ALFA Finder| 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
- ₹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