Birlasoft Limited (BSOFT) today reported its unaudited consolidated financial results for the second quarter ended September 30, 2026 (Q2 FY27). The company saw a healthy uptick in its revenue performance during the quarter under review, driven by growth across its top accounts in the Manufacturing, BFSI, and Lifesciences & Services verticals, in the Digital & Data and ERP service lines.

Revenue and Margin Performance

The revenue for Q2 FY27 was ₹ 14,162 million, up 2.7% quarter-on-quarter and 6.6% year-on-year. The EBITDA margin stood at 15.2%, reflecting strong margin performance despite organization-wide compensation increases and ongoing investments in sales and domain capabilities. The company’s collections remained robust, with DSO improving to 51 days, the best in the past two years.

Key Financial Highlights

Key financial highlights for Q2 FY27 include:

• Revenue at ₹ 14,162 million, up 2.7% QoQ and 6.6% YoY
• EBITDA ₹ 2,153 million, EBITDA margin at 15.2%
• PAT at ₹ 1,596 million translating to basic EPS of ₹ 5.67
• Cash and cash equivalents flat QoQ and 23% YoY to ₹ 28,791 million

The board recommends an interim dividend of ₹ 3.00 per share. The company continues to focus on disciplined execution and operational efficiency to navigate the current macro and tech landscape.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of BIRLASOFT LIMITED

BIRLASOFT LIMITED belongs to the Technology › Information Technology Services sector. Here’s a quick read on where the business and the stock stand today.

BIRLASOFT rises 10.5% over three months, with buying pressure holding steady. The PEG of 0.98 signals undervaluation relative to growth. It is a potential re-rating candidate. Revenue grows at 3.5% CAGR. The company generates cash but does not compound aggressively. The stock sits at 25% of its 52-week range, close to annual lows. Historically, value investors build positions at these levels — though cheap stocks can stay cheap. Both the business and the stock move in the right direction. Revenue grows at 3.5%, profits at 16.1%, and the PEG sits at 0.98 — below its growth rate. That combination is rare. Check Fundamentals of BIRLASOFT LIMITED.

Birlasoft Limited (BSOFT) announced on October 8, 2026, that it has been named an OpenAI Select Partner within the OpenAI Partner Network. This partnership aims to help enterprises build, deploy, and scale AI solutions responsibly and effectively, leveraging Birlasoft’s deep domain expertise across various industries.

Enhanced AI Capabilities

As an OpenAI Select Partner, Birlasoft will continue working with OpenAI to enable enterprises to achieve more efficient outcomes from AI solutions. This partnership will allow Birlasoft to deliver measurable business outcomes by combining OpenAI’s frontier models with its technology capabilities and understanding of enterprise environments.

Industry-Specific Applications

Birlasoft’s work includes helping enterprises accelerate digital transformation, enhance operational efficiency, and develop industry-focused solutions tailored to evolving business needs. The company’s capabilities are delivering measurable outcomes across industries, including:

• Energy: GenAI and agentic workflows for preventive maintenance, enabling 20–30% faster asset health acknowledgement.
• Life Sciences: Conversational analytics and AI-led regulatory workflows, reducing query response time by up to 85%.
• Insurance: AI-led underwriting and document automation, reducing underwriting cycle time by 10–20%.
• MedTech: Agentic AI across enterprise workflows, reducing manual effort by 30–40% across 6+ workflows.

Looking ahead, Birlasoft plans to expand its OpenAI-related offerings, invest in talent and enablement, develop new solutions, and scale customer deployments, helping customers translate AI ambition into business outcomes.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of BIRLASOFT LIMITED

BIRLASOFT LIMITED belongs to the Technology › Information Technology Services sector. Here’s a quick read on where the business and the stock stand today.

BIRLASOFT posts a 2.7% three-month gain, but softens in the last few weeks. The PEG of 0.85 signals undervaluation relative to growth. It is a potential re-rating candidate. Revenue grows at 3.5% CAGR. The company generates cash but does not compound aggressively. The stock gives back 1.6% in the last month despite a positive three-month run. As a result, the earlier momentum appears to be fading. Revenue grows at 3.5% and profits at 16.1%, and the dividend yield stands at 2.33%. The business is in good shape. Moreover, a stock that does not move despite strong fundamentals often offers better value than one already priced for perfection. Check Fundamentals of BIRLASOFT LIMITED.

Birlasoft Limited (BSOFT), part of the multibillion-dollar CKA Birla Group, has been recognized as an ‘Enterprise Innovator’ in the HFS Horizons: Legacy Application Modernization Services report by HFS Research. This recognition highlights Birlasoft’s engineering depth and AI-led approach to enabling enterprises to modernize legacy applications and accelerate AI-native transformation.

Driving AI-Led Legacy Application Modernization

Birlasoft’s inclusion among 32 assessed global service providers underscores its strength as an AI-powered challenger in legacy application modernization. The recognition highlights the company’s engineering-led approach, anchored by the Birlasoft Cogito platform, and its proven track record of delivering measurable business outcomes.

Delivering Measurable Outcomes for Enterprise Clients

Proven results include 25-30% productivity improvement through AI and automation across delivery, 50% effort savings achieved using GitHub Copilot integration, 18% TCO reduction for a UK-based financial services client, and 44% lower development costs in a premium finance modernization program. Backed by 2,000+ certified cloud engineers, 25+ years of engineering expertise, and an 80% repeat business rate, Birlasoft supports enterprises across sectors including banking and financial services, oil and gas, life sciences and services, & high-tech manufacturing.

Source: NSE Corporate Announcement

Fundamental & Technical Analysis of BIRLASOFT LIMITED

BIRLASOFT LIMITED belongs to the Technology › Information Technology Services sector. Here’s a quick read on where the business and the stock stand today.

BIRLASOFT trades in the lower quarter of its 52-week range. The PEG of 0.95 signals undervaluation relative to growth. It is a potential re-rating candidate. Revenue grows at 3.5% CAGR. The company generates cash but does not compound aggressively. Buyers show up with 2.3x the volume of sellers. Moreover, they dominated on 16 of recent sessions versus 14 for sellers — a healthy accumulation pattern. Both the business and the stock move in the right direction. Revenue grows at 3.5%, profits at 16.1%, and the PEG sits at 0.95 — below its growth rate. That combination is rare. Check Fundamentals of BIRLASOFT LIMITED.