Sector Alpha Week of 2026-09-11
Not SEBI Registered !! Not Investment advice !!
Sector Alpha — machine-written from the numbers · Data as of 2026-09-11

eClerx Services Ltd

ECLERX
IT Enabled Services

eClerx Services Ltd's earnings have outrun its stock. EPS grew +32.2% in a year against a −14.2% price move.

The sharpest disagreement: annual EPS moved +32.2% against a −14.2% price move — the market has not yet caught up with the delivery.

The price is in a downtrend (27 weeks in) while the P/E sits at the 81st percentile of its own 11-year range. Underneath, the last four quarters read improving — profit +15.5% year on year, and 117% of the last 3 years' profit arrived as cash. What settles it: whether the price catches up with earnings that have already moved.

Stage
Consistent
fundamental trajectory, 12 quarters
Price
₹1,900
−14.2% 1Y
P/E
24.5×
81st pctile
of its own 11-year range
Revenue (Jun 26)
₹1,152 Cr
+23.2% YoY
Profit (Jun 26)
₹164 Cr
+15.5% YoY
Operating margin
23.0%
−1.0 pp YoY
ROCE
34%
FY26
ROIC
37.6%
vs WACC 12.0% → +25.6 pp
Cash conversion
117%
of profit, last 3 FY
01 · Price story

Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.

eClerx Services Ltd trades at ₹1,900, in a downtrend and 27 weeks into that stage. That is +7.5% against its own 200-day average. It sits at 52% of a 52-week range of ₹1,332 to ₹2,416. On relative strength it has been ahead of the NIFTY 500 on a trailing-13-week view for 9 straight weeks.

Today the stock is in a downtrend — week 27 of stage 4. At ₹1,900 it trades +7.5% versus its 200-day average and sits at 52% of its 52-week range (₹1,332–₹2,416).

Sep 26: ₹1,900 Weekly closing price (₹) with 50- and 200-day averages; shaded bands mark the price stage (grey base, green advance, amber top, red decline). 3-year window.
+7.5% versus the 200-day line, week 27 of stage 4
Price50-day avg200-day avg
S2S4S2S4₹2,548₹2,071₹1,595₹1,118₹642₹1,900₹1,768Sep 23Jun 24Mar 25Jan 26Sep 26
S2S4S2S4₹2,548₹2,071₹1,595₹1,118₹642₹1,900₹1,768Sep 23Mar 25Sep 26
Beating or trailing, week by week since 2016 Each cell is one week from 2016 to now (555 weeks): the stock's trailing 13-week return minus the NIFTY 500's, green ahead / red behind (±25% ramp). Grey cells are the 13-week warm-up or weeks where the NIFTY 500 reading is not held.
trailing 13-week return vs the NIFTY 500
Mar 16Sep 26

Against the market, two honest reads. Cumulative: over the last 10.5 years the stock moved +333% while the NIFTY 500 moved +267% — ahead of the index over the full window. Recent form: on a trailing-13-week view the stock has been ahead for 9 straight weeks — the ribbon below is that same metric, week by week.

What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.

02 · Valuation

Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.

eClerx Services Ltd trades at 24.5× P/E, at the pricey end of its own range (81st percentile). Its long-run median P/E is 17.6×, measured across 10.5 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.

Today's P/E of 24.5× is at the pricey end of its own range (81st percentile), against a long-run median of 17.6× measured over 10.5 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.

P/E 24.5× vs a 17.6× long-run median P/E, weekly (left axis); earnings per share, trailing twelve months, weekly (right axis). 10.5-year window; loss-period spikes above 35× shown pinned at the top. The eps (ttm) bars are red where the reading is lower than the quarter before.
at the pricey end of its own range (81st percentile)
P/EMedianEPS (TTM) (quarterly)
37.5×₹83.429.2×₹62.520.9×₹41.712.6×₹20.84.3×₹0.0×24.60×₹77Mar 16Nov 18Jun 21Feb 24Sep 26
37.5×₹83.429.2×₹62.520.9×₹41.712.6×₹20.84.3×₹0.0×24.60×₹77Mar 16Jun 21Sep 26
PEG 0.85 PEG ratio per quarter — the P/E divided by the earnings-growth rate. The dashed line marks 1.0: below it the growth is cheap against the multiple, above it the price already prices the growth in. Last 20 quarters.
below 1.0, the growth looks cheap against the multiple
PEGPEG = 1.0
2.4×2.0×1.6×1.1×0.7××0.85×Q1 FY22Q1 FY23Q2 FY24Q3 FY25Q4 FY26
2.4×2.0×1.6×1.1×0.7××0.85×Q1 FY22Q2 FY24Q4 FY26
P/E
24.5×
81st percentile of 11y
PEG
1.69
as reported

Why the multiple sits where it does: over the past year annual EPS moved +32.2% against a −14.2% price move — earnings outran the price, pushing the multiple DOWN its own range.

