Birlasoft Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Birlasoft reported Q1 FY27 revenue of Rs 1,379.4 crore, up 2.3% sequentially in rupee terms and flat in dollar terms, with EBITDA margin normalizing to 16.1% after a one-off benefit in the prior quarter. The company signed $168.7 million in TCV deals during the quarter, up 20% year-on-year, including several AI-led engagements across financial services, banking and pharma clients. Management discussed continued softness in the Manufacturing and Energy & Utilities verticals alongside strength in BFSI and Life Sciences, and noted an upcoming wage hike effective July 2026 that will impact Q2 margins.
Birlasoft reported Q4 FY26 revenue of INR 13,486 million, up 0.1% quarter-on-quarter and 2.4% year-on-year in rupee terms, though revenue declined in dollar terms. EBITDA margin expanded to 18.5% in Q4 and to 16.3% for the full year, while management said the revenue decline reflected a soft demand environment, client-specific issues in Life Sciences and MedTech, and the deliberate exit from low-margin and non-strategic accounts. The company signed $208 million of TCV in Q4, its second consecutive quarter above $200 million, and announced new leadership hires across ERP, Data and AI, Life Sciences and a new COO.