ALFA Finder| Margins | Third consecutive quarter of margin expansion reaching 18.5%. |
|---|---|
| Order book | Q4 TCV deal wins at $208 M, up 3% QoQ. |
| Demand visibility | Soft demand environment noted due to macro headwinds. |
| Management confidence | High focus on strengthening AI capabilities and augmenting sales teams. |
Growth
Revenue grew 2.4% YoY; EBITDA margin expanded to 18.5%. FY26 adjusted PAT reached ₹6,595 Mn, a 27.6% increase.
Outlook
Focus on augmenting sales teams to build order books for the new financial year; continuing AI-led engagement investments.
Risks
Soft demand environment due to macro-economic headwinds and shifts in customer priorities; attrition at 13.0%.
Last quarter's promises, checked
Delivered
- Steady-state EBITDA margin 15%+ → delivered 18.5% (= BEAT)
- Order booking above $200M mark → delivered $208M TCV (= BEAT)
- Improve quality of revenue via tail rationalization → delivered 18.5% margin (= BEAT)
Partly delivered
- Sales team expansion 30-40% → headcount slightly down in Q4 (= PARTIAL)
Missed
- Revenue growth expectations → delivered -6.5% CC YoY (= MISS)
Earnings Call Transcript filed with NSE, NSE: BSOFT. Summary written with AI assistance from the document.
Birlasoft Ltd: key numbers
- Share price
- ₹324.65
- Market cap
- ₹9,083 Cr
- Revenue (annual)
- ₹5,310 Cr
- Net profit (annual)
- ₹518.4 Cr
- P/E (TTM)
- 14.7×Sector 23.7×
- 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