Firstsource Solutions Limited — Investor Meet, 12-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Firstsource Solutions reported Q4FY26 revenue of INR 2,580 Cr (USD 283M), up 19.5% YoY, with EBIT margin at 12.2%. Full-year FY26 revenue crossed USD 1 billion at INR 9,560 Cr. Management guides for 10-13% constant currency revenue growth and 12.25-12.75% EBIT margin in FY27. The company's strategy, "Intelligence that operates," leverages deep domain expertise and AI to deliver end-to-end outcomes for clients, positioning them for market share gains. Q4 growth was impacted by regulatory delays in a UK deal (now live) and some healthcare program recalibrations, but the deal pipeline is at an all-time high, driving confidence.