Birlasoft Ltd.
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ABOUT
KEY POINTS
Revenue Breakup Mar 2026 • Revenue from Subsidiary: 53.7% • Manufacturing (MFG): 17.4% • Banking, Financial Services, and Insurance (BFSI): 13.3%
AI Sector View
AI GENERATEDInformation Technology
IT is supported by a still-expanding services backdrop and a weaker rupee. Export of services grew 13.0% YoY (2026-06), services PMI was 54.1 (Aug/26), and the currency at 95.23 (Sep/26) is depreciated versus the previous 95.16, which helps INR translation of export revenues. FPI positioning is only neutral-to-soft with net 3-month flow of INR -5 crore to 2026-08-31, so the positive stance is primarily macro-driven.
PROS
- Company is almost debt free
- Company has a healthy return on capital (ROCE) of 26.4%
- Company has a good return on equity (ROE) track record: 3 Years ROE 20.8%
- Latest quarter profit grew 300.0% YoY, showing strong momentum
- Company has been maintaining a healthy dividend payout of 60.2%
CONS
- Operating cash flow has been negative in recent years
- Receivables are growing faster than sales - a possible quality concern
- A large part of profit comes from other income (34.5% of PBT)
- Company has delivered a poor profit growth of 9.3% over past five years
- Stock is trading at 5.4x its book value
* The pros and cons are machine generated based on quantitative rules.
Peer comparison
| Name | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| TCS | 2209.00 | 16.05 | 799235.53 | 4.98 | 13420.00 | 4.69 | 72275.00 | 13.93 | 66.25 | 25.67 |
| INFY | 1035.00 | 13.87 | 420027.06 | 4.64 | 7775.00 | 12.29 | 48211.00 | 14.03 | 42.84 | 23.66 |
| HCLTECH | 1226.55 | 19.10 | 332844.59 | 4.40 | 4626.00 | 20.34 | 34579.00 | 13.94 | 31.20 | 19.87 |
| WIPRO | 167.50 | 12.55 | 165902.38 | 6.57 | 3356.30 | 0.59 | 24478.60 | 10.59 | 18.49 | 18.93 |
| TECHM | 1502.25 | 28.67 | 147240.59 | 3.39 | 1486.30 | 31.67 | 15711.90 | 17.68 | 23.04 | 17.43 |
| LTM | 4403.10 | 24.97 | 130605.33 | 1.70 | 1468.60 | 17.06 | 11608.00 | 17.96 | 30.25 | 17.75 |
| OFSS | 11623.00 | 29.66 | 101216.72 | 3.44 | 1415.50 | 120.52 | 3125.20 | 68.73 | 45.50 | 60.04 |
| PERSISTENT | 5390.00 | 44.21 | 85027.25 | 0.74 | 483.04 | 13.67 | 4303.23 | 29.09 | 35.09 | 16.19 |
| COFORGE | 1846.90 | 46.57 | 81813.62 | 0.86 | 531.70 | 49.19 | 5527.70 | 49.86 | 24.70 | 19.14 |
| MPHASIS | 2311.65 | 23.10 | 44125.99 | 2.68 | 489.51 | 10.82 | 4384.05 | 17.46 | 23.31 | 18.15 |
| LTTS | 3360.55 | 27.01 | 35647.89 | 1.73 | 3571.00 | 1029.71 | 29401.00 | 1014.73 | 27.70 | 18.65 |
| BSOFT | 277.30 | 13.54 | 7755.17 | 2.34 | 161.00 | 51.26 | 1379.40 | 7.35 | 21.28 | 16.15 |
Quarterly Results
Standalone Figures in Rs. Crores / View Consolidated
| Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 623 | 647 | 693 | 682 | 721 | 644 | 660 | 632 | 627 | 690 | 750 | 756 | 829 | |
| 547 | 556 | 576 | 587 | 584 | 579 | 582 | 580 | 582 | 583 | 606 | 619 | 665 | |
| Operating Profit | 76 | 90 | 117 | 95 | 138 | 65 | 78 | 52 | 45 | 107 | 144 | 136 | 165 |
| OPM % | 12.14% | 13.99% | 16.89% | 13.96% | 19.08% | 10.11% | 11.86% | 8.24% | 7.13% | 15.51% | 19.16% | 18.05% | 19.86% |
| 9 | 53 | 21 | 18 | 24 | 23 | 18 | 72 | 25 | 45 | -37 | 12 | 32 | |
| Interest | 2 | 2 | 2 | 1 | 1 | 3 | 3 | 2 | 2 | 2 | 2 | 2 | 2 |
| Depreciation | 20 | 20 | 19 | 18 | 18 | 19 | 18 | 18 | 17 | 16 | 16 | 15 | 16 |
| Profit before Tax | 63 | 122 | 117 | 94 | 143 | 66 | 76 | 104 | 50 | 133 | 88 | 131 | 196 |
| Tax % | 25.18% | 20.49% | 26.78% | 26.85% | 23.97% | 21.62% | 23.38% | 22.81% | 25.93% | 24.30% | 25.41% | 24.47% | 25.20% |
| Net Profit | 47 | 97 | 86 | 69 | 108 | 52 | 58 | 80 | 37 | 101 | 66 | 99 | 147 |
| 1.70 | 3.50 | 3.11 | 2.48 | 3.90 | 1.87 | 2.08 | 2.88 | 1.31 | 3.60 | 2.34 | 3.52 | 5.22 |
Profit & Loss
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1,320 | 809 | 1,002 | 1,462 | 1,641 | 2,049 | 2,417 | 2,645 | 2,658 | 2,822 | 3,025 | |
