Q3 2025 Firstsource Solutions Ltd Earnings Call Transcript

Feb 7, 2025 / 11:30 AM GMT

Release Date Price: ₹354.55 (+0.61%)

Transcript

Key Points

Positve

Firstsource Solutions Ltd (BOM:532809) reported a strong revenue growth of 32% year-on-year in INR terms and 30% in USD terms for Q3 FY25.
The company signed three large deals in Q3, marking the third consecutive quarter of such achievements, indicating strong deal momentum.
Firstsource Solutions Ltd (BOM:532809) expanded its client base by adding 30 new logos, including five strategic ones with potential for significant annual revenue.
The company has successfully broadened its revenue base, reducing dependency on top clients, with the share of revenue from the top five clients decreasing to 29.2%.
Firstsource Solutions Ltd (BOM:532809) achieved an ESG score of 81 by S&P Global, placing it in the top 99th percentile of the Dow Jones Sustainability Index for 2024.

Negative

The company's EBIT margin for the quarter was 11.1%, which, while stable, indicates limited margin expansion despite revenue growth.
Firstsource Solutions Ltd (BOM:532809) experienced a slight increase in attrition rate to 31.4%, which could impact operational stability.
There was a one-time cost related to a potential credit loss of INR 130 million, affecting the overall profitability for the quarter.
The company noted temporary softness in the healthcare payer segment due to decision-making slowdowns, which could impact future revenue.
Firstsource Solutions Ltd (BOM:532809) faces challenges in the mortgage segment due to industry-level changes, affecting growth in that area.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

FISO.NS - Firstsource Solutions Ltd
Q3 2025 Firstsource Solutions Ltd Earnings Call
Feb 07, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to First Source Solutions Limited Q3 y 25 earnings conference call.

As a reminder, all participant lines will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference? Please signal an operator by pressing star and then zero on your Touchstone phone. Please note that this conference is being recorded on this call. We have Mr Ritesh Idnani, MD and CEO Mr Dinesh JCO, Mr Pankaj Kapoor, head of strategy Investor Relations and ESG to provide an overview on the company's performance followed by Q&A please note that some of the matters that will be

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