The price move, decomposed: over 5y, of the +20.9%/yr price move, ~+20.3%/yr came from earnings growth and ~+0.6 pp from the multiple (roughly flat); over 10y, of the +14.0%/yr price move, ~+10.1%/yr came from earnings growth and ~+3.9 pp from the multiple (expanding). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.

Put together: the multiple is full against its own past, so the story rests on the earnings line underneath it, not the multiple.

03 · What the price assumes

What the price assumes This reading works the multiple backwards. It asks one question: what yearly rate of profit growth is a buyer at the market price already paying for? The number is the growth rate that makes eleven years of profit — six years growing, then five fading — add up to that day's market price, once each year is discounted at 11% a year.

Solved at its 13 June 2026 price, eClerx Services Ltd was paying for profit growth of about 9.1% a year. Profit itself has compounded 7.5% a year over the past 10 years. Today the market pays 24.5× P/E, the 81st percentile of its own 11-year range.

What the two numbers say together. The multiple is full against its own past, and the growth the price is paying for is close to what this company has actually delivered.

How to hold this number: it is a reading of one day's price, taken on 13 June 2026, not a running figure — every other number on this page, the multiple included, is read off the live quote as of 11 September 2026. A higher price is paying for more growth and a lower price for less, so it moves whenever the price does, and this page does not restate it between measurements.

04 · Stage: Consistent

Stage: Consistent Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).

eClerx Services Ltd reads as consistent on its fundamental arc. Consistent — revenue, profit and EPS growth have stayed positive through the window, with ROCE at 34.3% and holding. The read is built from 12 quarters across 4 curves, on full evidence.

Growth, year by year: revenue +22.3% in FY26, profit +30.5% Year-over-year growth per fiscal year, %: revenue (left axis); net profit and EPS (right axis — profit growth swings far wider). Zero line drawn.
Revenue YoYProfit YoYEPS YoY
43%58%31%37%20%15%8.7%−5.9%−2.6%−27%%%22.3%30.5%FY16FY21FY26
43%58%31%37%20%15%8.7%−5.9%−2.6%−27%%%22.3%30.5%FY16FY21FY26
Three growth curves, twelve quarters Year-on-year growth of trailing-twelve-month revenue (left axis), profit and EPS (right axis — they swing far wider), % at each quarter-end. A missing point means that reading is not held for the quarter.
the trajectory the stage is read from · revenue accelerating, profit accelerating
RevenueProfitEPS
24%35%21%26%17%17%13%7.6%9.5%−1.5%%%23.2%27.4%28.8%Sep 23Dec 24Jun 26
24%35%21%26%17%17%13%7.6%9.5%−1.5%%%23.2%27.4%28.8%Sep 23Dec 24Jun 26
ROCE Trailing-twelve-month operating profit (before interest and tax) as a share of average capital employed — total assets minus current liabilities, the standard textbook basis, %.
the return curve, computed quarterly
ROCE
35%33%32%30%28%%34.3%Sep 23Mar 24Dec 24Sep 25Jun 26
35%33%32%30%28%%34.3%Sep 23Dec 24Jun 26
Revenue growth
Steady high
latest +23.2% · span +10.5% to +23.2%
Profit growth
Steady high
latest +27.4% · span +1.0% to +30.4%
EPS growth
Steady high
latest +28.8% · span +2.8% to +32.2%
ROCE
Rising
latest 34.3% · span 28.7%–34.3%

Why it matters: steady curves with healthy returns are the compounding setup — the risk is the price, not the business.

Compound annual growth rate (%) Compound annual growth rate over each window, %. Revenue, profit and EPS from fiscal-year figures; share price is the price CAGR over the same spans. A dash = that window is not held, or the base was a loss.
1yr3yr5yr10yr
Revenue+22.3%+15.8%+21.4%+12.1%
Profit+30.5%+13.0%+20.1%+7.5%
EPS+32.2%+14.6%+22.7%+10.4%
Share price−14.2%+30.5%+20.9%+14.0%
Revenue YoY (Jun 26)
+23.2%
latest quarter vs a year ago
Profit YoY (Jun 26)
+15.5%
latest quarter vs a year ago
Revenue 10y
12.1%
long-run compound pace
05 · 4-Factor Sector Score

4-Factor Sector Score

75.3/100 — rank 1 of 12 in IT Enabled Services · 100% evidence confidence

eClerx Services Ltd scores 75.3 out of 100 against the 12 companies it is compared with in IT Enabled Services, ranking 1. Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.

