Firstsource Solutions Limited has informed the Exchange about Investor Presentation
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Firstsource Solutions reported FY26 revenue of ₹95,564 million (US$1,082 million), up 19.7% YoY with constant currency growth of 13.6%. EBIT margin expanded 70bps to 11.7% (EBIT of ₹11,221 million), while PAT grew 26.9% to ₹7,543 million. Q4FY26 showed strong momentum with revenue of ₹25,835 million (US$283 million), EBIT margin of 12.2%, and PAT of ₹2,052 million. The company added 4 large deals in Q4FY26 (5th consecutive quarter with 4+ deals) with an exit deal pipeline exceeding US$1 billion. Client concentration improved with top 5 clients now at 28% of revenue (down from 36.7% in Q4FY24), while the US$1 million+ client count grew to 150. The company guides FY27 revenue growth of 10-13% in constant currency with EBIT margin of 12.25-12.75%.
Strong execution with margin expansion while investing in growth signals management's ability to balance profitability and expansion. The disclosed deal pipeline and guidance above peer group suggest continued outperformance. Improving client diversification reduces concentration risk for shareholders.