BIRLASOFT LIMITED — PPTs, 06-11-2025: Investor Presentation

Birlasoft reported healthy Q2 financial results for the quarter despite a challenging macro. Revenue grew 3.4% QoQ to ₹1,328.9 Cr, driven by strong performance in Lifesciences & Services and BFSI verticals. EBITDA margin expanded significantly to 16.0% (from 12.4%), thanks to improved operational efficiencies and exchange tailwinds.

Strategically, the company is enhancing capabilities with advanced AI, including Agentic AI, and has appointed a new CEO-Americas to accelerate growth and strengthen client partnerships. Recent developments include signing deals with a Total Contract Value (TCV) of $107 M, highlighting wins in AI-driven supply chain, ERP transformation, and hyper automation. Birlasoft also achieved AWS DevOps Competency status.

Key financials: PAT was ₹116.1 Cr (EPS ₹4.16). Cash & cash equivalents surged 26.1% YoY to ₹2,343.4 Cr, with Days Sales Outstanding (DSO) improving to 55 days. The Board declared an interim dividend of ₹2.50 per share. Management remains focused on operational efficiency, strong cash flows, and a robust pipeline, anticipating an upswing in deal wins.