Firstsource Solutions Limited has informed the Exchange about Investor Presentation
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Firstsource Solutions shared its Q1FY26 investor presentation alongside results. Revenue came in at ₹22,177 million (US$259 million), up 23.8% year-on-year and 19.2% in constant currency terms. EBIT grew 26.8% to ₹2,498 million with margins expanding 30 basis points YoY to 11.3%, while profit after tax rose 25.2% to ₹1,693 million. The company added 17 new clients in the quarter — its highest in three years — and secured four large deals, including a 5-year BPaaS contract worth over US$50 million annual contract value with a US managed care provider. Management raised its FY26 constant currency revenue growth guidance to 13-15% (from 12-15%) and retained an EBIT margin guidance of 11.25-12.0%, noting the outlook excludes the proposed Pastdue Credit Solutions acquisition.
Strong quarterly beat with broad-based revenue growth, margin expansion, and a higher full-year guidance band are positive for the stock. Investors should watch the pending Pastdue Credit Solutions acquisition as a separate growth lever.