The four contributions add to the total exactly: 26 + 19.5 + 11.8 + 18 = 75.3. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.

What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.

06 · Revenue

Revenue Revenue is the top line: everything the company billed its customers in the period.

eClerx Services Ltd reported ₹1,152 Cr of revenue in the Jun 26 quarter, +23.2% year on year. That is the 12th straight quarter of year-on-year growth. Over 10 years it has compounded at 12.1% a year. The last full year, FY26, came in at ₹4,117 Cr. The last four reported quarters add to ₹4,334 Cr.

FY26 revenue came in at ₹4,117 Cr (+22.3% on the year), capping 10 years at 12.1% compound. The latest quarter (Jun 26) printed ₹1,152 Cr, +23.2% year on year — the 12th consecutive quarter of year-over-year growth.

FY26 revenue ₹4,117 Cr (+22.3% YoY) Revenue bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
12.1% a year over 10 years
RevenueYoY growth
4.4k43%3.3k31%2.2k20%1.1k8.7%0−2.6%₹ Cr%₹4,11722.3%FY16FY21FY26
4.4k43%3.3k31%2.2k20%1.1k8.7%0−2.6%₹ Cr%₹4,11722.3%FY16FY21FY26
Jun 26: ₹1,152 Cr (+23.2% YoY) Quarterly revenue bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
12th straight quarter of growth
Revenue (quarterly)YoY growth
1.2k27%93322%62217%31113%08.3%₹ Cr%₹1,15223.2%Sep 23Dec 24Jun 26
1.2k27%93322%62217%31113%08.3%₹ Cr%₹1,15223.2%Sep 23Dec 24Jun 26

Pace check: the last four quarters averaged +23.2% growth against the decade's 12.1% — the current year is running faster than its own long-run rate.

Acceleration check: trailing-twelve-month revenue grew +23.2% over the last 4 quarters against +19.7%/yr over the last 8 — accelerating; TTM profit +27.4% vs +18.7%/yr — accelerating.

07 · Operating margin

Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.

eClerx Services Ltd's operating margin is 23.0% in the Jun 26 quarter, −1.0 percentage points against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 22.0% to 42.0%. The current quarter sits inside that band.

The latest quarter's operating margin is 23.0%, −1.0 pp against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 22.0%–42.0%.

🚨 Why the margin moved: operating margin went −1.0 pp year on year while gross margin went +0.0 pp — the loss came mostly below the gross line: operating leverage, with costs spread over a bigger revenue base.

FY26: 26.0% Operating margin by fiscal year, %, line (left); year-on-year change in the margin, in percentage points, line (right). 13-year window.
within a 22.0–42.0% band over 13 years
operating marginYoY change (pp)
44%7.1%38%3.1%32%−1.0%26%−5.1%20%−9.1%%%26%2%FY14FY20FY26
44%7.1%38%3.1%32%−1.0%26%−5.1%20%−9.1%%%26%2%FY14FY20FY26
Jun 26: 23.0% operating margin (−1.0 pp YoY) Quarterly operating margin, %, line (left); year-on-year change in the margin, in percentage points, line (right). Last 12 quarters. Operating profit as a share of revenue, per quarter.
Operating marginYoY change (pp)
29%3.6%27%1.5%25%−0.5%22%−2.5%20%−4.6%%%23%−1%Sep 23Dec 24Jun 26
29%3.6%27%1.5%25%−0.5%22%−2.5%20%−4.6%%%23%−1%Sep 23Dec 24Jun 26
08 · Net profit

Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.

eClerx Services Ltd earned ₹164 Cr of net profit in the Jun 26 quarter, +15.5% year on year. It is the 6th consecutive quarter of growth. Full-year FY26 profit was ₹706 Cr. The 10-year compound rate is 7.5%. That is 14.2% of the quarter's revenue. The same quarter a year earlier earned ₹142 Cr.

Jun 26 profit was ₹164 Cr, +15.5% year on year — the 6th consecutive quarter of growth. On the full year, FY26 printed ₹706 Cr (+30.5%), and the 10-year compound rate is 7.5%.

