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Eclerx at its Investor Day, highlighted AI-led growth strategy and $1bn ambition

ICICIdirect Research 03 Sep 2026 DISCLAIMER

News: Eclerx at its Investor Day, highlighted AI-led growth strategy and $1bn ambition for which eClerx outlined a three-pillar growth strategy of strengthening its core, scaling AI and disciplined execution. Priorities include deeper wallet share, cross-selling, larger deals, new micro-verticals and GCC partnerships, alongside commercialization of agentic AI solutions and proprietary platforms such as M360, Compliance Manager and FinOps. Management highlighted 13 consecutive quarters of sequential revenue growth, FY23-26 revenue CAGR of 12% and EBITDA CAGR of 9%.

View: The company aims to leverage agentic AI, proprietary platforms and domain expertise to accelerate growth and expand its TAM across both existing and new accounts. While no timeline was provided for the US$1bn revenue ambition, management aspires to remain in the top-quartile growth amongst its peers and reiterated a 24-28% margin band vs. 27.5% in FY26, prioritizing revenue growth over margins.

Impact: Neutral

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