BIRLASOFT LIMITED — PPTs, 28-05-2025: Investor Presentation

**Financial Highlights:**

Birlasoft’s FY25 revenue grew 1.8% YoY to ₹5,375 Cr despite soft demand. Q4 revenue declined 3.4% QoQ/YoY to ₹1,317 Cr, with constant currency revenue down 5.3% QoQ. EBITDA margin improved to 13.2% in Q4 from 12%, driven by operational efficiencies; PAT increased 4.4% QoQ to ₹122 Cr. Full year EBITDA margin was 13%, with PAT at ₹517 Cr (EPS ₹18.64). Cash and cash equivalents rose 27.1% YoY to ₹2,218 Cr, supported by strong cash flow conversion (~88% of EBITDA). Days sales outstanding (DSO) remained stable at 54 days.

**Strategic Initiatives & Growth Drivers:**

Focused investments in emerging tech like Generative AI position Birlasoft as an early adopter. Growth was led by Energy & Utilities vertical and Infrastructure service line (+4.1% QoQ). The company’s disciplined investment approach aims to build future-ready capabilities amid changing customer priorities.

**Business Developments:**

Birlasoft secured multi-year deals including a major AI-enabled IT transformation with a European communications firm, SAP support with a North American agricultural machinery player, and exclusive wealth management services for a leading asset manager. Additional wins involve Oracle Cloud ERP deployments and infrastructure projects with key industrial and petrochemical clients.

**Market Position & Competitive Advantage:**

With 86.9% revenue from the Americas and diversified verticals, Birlasoft solidifies its leadership in digital, AI, and SAP ecosystems. Multiple industry accolades across Asia-Pacific, Europe, and the US highlight its strengths in cloud and emerging tech. Its consultative approach and scalable solutions enhance competitive differentiation.

**Investor Implications:**

Birlasoft offers positive growth potential backed by steady revenue, margin expansion, and strong cash generation despite macro headwinds. Its robust deal pipeline and AI investments support long-term value. Investors should watch margin trends, client mix shifts, and execution on new technology monetization.