FY26 profit ₹706 Cr (+30.5% YoY) Net profit bars, ₹ Cr (left); YoY growth-% line (right). 11-year window. A bar is red when it is lower than the year before.
7.5% a year over 10 years
Net profitYoY growth
76254%57234%38114%191−6.7%0−27%₹ Cr%₹70630.5%FY16FY21FY26
76254%57234%38114%191−6.7%0−27%₹ Cr%₹70630.5%FY16FY21FY26
Jun 26: ₹164 Cr (+15.5% YoY) Quarterly net profit bars, ₹ Cr (left); YoY growth-% line (right). Last 12 quarters. A bar is red when it is lower than the quarter before.
6th straight quarter of growth
Net profit (quarterly)YoY growth
20743%15631%10419%527.2%0−4.8%₹ Cr%₹16415.5%Sep 23Dec 24Jun 26
20743%15631%10419%527.2%0−4.8%₹ Cr%₹16415.5%Sep 23Dec 24Jun 26

Why profit moved: revenue contributed +23.2% and the margin −1.0 pp — the quarter was revenue-led, with the margin roughly flat.

Pace comparison, last four quarters: profit +27.6% vs revenue +23.2%. Profit is growing faster than sales — fixed costs are being spread over a bigger base, and each extra rupee of revenue drops more to the bottom line.

09 · Cash flow — the router

Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.

Over the last 3 fiscal years 117% of eClerx Services Ltd's reported profit arrived as operating cash — the cash follows the profit. In FY26 that was ₹873 Cr of operating cash against ₹706 Cr of profit. After ₹260 Cr of capital spending, ₹613 Cr was left as free cash.

FY26: operating cash of ₹873 Cr against reported profit of ₹706 Cr, leaving free cash of ₹613 Cr after ₹260 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 117% of profit.

Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.

FY26: CFO ₹873 Cr vs profit ₹706 Cr Operating cash flow and net profit by fiscal year, ₹ Cr; the line is free cash flow (CFO minus capital spending). 11-year window, annual resolution.
117% of 3-year profit arrived as cash
Operating cashNet profitFree cash
9437074712360₹ Cr₹873₹706₹613FY16FY21FY26
9437074712360₹ Cr₹873₹706₹613FY16FY21FY26
FY26: CFO = 124% of profit (three-year rate 117%) Operating cash as a share of net profit, per fiscal year, % (line). Dashed line = 100% — every unit of profit arriving as cash.
Conversion100%
165%144%124%103%82%%124%FY16FY21FY26
165%144%124%103%82%%124%FY16FY21FY26

Why conversion sits at 117%: the cash cycle stretched 22 days between FY21 and FY26 — more of each rupee of profit waits inside the cycle before arriving.

Router verdict: the bigger cash user is investment — capital spending ran 1.6× depreciation over three years, so the next section's job is to check what that build-out is buying.

10 · Where the cash goes

Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).

eClerx Services Ltd's cash conversion cycle runs 90 days in FY26, up from 68 days in FY21. Capital spending ran ₹707 Cr over the last 3 years. At FY26 sales of ₹4,117 Cr each day of that cycle holds about ₹11.3 Cr, so roughly ₹1,015 Cr sits inside the business at any moment.

FY26: debtors at 90 days (an asset-light business — no inventory to speak of) — for a full cycle of 90 days, looser than FY21's 68.

In money terms: at FY26 sales of ₹4,117 Cr, each day of the cycle holds about ₹11.3 Cr — so the 90-day loop keeps roughly ₹1,015 Cr sitting inside the business at any moment.

FY26: a 90-day cash cycle Debtor days, inventory days, payable days and the cash conversion cycle by fiscal year. 13-year window.
+22 days vs FY21
Cash cycleDebtor days
9480675339days90d90dFY14FY17FY20FY23FY26
9480675339days90d90dFY14FY20FY26

On the investment side: capital spending of ₹707 Cr over the last 3 fiscal years against ₹442 Cr of depreciation — the company is building well ahead of wear-and-tear. Capital work-in-progress stands at ₹5.0 Cr (FY26) — capacity paid for but not yet earning.

FY26: capex ₹260 Cr, work-in-progress ₹5.0 Cr Capital spending per fiscal year, ₹ Cr (bars); capital work-in-progress, ₹ Cr (line). Quarterly capital-spending history is not held for India — annual is the honest resolution.
a build-out
CapexWork-in-progress
355266178890₹ Cr₹260₹5FY16FY18FY21FY23FY26
355266178890₹ Cr₹260₹5FY16FY21FY26

The synthesis: the cash is going into capacity, not disappearing into the cycle — the question becomes whether the new capacity earns.

11 · Return on capital

Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.

eClerx Services Ltd earns a ROCE of 34% in FY26. That is up from a trough of 21% in FY20. Return on invested capital clears the cost of that capital by +25.6 percentage points, so growth here adds value rather than only size. The wiring behind it is 17.1% net margin on 1.12× asset turns.

FY26 ROCE is 34%, recovered from a FY20 trough of 21% — the full ladder below shows the fall and the climb, undoctored.

