| 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
- ₹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 →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.
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.
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.
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
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.
Firstsource Solutions Investor Presentation: Key Takeaways
Firstsource reported Q1FY27 revenue of INR 27.2B, up 22.9% YoY. Strategy focuses on 'Intelligence That Operates' via AI-led transformation (Kairos) and expanding footprint in UK and US healthcare/utilities.
- Call
- Guides 12% growth