Firstsource Solutions Limited — Investor Meet, 11-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Firstsource Solutions reported strong Q1FY27 results: Revenue was INR 2,720 Cr (USD 288M), up 22.9% year-on-year. EBIT margin hit 12.4%, marking the seventh consecutive quarter of improvement. Adjusted Net Profit stood at INR 220 Cr. The company secured four large deals and 12 new logos, with ACV intake highest in four quarters. Management reiterated FY27 revenue guidance of 10-13% (constant currency) and EBIT margin of 12.25-12.75%, absorbing a 1-1.5% impact from a healthcare program termination due to robust new deal pipeline and quick ramps. Strategic focus remains on AI-led transformation and expanding market reach. Sentiment appears confident.