Why the return is what it is — the wiring (FY26): 17.1% net margin × 1.12× asset turns × 1.44× balance-sheet leverage ≈ 27.6% on equity. Margin is doing the heavy lifting; leverage is modest — this is an earned return, not a borrowed one.

The capstone test — ROIC − WACC: 37.6% − 12.0% = a +25.6 pp spread. The 12.0% is a standing assumption for the cost of capital in India, not a per-stock estimate — read the sign and the size of the spread, not the decimals. A spread this wide means every rupee reinvested creates more than a rupee of value — the engine compounds.

FY26: ROCE 34% Return on capital employed by fiscal year, % (line); ROIC by fiscal year, % (line). 13-year window, dips included. Dashed line = the 12.0% cost of capital used on this page.
the climb back from FY20's 21%
ROCEROIC (annual)WACC
69%54%39%23%7.8%%34%37.2%FY14FY20FY26
69%54%39%23%7.8%%34%37.2%FY14FY20FY26
Q4 FY26: ROCE 29.3% (TTM) vs WACC 12.0% Trailing-twelve-month ROCE and ROIC, per quarter, %; dashed line = the cost of capital. Last 12 quarters, put on a trailing-twelve-month basis and anchored to the annual figure.
ROCE (TTM)ROIC (TTM)WACC
46%37%28%19%9.5%%29.3%37.2%Q1 FY24Q2 FY25Q4 FY26
46%37%28%19%9.5%%29.3%37.2%Q1 FY24Q2 FY25Q4 FY26
12 · Debt

Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.

eClerx Services Ltd carries total debt of ₹385 Cr against shareholder equity of ₹2,564 Cr as of Mar 26, a debt-to-equity of 0.15 — effectively unlevered. On the annual view that ratio went from 0.10 in FY22 to 0.15 in FY26. The returns elsewhere on this page are therefore earned rather than borrowed.

Mar 26: total debt of ₹385 Cr against shareholder equity of ₹2,564 Cr — a debt-to-equity of 0.15. On the annual view, debt-to-equity went from 0.10 (FY22) to 0.15 (FY26). The returns on this page are earned, not borrowed.

FY26: debt ₹385 Cr at 0.15× equity Total debt by fiscal year, ₹ Cr (bars); debt-to-equity, × (line). 5-year window.
Total debtDebt-to-equity
4160.16×3120.15×2080.13×1040.11×00.10×₹ Cr×₹3850.15×FY22FY24FY26
4160.16×3120.15×2080.13×1040.11×00.10×₹ Cr×₹3850.15×FY22FY24FY26
Mar 26: debt ₹385 Cr, debt-to-equity 0.15 Total debt per quarter, ₹ Cr (bars); debt-to-equity, × (line). Last 12 quarters. India reports the full balance sheet half-yearly, so the intervening quarter carries the prior reading forward.
Total debt (quarterly)Debt-to-equity
4270.16×3200.15×2130.14×1070.12×00.11×₹ Cr×₹3850.15×Jun 23Sep 24Mar 26
4270.16×3200.15×2130.14×1070.12×00.11×₹ Cr×₹3850.15×Jun 23Sep 24Mar 26
13 · Ownership

Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.

No holder of eClerx Services Ltd moved a full percentage point over the last two years — the register is quiet. Foreign institutions moved +0.7 points over the same window, to 11.0%. The register is read on the four disclosed classes only; nothing is inferred between filings.

The register over the last two years — Promoters: +0.7 points over 8 quarters to 54.5%; Foreign institutions: +0.7 points over 8 quarters to 11.0%; Domestic institutions: −0.2 points over 8 quarters to 23.8%.

Fiscal-year ends: promoters +0.9 pts from Mar 24 to Mar 26 Shareholding at each fiscal-year end (March quarter), % of the company. 3 year-ends held.
PromotersForeign inst.Domestic inst.Public
58%45%31%17%3.8%%54.5%11.8%23.9%7.5%Mar 24Mar 25Mar 26
58%45%31%17%3.8%%54.5%11.8%23.9%7.5%Mar 24Mar 25Mar 26
A quiet register: no holder moved a full point in two years Shareholding by holder class, % of the company, quarterly, last 13 quarters.
PromotersForeign inst.Domestic inst.Public
58%45%31%17%3.8%%54.5%11.0%23.8%8.4%Sep 23Mar 25Jun 26
58%45%31%17%3.8%%54.5%11.0%23.8%8.4%Sep 23Mar 25Jun 26
14 · Safety line

Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.

eClerx Services Ltd: the Z-score is not available for this stock, so we say so rather than invent one. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure. The debt, cash-flow and return sections above carry the balance-sheet evidence this page does hold, and each of them states its own reporting date.

