High Scoring Large Cap stocks have outperformed low scoring stocks by 90% over last 4 years
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Past Returns: Outperforming stock! In past three years, the stock has provided 23.1% return compared to 8.9% by NIFTY 50.
Balance Sheet: Strong Balance Sheet.
Smart Money: Smart money has been increasing their position in the stock.
Insider Trading: There's significant insider buying recently.
Profitability: Very strong Profitability. One year profit margin are 17%.
Growth: Awesome revenue growth! Revenue grew 22.2% over last year and 55.4% in last three years on TTM basis.
Size: Market Cap wise it is among the top 20% companies of india.
No major cons observed.
Valuation | |
|---|---|
| Market Cap | 14.18 kCr |
| Price/Earnings (Trailing) | 19.98 |
| Price/Sales (Trailing) | 3.36 |
| EV/EBITDA | 11.7 |
| Price/Free Cashflow | 18.8 |
| MarketCap/EBT | 15.16 |
| Enterprise Value | 13.48 kCr |
Fundamentals | |
|---|---|
| Revenue (TTM) | 4.22 kCr |
| Rev. Growth (Yr) | 22.2% |
| Earnings (TTM) | 706.47 Cr |
| Earnings Growth (Yr) | 24.3% |
Profitability | |
|---|---|
| Operating Margin | 22% |
| EBT Margin | 22% |
| Return on Equity | 27.55% |
| Return on Assets | 19.11% |
| Free Cashflow Yield | 5.32% |
Growth & Returns | |
|---|---|
| Price Change 1W | -4.4% |
| Price Change 1M | 6.5% |
| Price Change 6M | -33.7% |
| Price Change 1Y | -14.1% |
| 3Y Cumulative Return | 23.1% |
| 5Y Cumulative Return | 29.6% |
| 7Y Cumulative Return | 25.3% |
| 10Y Cumulative Return | 12.3% |
Cash Flow & Liquidity | |
|---|---|
| Cash Flow from Investing (TTM) | -140.82 Cr |
| Cash Flow from Operations (TTM) | 873.47 Cr |
| Cash Flow from Financing (TTM) | -621.57 Cr |
| Cash & Equivalents | 696.77 Cr |
| Free Cash Flow (TTM) | 754.34 Cr |
| Free Cash Flow/Share (TTM) | 80.21 |
Balance Sheet | |
|---|---|
| Total Assets | 3.7 kCr |
| Total Liabilities | 1.13 kCr |
| Shareholder Equity | 2.56 kCr |
| Current Assets | 2.41 kCr |
| Current Liabilities | 706.78 Cr |
| Net PPE | 202.86 Cr |
| Inventory | 62.4 L |
| Goodwill | 449.29 Cr |
Capital Structure & Leverage | |
|---|---|
| Debt Ratio | 0.00 |
| Debt/Equity | 0.00 |
| Interest Coverage | 21.19 |
| Interest/Cashflow Ops | 21.73 |
Dividend & Shareholder Returns | |
|---|---|
| Dividend/Share (TTM) | 1 |
| Dividend Yield | 0.03% |
| Buy Backs (1Y) | -1.3% |
| Shares Dilution (3Y) | -4.1% |
Buy Backs: Company has bought back it's stock in the past which is a good thing.
Past Returns: Outperforming stock! In past three years, the stock has provided 23.1% return compared to 8.9% by NIFTY 50.
Balance Sheet: Strong Balance Sheet.
Smart Money: Smart money has been increasing their position in the stock.
Insider Trading: There's significant insider buying recently.
Profitability: Very strong Profitability. One year profit margin are 17%.
Growth: Awesome revenue growth! Revenue grew 22.2% over last year and 55.4% in last three years on TTM basis.
Size: Market Cap wise it is among the top 20% companies of india.
No major cons observed.
