Firstsource Solutions Limited — PPTs, 28-04-2025: Investor Presentation

**Financial Highlights:**

Firstsource Solutions reported revenue of ₹7,980.3 Cr (US$944 Million) for FY25, reflecting a YoY growth of 25.9%. The company achieved a PAT of ₹5,945 Cr, resulting in a margin of 7.4%. For Q4FY25, revenue reached ₹2,161.5 Cr (US$250 Million), representing a YoY increase of 29.4%, with a PAT of ₹1,607 Cr (7.4% margin). The EBIT margin for FY25 was 11.1%, adjusted for one-time charges.

**Strategic Initiatives & Growth Drivers:**

Firstsource is enhancing its AI capabilities with the release of the relAI platform and has secured several new BPaaS contracts in the US healthcare and financial sectors. Significant capex plans are underway to bolster these technological innovations and improve customer service.

**Business Developments:**

Recent large deal wins include partnerships with a prominent US managed care company and a major UK cooperative financial institution, broadening Firstsource's service offerings and market reach.

**Market Position & Competitive Advantage:**

Firstsource maintains a robust market leadership position across critical sectors like Banking, Healthcare, and Telecom, with client relationships averaging over 20 years. Its competitive advantage is strengthened through a focus on AI-led services, enhancing operational efficiency and client engagement.

**Investor Implications:**

These updates present positive growth potential for Firstsource, backed by its strategic emphasis on AI integration and expanding client base. Investors should monitor execution risks linked to the new technology integration and overall market conditions.