Birlasoft Ltd logo

Birlasoft Ltd

BSOFT NSE

Key Fundamentals

MicrocapComputer Software & ConsultingInformation Technology
Market Cap
₹8,613 Cr
Volatility
Moderate
P/E Ratio
14.89
EBITDA
₹931 Cr
Return on Equity
12.6%
Debt to Equity
0.03
Book Value
₹147.11
EPS
₹23.05
52W High
₹474
52W Low
₹270.2

Insights

Beta

AI-extracted from concalls & annual reports · figures as reported, with sources

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52 extracted metrics + investor summaries across FY15–FY26.

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Tapetide Score

Data-driven rating, 0–100. How it works →

Technical Indicators

Key Insights

Strengths

2
  • Company is almost debt free.
  • Company has been maintaining a healthy dividend payout of 32.9%

Weaknesses

1
  • The company has delivered a poor sales growth of 8.35% over past five years.

Growth Rate

Revenue Growth
-1.99% ↘
Net Income Growth
0.31% ↗
Cash Flow Change
-18.14% ↘
ROE
-15.21% ↘
ROCE
-5.05% ↘
EBITDA Margin (Avg.)
17.82% ↗

AI Analysis — Bull vs Bear

Anthropic anthropic claude-opus-4.6 18d ago
AI opinion · based on fundamentals
Risk medium

Birlasoft Ltd trades at a market cap of ₹8,504 Cr with a PE of 14.9x, which is below mid-cap IT sector averages. The company is almost debt-free and maintains a 2.12% dividend yield, but revenue growth has stagnated at 1% TTM while the stock has declined 22% over the past year.

Bull Case 8
  • PE ratio of 14.9x is significantly below the IT sector median, suggesting compressed valuations relative to peers
  • Company is almost debt-free, providing financial flexibility and lower risk during uncertain macro conditions
  • Compounded profit growth of 26% TTM indicates meaningful margin expansion and operational efficiency gains
  • Healthy dividend payout of 32.9% with a current yield of 2.12%, offering tangible shareholder returns uncommon among mid-cap IT firms
  • 3-year compounded profit CAGR of 18% demonstrates consistent earnings growth over a meaningful period
  • 5-year ROE average of 17% reflects efficient capital allocation and sustained profitability
  • Price-to-book ratio of 2.08x is modest for an IT services company, suggesting the stock is not excessively valued on an asset basis
  • 10-year stock CAGR of 14% shows the company has created long-term wealth despite recent underperformance
Bear Case 8
  • TTM revenue growth of just 1% signals near-stagnation in topline, raising concerns about demand environment or execution challenges
  • Stock has declined 22% over the past 1 year, significantly underperforming broader market indices
  • 5-year sales CAGR of only 8% (cited as poor growth) lags mid-cap IT peers who have grown revenues at 15-20% over the same period
  • 3-year stock CAGR of -11% indicates sustained value erosion over a multi-year period, not just a short-term correction
  • ROE has declined from a 3-year average of 17% to 14% in the last year, suggesting deteriorating return efficiency
  • 3-year compounded sales CAGR of only 3% shows the revenue slowdown is a persistent trend, not a one-quarter anomaly
  • Market cap of ₹8,504 Cr places Birlasoft in the mid-cap segment where liquidity risk and client concentration can amplify downside
  • 5-year stock CAGR of -5% means even medium-term investors have seen capital erosion in absolute terms

This is AI-generated analysis, not financial advice. Do your own due diligence.

AI News Digest

Anthropic anthropic claude-opus-4.6 15d ago
Positives 1
  • Q1FY27 PAT surges 51% YoY Jul 28

    Birlasoft reported Q1FY27 net profit of ₹1,610 Mn, up 51.3% YoY, driven by margin expansion and strong collections.

Neutral 2
  • 35th AGM concluded Jul 27

    Birlasoft held its 35th AGM on July 27, 2026 via VC/OAVM, adopting financial statements and reappointing Chandrakant Birla as director.

  • Q1FY27 earnings call scheduled Jul 21

    Birlasoft hosted its Q1FY27 earnings conference call on July 28, 2026 at 5:30 PM IST following the results announcement for the quarter ended June 30, 2026.

TL;DR: Birlasoft delivered a strong Q1FY27 with PAT growing 51% YoY to ₹1,610 Mn, signaling healthy margin expansion and operational efficiency. No visible headwinds emerged in the recent news flow. The company completed routine corporate governance with its 35th AGM. The trend appears positive with robust profitability growth, though sustaining this momentum across upcoming quarters will be key to watch.

