Arthneeti
Latest: Birlasoft Ltd Q2 FY27 results →All Q2 FY26 results →
B

Birlasoft Ltd

Q2 FY26IT - Software

Birlasoft Q2 FY26 earnings call: Revenue & Margins

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹318
Market cap₹8.9K Cr
P/E14.9
Updated16 Oct 2026
Read3 min read

The short version

Q3 and Q4 are expected to show better growth compared to H1, driven by deals signed in prior quarters completing transition phases. Birlasoft aims for sustainable EBITDA margin of around 14%, with potential to improve beyond 14% in the future (Page 19).

From Birlasoft Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.

Revenue & Sales Performance

  • Q3 and Q4 are expected to show better growth compared to H1, driven by deals signed in prior quarters completing transition phases.
  • Focus on order booking is strong, aiming to secure significant deal signings in H2 to fuel FY'27 growth.
  • Pipelines across verticals (Financial Services, Energy & Utilities, Life Sciences) are improving, with active conversations and deal pursuits.
  • Manufacturing vertical is currently under pressure but expected to revive in a couple of quarters with leadership and strategic focus.
  • Transition towards outcome-based, annuity, and sticky revenue models is increasing business quality and stability.

2 more points from Birlasoft Ltd's call on revenue

Create a free account to keep reading this call

Profitability & Margins

See what Birlasoft Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

Key points related to investments and strategic focus include: - Continuous investment in Digital & Data business, now nearly $300 million, especially in AI capabilities such as the Agentic AI platform (Cogito). - Ongoing investments in ERP capabilities, particularly in leadership and technology around JDE, Oracle, and SAP. - Emphasis on building sales pipeline, order booking, and driving growth across verticals.

2 more points from Birlasoft Ltd's call on capex

Create a free account to keep reading this call

Top-ranked in IT - Software

Ranked on what management guided this quarter

Guidance-ranked
1Workmates Core2
Rev 1Mar 1
2Virtual Galaxy
Rev 1Mar 3
3
Rev 2Mar 1
4
Rev 2Mar 1
5
Rev 2Mar 2
Sign up free to see 3 moreTakes 30 seconds · no cardSign up

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Birlasoft Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

  • For H1 FY26, Birlasoft signed approximately $247-$250 million in orders.
  • The company's yearly target is around $800-$850 million in order bookings.
  • Two deals worth around $60-$65 million shifted from Q2 to Q3 due to delays in signing, not cancellation.
  • The management is focused on maximizing order booking in H2 FY26, expecting better performance than H1.
  • There is ongoing active deal pipeline development across all verticals.
  • Q3 order bookings are expected to be significantly better than Q2.

2 more points from Birlasoft Ltd's call on order book

Create a free account to keep reading this call

Birlasoft Ltd — Quarterly revenue & net profit

Revenue Net profit
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26
Jun 2026Q1 FY27

Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹1.4K Cr, net profit ₹161 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

Full financials →

Continue your research

What Birlasoft Ltd's management said in earlier quarters

Others in IT - Software this season

  • Systango Technologies Ltd (Q2 FY26)

    Year-on-Year (YoY) revenue growth for H1-FY26 is 58.0% compared to H1-FY25 revenue of INR 288 million. Key investor presentation takeaways from Systango Technol

  • 3i Infotech Ltd (Q2 FY26)

    Q2 FY26 consolidated revenue from operations: ₹174.9 crore, a 2.5% increase quarter-on-quarter (QoQ) but a 2% decrease year-on-year (YoY) from ₹177.6 crore in…

  • C.E. Info Systems Ltd (Q2 FY26)

    IoT-led business growth is robust, with a 50% revenue increase from INR 54 crores to INR 74.5 crores year-on-year. Key concall takeaways from C.E. Info Systems…

  • Cybertech Systems & Software Ltd (Q2 FY26)

    Q2FY26 Total Revenue: ₹667.3 million, up 5.2% year-on-year (YoY) . Key investor presentation takeaways from Cybertech Systems & Software Ltd's Q2 FY26 investor

Compare:vs TCSvs Infosys Ltdvs HCL Technologies

🔎 Who's planning the most growth?

Companies ranked by management's own guidance — revenue, margins, capex and order book, from every earnings call in India.

See rankings →

Arthneeti Pro · Annual

Birlasoft Ltd and 15K+ more earnings calls,
for less than your morning chai

a day

Every earnings call, ranking and concall Q&A across all four results seasons.

Secure Razorpay payment · instant access

Frequently Asked Questions

What were Birlasoft Ltd Q2 FY26 results?

Q3 and Q4 are expected to show better growth compared to H1, driven by deals signed in prior quarters completing transition phases. Birlasoft aims for sustainable EBITDA margin of around 14%, with potential to improve beyond 14% in the future (Page 19).

What is Birlasoft Ltd share price analysis?

Birlasoft Ltd currently shows a neutral. The stock trades at a P/E of 14.9 with a market cap of ₹8,892 Cr. Investors should review the full earnings analysis for detailed insights.

Keep Birlasoft Ltd on your radar — track it to get its next earnings analysis in your feed.

This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.