BIRLASOFT LIMITED — Investor Meet, 14-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Birlasoft's Q1 FY26 financial results show revenue at $15.07 Cr, a 1% sequential decline, primarily due to Manufacturing vertical weakness, project completions, and insourcing. EBITDA margin stood at 12.4%. Total Contract Value (TCV) deal wins for the quarter were $14.1 Cr, with one large deal rolling into Q2. Management anticipates sequential growth in Q2. The full-year outlook remains cautious due to challenging market conditions. Strategic focus is on enhancing the order book, mining existing accounts, and improving segments like ERP. The Effective Tax Rate for Q1 rose to 35.9%, expected for FY26, normalizing thereafter. Cash & cash equivalents remain strong at $26.66 Cr. Sentiment: Focused on quarter-on-quarter operational execution amidst macro uncertainties.