Firstsource Solutions Share Price: Revenue **16%** bhaga, Guidance bhi top! Investors khush?

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AuthorKavya Nair|Published at:
Firstsource Solutions Share Price: Revenue **16%** bhaga, Guidance bhi top! Investors khush?
Overview

Arre bhaiyo aur behno, Firstsource Solutions ne Q3 FY26 mein toh dhamaal macha diya! Revenue **16.2%** YoY up gaya aur EBIT bhi **24.9%** YoY badh gaya. Profit mein ek chota exceptional item impact tha, but overall picture solid hai. FY26 ke liye bhi guidance badhiya hai.

Aise kaise hua yeh kamaal? (The Numbers Story)

Yaar, Firstsource Solutions ne Q3 FY26 mein sach mein record tod diye! Company ka total revenue 16.2% YoY badh kar ₹24,431 Million (yani US$ 274 Million) ho gaya. Agar currency ke fluctuations ko hata dein toh, growth 10.6% YoY thi, aur pichhle quarter se 4.6% up thi.

Aur suno, EBIT toh aur bhi zyaada bhaga! Yeh 24.9% YoY badh kar ₹2,915 Million pe pahunch gaya. Isse EBIT margin bhi improve hua, 80 bps YoY badh kar 11.9% ho gaya. Quarter-on-quarter bhi 40 bps ka sudhar hai.

Profit ka kya hua? (The PAT Twist)

Abhi PAT (Profit After Tax) ki baat karte hain. QoQ toh 26.1% badha hai, ₹2,022 Million tak. Lekin, YoY aur QoQ reports mein kam dikh raha hai. Iska reason hai ek ₹1,001 Million ka exceptional item jo naye Labour Codes ki wajah se aaya. Isliye reported numbers mein thoda fark lag sakta hai, par underlying business strong hai.

Poore saal ka picture kya hai? (9MFY26 Snapshot)

Pichhle 9 mahine (9MFY26) ki baat karein toh revenue 19.8% badha hai aur EBIT 26.5% upar gaya hai. Margin bhi acche hain.

Paisa kahaan se aa raha hai? (Acquisitions & Cash Flow)

Company ne recent mein kuch acquisitions kiye hain, jaise Pastdue Credit Solutions aur TeleMedik. Is wajah se Goodwill ₹36,799 Million se badh kar ₹40,530 Million ho gaya hai. Aur cash flow? Bhai, operating cash flow toh ₹9,665 Million tak pahunch gaya hai, jo pichhle saal se kaafi zyada hai. Free Cash Flow bhi ₹7,036 Million hai. ROE 16.3% aur ROCE 17.8% hai, matlab paisa sahi jagah invest ho raha hai.

Aage kya plan hai? (The Outlook)

Management ne FY26 ke liye solid guidance di hai. Revenue growth 14.5-15.5% (constant currency mein) aur EBIT margin 11.5-12.0% expect kar rahe hain. Acquisitions se bhi growth milegi. Company Generative AI services mein bhi leading hai aur clients ke saath long-term relationships (top 5 clients ki average tenure 21+ saal) hain.

Bachna kahan hai? (Risks)

Sabse bada risk toh naye acquisitions ko successfully integrate karna hai. Lekin overall, company ka outlook positive lag raha hai.

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