| Revenue growth | 2.1% QoQ dollar growth; 2.7% growth in Rupee terms. |
|---|---|
| Margins | EBITDA margin at 15.2%, maintained despite wage hikes. |
| Order book | $116.1M TCV signings; up 9% YoY for the quarter. |
| Demand visibility | Steady demand environment; H2 expected to outpace H1. |
| Management confidence | Balanced, though dissatisfied with quarterly deal signing levels. |
Growth
Revenue grew 2.1% QoQ in dollar terms; life sciences and ERP led growth.
Outlook
Management expects H2 FY27 financial performance to exceed H1 performance.
Risks
Softness in ENU vertical due to a client ramp-down and seasonal furloughs.
Last quarter's promises, checked
Delivered
- EBITDA ~15%+ → 15.2% (= BEAT)
- H1 FY27 signings > H1 FY26 (~$244M) → ~$285M (= BEAT)
- Q2 QoQ growth momentum (Q1 CC +0.3%) → +2.1% USD QoQ (= BEAT)
Partly delivered
- E&U soft 1 qtr, turn 3Q → Q2 soft as guided; 3Q unproven (= PARTIAL)
- Manufacturing recovery in ~2 qtrs → Q2 +5.2% QoQ, 1 qtr only (= PARTIAL)
- Sales muscle added in ~1 qtr → 'scaling' stated; no headcount disclosed (= PARTIAL)
Missed
- Q2 orders similar or more than Q1 $168.7M → $116.1M, -31% QoQ (= MISS)
Earnings Call Transcript 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 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 Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹14,162 Mn (+6.6% YoY, +2.7% QoQ; USD CC -1.1% YoY), EBITDA margin 15.2%, PAT ₹1,596 Mn (+37.5% YoY). Interim dividend ₹3.00/share.
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.