Quarterly Results

  Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Sales
1,263
1,310
1,343
1,363
1,327
1,368
1,363
1,317
1,285
1,329
1,348
1,349
1,379
Expenses
1,070
1,103
1,129
1,141
1,132
1,203
1,199
1,143
1,126
1,116
1,103
1,099
1,157
Operating Profit
193
207
214
222
195
165
163
174
159
213
245
249
223
OPM %
15%
16%
16%
16%
15%
12%
12%
13%
12%
16%
18%
18%
16%
Other Income
14
16
28
46
35
33
21
20
33
22
-27
-4
29
Interest
4
6
6
4
4
7
7
6
5
5
6
4
4
Depreciation
21
22
21
21
21
22
21
22
21
20
20
19
19
PBT
182
196
215
242
205
170
156
166
166
210
192
222
228
Tax %
24%
26%
25%
26%
27%
25%
25%
27%
36%
45%
37%
21%
29%
Net Profit
138
145
161
180
150
128
117
122
106
116
120
176
161
EPS in Rs
5
5.27
5.84
6.53
5.44
4.61
4.23
4.39
3.83
4.17
4.3
6.29
5.76
Figures in ₹ Crores

Profit & Loss

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
Sales
2,990
3,224
3,320
2,250
2,551
3,291
3,556
4,130
4,795
5,278
5,375
5,310
5,404
Expenses
2,666
2,790
2,971
1,967
2,244
2,899
3,026
3,490
4,273
4,442
4,678
4,444
4,474
Operating Profit
324
435
349
283
306
392
529
640
522
836
698
866
930
OPM %
11%
13%
10%
13%
12%
12%
15%
16%
11%
16%
13%
16%
17%
Other Income
35
16
47
87
100
43
19
66
22
104
108
24
20
Interest
26
17
14
8
11
16
13
13
19
20
23
20
19
Depreciation
85
69
83
40
50
83
80
77
82
85
86
80
79
PBT
248
365
299
322
346
336
455
617
442
835
697
790
852
Tax %
5%
23%
20%
21%
16%
33%
29%
25%
25%
25%
26%
34%
—
Net Profit
237
281
239
254
292
224
321
464
332
624
517
518
573
EPS in Rs
12.05
14.22
12.08
12.8
10.56
8.11
11.57
16.59
12.06
22.61
18.6
18.55
20.52
Div. Payout %
9%
15%
17%
18%
19%
25%
30%
27%
29%
29%
35%
35%
—
Figures in ₹ Crores

Balance Sheet

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital
38
38
38
38
55
55
55
56
55
55
56
56
Reserves
1,259
1,348
1,545
1,779
1,659
1,837
2,124
2,527
2,393
2,989
3,423
4,057
Borrowings
505
250
387
310
38
145
128
123
102
93
151
141
Other Liabilities
473
547
559
606
746
650
686
677
637
788
833
1,012
Total Liabilities
2,274
2,183
2,528
2,733
2,498
2,687
2,994
3,383
3,187
3,926
4,462
5,266
Fixed Assets
730
630
671
829
588
751
698
725
736
697
744
834
CWIP
12
36
138
32
0
2
7
3
6
12
23
2
Investments
82
12
79
129
191
33
571
840
563
1,320
1,754
2,171
Other Assets
1,451
1,505
1,641
1,743
1,719
1,901
1,719
1,816
1,882
1,897
1,942
2,259
Total Assets
2,274
2,183
2,528
2,733
2,498
2,687
2,994
3,383
3,187
3,926
4,462
5,266
Figures in ₹ Crores

Cash Flow

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Operating
289
410
163
407
-72
310
558
281
561
718
588
481
Investing
-102
-146
-150
-193
123
-42
-444
-309
252
-625
-438
-149
Financing
-40
-307
80
-128
-116
-180
-97
-147
-636
-168
-215
-233
Net Cash Flow
147
-42
93
86
-64
88
17
-176
176
-74
-65
99
Free Cash Flow
199
286
-25
292
-161
258
533
219
504
699
541
441
CFO/OP
113
113
66
164
-11
100
118
72
133
108
111
89
Figures in ₹ Crores

Ratios

  Mar 2015Mar 2016Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Debtor Days
85
78
86
131
102
82
53
60
56
72
67
83
Cash Conversion Cycle
85
78
86
131
102
82
53
60
56
72
67
83
Working Capital Days
4
35
25
44
56
46
38
53
38
39
32
38
ROCE %
15%
23%
16%
16%
17%
18%
22%
25%
17%
30%
21%
21%

