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

Here's a summary of the attached document:

**Financial Highlights:**

Firstsource Solutions reported Q1FY26 revenue of ₹2,217.7 Cr (+23.8% YoY, +1.6% QoQ constant currency). PAT of ₹169.3 Cr (+25.2% YoY), with 7.6% margin. EBIT of ₹249.8 Cr (+26.8% YoY), at 11.3% margin. Diluted EPS ₹2.40. Operating cash flow ₹355.6 Cr; net debt ₹840.6 Cr.

**Strategic Initiatives & Growth Drivers:**

The company's "UnBPO" playbook leverages AI via its relAI suite (e.g., Mortgage MLM, Agentic AI Studio) and the AccunAI acquisition. The Gigsourcing Platform launched in Q1FY26. FY26 guidance projects 13-15% constant currency revenue growth and 11.25-12.0% EBIT margin.

**Business Developments:**

Firstsource secured 4 large deals and 17 new logos in Q1FY26, its highest quarterly client addition in three years. Existing client expansions also bolstered growth.

**Market Position & Competitive Advantage:**

Firstsource leads in Banking & Financial Services, Healthcare, and Communications, Media & Technology. Its "UnBPO" approach, integrating technology and AI, provides differentiation, with recognized leadership in customer experience and lending services.

**Investor Implications:**

Strong Q1FY26 results, robust deal flow, and optimistic FY26 revenue growth outlook point to positive growth potential. Strategic focus on AI solutions is a key driver.