| Revenue growth | 1.4% QoQ in INR; 0.1% QoQ in USD. |
|---|---|
| Margins | EBITDA margin expanded to 18.2% from 16.0% QoQ. |
| Order book | $202M TCV ($94M new, $108M renewals). |
| Demand visibility | High; TCV signings of $202M during the quarter. |
| Management confidence | Strong; cited record deal signings and margin resilience. |
Growth
Revenue grew 1.4% QoQ in INR (0.3% CC). Adjusted PAT rose 22.1% QoQ to ₹1,802 Mn.
Outlook
Strong TCV of $202M (89% QoQ growth) provides visibility. Continued investment in AI and domain expertise.
Risks
Macro uncertainty and seasonal furloughs noted. Active client count rationalized from 239 to 232 QoQ.
Earnings Call filed with NSE, NSE: BSOFT. Summary written with AI assistance from the document.
Birlasoft Ltd: key numbers
- Share price
- ₹327.80
- Market cap
- ₹9,171 Cr
- Revenue (annual)
- ₹5,310 Cr
- Net profit (annual)
- ₹518.4 Cr
- P/E (TTM)
- 14.9×Sector 23.6×
- Promoter holding
- 40.37%-0.01% QoQ
- FII holding
- 12.33%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Birlasoft Ltd
All →Birlasoft Management Change
Birlasoft's CEO and MD Angan Guha resigned with effect from December 7, 2026. Mr. Madhavan Hariharan, Group CFO of CKA Birla Group, is proposed as the successor from December 8, 2026, subject to shareholder approval.
- Execution
- 2 years from December 8, 2026 (Hariharan appointment term)
Birlasoft Earnings Call Transcript: Key Takeaways
Birlasoft reported steady 2.1% CC revenue growth despite weakness in the ENU vertical.
Birlasoft Employee Stock Options
Birlasoft allotted 85,000 equity shares under its ESOP/ESPS scheme, taking shares to 27,97,52,056. Paid-up capital rose to Rs.55.95 Crore, with no cash consideration stated.
Birlasoft Dividend
Birlasoft Limited declared an interim dividend of Rs.3 per equity share at its board meeting on 28 October 2026, with a record date of 05 November 2026. The dividend total is not stated as a rupee amount in this filing.
Birlasoft Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹14,162 Mn (+6.6% YoY, +2.7% QoQ; USD CC -1.1% YoY), EBITDA margin 15.2%, PAT ₹1,596 Mn (+37.5% YoY). Interim dividend ₹3.00/share.
Birlasoft Q2 FY27 Results: Net Profit ₹159.6 Cr, Up 37.5% YoY
Birlasoft Ltd reported revenue from operations of ₹1,416 Cr (+6.6% YoY) and net profit of ₹159.6 Cr (+37.5% YoY) for Q2 FY27.
- Key figure
- Net profit ₹159.6 Cr · +37.5% YoY