Earning Presentation Q4FY26
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Firstsource Solutions reported strong Q4FY26 results with revenue of ₹25,835 million (US$283 million), up 19.5% YoY. EBIT grew 29.8% to ₹3,143 million with margin expanding 100bps to 12.2%. PAT increased 27.7% to ₹2,052 million with EPS of ₹2.91. For full FY26, revenue reached ₹95,564 million (US$1,082 million) with 19.7% growth, EBIT margin improved 70bps to 11.7%, and PAT grew 26.9% to ₹7,543 million. The company won 9 new logos and 6 strategic logos in Q4, with top client concentration declining to 28% from top 5 clients, indicating better diversification. Management provided FY27 guidance for 10-13% constant currency revenue growth and EBIT margin of 12.25-12.75%.
The earnings show consistent margin expansion and strong client additions, suggesting operational efficiency gains. The FY27 guidance indicating margin improvement to 12.25-12.75% is positive for shareholders, though guidance represents a relatively modest upgrade from current levels.