ResultsIQ

ResultsIQ › Latest results › BIRLASOFT LIMITED

BIRLASOFT LIMITED Q4 FY25 earnings call summary

NSE: BSOFT · BSE: 532400

Earnings call of 29 May 2025, summarised by AI from the filing.

New deal wins and annuity-based deals to drive growth from Q2 FY26.

Key takeaways

  1. Driver New deal wins and annuity-based deals to drive growth from Q2 FY26.
  2. Risk Soft demand and project closures in manufacturing and healthcare impacting revenue.

Original filing on BSE

BIRLASOFT LIMITED Q1 FY27 results

As filed: Revenue ₹1,379 cr (+7% year on year), EBITDA ₹223 cr (+40% year on year), PAT ₹161 cr (+52% year on year), EBITDA margin 16.2% (+378 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q4 FY26: Revenue ₹1,349 cr (+2% year on year), EBITDA ₹249 cr (+43% year on year), PAT ₹176 cr (+44% year on year), EBITDA margin 18.5% (+526 bps). Score 71 of 100, Above trend. Revenue growth was in line with the company's own trend; EBITDA and profit growth were well above it. EBITDA margin rose 526 bps year on year. Share price after the results: −12.0% in 30 days (Nifty 500: −2.9%).
  • Q3 FY26: Revenue ₹1,348 cr (−1% year on year), EBITDA ₹245 cr (+50% year on year), PAT ₹120 cr (+49% year on year), EBITDA margin 18.2% (+621 bps). Score 52 of 100, In line with trend. Revenue growth was below the company's own trend; EBITDA growth was in line with it; profit before exceptional items growth was well above it. EBITDA margin rose 621 bps year on year. Tax rate 37%. Share price after the results: −4.6% in 30 days (Nifty 500: +0.4%).
  • Q2 FY26: Revenue ₹1,329 cr (−3% year on year), EBITDA ₹213 cr (+28% year on year), PAT ₹116 cr (−9% year on year), EBITDA margin 16.0% (+389 bps). Score 33 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were in line with it. EBITDA margin rose 389 bps year on year. Tax rate 45%. Consolidated profit -9% but standalone +94%. Share price after the results: +16.0% in 29 days (Nifty 500: +1.4%).
  • Q1 FY26: Revenue ₹1,285 cr (−3% year on year), EBITDA ₹159 cr (−18% year on year), PAT ₹106 cr (−29% year on year), EBITDA margin 12.4% (−232 bps). Score 26 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA and profit growth were below it. EBITDA margin fell 232 bps year on year. Tax rate 36%. Profit fell 13% from last quarter. Share price after the results: −2.7% in 29 days (Nifty 500: +0.7%).
  • Q4 FY25: Revenue ₹1,317 cr (−3% year on year), EBITDA ₹174 cr (−21% year on year), PAT ₹122 cr (−32% year on year), EBITDA margin 13.2% (−300 bps). Score 20 of 100, Below trend. Revenue and profit growth were well below the company's own trend; EBITDA growth was below it. EBITDA margin fell 300 bps year on year. Consolidated profit -32% but standalone +16%. Revenue fell 3% from last quarter. Share price after the results: +2.1% in 30 days (Nifty 500: +3.7%).
  • Q3 FY25: Revenue ₹1,363 cr (+1% year on year), EBITDA ₹163 cr (−24% year on year), PAT ₹117 cr (−27% year on year), EBITDA margin 12.0% (−398 bps). Score 27 of 100, Below trend. Revenue growth was well below the company's own trend; EBITDA growth was below it. EBITDA margin fell 398 bps year on year. Profit fell 9% from last quarter.
  • Q2 FY25: Revenue ₹1,368 cr (+4% year on year), EBITDA ₹166 cr (−20% year on year), PAT ₹128 cr (−12% year on year), EBITDA margin 12.1% (−374 bps). Score 22 of 100, Below trend. EBITDA margin fell 374 bps year on year. Not enough history for a trend yet: scored on growth alone. Profit fell 15% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

BIRLASOFT LIMITED earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.