Shareholding Pattern

As of Jun 2026
Promoters 40.38%
DIIs 21.99%
Public 20.47%
FIIs 12.78%
Others 4.38%
Total 100.00%
  Mar 2021Jun 2021Sep 2021Dec 2021Mar 2022Jun 2022Sep 2022Dec 2022Mar 2023Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Promoters
40.72%
40.67%
40.66%
40.55%
40.40%
40.32%
41.48%
41.31%
41.08%
41.03%
40.97%
40.95%
40.92%
40.90%
40.86%
40.82%
40.63%
40.63%
40.53%
40.51%
40.39%
40.38%
FIIs
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
21.25%
23.48%
18.82%
11.71%
11.05%
11.68%
12.38%
11.26%
10.91%
13.65%
12.78%
DIIs
15.53%
17.37%
20.34%
19.66%
21.18%
19.93%
18.82%
20.10%
21.20%
24.49%
21.47%
20.16%
18.62%
20.90%
24.25%
24.63%
24.53%
22.43%
21.92%
24.11%
23.35%
21.99%
Government
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
Public
19.05%
17.23%
15.89%
16.44%
17.31%
18.89%
21.41%
21.85%
22.13%
18.99%
15.47%
14.25%
13.81%
15.94%
19.22%
19.42%
19.18%
20.04%
21.47%
20.03%
18.36%
20.47%
Others
24.70%
24.73%
23.10%
23.34%
21.12%
20.86%
18.30%
16.73%
15.59%
15.48%
22.08%
3.39%
3.17%
3.45%
3.95%
4.08%
3.98%
4.51%
4.82%
4.43%
4.25%
4.38%
No. of Shareholders
1,05,351
1,29,553
1,80,424
2,23,438
2,88,973
3,43,012
3,53,172
3,83,017
3,80,106
3,64,088
3,18,348
3,20,155
3,38,388
3,82,522
4,45,814
4,50,612
4,49,493
4,52,892
4,47,495
4,20,986
3,96,641
4,00,850

Documents

Frequently Asked Questions about Birlasoft Ltd

What does Birlasoft Ltd do?
Birlasoft is engaged in Computer programming, consultancy, and related activities. It provides software development and IT consulting to its customers predominantly in Banking, Financial Services, and Insurance, Life Sciences and Services, Energy Resources and Utilities, and Manufacturing. The Co...
Where is Birlasoft Ltd (BSOFT) listed?
Birlasoft Ltd is listed on the Indian stock exchanges. It is listed on NSE: BSOFT and BSE: 532400. You can view its live share price, financials, and ratios on Tapetide.
Which sector does Birlasoft Ltd belong to?
Birlasoft Ltd operates in the Information Technology sector within the Computer Software & Consulting industry. Sector classification helps investors compare companies affected by similar economic conditions and regulatory changes.
What is the market capitalisation of Birlasoft Ltd?
Birlasoft Ltd has a market capitalisation of approximately ₹8612.99 Cr. Based on this, it is classified as a Mid Cap stock.
What is the PE ratio of Birlasoft Ltd?
The Price-to-Earnings (PE) ratio of Birlasoft Ltd is 14.89. The PE ratio compares a company's share price to its earnings per share and is commonly used to assess whether a stock is overvalued or undervalued relative to its peers.
What is the 52-week high and low of Birlasoft Ltd?
Over the past 52 weeks, Birlasoft Ltd has traded between a low of ₹270.2 and a high of ₹474. This range helps investors understand the stock's price volatility and recent trading levels.
Does Birlasoft Ltd pay dividends?
Yes, Birlasoft Ltd has a dividend yield of 2.09%. Dividend yield indicates the annual dividend income relative to the share price. A consistent dividend history can signal financial stability.
What is the Return on Equity (ROE) of Birlasoft Ltd?
Birlasoft Ltd has a Return on Equity (ROE) of 12.60%. ROE measures how effectively a company uses shareholders' equity to generate profits. A higher ROE generally indicates better capital efficiency.
How can I research Birlasoft Ltd on Tapetide?
On Tapetide, you can view Birlasoft Ltd's live share price, quarterly results, profit & loss statements, balance sheet, cash flow, key ratios, shareholding pattern, technical indicators, analyst ratings, and forecasts — all on a single page without needing to sign up.

Company Information

Birlasoft is engaged in Computer programming, consultancy, and related activities. It provides software development and IT consulting to its customers predominantly in Banking, Financial Services, and Insurance, Life Sciences and Services, Energy Resources and Utilities, and Manufacturing. The Company’s registered office is in Pune. It is part of The CK Birla Group, Birlasoft, comprising over 10,000 plus professionals. [1] [2]

Website birlasoft.com
CEO Mr. Angan Arun Guha
Employees 10,882
Listed 1999-11-24
Face Value ₹ 2
Issued Size 27,86,90,185

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