India · Delayed Price · Currency is INR Firstsource Solutions Earnings Call Transcripts
Fiscal Year 2026
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Q3 FY 2026 delivered 16.2% year-on-year revenue growth, margin expansion, and strong deal wins, supported by strategic acquisitions and robust cash conversion. FY 2026 guidance was raised for both revenue and EBIT margin, with broad-based demand and a healthy pipeline sustaining growth momentum.
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Q2 FY2026 saw 20.1% year-on-year revenue growth, margin expansion, and a record $1B+ deal pipeline. Strong deal wins, strategic investments in AI, and robust cash conversion support an accelerating growth outlook for H2 FY2026, with guidance maintained at 13%-15% revenue growth.
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Q1 FY 2026 saw robust revenue and margin growth, with strong deal wins and new client additions. Guidance for FY 2026 revenue was raised to 13%-15% in constant currency, supported by a healthy pipeline and continued margin expansion, while the PDC acquisition is expected to be accretive.
Fiscal Year 2025
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Achieved $1B revenue run rate in FY 2025, four quarters ahead of target, with 29.4% YoY Q4 revenue growth and record deal wins. FY 2026 guidance is 12-15% revenue growth and 11.25-12% EBIT margin, with margin expansion driven by operational levers and continued investment in AI and automation.
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Q3 FY25 saw 32% year-over-year revenue growth, strong deal wins, and robust performance across BFS, healthcare, and CMT verticals. Margin guidance remains steady, with continued investments in AI and offshore capabilities, and FY25 revenue growth is expected at 21.8%-22.3%.
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Q2 FY25 saw 25% YoY revenue growth, stable margins, and strong deal momentum, with the Ascensos acquisition expanding capabilities and footprint. FY25 revenue guidance was raised to 19.5%-20.5%, with robust pipelines across verticals and continued investment in technology and talent.
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Q1 FY25 saw record revenue and strong growth across verticals, with EBIT margin stable at 11%. Guidance for FY25 revenue growth was raised to 11.5%-13.5% in constant currency, and the company remains on track for a $1 billion run rate by Q4 FY26.