Monday, 28 September 2026 Every NSE & BSE announcement, by company
ALFA Filings Every announcement, straight from the exchange
Earnings Call

Firstsource Solutions Earnings Call: Key Takeaways

Firstsource FY26 investor presentation highlighting a pivot to 'Intelligence That Operates' and AI-led solutions. Reported FY26 revenue of $1,082M and EBIT margin of 11.7%.

Why this was an Alfa AlertNot a filter event. FY26 results were within reasonable expectations and FY27 guidance aligns with industry mid-cap standards.
Highlights
Revenue growth14.6% YoY in FY26.
MarginsImproving; 12.2% in Q4FY26 vs 11.0% in Q1FY25.
Order book4 large deal wins in Q4FY26; 5th straight quarter of 4+ deals.
Demand visibilityStrong; 4QFY26 exit pipeline at US$1bn+.
Management confidenceHigh; aiming for top-decile peer group growth.

Growth

FY26 revenue grew 14.6% YoY to ₹95,564M; PAT reached ₹7,543M with 7.9% margin.

Outlook

FY27 guidance: 10-13% CC revenue growth and 12.25-12.75% EBIT margin. Target 50-75bps margin expansion medium-term.

Risks

Potential fluctuations in earnings, intense BPS market competition, and wage increases cited as primary risks.

Source

Earnings Call filed with BSE, NSE: FSL. Summary written with AI assistance from the document.

Read the document ↗

Firstsource Solutions Ltd: key numbers

Share price
₹259.45
Market cap
₹18,095 Cr
Revenue (annual)
₹9,556 Cr
Net profit (annual)
₹674.4 Cr
P/E (TTM)
27.0×Sector 22.1×
Promoter holding
53.66%+0.00% QoQ
FII holding
8.38%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from Firstsource Solutions Ltd

All →
16:33 IST BSE
Employee Stock Options

Firstsource Solutions Employee Stock Options

Firstsource Solutions allotted 30,451 equity shares under its ESOS 2003 and ESOP 2019 employee stock option plans following the exercise of vested options.

17:42 IST BSE
Other Announcement

Firstsource Solutions Other Announcement

Firstsource Solutions Ltd informed exchanges about an unsolicited ESG rating of 75.00 assigned by Niche Ninety Nine Capability and Certifications (OPC) Private Limited.

12:13 IST BSE
Price Movement Clarification

Firstsource Solutions Price Movement Clarification

Firstsource Solutions responded to a BSE surveillance query on volume/price movement, stating the move is purely market-driven. No specific news or corporate event was cited to explain the fluctuation.

16:27 IST BSE
Capital Structure Change

Firstsource Solutions Capital Structure Change

Firstsource Employee Benefit Trust sold 67,968 equity shares through market and off-market transactions. The total consideration for these sales is approximately ₹0.12 Crore.

Value
₹0.12 Cr
16:17 IST BSE
Employee Stock Options

Firstsource Solutions Employee Stock Options

Firstsource Solutions Ltd allotted 67,968 equity shares under its ESOP 2003 and ESOP 2019 schemes following the exercise of stock options.