| 1,079 | 678 | 837 | 1,197 | 1,298 | 1,647 | 2,098 | 2,292 | 2,336 | 2,444 | 2,473 | |
| Operating Profit | 241 | 131 | 165 | 265 | 342 | 402 | 319 | 353 | 322 | 378 | 552 |
| OPM % | 18.23% | 16.16% | 16.42% | 18.10% | 20.86% | 19.61% | 13.19% | 13.33% | 12.10% | 13.40% | 18.24% |
| 37 | 29 | 25 | 40 | 25 | 74 | 34 | 127 | 148 | 98 | 51 | |
| Interest | 9 | 4 | 5 | 12 | 10 | 11 | 10 | 7 | 9 | 9 | 9 |
| Depreciation | 71 | 35 | 39 | 69 | 70 | 69 | 76 | 76 | 73 | 66 | 64 |
| Profit before Tax | 198 | 121 | 145 | 223 | 287 | 397 | 267 | 396 | 388 | 401 | 548 |
| Tax % | 14.60% | 25.59% | 26.99% | 36.84% | 32.61% | 25.40% | 25.01% | 24.61% | 23.14% | 24.80% | 24.84% |
| Net Profit | 169 | 90 | 106 | 141 | 194 | 296 | 200 | 299 | 299 | 302 | 412 |
| EPS | 8.47 | 8.91 | 7.74 | 5.05 | 6.81 | 10.49 | 7.20 | 10.83 | 10.74 | 10.79 | — |
| Dividend Payout % | 24.46% | 50.44% | 51.77% | 39.32% | 50.14% | 42.48% | 48.01% | 60.04% | 60.50% | 60.23% | — |
COMPOUNDED SALES GROWTH
- 10 Years:
- 8%
- 5 Years:
- 11%
- 3 Years:
- 5%
COMPOUNDED PROFIT GROWTH
- 10 Years:
- 4%
- 5 Years:
- 9%
- 3 Years:
- 15%
STOCK PRICE CAGR
- 10 Years:
- 8%
- 5 Years:
- -7%
- 3 Years:
- -18%
- 1 Year:
- -28%
RETURN ON EQUITY
- 10 Years:
- 15%
- 5 Years:
- 19%
- 3 Years:
- 21%
- Last Year:
- 18%
Balance Sheet
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 38 | 38 | 55 | 55 | 55 | 56 | 55 | 55 | 56 | 56 |
| 1,320 | 1,446 | 1,093 | 1,142 | 1,318 | 1,511 | 1,126 | 1,322 | 1,488 | 1,670 | |
| 286 | 250 | 44 | 105 | 87 | 80 | 60 | 25 | 85 | 83 | |
| Trade Payables | 59 | 69 | 116 | 77 | 64 | 79 | 105 | 207 | 104 | 208 |
| 167 | 220 | 246 | 218 | 266 | 244 | 226 | 369 | 390 | 461 | |
| Total Liabilities | 1,870 | 2,023 | 1,554 | 1,598 | 1,789 | 1,970 | 1,571 | 1,978 | 2,122 | 2,478 |
| 235 | 363 | 155 | 273 | 228 | 248 | 229 | 151 | 188 | 226 | |
| Capital Work in Progress | 74 | 7 | 0 | 2 | 7 | 2 | 6 | 8 | 2 | 0 |
| 632 | 709 | 557 | 399 | 937 | 1,135 | 751 | 1,221 | 1,286 | 1,198 | |
| 7 | 3 | 0 | 0 | 0 | 0 | 0 | 0 | 2 | 0 | |
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 354 | 254 | 738 | |
| Cash & Bank | 138 | 152 | 97 | 314 | 217 | 143 | 265 | 86 | 174 | 86 |
| 783 | 788 | 744 | 608 | 400 | 443 | 320 | 158 | 216 | 230 | |
| Total Assets | 1,870 | 2,023 | 1,554 | 1,598 | 1,789 | 1,970 | 1,571 | 1,978 | 2,122 | 2,478 |
Cash Flows
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
| 211 | 322 | 48 | 314 | 585 | 362 | 457 | 359 | 246 | -43 | |
| Cash from Investing | -154 | -136 | 89 | -44 | -444 | -231 | 390 | -347 | -41 | 261 |
| Cash from Financing | 50 | -117 | -197 | -169 | -88 | -139 | -624 | -150 | -193 | -212 |
| 22 | 13 | -78 | 52 | 22 | -103 | 143 | -139 | 13 | 5 |
Ratios
Standalone Figures in Rs. Crores / View Consolidated
| Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|
Documents
Corporate disclosures, annual reports, credit ratings, and concall transcripts
2026-08-27 - Allotment of Equity Shares under Birlasoft Share Incentive Plan-2022.
2026-08-27 - BIRLASOFT LIMITED has informed the Exchange about Action(s) taken or orders passed
2026-08-13 - BIRLASOFT LIMITED has informed the Exchange regarding a press release dated August 13, 2026, titled "Birlasoft Recognised as Enterprise Innovator by HFS Research for Application Modernization".
2026-08-10 - BIRLASOFT LIMITED has informed the Exchange about Schedule of meet
2026-08-10 - BIRLASOFT LIMITED has informed the Exchange about Schedule of meet
2026-08-05 - Newspaper Publication titled Reminder Notice with respect to Special Window for transfer and dematerialization of physical shares
2026-08-04 - BIRLASOFT LIMITED has informed the Exchange about Transcript
2026-07-29 - BIRLASOFT LIMITED has informed the Exchange about Copy of Newspaper Publication
2026-07-28 - BIRLASOFT LIMITED has informed the Exchange about Link of Recording
News
Recent coverage and analyst commentary for BSOFT
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