BIRLASOFT LIMITED — PPTs, 28-01-2026: Investor Presentation

Birlasoft reported solid Q3 FY26 financial results with revenue climbing 1.4% quarter-on-quarter (QoQ) to ₹1,347.5 Cr (0.3% QoQ in constant currency). Profit After Tax (PAT) rose 3.3% QoQ to ₹119.9 Cr, translating to a basic EPS of ₹4.28. A standout was the EBITDA margin, which expanded significantly to 18.2% from 16.0% in the previous quarter, driven by operational efficiencies.

The company secured strong deal wins totaling $202 million TCV, an 89% QoQ jump, with new engagements contributing 46%. Growth was primarily led by the Manufacturing, Infrastructure, and ERP segments. Management emphasized continued investments in AI-led capabilities and domain expertise, enhancing revenue quality and optimizing cost structures. Cash and cash equivalents surged 6.3% QoQ and 21.2% year-on-year to ₹2,491.4 Cr, reflecting robust cash generation. Day Sales Outstanding (DSO) also improved to 54 days. Birlasoft demonstrated resilience amidst macroeconomic uncertainties and furloughs.