Firstsource Solutions Ltd — Q4 FY26
Firstsource delivered a strong Q4 FY26, with revenue of ₹25.8B (up 19.5% YoY) and PAT of ₹2.1B (up 27.7% YoY).
bullish
high
✓ Verified against BSE filing
Indian management teams deliver on roughly 12% of specific earnings-call promises. A low score does not indicate dishonesty — it reflects how aspirational forward guidance typically is.
Q3 FY26
FY26 constant currency revenue growth 13-14% organic, 14.5-15% including acquisitions
Management raised organic CC revenue growth guidance to 13-14% (from earlier ~14% midpoint) and to 14.5-15% including Past Due Credit and Telemetic acquisitions.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY26
FY26 EBIT margin guidance raised to 11.5-12%
EBIT margin guidance for FY26 raised to 11.5-12% from earlier 11.25-12%, reflecting strong execution and margin expansion trajectory.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1
Q3 FY26
Q4 FY26 sequential growth expected to improve
Management expects Q4 FY26 constant currency revenue growth to be higher sequentially, consistent with upward trajectory through the year.
Missed
Current-quarter commentary contains related risk or weakness, so the promise appears not to have been delivered yet.
heuristic_v1