Firstsource Solutions Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Firstsource reported Q1FY27 revenue of INR27.2 billion, up 22.9% year-on-year and 5.5% quarter-on-quarter, with EBIT margin at 12.4%. Management flagged a healthcare BPaaS engagement being wound down after a client leadership change, alongside three one-time exceptional charges totaling INR717 million, while reaffirming full-year revenue and margin guidance. The company also detailed deal wins, vertical performance across BFS, healthcare, CMT and diverse portfolio, and geographic trends in North America, Europe and Australia.
Firstsource reported Q4FY26 revenue of INR25.8 billion, up 19.5% year-on-year, with EBIT margin at 12.2%, marking the sixth straight quarter of sequential margin expansion. For the full year, revenue crossed the billion-dollar mark at INR95.6 billion, up 19.7% in rupee terms, with EBIT margin at 11.7%, within the previously guided range. Management attributed growth to large deal wins, strategic client additions, and demand for AI-enabled transformation offerings across its Banking and Financial Services, Healthcare, CMT, and diverse verticals.