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In connection with the refinancing, TaskUs declared a $3.65 per share special dividend payable to shareholders in March 2026 . Management estimated the total dividend payment at approximately $333 million , depending on share count on the record date. Following the refinancing and dividend payment, Maddock said TaskUs expects net leverage to be about 1.5x 2025 adjusted EBITDA, which he described as a prudent level. He also said the dividend does not change plans to invest aggressively in AI-related initiati ...

Taskus (NasdaqGS:TASK) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker8Good afternoon, welcome to the TaskUs fourth quarter and full year 2025 earnings call. My name is Victor, I'll be your conference facilitator today. At this time, all lines have been placed on mute to avoid background noise. After the speaker's remarks, there will be a question and answer period. To ask a question, you will need to press star one on your telephone and wait for your name to be announced. To withdraw your quest ...

Investor Presentation February 25, 2026 Nizel, Teammate, India Disclaimers Forward Looking Statements This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include all statements that are not historical facts, and further include, without limitation, statements reflecting our current views with respect to, among other things, our operations, our financial performance, our industry, the impact of the macr ...

CEO Rohit Kapoor said EXL’s “data and AI pivot is well underway,” noting data and AI-led revenue grew 21% year-over-year in the fourth quarter and represented 57% of total revenue. Digital operations, which management said represents 43% of the business (excluding data and AI-led operations), grew 4% year-over-year.For full-year 2025, EXL reported revenue of $2.09 billion, an increase of 13.6% year-over-year, driven by double-digit growth in data and AI-led services. Adjusted operating margin was 19.5%, up ...

Core Insights - Nalanda India Equity Fund Ltd increased its holding in Genpact by 1,015,556 shares, valued at approximately $43.92 million, reflecting a bullish outlook on the stock [2][7] - Genpact's share price was $39.18 as of February 18, 2026, down 27.3% over the past year, underperforming the S&P 500 by 39.53 percentage points [3][4] - The company reported a revenue of $5.08 billion and a net income of $552.49 million for the trailing twelve months [4] Company Overview - Genpact is a global provider of IT and business process outsourcing services, focusing on large enterprise customers across various industries [6][8] - The company leverages digital solutions and process expertise to enhance operational efficiency and transformation for its clients [6] - Genpact serves sectors including banking, capital markets, insurance, consumer goods, healthcare, manufacturing, and high-tech industries [8] Financial Performance - Genpact's sales for 2025 were $5.1 billion, representing a 7% year-over-year increase, with expectations for another 7% growth in 2026 [9] - The company's price-to-earnings ratio is currently at 12, the lowest in a year, indicating a potentially attractive buying opportunity [10]

Core Viewpoint - TaskUs, Inc. is set to report its fourth-quarter and full-year financial results on February 25, 2026, after the U.S. market closes, indicating a significant upcoming event for investors and stakeholders [1] Financial Reporting - The earnings release will include supplemental financial data, which is crucial for understanding the company's performance and future outlook [1] - The financial results will be accessible on the Investor Relations section of the company's website, providing transparency and information for investors [1]

Core Insights - Conduent is undergoing a turnaround under new CEO Harsha Agadi, who has outlined initial priorities and emphasized the need for financial discipline and operational efficiency [2][4]. Financial Performance - Full-year revenue for 2025 decreased by 4.2% to $3.04 billion, while adjusted EBITDA increased to $164 million, reflecting a margin of 5.4%, up 150 basis points year over year [3][8]. - Adjusted free cash flow was negative $130 million for the year, but Q4 showed a positive cash flow of $28 million [3][12]. - The company reported a net leverage ratio improvement to 2.8x, driven by higher EBITDA [3][13]. Sales and Business Development - New business annual contract value (ACV) for Q4 was $152 million, an 11% increase year-over-year, with full-year new ACV reaching $517 million, up 6% [5][6]. - The Government segment saw a 50% increase in new business ACV, while the Transportation segment grew by 14% [5][6]. - The qualified ACV pipeline stands at $3.2 billion, up 4% year-over-year, with significant growth in the Government pipeline [6]. Strategic Priorities - Agadi has identified six operational priorities: faster decision-making, strict financial discipline, cost cuts, portfolio review (fix, sell, or grow), ACV conversion, and organizational simplification [4][14]. - The company plans to host an Analyst Day to provide transparency regarding its strategy and execution [2][4]. Segment Performance - The Commercial segment experienced a revenue decline of 5.9% to $1.5 billion, attributed to volume declines from major clients [9]. - Government segment adjusted revenue was $922 million, down 6.3%, but showed Q4 growth of 1.8% [10]. - Transportation segment adjusted revenue increased by 3.9% to $609 million, with improved margins [11]. Future Outlook - Management expects to provide a detailed update on portfolio rationalization and guidance for 2026 in early May [17]. - Agadi is focused on improving free cash flow and has not provided specific guidance at this time [17].