Investor Care | |
|---|---|
| Dividend Yield | 0.03% |
| Dividend/Share (TTM) | 1 |
| Buy Backs (1Y) | -1.3% |
| Earnings/Share (TTM) | 75.46 |
Financial Health | |
|---|---|
| Current Ratio | 3.4 |
| Debt/Equity | 0.00 |
Technical Indicators | |
|---|---|
| RSI (14d) | 48.67 |
| RSI (5d) | 55.42 |
| RSI (21d) | 56.34 |
| MACD Signal | Buy |
| Stochastic Oscillator Signal | Hold |
| SharesGuru Signal | Buy |
| RSI Signal | Hold |
| RSI5 Signal | Hold |
| RSI21 Signal | Hold |
| SMA 5 Signal | Buy |
| SMA 10 Signal | Buy |
| SMA 20 Signal | Buy |
| SMA 50 Signal | Buy |
| SMA 100 Signal | Buy |
Summary of eClerx Services's latest earnings call, featuring management's outlook on business performance, financial results, and analyst Q&A sessions that highlight key strategic initiatives and market challenges.
In the Q4 FY '26 earnings call, management provided an optimistic outlook for FY '27, expressing confidence in maintaining strong growth momentum. The following key points were highlighted:
Revenue Growth: Management aimed for revenue growth in the top quartile for FY '27, with expectations for operating revenue between $40 million to $50 million on a quarterly basis.
Operating Revenue Figures: FY '26 operating revenue reached $469 million, marking a 17.9% increase year-on-year. For Q4, the operating revenue was $122 million, reflecting a 17% year-on-year growth.
EBITDA Guidance: Management projected EBITDA margins between 24% to 28% for FY '27, maintaining the same guidance as FY '26. Last year's EBITDA grew by 29% to INR 1,153 crores.
New Deal Wins: In Q4, the company reported new deal wins worth $46 million, indicating a strong pipeline and client confidence moving into FY '27.
AI Investments: The focus on AI is significant, with analytics and automation reaching a milestone of $90 million. Management highlighted their first large-scale Agentic AI win and ongoing developments across various sectors.
Market Positioning: The company's top 10 client concentration decreased to 59%, reflecting a diversification strategy aimed at reducing risk.
Cash Flow and Dividends: In FY '26, eClerx generated INR 8,729 million in cash from operations, with a free cash flow increase of 33% year-on-year. A dividend of INR 1 per share was proposed.
Talent and Technology: Management noted strong talent capabilities, with over 3,000 employees trained on Agentic AI and ongoing investment in employee upskilling.
Overall, management conveyed a positive outlook, backed by strong operational performance and strategic investments, indicating readiness to leverage shifting market dynamics in the upcoming fiscal year.
Here are the major questions and answers from the Q&A section of the eClerx earnings transcript:
Sandeep Shah (Equris Securities): "Do you believe FY '27 growth momentum would be lower versus FY '26?"
Kapil Jain: I think the volatility in quarterly growth is common, but for FY '27, we aim to be in the top quartile of growth with an EBITDA range of 24%-28%. While it's too early to predict exact growth numbers, we expect a positive trajectory.
Girish Pai (BOB Capital Markets): "Was Q4 softer than you had expected?"
Kapil Jain: It aligned with our expectations. We retain the margin guidance of 24%-28% for FY '27, similar to FY '26.
Girish Pai: "How is the Agentic AI project different in terms of commercial structure?"
Kapil Jain: Clients seek efficiency from Agentic AI deployments, which is more about outcomes rather than different contractual structures. We have built credibility with clients, contributing to effective execution.
Jimit Gandhi (Emkay Global): "Will roll-offs change due to AI?"
Srinivasan Nadadhur: We don't foresee any significant change. The typical roll-off range remains at 15%-20% as AI initiatives take time to deliver results.
Rohit Thorat (Axis Capital): "What is driving the increase in subcon expenses?"
Srinivasan Nadadhur: Some expenses were reclassified from business promotion to subcon. Generally, these costs will grow in line with revenue.
Sandeep Shah: "Is Agentic AI revenue scaling up?"
Kapil Jain: It's a bit early to quantify revenue from Agentic AI, but client interest is strong, indicating a positive trend.
Abhishek Bhandari (Nomura): "Expectations for FY '27 in terms of deal bookings?"
