Firstsource Solutions Limited has informed the Exchange about Investor Presentation
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Firstsource Solutions held an analyst/institutional investor call on November 4, 2025, sharing Q2FY26 and H1FY26 results. Q2FY26 revenue grew 20.1% YoY to ₹23,122 million (US$265M), with constant currency growth of 13.8%; EBIT rose 28.1% to ₹2,665 million with margin expanding 70bps to 11.5%; PAT grew 29.9% to ₹1,795 million (margin 7.8%). H1FY26 revenue was ₹45,299 million (US$524M), up 21.9% YoY with constant currency growth of 16.4%, and EBIT margin expanded 50bps to 11.4%. FY26 guidance was reiterated at 13–15% constant currency revenue growth and 11.25–12.0% EBIT margin (excluding the proposed Pastdue Credit Solutions acquisition). The company also outlined medium-term aspirations of double-digit constant currency revenue growth and 50–75bps EBIT margin expansion. Q2FY26 exit deal pipeline stood at US$1bn+ (highest ever), with four large deal wins in the quarter.
Strong quarter with double-digit revenue growth, margin expansion of 70bps, and a record-high deal pipeline signals healthy momentum. The reiterated FY26 guidance and medium-term margin expansion targets are positive for shareholders, while the pending Pastdue Credit Solutions acquisition is a separate catalyst not yet factored into FY26 numbers.