Firstsource Solutions Share Price: Revenue ne kiya dhamaka, FY26 Outlook bhi gaya upar!

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AuthorAarav Shah|Published at:
Firstsource Solutions Share Price: Revenue ne kiya dhamaka, FY26 Outlook bhi gaya upar!
Overview

Arre yaar, Firstsource Solutions ke liye Q3 FY2026 toh ekdum zabardast raha! Company ka revenue **16.2%** saal-dar-saal badh kar **₹24,431 million** ho gaya, aur EBIT bhi **24.9%** uchal gaya. Haan, Q3 PAT thoda neeche aaya hai exceptional items ki wajah se, but overall picture solid hai aur company ne FY26 ka outlook bhi badha diya hai!

Aisa kya hua Q3 mein? (The Numbers Game)

Dekho, Firstsource Solutions ne FY2026 ke Q3 mein top-line growth kaafi solid dikhaya hai. Consolidated revenue ₹24,431 million par pahunch gaya, jo pichle saal se 16.2% zyada hai. Aur jo 9 mahine ka data hai, woh toh aur bhi mast hai, revenue ₹69,729 million ho gaya, matlab 19.8% YoY growth! EBIT bhi pichle saal ke muqable 24.9% badh kar ₹2,915 million raha, aur margin bhi maintain kiya 11.9% par. Poore 9 mahine mein EBIT 26.5% badha hai aur margin 11.6% raha hai.

PAT mein thoda girawat, par reasons strong! (The Catch)

Abhi agar reported Profit After Tax (PAT) ki baat karein toh Q3 FY2026 mein yeh ₹1,203.29 million tha, jo pichle saal ke ₹1,603.05 million se kam hai. Iski wajah hai kuch exceptional items jo Q3 FY2025 mein the – jaise ₹1 billion se zyada ka kharcha naye Labour Codes ki wajah se aur kuch purane impairments. Lekin achhi baat yeh hai ki 9 mahine ka PAT dekho toh woh ₹4,691.67 million ho gaya hai, jo pichle saal ke ₹4,337.65 million se badha hai. Is performance ko dekh kar, management ne poore saal FY2026 ke liye apna outlook bhi badha diya hai. Ab company ko constant currency mein 14.5% se 15.5% revenue growth ki umeed hai, jisme acquisitions ka contribution lagbhag 1.5% hoga. EBIT margin bhi 11.5% se 12% ke beech rehne ka andaaza hai. Ye confidence paanch bade deals sign hone aur nau naye clients milne se aa raha hai.

Strategic moves aur aage kya? (Acquisitions & Dividends)

Company ne UK mein Pastdue Credit Solutions (PDC) ko GBP 22 million mein acquire kiya hai, jisse unki debt collection capabilities aur strong ho jayegi. Yeh acquisition revenue guidance ko boost karega. Aur investors ke liye ek aur khabar, company ne ₹5.50 per equity share ka interim dividend bhi declare kiya hai.

Risk factors aur future view (Kya dekhna hai?)

Abhi jo sabse bade risks hain woh hain PDC acquisition ka successful integration aur BPO sector mein chal rahi competition. Investors ko ab company ki speed dekhni hogi ki woh apna deal pipeline aur client acquisition momentum kaise maintain karte hain, jo FY26 ke targets achieve karne ke liye bahut zaroori hai.

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