EXLservice Holdings Inc. Announces Strategic Share Repurchase

On December 15, 2025, EXLservice Holdings Inc. (NASDAQ: EXLS), a global leader in data and artificial intelligence solutions, announced a significant share repurchase transaction. The company has acquired 1,551,970 shares of its common stock from Orogen Echo LLC, an affiliate of The Orogen Group LLC. The total purchase price for these shares amounted to $63,373,143, translating to a price of $40.834 per share, which reflects the volume-weighted average price over the five days leading up to the settlement.

This transaction is part of a broader strategy, as it was conducted under a separate Stock Purchase Agreement dated the same day, distinct from EXL’s existing $500 million share repurchase program.

Rohit Kapoor, EXL’s Chairman and CEO, expressed confidence in the company's growth potential and the merits of the repurchase. "This repurchase reflects our confidence in the performance of EXL and its future growth. We believe this is a unique opportunity to return capital to our stockholders and offers a compelling return on investment," Kapoor stated. He also confirmed that Orogen’s CEO, Vikram Pandit, will continue to serve as EXL’s Lead Independent Director, emphasizing the ongoing collaboration between the two entities.

Vikram S. Pandit, Chairman and CEO of The Orogen Group, echoed this sentiment, highlighting the long-standing partnership with EXL that commenced in 2018. “We entered our partnership with EXL in 2018 with the firm belief that the company delivers best-in-class data and technology-driven operating solutions to its clients, and the company's growth trajectory over the last seven years has validated that belief,” Pandit said. He expressed optimism for EXL's continued growth momentum, indicating that Orogen is pleased to facilitate this stock repurchase.

The repurchase strategy serves multiple purposes for EXL. Firstly, it demonstrates a commitment to returning capital to shareholders, which can enhance shareholder value. Secondly, repurchasing shares can signal management's confidence in the company's future prospects, potentially leading to a positive market reaction. Moreover, it allows EXL to optimize its capital structure by reducing the number of shares outstanding, which may improve earnings per share (EPS) metrics.

As a company deeply entrenched in data and AI, EXL is positioned in a rapidly growing market, serving diverse sectors, including insurance, healthcare, and banking. The strategic focus on share repurchase reflects a balance between investing in growth initiatives and returning value to shareholders.

EXLservice Holdings Inc. is a prominent player in the global data and AI landscape, offering innovative solutions designed to transform business models and drive operational excellence. Founded in 1999 and headquartered in New York, EXL boasts a workforce of approximately 63,000 employees across six continents, addressing the needs of various industries.

On the other hand, The Orogen Group, established by Vikram S. Pandit and Atairos, focuses on making significant long-term strategic investments in financial services and related sectors. The partnership between EXL and Orogen has been characterized by shared vision and mutual growth.

The share repurchase announced by EXLservice Holdings Inc. marks a strategic move that highlights the company's confidence in its future growth trajectory. With strong leadership and a commitment to delivering value, EXL continues to enhance its market position while fostering its relationship with key partners like Orogen. As the company looks ahead, observers will be keen to see how these strategic decisions impact its performance in the coming quarters.