Birlasoft Share Price

Pandit was a pioneering figure in India's automotive software and mobility ecosystem

• Business Line
• 2 weeks 5 days ago

The company reported a 22 per cent growth in profits and a 4.3 per cent growth in revenue

• Business Line
• 3 weeks ago

IT Consulting & Software company Birlasoft announced Q4FY26 & FY26 results Q4FY26 Financial Highlights: Revenue from operations stood at Rs 13,486 million, representing a YoY increase of 2.4% compared to Rs 13,169 million in Q4FY25 and a QoQ increase of 0.1% from Rs 13,475 million in Q3FY26. Revenue in USD terms was USD 145.3 million, marking a YoY decline of 4.5% and a QoQ decline of 3.7%. EBITDA for the quarter was Rs 2,492 million, reflecting a YoY growth of 43.6% from Rs 1,736 million and a QoQ growth of 1.8% from Rs 2,448 million. EBITDA margin expanded to 18.5%, an improvement of 530 bps YoY and 31 bps QoQ. Profit After Tax (PAT) reached Rs 1,759 million, growing by 44.1% YoY from Rs 1,221 million and 46.7% QoQ from Rs 1,199 million. Adjusted PAT for the quarter stood at Rs 2,019 million (after excluding the impact of one-time incremental tax for FY26). Basic Earnings Per Share (EPS) for the quarter was Rs 6.27, compared to Rs 4.38 in Q4FY25. Adjusted basic EPS was Rs 7.45. Cash and cash equivalents rose to Rs 26,373 million, representing a YoY growth of 18.9% and a QoQ increase of 5.9%. FY26 Financial Highlights: Revenue from operations for the full year FY26 was Rs 53,100 million, a slight decrease of 1.2% compared to Rs 53,752 million in FY25. In USD terms, annual revenue reached USD 597.5 million, marking a YoY decline of 6.0%. Full-year EBITDA stood at Rs 8,660 million, showing a YoY growth of 24.2% from Rs 6,974 million. Annual EBITDA margin expanded to 16.3% from 13.0% in the previous year. PAT for FY26 was Rs 5,184 million, a 0.3% increase from Rs 5,168 million in FY25. Adjusted PAT for the full year reached Rs 6,595 million. Basic EPS for the year stood at Rs 18.54, compared to Rs 18.64 in FY25. Adjusted basic EPS for FY26 was Rs 22.14. Business Highlights: Segment Performance (Revenue by Industry Verticals - Q4FY26): Manufacturing: Contributed 39.0% to the total revenue (compared to 39.5% in Q4FY25). BFSI: Contributed 24.1% (compared to 24.0% in Q4FY25). Energy & Utilities: Contributed 17.7% (compared to 16.9% in Q4FY25). This vertical grew 1.8% QoQ in USD terms. Lifesciences & Services: Contributed 19.2% (compared to 19.6% in Q4FY25). Revenue by Service Offerings (Q4FY26): Digital and Data: Accounted for 57.1% of revenue. ERP: Accounted for 31.4% of revenue. Infra: Accounted for 11.5% of revenue. Geographical Revenue Mix (Q4FY26): Americas: 84.0% of revenue. Rest of the World: 16.0% of revenue. Client and Deal Highlights: Total Contract Value (TCV) of deals signed during Q4FY26 was USD 208 million, up 3% QoQ from USD 202 million. The active client count stood at 221 at the end of Q4FY26, reflecting a rationalisation of tail accounts from 254 in Q4FY25. Revenue contribution from the Top 5 customers increased to 42.2% in Q4FY26. Operational Metrics: Days Sales Outstanding (DSO) stood at 62 days for Q4FY26. Total headcount was 11,363 as of March 31, 2026, with an attrition rate of 13.0%. Utilization for the quarter was 81.5%. Dividend: The Board has recommended a final dividend of Rs 4 per share for FY26. Angan Guha, Chief Executive Officer & Managing Director, Birlasoft, said: “Our performance during the quarter and year under review reflects a soft demand environment due to sustained macro-economic headwinds as well as shifts in customer priorities. In that backdrop, we have remained focused on strengthening our AI-led capabilities and domain expertise, while also driving operational efficiencies. There has been an uptick in our deal wins during the second-half of the year, with several marquee AI-led engagements, and a noticeable expansion in our operating margin. We continue to invest in our business and our people, and are in the process of substantially augmenting our sales team as we look to building our order book in the new financial year.” Chandrasekar Thyagarajan, Chief Financial Officer, Birlasoft, said: “We recorded a growth of 2.4% YoY and 0.1% quarter-on-quarter in our consolidated revenue during Q4FY26 to Rs 13,486 million. Our EBITDA margin expanded to 18.5% during the quarter, making it the third consecutive quarter of margin expansion, on the back of better operating efficiencies and exchange rate tailwinds. As a result, we have reported a 44.1% increase YoY and 46.7% increase QoQ in our post-tax profits during Q4FY26 to Rs 1,759 million. We continue to generate healthy cashflows with cash and cash equivalents rising to Rs 26,373 million by the end of the quarter, up about 6% QoQ and 19% YoY, enabling us to enter the new financial year with a robust balance sheet." Result PDF

• Trendlyne
• 3 weeks ago