Firstsource Solutions Limited — PPTs, 10-03-2025: Investor Presentation

**Financial Highlights:** Firstsource achieved revenue of ₹21,024 million (approximately US$249 million) in Q3FY25, reflecting a robust 31.7% year-on-year growth. The company experienced a constant currency growth of 27.7% and a sequential growth of 7.6%. EBIT for the quarter stood at ₹2,333 million, resulting in an 11.1% EBIT margin, with profit after tax reaching ₹1,603 million (a margin of 7.6%).

**Strategic Initiatives and Growth Drivers:** Firstsource is emphasizing its unique differentiators, such as long-term client relationships and market leadership in chosen domains. The company is focused on leveraging AI and technology to enhance capabilities and drive digital transformation, exemplified by the launch of its relAI suite.

**Business Developments:** Notable deal wins include partnerships with leading telecom and mortgage companies across Australia, New Zealand, and the US. These agreements are expected to bolster their service offerings and expand client engagement.

**Market Position and Competitive Advantage:** As a specialized business processing services provider, Firstsource maintains a strong market position in multiple sectors, including banking, healthcare, and communications. The company is recognized as a leader in customer experience and claims management solutions.

**Investor Implications:** The outlook remains positive, with anticipated constant currency revenue growth of 21.8-22.3% for FY25 and a commitment to maintaining EBIT margins of 11-11.5%. This positioning presents opportunities for sustained investor value creation as Firstsource navigates market shifts.