The safety line in one sentence: the Z-score is not available for this stock, so we say so rather than invent one.

15 · Related companies · IT Enabled Services
CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1eClerx Services Ltdthis pageECLERX 75.3/100Favorable setup100% evidence BREAKING OUT 26.0/35 Revenue 23.2% · PAT 27.4% · OPM change -1 pp 100% evidence 19.5/25 ROCE 34.4% · OPM 23% 100% evidence 11.8/20 P/E 24.5× · PEG 0.58 100% evidence 18.0/20 RS sector 8.7% · RS bench 3.3% · 1Y -11.5%9 of 12 weeks ahead 100% evidence
Exact sum: 26 + 19.5 + 11.8 + 18 = 75.3 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence.
2Alldigi Tech LtdALLDIGI 64.4/100Mixed-positive evidence81% evidence BASING 19.7/35 Revenue 8% · PAT 30.3% · OPM change 3 pp 95% evidence 22.0/25 ROCE 27.9% · OPM 28% 95% evidence 10.4/20 P/E 13.2× · PEG — 50% evidence 12.3/20 RS sector 5.2% · RS bench -3% · 1Y -15.2%0 of 10 weeks ahead 70% evidence
Exact sum: 19.7 + 22 + 10.4 + 12.3 = 64.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3Aurum Proptech LtdAURUM 61.6/100Mixed-positive evidence72% evidence LEADER 27.0/35 Revenue 64.1% · PAT 100% · OPM change 9 pp 71% evidence 6.7/25 ROCE 1.3% · OPM 26% 95% evidence 8.5/20 P/E 1719× · PEG — 15% evidence 19.4/20 RS sector 25.9% · RS bench 20.9% · 1Y 27.3%12 of 12 weeks ahead 100% evidence
Exact sum: 27 + 6.7 + 8.5 + 19.4 = 61.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4Firstsource Solutions LtdFSL 57.7/100Mixed-positive evidence100% evidence FADING 22.4/35 Revenue 19.7% · PAT 6.8% · OPM change 1 pp 100% evidence 16.3/25 ROCE 16.8% · OPM 17% 100% evidence 12.7/20 P/E 21.9× · PEG 0.85 100% evidence 6.3/20 RS sector -6.5% · RS bench -11.3% · 1Y -29.2%6 of 12 weeks ahead 100% evidence
Exact sum: 22.4 + 16.3 + 12.7 + 6.3 = 57.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
5Happiest Minds Technologies LtdHAPPSTMNDS 57.4/100Mixed-positive evidence94% evidence ASLEEP 22.5/35 Revenue 11.5% · PAT 16.8% · OPM change 2 pp 100% evidence 14.2/25 ROCE 13.3% · OPM 19% 100% evidence 12.8/20 P/E 21.6× · PEG 1.4 100% evidence 7.9/20 RS sector -1.4% · RS bench -19.8% · 1Y -41.5%3 of 11 weeks ahead 70% evidence
Exact sum: 22.5 + 14.2 + 12.8 + 7.9 = 57.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
6One Point One Solutions LtdONEPOINT 57.3/100Mixed-positive evidence80% evidence ASLEEP 23.6/35 Revenue 52.3% · PAT 32.4% · OPM change 1 pp 95% evidence 11.3/25 ROCE 10.9% · OPM 23% 95% evidence 9.2/20 P/E 32.2× · PEG — 15% evidence 13.2/20 RS sector 12.7% · RS bench 8% · 1Y 27.1%2 of 12 weeks ahead 100% evidence
Exact sum: 23.6 + 11.3 + 9.2 + 13.2 = 57.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
7Latent View Analytics LtdLATENTVIEW 49.3/100Mixed-negative evidence76% evidence ASLEEP 19.3/35 Revenue 22.9% · PAT 7% · OPM change -1 pp 95% evidence 15.8/25 ROCE 15.8% · OPM 20% 76% evidence 10.7/20 P/E 26.7× · PEG — 50% evidence 3.5/20 RS sector -16.7% · RS bench -28.8% · 1Y -41.2%1 of 10 weeks ahead 70% evidence
Exact sum: 19.3 + 15.8 + 10.7 + 3.5 = 49.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
8Route Mobile LtdROUTE 45.0/100Mixed-negative evidence82% evidence ASLEEP 9.5/35 Revenue -0.3% · PAT -14.2% · OPM change 0 pp 95% evidence 14.6/25 ROCE 17.4% · OPM 9% 76% evidence 14.7/20 P/E 8.8× · PEG — 50% evidence 6.2/20 RS sector -10.2% · RS bench -14.9% · 1Y -42.7%5 of 12 weeks ahead 100% evidence
Exact sum: 9.5 + 14.6 + 14.7 + 6.2 = 45 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
9IRIS Regtech Solutions LtdIRIS 43.0/100Mixed-negative evidence87% evidence TURNING 15.1/35 Revenue 18.6% · PAT 100% · OPM change -6.1 pp 95% evidence 7.5/25 ROCE 10.6% · OPM -5.1% 95% evidence 10.8/20 P/E 39.4× · PEG — 50% evidence 9.6/20 RS sector -4.2% · RS bench -8.8% · 1Y -29.8%5 of 12 weeks ahead 100% evidence
Exact sum: 15.1 + 7.5 + 10.8 + 9.6 = 43 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
10RPSG Ventures LtdRPSGVENT 42.8/100Mixed-negative evidence72% evidence ASLEEP 12.7/35 Revenue 18.5% · PAT -80% · OPM change 1 pp 95% evidence 8.6/25 ROCE 10.6% · OPM 21% 76% evidence 10.0/20 P/E — · PEG — 0% evidence 11.5/20 RS sector 6.5% · RS bench 1.9% · 1Y -5.1%1 of 12 weeks ahead 100% evidence
Exact sum: 12.7 + 8.6 + 10 + 11.5 = 42.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
11Protean eGov Technologies LtdPROTEAN 40.2/100Mixed-negative evidence94% evidence ASLEEP 15.1/35 Revenue 21.4% · PAT -13.3% · OPM change -2.8 pp 100% evidence 9.5/25 ROCE 12.7% · OPM 5% 100% evidence 12.3/20 P/E 23.3× · PEG 1.9 100% evidence 3.3/20 RS sector -25.8% · RS bench -23.9% · 1Y -44.1%4 of 11 weeks ahead 70% evidence
Exact sum: 15.1 + 9.5 + 12.3 + 3.3 = 40.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
12Hinduja Global Solutions LtdHGS 19.9/100Adverse evidence77% evidence ASLEEP 2.9/35 Revenue -1.5% · PAT -43.1% · OPM change -6 pp 95% evidence 2.3/25 ROCE 1.5% · OPM -3.3% 95% evidence 10.0/20 P/E — · PEG — 0% evidence 4.7/20 RS sector -5.8% · RS bench -10.3% · 1Y -26.7%2 of 12 weeks ahead 100% evidence
Exact sum: 2.9 + 2.3 + 10 + 4.7 = 19.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led NIFTY 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led NIFTY 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

