Firstsource Solutions Limited — PPTs, 29-08-2025: Investor Presentation

Firstsource Solutions showcased robust Q1FY26 results, with revenue climbing to ₹2,217.7 Crore (US$259 Mn), a solid 19.2% YoY increase in constant currency. Profit after tax (PAT) jumped 25.2% YoY to ₹169.3 Crore (7.6% margin), and EBIT rose 26.8% YoY to ₹249.8 Crore (11.3% margin). Diluted EPS for the quarter was ₹2.40. Key segments like Healthcare and Banking & Financial Services continue to drive revenue.

The company's 'OneFirstsource' strategy, powered by its innovative 'UnBPO' approach, is a core growth driver. This strategy focuses on integrating AI across services, expanding capabilities, and strengthening client relationships through cross-selling. Recent developments include securing four large deals and adding 17 new clients in Q1FY26, a three-year high, reflecting stronger client engagement across all revenue tiers.

Looking ahead, management sets FY26 constant currency revenue growth guidance at 13-15%, with an EBIT margin target of 11.25-12.0%. Medium-term goals target sustained double-digit revenue growth and annual EBIT margin expansion of 50-75 basis points, driven by continuous execution and AI-led transformation.