| Margins | Third consecutive quarter of margin expansion reaching 18.5%. |
|---|---|
| Order book | Q4 TCV deal wins at $208 M, up 3% QoQ. |
| Demand visibility | Soft demand environment noted due to macro headwinds. |
| Management confidence | High focus on strengthening AI capabilities and augmenting sales teams. |
Growth
Revenue grew 2.4% YoY; EBITDA margin expanded to 18.5%. FY26 adjusted PAT reached ₹6,595 Mn, a 27.6% increase.
Outlook
Focus on augmenting sales teams to build order books for the new financial year; continuing AI-led engagement investments.
Risks
Soft demand environment due to macro-economic headwinds and shifts in customer priorities; attrition at 13.0%.
Last quarter's promises, checked
Delivered
- Steady-state EBITDA margin 15%+ → delivered 18.5% (= BEAT)
- Order booking above $200M mark → delivered $208M TCV (= BEAT)
- Improve quality of revenue via tail rationalization → delivered 18.5% margin (= BEAT)
Partly delivered
- Sales team expansion 30-40% → headcount slightly down in Q4 (= PARTIAL)
Missed
- Revenue growth expectations → delivered -6.5% CC YoY (= MISS)
Earnings Call Transcript 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.
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