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ExlService Holdings, Inc. (EXLS) Analyst/Investor Day May 13, 2026 9:00 AM EDT
Company Participants
Andrew Thut - Head of Investor Relations & Capital Markets
Rohit Kapoor - Co-Founder, Chairman & CEO
Vikas Bhalla - President and Head of AI Services & Operations
Anand Logani - Executive VP and Chief Digital & AI Officer
Vivek Jetley - President and Head of Insurance, Healthcare & Life Sciences
Maurizio Nicolelli - Executive VP & CFO
Conference Call Participants
David Koning - Robert W. Baird & Co. Incorporated, Research Division
Puneet Jain - JPMorgan Chase & Co, Research Division
Surinder Thind - Jefferies LLC, Research Division
John Schwarzmann - TD Cowen, Research Division
Lars Goransson - IDC Research, Inc.
Chhandak Biswas
Sudarshana Bhattacharya
Presentation
Andrew Thut
Head of Investor Relations & Capital Markets
Good morning, and welcome, everyone. Welcome to EXL's 2026 Investor Day. For those that don't know me, my name is Andrew Thut. I am the new-ish Head of Investor Relations and Capital Markets here at EXL. I see a lot of old friends and old faces here, and I see some new that I'm really looking forward to getting to know better.
I was going to start with talking for a second about the moment that we're in. When a new technology is introduced, there's a lot of excitement. There's a lot of opportunity that's involved with that, but also with that comes a lot of noise. Our hope this morning is to cut through some of that noise and leave you with a clear picture of 3 things: it's how we view the opportunities in the market, EXL's strong positioning to help our clients, and how we plan to sustain durable long-term growth. So now more than ever, we're really excited to have you here this morning.
So a few logistics. We are live webcasting today. So the slides will be posted
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