FSLNSEFirstsource Solutions Limited· Computers - SoftwareMediumNeutral
Announced Wed, 6 May · 13:40 IST

Firstsource Solutions Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

FSL · price

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Price reaction · full curve 14 horizons · vs prior close
+7.5%1-day move
₹219.45
prior close
₹232.51
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AI summary

Firstsource Solutions reported strong Q4FY26 results with revenue of ₹25,835 million (US$283 million), up 19.5% YoY in INR terms and 11.6% in constant currency. EBIT grew 29.8% YoY to ₹3,143 million with margin expanding 100bps to 12.2%, while PAT rose 27.7% to ₹2,052 million. For FY26, revenue reached ₹95,564 million (US$1,082 million) with 19.7% YoY growth and 13.6% in constant currency. Full-year EBIT was ₹11,221 million (11.7% margin, +70bps YoY) and PAT was ₹7,543 million (7.9% margin, +30bps YoY). Management guided FY27 for 10-13% constant currency revenue growth and EBIT margin of 12.25-12.75%, indicating continued margin improvement. The company won multiple new logos across BFS, healthcare, CMT, and utilities verticals, with client concentration declining as top-5 clients now represent 28% of revenue vs 36.7% a year ago. Headcount stood at 36,205 with trailing 12-month attrition at 29.7%.

Likely market impact

Solid beat with margin expansion and multi-year guidance suggesting sustained business momentum; management's FY27 EBIT margin guidance of 12.25-12.75% signals confidence and could support re-rating, though high attrition remains a watch item.