16 · Frequently asked questions

Frequently asked questions

What is eClerx Services Ltd's share price today?

eClerx Services Ltd trades at ₹1,900, −14.2% over the past year. The company is valued at ₹17,866 Cr. The stock sits at 52% of its 52-week range of ₹1,332–₹2,416, +7.5% versus its 200-day average. On the tape, the price is in a downtrend, 27 weeks in. — as of 11 September 2026.

What were eClerx Services Ltd's latest quarterly results?

eClerx Services Ltd reported revenue of ₹1,152 Cr and net profit of ₹164 Cr for the Jun 26 quarter. Revenue rose 23.2% and profit rose 15.5% year on year. Earnings per share were ₹17.47. The operating margin was 23.0%, 1.0 pp lower than a year earlier. — as of 11 September 2026.

What is eClerx Services Ltd's revenue?

eClerx Services Ltd reported revenue of ₹1,152 Cr in the Jun 26 quarter, +23.2% year on year. For the full FY26 fiscal year, revenue was ₹4,117 Cr (+22.3%). Over the last 10 years revenue compounded at 12.1% a year. — as of 11 September 2026.

What is eClerx Services Ltd's profit?

eClerx Services Ltd earned ₹164 Cr of net profit in the Jun 26 quarter, +15.5% year on year — the 6th straight quarter of growth. Full-year FY26 profit was ₹706 Cr. The operating margin ran 23.0% in the latest quarter. — as of 11 September 2026.

What is eClerx Services Ltd's market cap?

eClerx Services Ltd's market capitalisation is ₹17,866 Cr at a share price of ₹1,900. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 11 September 2026.

What is eClerx Services Ltd's P/E ratio?

eClerx Services Ltd trades at a P/E of 24.5×, at the 81st percentile of its own 11-year range, against a long-run median of 17.6×. This is a comparison with the stock's own history, not a value call — as of 11 September 2026.

Does eClerx Services Ltd pay a dividend?

Yes — eClerx Services Ltd's dividend payout was 1% of profit in FY26, and it recorded a payout in each of its last 13 reported fiscal years. This page holds the payout ratio, not a per-share amount. — as of 11 September 2026.

Is eClerx Services Ltd overvalued?

