| Revenue growth | 0.3% QoQ constant currency; flattish in USD terms ($145.2m). |
|---|---|
| Margins | EBITDA margin at 16.1%; expecting short-term dilution from wage hikes. |
| Order book | $168.7 million TCV signings, up 20% year-on-year. |
| Demand visibility | Strong in BFSI and LSS; weakness remains in Manufacturing/E&U. |
| Management confidence | High on momentum sustainability and strong H1 FY27 deal signings. |
Growth
Revenue hit INR 1,379.4 crore, up 2.3% QoQ and 7.4% YoY. EBITDA grew 40.3% YoY to INR 222 crore.
Outlook
Guidance for FY27 tax rate under 30%. Expects recovery in E&U and Manufacturing within 1-2 quarters; targeting 15%+ margins.
Risks
Softness in Manufacturing and E&U verticals; 170-200 bps margin impact from July wage hikes; pricing pressure in AI deals.
Last quarter's promises, checked
Delivered
- Guided 15% plus sustainable EBITDA margins → delivered 16.1% (= BEAT)
- Guided 30%-40% sales team expansion by H1 FY27 → delivered on track with high momentum (= BEAT)
- Guided recovery in Life Sciences (LSS) → delivered sequential growth (= BEAT)
Partly delivered
- Guided turnaround in Manufacturing/MedTech → delivered LSS growth but Manufacturing remains soft (= PARTIAL)
Missed
- Guided Q4 TCV slippages to convert in Q1 → delivered $168.7m TCV, down from $208m (= MISS)
Investor Presentation filed with BSE, 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
All →Birlasoft Credit Rating
Birlasoft Ltd announced that CARE Ratings reaffirmed the 'CARE AA+; Stable' and 'CARE A1+' ratings for its various bank facilities, confirming the company's strong financial standing.
Birlasoft Management Change
Birlasoft Ltd announced the resignation of Mr. Ankur Vaish from his role as Chief Strategy Officer and Senior Management Personnel, effective September 19, 2026.
Birlasoft Investor Presentation: Key Takeaways
Birlasoft reported Q1 FY27 revenue of ₹13,794 Mn, up 7.4% YoY. EBITDA margin expanded to 16.1% and PAT surged 51.3% YoY to ₹1,610 Mn.
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
- Net profit ₹161 Cr · +51.3% YoY
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.