Firstsource Solutions Limited — PPTs, 30-07-2025: Investor Presentation

**Financial Highlights:**

Firstsource reported strong Q1FY26: Revenue up 23.8% YoY to ₹2,217.7 Cr. EBIT grew 26.8% to ₹249.8 Cr (11.3% margin). PAT rose 25.2% to ₹169.3 Cr, with diluted EPS at ₹2.40. The balance sheet remains robust with healthy equity and cash.

**Strategic Initiatives & Growth Drivers:**

The FY26 outlook targets 13-15% constant currency revenue growth and 11.25-12.0% EBIT margin. Strategy focuses on specialized Business Process Solutions (BPS), leveraging AI-powered solutions (UnBPO approach) across core verticals.

**Business Developments:**

Firstsource secured 17 new client logos in Q1, a significant jump. Key wins include major deals with US healthcare payers, expanded services with UK utilities and telecoms, and new business from a global hospitality platform and US fintechs.

**Market Position & Competitive Advantage:**

Firstsource maintains vertical leadership with strong global client partnerships. Client concentration is reducing, with a notable increase in clients generating over $1M. Employee attrition continues to decline.

**Investor Implications:**

Robust Q1 performance and positive FY26 outlook signal strong growth potential. Diversified deal wins and improved operational efficiency suggest solid execution. This trajectory appears favorable for investors.