Added to YB: 2025-12-10
Pitch date: 2025-12-07
BSOFT.NS [neutral]
Birlasoft Limited
-0.92%
current return
Author Info
No bio for this author
Company Info
Birlasoft Limited provides software development and global IT consulting services in India, the Americas, Europe, the United Kingdom, and internationally.
Market Cap
INR 120.5B
Pitch Price
INR 433.70
Price Target
800.00 (+86%)
Dividend
1.50%
EV/EBITDA
14.43
P/E
26.17
EV/Sales
1.92
Sector
Software
Category
growth
How Birlasoft pulled off a 369 bps margin jump, won Tier-1 displacement deals, and positioned itself at the front of the AI wave
BSOFT.NS (earnings): Q2 surprised with 16% EBITDA margin (+369 bps QoQ) from efficiency gains, FX tailwinds & one-offs. Revenue ₹1329cr (+3.4% QoQ). Key wins: displaced Tier-1 incumbent, AI supply chain deal w/ Fortune 500. Cash up 26% YoY to ₹23.4bn, DSO 55 days. Mgmt guides Q3-Q4 sequential growth despite macro headwinds.
Read full article (12 min)