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

Firstsource Solutions posted strong financial results for the half-year. Revenue grew 16.4% YoY in constant currency to ₹4,529.9 Cr (US$524 Mn). Profit after tax surged 27.6% to ₹348.8 Cr, with EBIT margin expanding 50bps YoY to 11.4%. Healthcare (33.5%) and Banking & Financial Services (33.2%) were top segments, with North America contributing 69.4% of revenue.

The company's "UnBPO" strategy, focused on AI-powered solutions and deep domain expertise, is driving growth by simplifying operations, cross-selling, and expanding capabilities. Firstsource secured four large deals in Q2FY26, making it the third consecutive quarter of significant wins, and boasts a record high deal pipeline exceeding US$1 billion.

Diluted EPS for H1FY26 stood at ₹4.95. For Q2FY26 alone, revenue was ₹2,312.2 Cr (US$265 Mn), and PAT rose 29.9% YoY to ₹179.5 Cr.

Management is confident in accelerated medium-term growth, leveraging market opportunities from tech shifts. FY26 guidance points to 13-15% constant currency revenue growth and an 11.25-12.0% EBIT margin.