Expleo Solutions Ltd
Expleo Solutions Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
For the current fiscal year, Expleo Solutions expects two more quarters with high furlough periods, moderating near-term growth. The company targets healthy double-digit revenue growth for the next financial year, as stated by Phani Tangirala.
From Expleo Solutions Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- For the current fiscal year, Expleo Solutions expects two more quarters with high furlough periods, moderating near-term growth.
- The company targets healthy double-digit revenue growth in the next financial year.
- BFSI vertical shows positive traction driven by legacy modernization, AI infusion, and growing data analytics needs, expected to continue growing for several years.
- Digital services now constitute over 53% of revenue, with AI and AI-infused services being key growth drivers.
- Growth is balanced between on-site revenues (notably Middle East and U.S.) and offshore delivery models (especially India).
- Strategic focus is on high-value, high-margin services leading to revenue growth without headcount expansion.
- Aerospace is promising despite short-term contraction; automotive is expected to remain weak in the near to mid-term.
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Profitability & Margins
See what Expleo Solutions Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Currently, Expleo Solutions Limited is focused on strategic investments primarily via acquisitions.
- The company is evaluating several assets and has narrowed down to 2 for due diligence, expected to conclude by Q1 FY 2026.
- Decisions regarding these acquisitions will be made in Q1 of the next financial year.
- Future capital allocation, including dividends, will depend on the outcome of these asset evaluations.
- No specific mention of other capital expenditure or capex plans beyond strategic acquisitions was noted.
- The company emphasizes investing in industries like BFSI, insurance, retail, QSR, and defense to ride growth waves.
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Top-ranked in IT - Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- The transcript does not provide specific quantitative details about the current or expected order book or pending orders of Expleo Solutions Limited.
- However, management expressed a positive outlook with a "healthy pipeline" entering 2026, driven by strong momentum in financial services, insurance, retail, QSR, and defense sectors.
- They highlighted confidence in converting these opportunities into material business.
- The strategy finalization for 2026 is underway, focusing on investing in growing industries and continuing AI and digital service growth.
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Expleo Solutions Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹286 Cr, net profit ₹42 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Expleo Solutions's management said in earlier quarters
- Q3 FY24 earnings call analysis →
- Q1 FY25 earnings call analysis →
- Q3 FY25 earnings call analysis →
- Q1 FY26 earnings call analysis →
- Q2 FY25 earnings call →
- Q4 FY24 earnings call →
- Q2 FY24 earnings call →
- Q1 FY24 earnings call →
- Q4 FY23 earnings call →
- Q3 FY23 earnings call →
- Q2 FY23 earnings call →
- Q1 FY23 earnings call →
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Frequently Asked Questions
What were Expleo Solutions Ltd Q2 FY26 results?
For the current fiscal year, Expleo Solutions expects two more quarters with high furlough periods, moderating near-term growth. The company targets healthy double-digit revenue growth for the next financial year, as stated by Phani Tangirala.
What is Expleo Solutions Ltd share price analysis?
Expleo Solutions Ltd currently shows a neutral. The stock trades at a P/E of 8.6 with a market cap of ₹1,266 Cr. Investors should review the full earnings analysis for detailed insights.
Is Expleo Solutions Ltd planning capital expenditure?
Currently, Expleo Solutions Limited is focused on strategic investments primarily via acquisitions.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.