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Firstsource Solutions Ltd Concall Summary for Q4FY26 πŸ”Ή Management Commentary β€’ Crossed $1 Billion revenue milestone β€’ 25th year of operations completed β€’ Sixth straight margin expansion quarter β€’ β€œGlobal intelligence partner” positioning β€’ AI-led operating model focus πŸ”Ή FY27 Outlook β€’ Revenue growth guidance: 10–13% β€’ EBIT margin guidance: 12.25–12.75% β€’ Medium-term margin target: 14–15% β€’ Record $1 Billion pipeline β€’ Top-decile industry growth ambition πŸ”Ή Industry Trends β€’ AI transforming operating models β€’ Europe demand environment soft β€’ Offshore demand accelerating β€’ AI expanding addressable market β€’ CMT demand remains volatile πŸ”Ή Competitive Positioning β€’ Kyros AI governance platform launched β€’ Challenger/disruptor positioning β€’ Outcome-based transformation focus β€’ Faster than legacy IT firms β€’ Revenue per employee up 12% πŸ”Ή Risks & Concerns β€’ UK regulatory approval delays β€’ Medicare pacing headwinds β€’ CMT vertical volatility persists β€’ AI-led revenue deflation risk β€’ Net debt increased to β‚Ή16.3B πŸ”Ή Growth Drivers β€’ 17 large deals signed FY26 β€’ Kyros platform scaling β€’ Telemetriq acquisition integration β€’ South Africa nearshore expansion β€’ Canada sales presence incubating πŸ”Ή Product Mix Trends β€’ Client concentration declining β€’ Healthcare growth: 16% CC β€’ BFS growth: 9% CC β€’ Non-linear growth improving β€’ Retail segment seasonal softness πŸ”Ή Financial Highlights β€’ Q4 revenue: β‚Ή25.8 Billion β€’ FY26 revenue: β‚Ή95.6 Billion β€’ Q4 EBIT margin: 12.2% β€’ FY26 PAT: β‚Ή6.7 Billion β€’ EBITDA-to-cash conversion: 78% πŸ”Ή Key Takeaways β€’ AI-first transformation accelerating β€’ Margin profile steadily improving β€’ Deal pipeline strongest ever β€’ Client diversification improving β€’ Positioned for non-linear growth #FirstsourceSolutions #Firstsource #stockmarket #q4results
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#FirstsourceSolutions acquires #TeleMedik for $3 million to expand US healthcare presence @jpullokaran buff.ly/PcauCyu
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FIRSTSOURCE SOLUTIONS βœ… Company announces step-down subsidiary has acquired 100% stake in Telemedik βœ… Transaction value up to USD 3 million βœ… Acquisition strengthens presence in digital healthcare & telemedicine services βœ… Strategic move to expand capabilities and global footprint πŸ“ˆ #FirstsourceSolutions #Acquisition #Telemedicine #HealthcareTech #CorporateAction #StockMarket
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Firstsource Solutions Q2 Results (QoQ) βœ… Net Profit: β‚Ή1.79 Bn vs β‚Ή1.69 Bn πŸ“ˆ βœ… Revenue: β‚Ή23.15 Bn vs β‚Ή22 Bn πŸ’° βœ… EBIT: β‚Ή2.66 Bn vs β‚Ή2.5 Bn πŸš€ βœ… EBIT Margin: 11.51% vs 11.25% βš™οΈ #FirstsourceSolutions #Earnings #Q2Results #IT #Growth
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Companies with Highest USA Revenue Exposure - Sagility India – 100% ( Business Support ) Birlasoft – 85% ( Software Services ) Mphasis – 81% ( Software Services ) Granules India – 77% ( Pharmaceuticals ) eClerx Services – 76% ( Software Services ) Natco Pharma – 70% ( Pharmaceuticals ) Avanti Feeds – 69% ( FMCG ) Zensar Technologies – 67% ( Software Services ) Firstsource Solutions – 66% ( Software Services ) HCL Technologies – 65% ( Software Services ) Syngene International – 64% ( Business Support ) Wipro – 62% ( Software Services ) Coforge – 56% ( Software Services ) Gland Pharma – 52% ( Pharmaceuticals ) Marksans Pharma – 51% ( Pharmaceuticals ) Tech Mahindra – 50% ( Software Services ) Dr. Reddy’s Lab – 48% ( Pharmaceuticals ) Aurobindo Pharma – 45% ( Pharmaceuticals ) Zydus Lifesciences – 44% ( Pharmaceuticals ) Bharat Forge – 44% ( Forging & Casting ) Biocon – 43% ( Pharmaceuticals ) Neuland Laboratories – 39% ( Pharmaceuticals ) Trident – 39% ( Textiles ) LT Foods – 38% ( FMCG ) Lupin – 38% ( Pharmaceuticals ) Tata Chemicals – 35% ( Chemicals ) Sun Pharma Industries – 33% ( Pharmaceuticals ) Tata Elxsi – 30% ( Software Services ) Alkem Laboratories – 28% ( Pharmaceuticals ) Oracle Financial Services – 27% ( Software Services ) Elgi Equipments – 23% ( Pumps ) Hindalco – 23% ( Metals ) Sundram Fasteners – 22% ( Consumer Durables ) Newgen Software Tech – 21% ( Software Services ) KPIT Technologies – 20% ( Software Services ) Samvardhana Motherson – 20% ( Auto Ancillary ) Ajanta Pharma – 19% ( Pharmaceuticals ) Gujarat Fluorochemic – 19% ( Chemicals ) Tata Communications – 18% ( Telecom ) Divi’s Lab – 18% ( Pharmaceuticals ) Clean Science – 18% ( Chemicals ) Ipca Laboratories – 17% ( Pharmaceuticals ) Tata Motors – 15% ( Commercial Vehicle ) #Trumpindiatarriff #TrumpTariffs #TrumpIsUnfitForOffice #SagilityIndia #Birlasoft #Mphasis #GranulesIndia #eClerxServices #NatcoPharma #AvantiFeeds #ZensarTechnologies #FirstsourceSolutions #HCLTechnologies #SyngeneInternational #Wipro #Coforge #GlandPharma #MarksansPharma #TechMahindra #DrReddysLab #AurobindoPharma #ZydusLifesciences #BharatForge #Biocon #NeulandLaboratories #Trident #LTFoods #Lupin #TataChemicals #SunPharmaIndustries #TataElxsi #AlkemLaboratories #OracleFinancialServices #ElgiEquipments #Hindalco #SundramFasteners #NewgenSoftwareTech #KPITTechnologies #SamvardhanaMotherson #AjantaPharma #GujaratFluorochemic #TataCommunications #DivisLab #CleanScience #IpcaLaboratories #TataMotors
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30 Jul 2025
Firstsource Q1FY26 Results | Good Numbers πŸ‘ >> Revenue: 2,217.7 Cr| 2.6% QoQ | 23.8% YoY >> EBITDA: β‚Ή347.1 Cr | 4.3% QoQ | 28.6% YoY >>PAT: 169.3 Cr | 5.4% QoQ | 25.2% YoY >> EBITDA Margin expands to 15.7% ( 60 bps YoY) >> Strong deal wins across US healthcare, BFSI & UK utilities >> FY26 Guidance: 13–15% CC Revenue Growth | 11.25–12% EBIT Margin #Firstsource #FirstsourceSolutions #FSL #Q1Results #Earnings
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Firstsource Solutions Q1 FY'26: Revenues up 23.8% YoY to β‚Ή22,177 Mn! πŸš€ PAT at β‚Ή1,693 Mn. Secured 4 large deals & 17 new logos. FY26 revenue growth guidance 13-15% CC. #FirstsourceSolutions #FinancialResults #Q1FY26 #FSL
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18 Jul 2025

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#resultupdate #q4fy25results #Q4Results #nifty #inxits #FSL #firstsourcesolutions Firstsource Solutions Industry: IT Firstsource Solutions Ltd, an #RP-Sanjiv #Goenka Group company, is a leading business process management (BPM) firm headquartered in Mumbai, India. It specializes in customer lifecycle solutions, leveraging AI, analytics, and robotic process automation for industries like healthcare, banking, and telecom. With a global presence in the US, UK, India, Philippines, and Mexico, it serves over 150 brands, including Fortune 500 companies. Its β€œDigital First, Digital Now” strategy drives operational transformation and customer experience enhancement. The company, listed on BSE and NSE, employs over 27,940 professionals and focuses on innovation and sustainability. YoY Revenue (Cr.)– 2161 vs 1670 – ↑ 29% YoY Operating Profit (Cr.)– 333 vs 250 – ↑ 33% YoY PAT (Cr.)– 161 vs 134 – ↑ 20% YoY Operating Margin (%)– 15.41 vs 14.97 – ↑ 2.94% YoY PAT Margin (%)– 7.45 vs 8.02 – ↓ 7.11% QoQ Revenue (Cr.)– 2161 vs 2102 – ↑ 2.81% QoQ Operating Profit (Cr.)– 333 vs 318 – ↑ 4.72% QoQ PAT (Cr.)– 161 vs 160 – ↑ 0.63%
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🚨 FIRSTSOURCE SOLUTIONS Q4 Results Out! βœ… Net Profit: β‚Ή1.61B vs β‚Ή1.6B (QoQ) βœ… Revenue: β‚Ή21.68B vs β‚Ή20.9B (QoQ) βœ… EBIT: β‚Ή2.42B vs β‚Ή2.33B (QoQ) βœ… EBIT Margin: 11.17% vs 11.17% (QoQ) #FirstsourceSolutions #Q4Results #StockMarket #EarningsUpdate #BharatStockUpdates β™₯️Like & πŸ”Retweet for more instant updates! Follow @BharatStockLive for the fastest stock market news!
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Firstsource Solutions – Q4 FY25 Results (β‚Ή Crores) ➑️ Net Profit (PAT): β‚Ή161 crore β€’ QoQ: β‚Ή160 crore (flat growth) ➑️ Revenue: β‚Ή2,168 crore β€’ QoQ: β‚Ή2,090 crore ( 3.73%) ➑️ EBIT: β‚Ή242 crore β€’ QoQ: β‚Ή233 crore ( 3.86%) ➑️ EBIT Margin: 11.17% (flat QoQ) βΈ» Verdict: Stable quarter with steady revenue and EBIT growth; margins held firm. Overall, consistent performance, no major surprises! #FirstsourceSolutions #Q4FY25 #EarningsUpdate #HindustanTaxes
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18 Mar 2025
Today, D-Street saw a strong pullback in the broader #market, with the Nifty surpassing 22,800 and all sectors showing gains. ITC Hotels, Zomato, IIFL Finance & Firstsource Solutions were in focus. Don't miss the Dealing Room Check with @nimeshscnbc #stockmarket #nifty #gains #market sector #itchotels #zomato #IIFLfinance #Firstsourcesolutions #cnbctv18digital
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