Stockrabit · Analysts
Questions across 1 call

Dipesh Mehta

Emkay Global Financial Services

Firstsource Solutions Limited

Firstsource Solutions Limited CC-Mar25.pdf · 2025-04-28
Thanks for the opportunity. Couple of questions. First, I think I missed the FY26 acquisition contribution, which you said. So, if you can clarify what the number was. On the business side, I think if I look, let's say cash generation, it remained fairly weak , 58% OCF/ EBITDA conversion compared to our traditional closer to 65-75% kind of range. So, if you can provide some sense on how one should look OCF to EBITDA. Second about healthcare. Provider business was soft for some time. Can you provide some sense about how provider business is doing for us, considering the deal intake as well as pipeline? Another question is about decision making velocity. We have a very strong deal intake this quarter. But things have worsened in the last few weeks. So, whether we are seeing any implications because of it on decision making velocity, which could have rami fications for Quarter 1, Quarter 2 deal closure? If you can provide some sense around it. Thanks.
Yes, thanks for detailed answer. I have one question if I can squeeze on the BPaaS deal which you referred. You said about, let's say, it is transformational in nature and that's why ramp up is slightly different. Can you help us understand what the variables are, let's say, as a part of ramp up? And how should one look at it?