Firstsource Solutions Share Price

Given the strong pipeline and healthy guidance, analysts at ICICI Securities upgraded Firstsource Solutions (FSL) to 'Buy', with a revised target price of 290.

• Business Standard
• 2 weeks 3 days ago

Conference Call with Firstsource Solutions Management and Analysts on Q4FY26 & Full Year Performance and Outlook. Listen to the full earnings transcript.

• Trendlyne
• 2 weeks 5 days ago

BPO/KPO company Firstsource Solutions announced Q4FY26 & FY26 results Q4FY26 Financial Highlights: Revenues at Rs 25,835 million (USD 283 million), up 19.5% YoY. EBIT at Rs 3,143 million or 12.2% of revenues, up 29.8% YoY. PAT at Rs 2,052 million, or 7.9% of revenue. Diluted EPS of Rs 2.91. FCF/PAT at 101%. FY26 Financial Highlights: Revenues at Rs 95,564 million (USD 1,082 million), up 19.7% YoY. EBIT at Rs 11,221 million or 11.7% of revenues, up 27.4% YoY. PAT at Rs 7,543* million, or 7.9%* of revenue; Reported PAT at Rs 6,744 million. Diluted EPS of Rs 9.56. FCF/PAT at 160%. Business Highlights: Signed four large deals in Q4FY26, bringing the full-year FY26 total to 17 large deal wins.. Notable deal wins in Q4 included: A US based global leader in financial technology solutions in the US chose us to redesign and transform their customer experience. A leading regional water utility service provider in Australia selected us to help them across their value chain. A leading US-based digital financial services company chose us to manage their third-party collections. A leading UK-based MVNO selected us as the global operations outsourcing partner to manage account servicing, billing, and customer support across multiple markets. A premium UK retail brand chose us to run their customer experience. One of the leading mortgage lenders and servicers in the US expanded their support engagement with us. A leading global media and publishing company entrusted us with subscriber acquisition and account servicing.. Q4 saw the addition of 11 new logos, including 6 strategic accounts. Over FY26, we added 47 new logos and 24 strategic logos, doubling our strategic account addition compared with FY25. Closing headcount at the end of Q4FY26 stood at 36,205. Attrition rate was at 29.7%. In Q4FY26, Firstsource made notable progress across verticals. Banking and Financial Services added 6 new logos, driven by a much wider capabilities portfolio and leverage from consulting-led engagements. Healthcare added 1 new logo while progressing well on large deal ramp-ups. Communications, Media & Technology supported by demand for CX and AI-led solutions from digital-native brands. Our Diversified Industry portfolio continued to see steady underlying demand supported by a healthy pipeline and added 4 new logos. Sanjiv Goenka, Chairman, RPSG Group & Firstsource Solutions, said: “FY26 has been a defining year for Firstsource — marked by strong financial performance, deeper strategic relevance with clients, and the growing momentum of a business built for the agentic era. Enterprises today are moving away from fragmented advisory, implementation, and operating models toward a single accountable partner —one that can design, build, and operate intelligent business systems end-to-end — and our deliberate pivot to a full-stack model positions Firstsource to lead that shift. At the center of this is Kairos, our operating system for AI-native operations, which combines 25 years of domain expertise with agentic AI to operationalize intelligence at scale. This is the foundation of our Intelligence That Operates promise — domain-led, outcome-focused, governed by design, and built to compound over time. This model is resonating in the market — reflected in the quality of clients we are winning and the strategic relevance of the work we are doing. As we enter FY27, our conviction is clear: outcomes will define value, domain intelligence will compound advantage, and trust in AI must be architected by design. That is the future Firstsource is building toward.” Result PDF

• Trendlyne
• 2 weeks 5 days ago