| Revenue growth | CC revenue -1.1% YoY, +2.1% QoQ |
|---|---|
| Margins | EBITDA 15.2%, down 95bps QoQ, 84bps YoY |
| Order book | Q2 TCV $116M: new $47M, renewals $69M |
| Demand visibility | H1 TCV $285M, up 15% YoY |
| Management confidence | Upbeat on AI; cautious on macro |
Growth
USD revenue $148.3M, down 1.6% YoY, up 2.1% QoQ. PAT +37.5% YoY largely on tax normalisation; PBT only +7.1%.
Outlook
No quantified guidance. Management will keep investing in sales and domain capabilities; cites macro and seasonality headwinds.
Risks
EBITDA margin down 84bps YoY on wage hikes; active clients fell to 209; E&U sequentially weaker; hedge book down to $15M.
Last quarter's promises, checked
Delivered
- 15%-plus EBITDA margin → 15.2% (= BEAT)
- Q2 signings similar or more than Q2 FY26 $104M → Q2 TCV $116M (= BEAT)
- Wage hike ~half of 170-200bps in Q2 → EBITDA -95bps QoQ (= BEAT)
Partly delivered
- H1 signings 'much better' than H1 FY26 → H1 TCV $285M, +15% YoY (= PARTIAL)
- Sequential growth momentum into Q2 → USD revenue +2.1% QoQ; CC QoQ not disclosed (= PARTIAL)
- E&U softness one more quarter, turnaround from 3Q → E&U down QoQ; turnaround unproven (= PARTIAL)
Investor Presentation filed with NSE, NSE: BSOFT. Summary written with AI assistance from the document.
Birlasoft Ltd: key numbers
- Share price
- ₹306.10
- Market cap
- ₹8,561 Cr
- Revenue (annual)
- ₹5,310 Cr
- Net profit (annual)
- ₹518.4 Cr
- P/E (TTM)
- 13.9×Sector 22.9×
- 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 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 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
Birlasoft Board Meeting Date
Birlasoft announced a board meeting on October 28, 2026, to consider quarterly financial results and a potential interim dividend.
Birlasoft Other Announcement
The company filed its quarterly shareholding pattern under Regulation 31(1)(b) for the quarter ended September 30, 2026.