Firstsource Solutions Limited — PPTs, 03-02-2026: Investor Presentation

Firstsource Solutions delivered a robust Q3FY26! Revenue jumped 16.2% YoY to ₹2,443.1 Cr (US$274 Mn). EBIT soared 24.9% YoY to ₹291.5 Cr, boosting margins to 11.9%. PAT impressed, up 26.1% to ₹202.2 Cr. For 9MFY26, revenue hit ₹6,972.9 Cr (US$798 Mn), up 19.8% YoY, with PAT climbing 27% to ₹551 Cr. Healthcare & BFS are key drivers.

Their 'OneFirstsource' strategy and 'UnBPO' approach are fueling growth. Blending AI with deep domain expertise, they offer "service-as-a-software," reinventing outsourcing to unlock new market opportunities. Expect continued focus on client relationships and tech-driven solutions.

Firstsource closed five large deals in Q3FY26, marking four straight quarters of strong deal flow. Their Q3 pipeline exceeds US$1 billion, showing great momentum. AI integration across Customer Experience and Collections is driving significant client efficiency gains.

**Key Financial Metrics:**

* Q3FY26 Revenue: ₹2,443.1 Cr (up 16.2% YoY)

* Q3FY26 EBIT: ₹291.5 Cr (up 24.9% YoY), Margin 11.9%

* Q3FY26 PAT: ₹202.2 Cr (up 26.1% YoY)

* Q3FY26 Diluted EPS: ₹2.87

* 9MFY26 Revenue: ₹6,972.9 Cr (up 19.8% YoY)

* 9MFY26 PAT: ₹551 Cr (up 27% YoY)

Management is bullish, anticipating accelerated medium-term growth via their UnBPO strategy. They target double-digit constant currency revenue growth & 50-75bps EBIT margin expansion. FY26 guidance: 14.5-15.5% constant currency revenue growth and 11.5-12.0% EBIT margin.