On its own history, eClerx Services Ltd looks expensive: its P/E of 24.5× sits at the 81st percentile of its 11-year range (long-run median 17.6×). That is a percentile read against the stock's own past, not a price opinion or a direction call. — as of 11 September 2026.

Is eClerx Services Ltd growing?

Yes — eClerx Services Ltd is growing: latest-quarter revenue +23.2% year on year, profit +15.5%, and the margin −1.0 pp at 23.0%. The 10-year compound rates are 12.1% (revenue) and 7.5% (profit). The earnings engine currently reads: improving — as of 11 September 2026.

How is eClerx Services Ltd performing?

eClerx Services Ltd is in a downtrend, 27 weeks in. Its latest quarter's revenue rose 23.2% and profit rose 15.5% year on year. Against the NIFTY 500 it has been ahead on a trailing-13-week view for 9 weeks. This describes what the data did, not a rating. — as of 11 September 2026.

What stage is eClerx Services Ltd in?

Consistent — revenue, profit and EPS growth have stayed positive through the window, with ROCE at 34.3% and holding. The read comes from the last 12 quarters of growth (revenue growth +23.2% latest, profit growth +27.4% latest, eps growth +28.8% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 11 September 2026.

Is eClerx Services Ltd in an uptrend?

No — the price is in a downtrend (week 27 of stage 4), trading +7.5% versus its 200-day average and at 52% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 11 September 2026.

Is eClerx Services Ltd beating the market?

On recent form, yes — eClerx Services Ltd has been ahead of the NIFTY 500 on a trailing-13-week view for 9 straight weeks, the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.5 years the stock moved +333% against the NIFTY 500's +267% — ahead of the index over the full window. — as of 11 September 2026.

Will eClerx Services Ltd's share price go up?

This page publishes no price forecast for eClerx Services Ltd. What it measures instead: the share price is ₹1,900, the price is in a downtrend 27 weeks in. Its P/E of 24.5× sits at the 81st percentile of its own 11-year range. — as of 11 September 2026.

Who owns eClerx Services Ltd?

Promoters hold 54.5% of eClerx Services Ltd, foreign institutions 11.0%, domestic institutions 23.8% and the public 8.4% (latest quarter). No holder moved a full point over the last two years — the register is quiet. — as of 11 September 2026.

Does eClerx Services Ltd have too much debt?

No — eClerx Services Ltd's debt-to-equity is 0.15, and operating profit covers the interest bill 24×. FY26 borrowings were ₹385 Cr against equity of ₹2,561 Cr. The returns on this page are earned, not borrowed — as of 11 September 2026.

What is eClerx Services Ltd's capex?

eClerx Services Ltd spent ₹707 Cr on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY26 alone that was ₹260 Cr, with ₹5.0 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 11 September 2026.

What is eClerx Services Ltd's cash flow?

eClerx Services Ltd generated ₹873 Cr of operating cash flow in FY26 and ₹613 Cr of free cash flow after ₹260 Cr of capital spending. Reported profit that year was ₹706 Cr, so operating cash ran ahead of profit. Cash-flow resolution for India is annual. — as of 11 September 2026.

Is eClerx Services Ltd's profit real cash?

Yes — over the last 3 fiscal years, 117% of eClerx Services Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹873 Cr against reported profit of ₹706 Cr. The cash then goes mostly into building capacity. Cash-flow resolution is annual — as of 11 September 2026.

Where is eClerx Services Ltd in its business cycle?

eClerx Services Ltd's FY26 operating margin was 26.0%, against a 13-year band of 22.0%–42.0%: the low end of its own band, which is where recoveries start when they come. The latest quarter ran 23.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 11 September 2026.

What growth does eClerx Services Ltd's price assume?

At its price on 13 June 2026, eClerx Services Ltd was priced for profit growth of about 9.1% a year. Profit itself has compounded 7.5% a year over the past 10 years. The figure reads the multiple backwards: the growth a buyer at that price was already paying for. — as of 11 September 2026.

What could break the eClerx Services Ltd story?

The sharpest disagreement: annual EPS moved +32.2% against a −14.2% price move — the market has not yet caught up with the delivery. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 11 September 2026.

Is eClerx Services Ltd a stock worth studying right now?

This is not investment advice. The machine read: eClerx Services Ltd's earnings have outrun its stock. EPS grew +32.2% in a year against a −14.2% price move. The sharpest open question: whether the price catches up with earnings that have already moved. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 11 September 2026.

Sector Alpha — machine-written from the numbers · Data as of 2026-09-11. Every chart on this page is drawn by deterministic code from the raw series — no forecasts, no price opinions, and nothing here is investment advice.

Not SEBI Registered !! Not Investment advice !!

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