Birlasoft Limited share price

NSE: BSOFT · ISIN INE836A01035

Key numbers

Market cap
₹ 7,664 Cr
Current price
₹ 274.05
52-week high / low
₹ 474 / 270
Stock P/E
13.4
Book value
₹ 147.2
Dividend yield
2.37%
ROCE
20.5%
ROE
13.7%
Debt to equity
0.03
Sales growth (3 yrs)
3.5%
Profit growth (3 yrs)
16.1%
1-year return
-25.8%

About Birlasoft Limited

Birlasoft Limited provides software development and global IT consulting services in India, the Americas, Europe, the United Kingdom, and internationally. The company operates through Manufacturing; Banking, Financial Services and Insurance; Energy and Utilities; and Life Sciences segments. It offers digital solutions, including data analytics, connected products, intelligent automation, cloud, customer experience, enterprise integration, and generative AI; and enterprise technologies and services, such as customer relationship management, manufacturing execution systems, product lifecycle management, supply chain management, IT transformation, applications management, testing, and environmental, social and governance through Oracle and JD Edwards, SAP, Infor, Microsoft, and PTC, AWS, and google cloud technologies. The company also offers solutions, such as intelliBridge, a one-stop-shop platform for channel partners to provide information on the OEMs/products; Birlasoft LynX, a GenAI-powered test automation platform; intelliOpen, an intelligent system for contactless screening of people, social distancing monitoring, and contact tracing; intelliAsset, a platform for asset…

Quarterly results

Consolidated figures in ₹ crores

Mar 2025Jun 2025Dec 2025Mar 2026Jun 2026
Sales1,3171,2851,3481,3491,379
Operating profit174159245249223
Net profit122106120176161
EPS (₹)4.383.814.286.275.72

Concall summary (2026-08-04)

AI summary of the earnings call transcript · tone: Neutral · source document

Guidance & outlook

  • As you would have seen, we have reported a constant currency growth of 0.3% quarter -on-quarter and flattish quarter -on-quarter in dollar terms to $145.2 million in consolidated revenue for Q1 FY27.
  • The ETR for Q1 FY27 reflects the same and stood at 29.4%.

Growth & demand

  • We've delivered a revenue growth of 0.3% in constant currency quarter -on-quarter.
  • In rupee terms, Q1 revenue was INR1,379.4 crore, a growth of 2.3% quarter -on-quarter.

Margins & costs

  • Our EBITDA margins have normalized to 16.1% without any one-off items like we had in the past quarter, and it is closer to our sustainable range.
  • In that backdrop, I'm pleased to note that we have delivered a healthy EBITDA margin, as Angan pointed out, of 16.1% for the quarter.

Capex & expansion

  • And they have genuinely utilized to the extent going into a net debt than going net cash, either via acquisitions; and few others who had cash, they did very large buybacks, meaning the rightful owners get their rightful cash right, in case the management doesn't have that plans to utilize.
  • I'm reasonably confident that if we can continue to show order book momentum and invest in the right places, revenues will eventually come.

Balance sheet & cash

  • This will leverage Birlasoft's AI framework, delivering faster software deve lopment, optimizing operating costs, enhancing customer experience and improving agility.
  • Coming to the balance sheet, we maintained our strong track record on collections and cash flow generation during the quarter under review with quarterly collection increasing to $163.1 million.

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