Firstsource Solutions Limited — PPTs, 04-11-2025: Investor Presentation

Firstsource Solutions delivered strong Q2FY26 and H1FY26 results. For the quarter, revenue jumped 20.1% year-on-year (13.8% constant currency) to ₹ 2,312.2 Cr (US$ 265 Mn), with Profit After Tax (PAT) surging 29.9% year-on-year to ₹ 179.5 Cr (EPS ₹ 2.54). Half-year revenue grew 21.9% year-on-year (16.4% constant currency) to ₹ 4,529.9 Cr (US$ 524 Mn), and H1 PAT rose 27.6% year-on-year to ₹ 348.8 Cr (EPS ₹ 4.95). EBIT margins expanded.

Growth is driven by their specialized Business Process Services (BPS) model, leveraging cutting-edge technology and AI-powered "UnBPO" solutions, particularly in areas like mortgage transformation. Recent developments include expanding collection services for a top UK bank and securing claims data capture for a major North American healthcare payer. The company also saw a net headcount increase of 1,502 quarter-on-quarter, with attrition reducing.

Management anticipates FY26 constant currency revenue growth of 13-15% (excluding acquisitions) and an EBIT margin of 11.25-12.0%, indicating a positive outlook.