Business process management firm Firstsource Solutions has demonstrated robust financial health in its second-quarter fiscal year 2026 results, posting a significant 20.1% year-over-year increase in revenue to ₹23,122 million, or $265 million.[1][2][3] The company's earnings before interest and taxes (EBIT) saw an even more pronounced surge, rising by 28.1% to ₹2,665 million.[1][2][3] This impressive performance, which also saw profit after tax (PAT) grow by 29.9% to ₹1,795 million, is largely attributed to a strategic focus on securing large, transformation-focused deals powered by artificial intelligence and a disciplined approach to expanding profit margins.[1][2] Company leadership emphasized that the quarter's results reflect a strong balance of growth, resilience, and disciplined execution in a dynamic market.[2][3]

The company's financial success is not an isolated event, as evidenced by its strong performance over the first half of the fiscal year, where revenue grew 21.9% and EBIT increased by 27.4% year-over-year.[1][3] Based on this sustained momentum, Firstsource has reiterated its full-year guidance, projecting revenue growth between 13% and 15% in constant currency.[1][2] It also anticipates maintaining an EBIT margin in the range of 11.25% to 12%.[1][2][3] The consistency in securing significant business contracts, with four large deals signed in the recent quarter alone, underpins this confident outlook and highlights a successful client acquisition and retention strategy that saw the addition of ten new logos.[1][4][2] These wins continue a multi-quarter streak of substantial new business, signaling strong market trust in the company's capabilities.[1][4]

At the heart of Firstsource's recent triumphs is its "UnBPO™" strategy, a deliberate move to reimagine business process outsourcing by deeply integrating artificial intelligence with domain expertise.[2][3][5] This AI-first approach is proving to be a powerful differentiator, enabling the company to win complex, high-value contracts. Notable deals this quarter include a major expansion of collection services for a large UK retail bank, which stands as the company's largest-ever deal in that segment, and a new partnership with a leading US loan subservicer for first-party collections.[2] The company also secured multiple contracts within the healthcare sector, leveraging automation for claims processing, benefits configuration, and provider network management with a top 10 US payer and another major health insurer.[2] This approach of combining human creativity with responsible, enterprise-grade AI is resonating with clients looking for tangible business outcomes.[2][3]

Underscoring its commitment to an AI-centric future, Firstsource recently made a strategic investment in Lyzr.ai, an enterprise AI agent infrastructure platform.[2] This investment is a key milestone in advancing the company's UnBPO vision, aiming to empower clients with the ability to build secure and reliable interconnected AI agents.[2] This forward-looking move is complemented by strong operational health. The company's total employee headcount grew to 35,997, a net addition of over 1,500 people during the quarter, indicating scaling capacity to meet new business demands.[1][2] Simultaneously, the attrition rate improved, falling to 28.0%, suggesting success in talent retention and management amidst a competitive market.[1][2] In statements, Chairman Dr. Sanjiv Goenka credited the success to winning the right kind of business—large, strategic, and transformation-led engagements—while deepening client relationships across various industries and geographies.[2][3]

In conclusion, Firstsource's second-quarter performance serves as a strong indicator of the growing impact of artificial intelligence on the business process services industry. The company's dual focus on leveraging AI to secure strategic, high-value deals and maintaining disciplined operational execution has yielded significant growth in both revenue and profitability. The consistent deal wins, coupled with strategic investments in AI platforms like Lyzr.ai, signal a clear and effective long-term strategy.[2] As businesses worldwide continue to seek efficiency and innovation, Firstsource's AI-integrated "UnBPO" model positions it not just as a service provider, but as a key transformation partner, well-equipped to maintain its growth trajectory and influence in the evolving global market.