BIRLASOFT LIMITED — Investor Meet, 13-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Birlasoft's Q4 FY26 revenue remained flat at INR 1,348.6 Cr, though full-year revenue dropped to INR 5,310 Cr amidst a soft demand environment. Profitability showed significant improvement, with Q4 EBITDA reaching 18.5% and FY26 EBITDA expanding to 16.3% (+333bps YoY). Adjusted PAT for FY26 stood at INR 659.5 Cr. Q4 TCV remained healthy at $208 million.

Management is aggressively pivoting to an "AI First" strategy, investing in new leadership and aiming to boost sales teams by 30-40% by mid-FY27. Past client-specific operational issues are now largely resolved. The company's focus is on driving pipeline, order booking, and achieving quarter-on-quarter growth, targeting a sustainable EBITDA margin of 15% despite these strategic growth investments.