 405.4 Mn | INR 38,452 Mn • Scale programs to proactively infuse AI in all current customers, led by AI o USD : +4.4% QoQ; +6.1% YoY champion SPOCs o INR : +6.4% QoQ; +17.9% YoY • Zero License – few closed deals, several in pipeline, Built 65 parsers in platform. o Constant Currency : +4.4% QoQ; +6.3% YoY Rapidly becoming primary conversation driver along with SDLC • Published 1st AI Customer Impact Series Book with dozens of case studies Profitability: • Tokenomics becoming center-stage for customers, and impact on IT labor spend budgets • EBIT (3): • Plan to host an AI day on Aug 21st in our Chennai Campus o Q2CY26: 13.6% | +68 bps QoQ & (102) bps YoY in % terms o +9.8% QoQ & (1.3%) YoY in absolute terms Global Hunting: • Phase 2 of transformation led by Shantanu, Param and Vijay with focus on • Basic EPS: • Large and proactive deal creation o Q2CY26: INR 5.41 | (6.2%) QoQ & (13.4%)YoY • Significant team expansion • Extensive use of AI in the sales process Cash: Key People Metrics: • Closing Headcount: 34,506, QoQ net addition of 708 with 179 net addition in IT • Closing cash balance as of 30th Jun 2026: USD 176 Mn (4)(5) • Voluntary Attrition for IT(1): 11.2% • Q2CY26 Utilization Rate for IT(2): 84.8% • Expanded Talent Footprint to Colombia and added GIFT City to the India footprint Notes: (1) Voluntary attrition rate for the IT service line is calculated as the total number of IT business professionals and support function professionals who left the company voluntarily during a period, divided by the average number of IT business professionals and support function professionals during the period, computed on a trailing twelve-month basis. (2) Utilization rate for IT is calculated as the total hours IT business professionals spend on customer-billed assignments, divided by the total available base hours. IT business professionals designated as Mavericks (campus hires) are included in the utilization computation after the completion of an initial training period of up to four months. Starting Q2CY26, utilization excludes employees working on platforms. This has improved Q2 utilization by 80 bps. The comparative periods have not been restated for this change(3) EBIT in USD terms, QoQ and YoY growth calculated against Adjusted EBIT (4) Includes restricted and MF Investments (5) Exchange rate used 94.66 © Hexaware Technologies. Confidential briefing. 3 We are experimenting with different pricing models to both maximize value for customers and participate in Token economics HUMAN COST* HUMAN + TECHNOLOGY** (Traditional / People-led) (AI-enabled / Augmented) INPUT • Hybrid Squad (Human & Agent) • Hybrid Squad (Human & Agent) • AI Rate Card • Platform Subscription Pay for • POD based (Human Only) Effort/Resources • Feature Based • Digital Resolver/Twin OUTPUT • Price/Agent Built • Feature Based Pay for Deliverables • Fixed Price • Platform Subscriptions • LOC Pricing • Fixed Price • RU based pricing • RU based pricing (Human + Agent) • LOC Pricing OUTCOME ✓ OKR improvement-based pricing ✓ Token Gain Share Pay for Business - Impact/Results Traditional Pricing Modern Pricing AI-Nativ [Showing first 8,000 characters — download PDF for full document]