| Revenue growth | 7.4% YoY in INR terms. |
|---|---|
| Margins | EBITDA margin at 16.1%, expanding YoY. |
| Order book | $169M TCV including major AI-led transformation programs. |
| Demand visibility | Strong $169M TCV signed in Q1, up 20% YoY. |
| Management confidence | CEO notes solid business fundamentals and strengthened deals pipeline. |
Growth
Revenue grew 7.4% YoY (INR) and 2.3% QoQ. PAT increased 51.3% YoY driven by operational efficiencies.
Outlook
Focus on AI-led transformation; signed $169M TCV deals including several GenAI engagements.
Risks
Macro-environment remains challenging; Manufacturing and E&U verticals registered sequential declines.
Last quarter's promises, checked
Delivered
- DSO adjustment target 55 days → delivered 55 days (= BEAT)
- Steady-state EBITDA margin 15%+ → delivered 16.1% (= BEAT)
Partly delivered
- Sales team expansion 30-40% → headcount slightly down in Q4 but pipeline improving (= PARTIAL)
Missed
- Q4 TCV $208M → Q1 TCV $169M (= MISS)
Investor Presentation filed with NSE, NSE: BSOFT. Summary written with AI assistance from the document.
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.
More from Birlasoft Ltd
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Birlasoft Investor Presentation: Key Takeaways
Birlasoft reported Q1 FY27 results with 2.3% sequential rupee revenue growth. Management focused on AI-led transformation deals and maintaining sustainable EBITDA margins around 16.1% despite upcoming wage hikes.
Birlasoft Q1 FY27 Results: Net Profit ₹161 Cr, Up 51.3% YoY
Birlasoft Ltd reported revenue from operations of ₹1,379 Cr (+7.4% YoY) and net profit of ₹161 Cr (+51.3% YoY) for Q1 FY27.
- Key figure
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Birlasoft Earnings Call Transcript: Key Takeaways
Birlasoft reported Q4 FY26 revenue of ₹13,486 Mn with PAT rising 44.1% YoY to ₹1,759 Mn. Focus remains on AI-led capabilities and operational efficiencies despite a soft demand environment.
Birlasoft Earnings Call: Key Takeaways
Birlasoft reported mixed Q4 FY26 results with flat INR revenue and strong EBITDA margin expansion to 18.5%. Management is pivoting to an 'AI First' strategy with significant leadership and sales hiring.