eClerx Services released its investor presentation for the upcoming Investor Day 2026 on September 1, 2026. The company aims to become a $1 billion enterprise by scaling AI-led operations and deepening client relationships.

The presentation was filed with the stock exchanges pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirement) Regulations, 2015. It supplements the earlier intimation dated August 28, 2026, regarding the event scheduled for September 2 in Mumbai.

Financial Performance and Growth Trajectory

The company reported a 12% compound annual growth rate (CAGR) in revenue from FY23 to FY26. Revenue grew from $354 million in FY24 to $469 million in FY26. EBITDA margins remained stable, ranging between 26% and 28% over the same period.

YoY revenue growth accelerated to 18% in FY26, compared to 12% in FY25 and 6% in FY24. This contrasts with peer growth rates of 4% in FY26, 5% in FY25, and 3% in FY24.

Strategic Pillars

The strategy focuses on three pillars: growing the core business, scaling AI, and executing with discipline. The company plans to deepen wallet share with existing clients and move up the value chain through productized services.

Key strategic initiatives include:

• AI-Led Operations: Measurable AI improvement across major client relationships to enhance productivity, quality, and margin.
• Client Transformation: Acting as a trusted partner for AI transformation in domains such as finance, compliance, and marketing.
• Productized IP: Developing reusable tools like Compliance Manager, Market360, and QA360 to drive scalable revenue.

Sector-Specific Opportunities

Financial Markets: The capital markets BPM market is estimated at $4 billion. eClerx aims to capture technology spend by pairing AI with operational domain knowledge. Growth vectors include expanding into adjacencies like loans and private markets.

Customer Experience: The global CXM market is valued at $120 billion. eClerx leverages its Tech360 platform to support sales, field tech ops, care, and retention. The company notes that while call volumes have declined, its share of wallet with sample clients increased from 2.3% in January 2020 to 15% in January 2026.

Marketing Services: Addressing a $56 billion market for outsourced marketing services, eClerx offers a 4D model covering data, decisioning, design, and delivery. The company targets the 15-20% of CMO budgets allocated to running the marketing supply chain.

Client Concentration and Diversification

Top 10 client revenues declined from 76% in FY16 to 61% in FY26, indicating reduced concentration risk. The number of clients contributing over $5 million rose from seven in FY21 to 16 in FY26. Similarly, clients contributing over $1 million increased from 33 in FY21 to 51 in FY26.

What the Numbers Show

The divergence between eClerx’s revenue CAGR (12%) and peers (9% for FY21-26) suggests successful execution of its growth strategy despite broader industry headwinds. The expansion in high-value clients ($5mm+ count doubling from FY21 to FY26) alongside declining top-10 concentration implies a broadening of the client base rather than reliance on a few large accounts.

eClerx Services Limited has declared a final dividend of Re. 1 per equity share for the financial year ended March 31, 2026 (FY26). The Board of Directors approved the payout in its meeting held on August 17, 2026, with a record date set for Friday, August 21, 2026. Shareholders holding shares on the record date will be eligible for the dividend, which is scheduled for payment on or after Tuesday, September 8, 2026.

The company’s 26th Annual General Meeting (AGM) is scheduled for Tuesday, September 8, 2026, at 12:00 noon (IST) through Video Conferencing. The AGM agenda includes the adoption of audited financial statements for FY26, declaration of the proposed final dividend, and the re-appointment of Mr. Anjan Malik as a Director retiring by rotation. The statutory auditor, M/s. Price Waterhouse Chartered Accountants LLP, issued an unqualified audit report for FY26 with no qualifications, reservations, or adverse remarks.

Dividend and AGM details

Shareholders are required to update their KYC details with their Depository Participants (DPs) or the Registrar and Transfer Agent (KFin Technologies Ltd.) to ensure smooth credit of the dividend. This includes updating name, address, email, mobile number, PAN, bank details, and nominations. For shareholders seeking exemption from Tax Deducted at Source (TDS), duly filled and signed forms must be submitted by 5:00 p.m. on Thursday, August 20, 2026.

E-voting schedule

Remote e-voting for the AGM will commence on Friday, September 4, 2026, at 9:00 a.m. (IST) and conclude on Monday, September 7, 2026, at 5:00 p.m. (IST). The cut-off date to determine entitlement for e-voting is Tuesday, September 1, 2026. Members attending the AGM who have not cast their votes during the remote e-voting period may vote on the resolutions during the meeting itself.

The Annual Report for FY26, along with the AGM Notice, is available for download from the company's website. Pursuant to Regulation 36(1)(b) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the company has sent letters containing web-links to the Annual Report to members who have not registered their email addresses with the company or depositories.