ALFA Finder| Revenue growth | FY26: 13.6% CC growth; FY27 Guide: 10-13% CC. |
|---|---|
| Margins | Six straight quarters of expansion; targeting 14-15% EBIT medium-term. |
| Order book | 17 large deals won in FY26; ACV intake remains healthy. |
| Demand visibility | Strong; 24 strategic logos added in FY26 with scaling potential. |
| Management confidence | High; record deal pipeline exceeding $1 billion. |
Growth
FY26 revenue grew 19.7% YoY to ₹95.6B ($1,082M). Q4 revenue grew 19.5% YoY; PAT grew 13.5% for FY26.
Outlook
FY27 constant currency revenue growth guided at 10-13%; EBIT margin target raised to 12.25-12.75%.
Risks
Softness in CMT vertical; regulatory delays in UK collections; tighter Medicare Advantage environment impacting healthcare payer ramp-ups.
Earnings Call filed with NSE, 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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