BIRLASOFT LIMITED — PPTs, 28-07-2026: Investor Presentation

Birlasoft delivered a stable Q1 FY27, with revenue hitting ₹13,79.4 crore (up 7.4% YoY, 2.3% QoQ). Profit After Tax (PAT) jumped 51.3% YoY to ₹161.0 crore, while EBITDA margin stayed strong at 16.1%. Basic EPS stood at ₹5.72. Growth was led by BFSI and Lifesciences & Services verticals, with ERP and Infra also showing modest QoQ gains. The company's strategic focus on AI and strengthening its sales force paid off, with deal signings soaring 20% YoY to $169 million TCV, heavily featuring AI-led projects. Key wins include AI partnerships for a US financial services firm, Gen AI for an insurer and a European bank, and Pharmacovigilance solutions for a Pharma/MedTech company. Cash reserves are robust, up 26% YoY to ₹2,878.6 crore, and Days Sales Outstanding (DSO) improved to 55 days. Management highlighted a strong start despite a challenging macro, driven by operational efficiency and robust cash flow.