Financial Data and Key Metrics Changes - Adjusted revenue for full year 2025 was $3.04 billion, down 4.2% from $3.18 billion in 2024 [15] - Adjusted EBITDA for the year was $164 million, compared to $124 million in 2024, with an adjusted EBITDA margin of 5.4%, up 150 basis points year-over-year [15][16] - Adjusted free cash flow was -$130 million for the year, with Q4 adjusted free cash flow being positive at $28 million [19][20] Business Line Data and Key Metrics Changes - Government Segment adjusted revenue was down 6.3% at $922 million, but grew 1.8% in Q4 year-over-year [17] - Transportation Segment adjusted revenue was $609 million for the year, an increase of 3.9%, with adjusted EBITDA margin up 300 basis points versus 2024 [18] - Commercial Segment adjusted revenue was $1.5 billion, down 5.9% compared to 2024, with adjusted EBITDA margin of 10.2%, down 30 basis points year-over-year [16][17] Market Data and Key Metrics Changes - New business Annual Contract Value (ACV) signed in Q4 was $152 million, up 11% versus Q4 2024, with full year 2025 new business ACV at $517 million, up 6% versus 2024 [12] - Government Segment new business ACV was up 50%, and Transportation Segment was up 14% versus 2024 [12] - Commercial Segment new capability ACV increased by 60% this year [13] Company Strategy and Development Direction - The company aims for consistent year-over-year revenue and EBITDA growth, supported by strong free cash flow generation [5][6] - Key priorities include faster decision-making, financial discipline, lowering cost structure, rationalizing the portfolio, and improving conversion rates of the ACV pipeline [9][10][11] - The company is focused on organic revenue growth and will categorize businesses as fix, sell, or grow [10] Management's Comments on Operating Environment and Future Outlook - The CEO emphasized the need for transparency and accountability in executing the turnaround strategy [7][22] - Management is optimistic about the government and transportation segments, while acknowledging challenges in the commercial segment [43] - The CEO highlighted the importance of adapting to technological changes, particularly in AI, to maintain competitive advantage [64] Other Important Information - The company plans to host an Analyst Day in New York City to discuss strategy and execution plans [7] - The qualified ACV pipeline stands at $3.2 billion, up 4% year-over-year, driven by the government segment [14] Q&A Session Summary Question: Metrics for evaluating business units for fix, sell, or grow - The CEO mentioned factors such as growth metrics, predictable EBITDA margins, capital allocation needs, and competitive moats as key considerations [25][26] Question: Philosophy on keeping related business units - The CEO stated the importance of focusing on core competencies and avoiding being everything to everyone, emphasizing the need for discipline in service offerings [31][35] Question: Evidence of revamped go-to-market strategy in commercial segment - Management acknowledged the need for improvement in the commercial segment but noted positive momentum in government and transportation segments [42][43] Question: Exposure to AI disruptors - The CEO estimated that 15%-20% of the business may be exposed to AI disruptors, emphasizing the need for partnerships with technology providers [64] Question: Free cash flow expectations for 2026 - The CEO expressed optimism about turning around free cash flow but did not provide specific guidance [75]

Financial Data and Key Metrics Changes - Adjusted revenue for full year 2025 was $3.04 billion, down 4.2% from $3.18 billion in 2024 [15] - Adjusted EBITDA for the year was $164 million, compared to $124 million in 2024, with an adjusted EBITDA margin of 5.4%, up 150 basis points year-over-year [15][16] - Adjusted free cash flow was -$130 million for the year, with Q4 adjusted free cash flow being positive at $28 million [19][20] Business Line Data and Key Metrics Changes - Government segment adjusted revenue was $922 million, down 6.3% from 2024, but grew 1.8% in Q4 [17][18] - Transportation segment adjusted revenue was $609 million, an increase of 3.9%, with adjusted EBITDA margin at 3%, up 300 basis points from 2024 [18] - Commercial segment adjusted revenue was $1.5 billion, down 5.9% from 2024, with adjusted EBITDA margin at 10.2%, down 30 basis points year-over-year [16][18] Market Data and Key Metrics Changes - New business annual contract value (ACV) for Q4 was $152 million, up 11% from Q4 2024, with full year 2025 new business ACV at $517 million, up 6% from 2024 [12][14] - Government segment new business ACV increased by 50%, while transportation segment was up 14% compared to 2024 [12] - Commercial segment new capability ACV increased by 60% year-over-year [13] Company Strategy and Development Direction - The company aims for consistent year-over-year revenue and EBITDA growth, supported by strong free cash flow generation [5][6] - Key priorities include faster decision-making, financial discipline, lowering cost structure, and rationalizing the portfolio [9][10] - The company is focusing on organic revenue growth and improving conversion rates from the qualified ACV pipeline, which stands at $3.2 billion [10][14] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the current environment as a turnaround story, emphasizing the need for transparency and accountability [7][22] - The company is committed to executing its strategy and improving financial performance, with a focus on sustainable revenue growth and margin expansion [22][23] - Management is optimistic about the government and transportation segments, while acknowledging challenges in the commercial segment [43][44] Other Important Information - The company plans to host an Analyst Day in New York City to discuss strategy and execution plans [7] - Management is reviewing each business unit to categorize them as fix, sell, or grow, with clear accountability for results [10][26] Q&A Session Summary Question: Metrics for evaluating business units - Management will consider growth metrics, EBITDA margins, capital allocation needs, and competitive moats when evaluating business units [26][27] Question: Philosophy on business unit overlap - The company aims to focus on core competencies and avoid being everything to everyone, emphasizing the importance of client relationships [34][35] Question: Evidence of improved commercial performance - Management sees good momentum in public sector businesses but acknowledges the need for improvement in the commercial segment [42][43] Question: AI disruptors and revenue exposure - Approximately 15%-20% of the business may be exposed to AI disruptors, with a focus on partnering with technology providers [64][67] Question: Free cash flow expectations for 2026 - Management is focused on improving free cash flow and expects to provide more precise goals in future guidance [75] Question: Portfolio rationalization status - Portfolio rationalization is a high priority, with efforts to accelerate the process and focus on core business operations [76][77]