Firstsource Solutions Limited — Investor Meet, 01-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Firstsource Solutions reported strong financial results for the quarter, with revenue at Rs. 2,220 Cr (up 23.8% YoY) and net profit at Rs. 170 Cr. EBIT margin was 11.3%, aligning with guidance. The company secured 4 large deals and a record 17 new logos. Growth was robust in Healthcare and CMT. Management is confident in its 'UnBPO' strategy, integrating AI and partnerships for non-linear solutions. FY26 revenue guidance was raised to 13-15% constant currency, with EBIT margin maintained at 11.25-12%. The acquisition of Pastdue Credit (GBP 22 million) is pending approval, aiming to expand UK debt collection presence. The company sees continued growth ahead, backed by a strong pipeline and efficiency gains.