ALFA Finder| Revenue growth | FY26 down 6.5% in constant currency; flat 0.1% QoQ in INR. |
|---|---|
| Margins | EBITDA margins expanded 333bps in FY26 to 16.3%. |
| Order book | Two consecutive quarters above $200M; Q4 TCV at $208M. |
| Demand visibility | Challenging demand; clients holding back discretionary spend and pushing for productivity. |
| Management confidence | High in new leadership and 'AI First' model despite recent revenue erosion. |
Growth
FY26 revenue fell 1.2% in rupee terms to ₹53,100 million; PAT rose 27.6% YoY to ₹6,595 million.
Outlook
Targeting 30-40% sales team growth; steady-state EBITDA margins guided at 15% plus.
Risks
Soft demand environment, macroeconomic headwinds, and client-specific issues in the MedTech/Life Sciences sectors.
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