Kapil Jain: We aspire to show year-on-year growth in deal bookings, but external factors could affect predictability.
Varun Bang (individual investor): "What are the execution risks you foresee?"
Kapil Jain: Regulatory changes, especially related to offshore work, could pose challenges. We need agility to adapt to external shifts.
Sandeep Shah: "Is Anthropic's AI tool a competitive threat?"
Kapil Jain: We see it as an opportunity to collaborate and deliver enhanced outcomes to clients, particularly in our F&A business.
These responses provide insight into the company's outlook and operational focus while reflecting on past performance.
Understand eClerx Services ownership landscape with insights into key distribution patterns, offering investors a clear view of stakeholder dynamics.
| Shareholder Name | Holding % |
|---|---|
| PRIYADARSHAN MUNDHRA | 27.21% |
| ANJAN MALIK | 27.2% |
| HDFC MUTUAL FUND - HDFC CHILDRENS FUND | 8.31% |
| HSBC MUTUAL FUND - HSBC SMALL CAP FUND | 3.45% |
| DSP NIFTY SMALLCAP 250 ETF | 2.38% |
| BARCLAYS WEALTH TRUSTEES INDIA PVT LTD | 1.97% |
| VIJAY KUMAR MUNDHRA | 0.07% |
| SUPRIYA MODI | 0.05% |
| PAWAN MALIK | 0% |
| SHWETA MUNDHRA | 0% |
Distribution across major stakeholders
Distribution across major institutional holders
Detailed comparison of eClerx Services against industry peers, highlighting key financial metrics, valuation ratios, and performance indicators to provide competitive context within the sector.
Ticker | Name | Mkt Cap | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|---|
| COFORGE | COFORGE | 61.09 kCr | 16.41 kCr | +18.10% | -17.60% | 30.67 | 3.72 | - | - |
| MPHASIS | Mphasis | 43.34 kCr | 16.21 kCr | +0.90% | -11.50% | 23.22 | 2.67 | - | - |
| FSL | Firstsource Solutions | 18.31 kCr | 9.56 kCr | +22.50% | -33.40% | 26.92 | 1.91 | - | - |
| CYIENT | Cyient | 10.09 kCr | 7.45 kCr | +7.60% | -33.00% | 23.42 | 1.36 | - | - |
Comprehensive comparison against sector averages
ECLERX metrics compared to Commercial
| Category | ECLERX | Commercial |
|---|---|---|
| PE | 20.77 | 17.24 |
| PS | 3.49 | 0.49 |
| Growth | 22.2 % | 15.3 % |
eClerx Services Limited provides business process management, change management, data-driven insights, and advanced analytics services in India, the United States, the United Kingdom, Europe, and the Asia Pacific. It offers customer experience solutions for business process optimization and customer interaction monitoring; field technical operations services for avoidable truck roll, dispatch services, connected homes, return merchandise authorization, and revenue assurance; omnichannel customer support services; and advanced and digital analytics, and enterprise business intelligence solutions. The company also provides operations support, technology solutions, data analytics and reporting, customer experience, and consulting services; data management, analytics and insights, digital marketing operations, and creative services; and derivative trade support, cash securities operations, regulatory compliance and data, document management, analytics, and technology solutions. In addition, it provides technology products, including Roboworx, a robotic process automation solution; Q-Clips application, a customizable, online, SaaS-based repository of customer interactions used to train agents to provide customer experiences; Chatbots; workforce manager tool which offers various solutions designed to provide end-to-end and lifecycle tracking of work orders, equipment, invoicing, payroll, warehouse management, and KPIs; and quality assurance testing with webassure. The company serves financial services, cable and telecommunications, retail, fashion, media and entertainment, manufacturing, travel and leisure, software, and high-tech industries. eClerx Services Limited was incorporated in 2000 and is based in Mumbai, India.
This is an informational page just to provide a quick 'first look' at the stock. You must do your own deeper research. Know your risk appetite. Consult a SEBI-registered financial advisor before making any investment decisions.
ECLERX vs Commercial (2021 - 2026)