Q4 2026 Firstsource Solutions Ltd Earnings Call Transcript

May 6, 2026 / 11:30 AM GMT

Release Date Price: ₹243.41 (+11.33%)

Transcript

Key Points

Positve

Firstsource Solutions Ltd (BOM:532809) achieved a significant milestone by crossing $1 billion in revenue, marking its 25th year of operations.
The company reported its eighth consecutive quarter of double-digit year-on-year revenue growth, with a 19.5% increase in Q4.
EBIT margin improved to 12.2%, marking the sixth straight quarter of margin expansion.
The company secured 17 large deals in FY '26, reflecting strong deal momentum and client confidence.
Firstsource Solutions Ltd (BOM:532809) added 47 new clients in FY '26, including 24 strategic clients, doubling its strategic additions compared to FY '25.

Negative

The implementation of a key U.K. collections deal was delayed due to regulatory approvals, impacting Q4 results.
Some Medicare Advantage plans faced timing shifts due to a tighter regulatory environment, affecting short-term revenue.
The company's debt increased to Rs.16.3 billion as of March 31, 2026, up from Rs.13.2 billion the previous year.
The CMT vertical experienced volatility, with only a 3% year-on-year growth, indicating challenges in consumer tech engagements.
Despite strong growth, the company anticipates a moderation in organic growth for FY '27 compared to FY '26.

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

FISO.NS - Firstsource Solutions Ltd
Q4 2026 Firstsource Solutions Ltd Earnings Call
May 06, 2026 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good day and welcome to Fursu Solutions Limited Q4 FY26 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 the conference call, please signal an operator by pressing then 0 on your touch-tone phone.

Please note that this conference is being recorded. On this call, we have Mr. Ritesh Adnani, MD and CEO, and Mr. Dinesh Jain, CFO, to provide an overview on company's performance, followed by Q&A.

Please note that some of the matters that we'll discuss on this call, including the company's business outlook, are forward

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