| 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
- ₹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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