Firstsource Solutions Limited has informed the Exchange about Investor Presentation
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Firstsource Solutions, an RP-Sanjiv Goenka Group company, shared its September 2025 investor presentation highlighting its 'UnBPO' AI-driven strategy. Q1FY26 revenue rose 23.8% YoY to ₹22,177 million (US$259 million), with constant currency growth of 19.2%. EBIT grew 26.8% YoY to ₹2,498 million at 11.3% margin (30bps expansion), and PAT grew 25.2% to ₹1,693 million. The company added 17 new logos and 9 strategic logos in Q1FY26, the highest in three years, with US$1m+ clients growing to 141 from 100 a year ago. FY26 guidance targets 13-15% constant currency revenue growth and 11.25-12.0% EBIT margin, while medium-term aspirations include double-digit revenue growth and 50-75bps annual margin expansion.
The strong Q1FY26 results, raised FY26 margin guidance (vs prior 11.0% run-rate), and visible medium-term margin expansion plan are positive for shareholders. The proposed Pastdue Credit Solutions acquisition and aggressive AI strategy could drive further upside, though execution and deal closure remain key watchpoints.