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Earnings Call

Birlasoft Earnings Call: Key Takeaways

Birlasoft reported Q3 FY26 revenue of ₹13,475 Mn, up 1.4% QoQ. Strategy focuses on AI-led capabilities and operating efficiencies, driving significant EBITDA margin expansion.

Highlights
Revenue growth1.4% QoQ in INR; 0.1% QoQ in USD.
MarginsEBITDA margin expanded to 18.2% from 16.0% QoQ.
Order book$202M TCV ($94M new, $108M renewals).
Demand visibilityHigh; TCV signings of $202M during the quarter.
Management confidenceStrong; 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.

Source

Earnings Call filed with NSE, NSE: BSOFT. Summary written with AI assistance from the document.

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Birlasoft Ltd: key numbers

Share price
₹274.05
Market cap
₹7,664 Cr
Revenue (annual)
₹5,310 Cr
Net profit (annual)
₹518.4 Cr
P/E (TTM)
13.4×Sector 22.1×
Promoter holding
40.38%-0.01% QoQ
FII holding
12.78%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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