| 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
- ₹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
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Birlasoft Management Change
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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
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- 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.