| Revenue growth | FY26 down 6.5% in constant currency; flat 0.1% QoQ in INR. |
|---|---|
| Margins | EBITDA margins expanded 333bps in FY26 to 16.3%. |
| Order book | Two consecutive quarters above $200M; Q4 TCV at $208M. |
| Demand visibility | Challenging demand; clients holding back discretionary spend and pushing for productivity. |
| Management confidence | High in new leadership and 'AI First' model despite recent revenue erosion. |
Growth
FY26 revenue fell 1.2% in rupee terms to ₹53,100 million; PAT rose 27.6% YoY to ₹6,595 million.
Outlook
Targeting 30-40% sales team growth; steady-state EBITDA margins guided at 15% plus.
Risks
Soft demand environment, macroeconomic headwinds, and client-specific issues in the MedTech/Life Sciences sectors.
Earnings Call filed with NSE, NSE: BSOFT. Summary written with AI assistance from the document.
Birlasoft Ltd: key numbers
- Share price
- ₹279.45
- Market cap
- ₹7,815 Cr
- Revenue (annual)
- ₹5,310 Cr
- Net profit (annual)
- ₹518.4 Cr
- P/E (TTM)
- 13.6×Sector 21.8×
- 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 Employee Stock Options
Birlasoft Limited allotted 67,467 equity shares following the exercise of options under its 2022 Share Incentive Plan. The company's paid-up capital increased to Rs. 55.93 Crore.
Birlasoft Legal & Regulatory
Birlasoft Limited received a penalty of Rs. 1.23 Crore from the Collector of Stamps. The fine was imposed due to a four-day delay in lodging an NCLT order.
- Value
- ₹1.23 Cr
Birlasoft Business Update
Birlasoft has been recognized as an 'Enterprise Innovator' by HFS Research. This recognition highlights the company's AI-led approach to application modernization.
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.