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

**Financial Highlights:**

For Q4FY25, Firstsource reported revenue of ₹21,615 million (US$250 million), achieving a 29.4% YoY growth and a 25.0% increase in constant currency. EBIT was ₹2,422 million, yielding an 11.2% margin, while profit after tax reached ₹1,607 million with a 7.4% margin, reflecting a 22.6% YoY increase. Overall FY25 revenue totaled ₹79,803 million (US$944 million), marking a 25.9% rise YoY and consistent EBIT margins of 11.0%.

**Strategic Initiatives & Growth Drivers:**

Firstsource is broadening its service offerings with significant new contracts, including a multi-year BPaaS agreement with a leading North American managed care provider and customer experience services for a major US fintech firm, alongside contact center transformations for UK clients.

**Business Developments:**

Recent contract expansions feature agreements with a top-10 healthcare payer in North America and strengthened ties with key media sector players, enhancing Firstsource's competitive stance.

**Market Position & Competitive Advantage:**

Firstsource retains leadership in Banking, Healthcare, and Communications, supported by established client relationships that foster stability and trust.

**Investor Implications:**

The company’s solid growth trajectory and strategic collaborations present positive growth potential, although investors should keep an eye on execution risk amid rising competition and evolving market conditions.