ALFA Finder| Revenue growth | FY26 grew 13.6% in constant currency; Q4 grew 11.6%. |
|---|---|
| Margins | Targeting 14-15% EBIT medium-term; currently 12.2% in Q4. |
| Order book | Record high pipeline; signed 17 large deals in FY26. |
| Demand visibility | Strong pipeline at record high; clients shifting from efficiency to AI-transformation. |
| Management confidence | Confident, pivoting from labor-intensive to AI-first 'Intelligent Operations' model. |
Growth
Constant currency revenue grew 13.6% for FY26; margins expanded 74bps through high-value cross-selling and automation.
Outlook
FY27 guidance: 10-13% CC revenue growth and EBIT margins of 12.25-12.75%.
Risks
Medicare Advantage regulatory shifts and UK collections timing delayed revenue, while high debt remains a concern.
Earnings Call filed with BSE, NSE: FSL. Summary written with AI assistance from the document.
Firstsource Solutions Ltd: key numbers
- Share price
- ₹295.25
- Market cap
- ₹20,592 Cr
- Revenue (annual)
- ₹9,556 Cr
- Net profit (annual)
- ₹674.4 Cr
- P/E (TTM)
- 28.4×Sector 23.6×
- Promoter holding
- 53.66%+0.00% QoQ
- FII holding
- 7.44%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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- Call
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- Key figure
- Net profit ₹232.4 Cr · +29.5% YoY
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