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Birlasoft Ltd

Q3 FY26IT - Software

Birlasoft Q3 FY26 earnings call: Revenue & Margins

Q3 FY26 earnings call: what management said on revenue, margins and capex.

Price₹304
Market cap₹9.0K Cr
P/E15.2
Updated23 Aug 2026
Read4 min read

The short version

Q4 growth expected to be soft in Manufacturing and ERP segments due to one-off deal ramp-ups ending and lesser working days. Management is focused on driving order book and revenue growth going forward, addressing past lack of strong growth.

From Birlasoft Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • Q4 growth expected to be soft in Manufacturing and ERP segments due to one-off deal ramp-ups ending and lesser working days.
  • Management cautiously optimistic for Q4; confident about better deal wins and order bookings than Q3.
  • 10%-20% higher signings in Q4 over Q3 could ensure definite growth moving forward.
  • Healthcare segment faces pricing pressure but no volume degrowth expected in Q4 and partly in Q1 FY27.
  • Manufacturing headwinds may continue into Q4 but expected to stabilize and grow from Q1 or Q2 FY27.
  • Energy & Utilities (E&U) and Financial Services segments show steady growth momentum.

2 more points from Birlasoft Ltd's call on revenue

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Profitability & Margins

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

Capital Expenditure Plans

  • The company is focused on ongoing investments in capabilities necessary for future growth, particularly in people, leadership, and training resources aligned with business strategy. (Page 14)
  • Investments include growth-oriented areas such as the ROW region, which has recently delivered significant growth and margin improvement. (Page 16)
  • There is a strategic emphasis on moving away from staff augmentation towards more linear, outcome-based, and fixed-price deals, which supports offshore expansion and margin improvement. (Page 6)

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

Fundraising & Capital Structure

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Order Book & Pipeline

  • The company maintains that H2 (second half) will be better than H1 regarding signings.
  • Q3 and Q4 order booking performance is expected to be an indication of improving order book.
  • Q4 is expected to deliver better order booking than Q3.
  • The focus is sharply on order book and revenue growth moving forward.
  • Pipeline creation and deal wins are being actively pursued to drive order book and revenue.
  • Deal wins in Q3 were strong, with $202 million TCV, up 89% quarter-on-quarter.

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

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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.

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What Birlasoft Ltd's management said in earlier quarters

Others in IT - Software this season

  • XT Global Infot. (Q3 FY26)

    Q3 FY26 Consolidated Revenue: ₹92.5 Cr, down 2.0% year-on-year (YoY) as per page 14. Key investor presentation takeaways from XT Global Infotech's Q3 FY26 inves

  • 3i Infotech Ltd (Q3 FY26)

    Q3 FY26 consolidated operating revenue: ₹172.1 crore, a 1.6% decrease QoQ (Page 3, Page 22). Key investor presentation takeaways from 3i Infotech Ltd's Q3 FY26

  • Xelpmoc Design and Tech Ltd (Q3 FY26)

    Operating Revenue for Q3 FY26: Rs 11.2 million, up 34.5% year-on-year (Q3 FY25: Rs 8.3 million). Key investor presentation takeaways from Xelpmoc Design's Q3 FY

  • Cybertech Systems & Software Ltd (Q3 FY26)

    Q3FY26 Operating Revenue: ₹578.4 million, down 1.3% YoY (from ₹585.7 million in Q3FY25). Key investor presentation takeaways from Cybertech Systems & Software L

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Frequently Asked Questions

What were Birlasoft Ltd Q3 FY26 results?

Q4 growth expected to be soft in Manufacturing and ERP segments due to one-off deal ramp-ups ending and lesser working days. Management is focused on driving order book and revenue growth going forward, addressing past lack of strong growth.

What is Birlasoft Ltd share price analysis?

Birlasoft Ltd currently shows a neutral. The stock trades at a P/E of 15.2 with a market cap of ₹9,049 Cr. Investors should review the full earnings analysis for detailed insights.

Is Birlasoft Ltd planning capital expenditure?

The company is focused on ongoing investments in capabilities necessary for future growth, particularly in people, leadership, and training resources aligned with business strategy.

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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.