Birlasoft's Q2 FY 2025-26 Quarterly Results

Result Summary

• Birlasoft Ltd reported a 2.5% quarter-on-quarter (QoQ) increase in its consolidated revenues for the quarter-ended Sep (Q2 FY 2025-26). On a year-on-year (YoY) basis, it witnessed a decline of 3.6%.
• Its expenses for the quarter were down by 0.9% QoQ and 7.4% YoY.
• The net profit increased 9.1% QoQ and decreased 8.9% YoY.
• The earnings per share (EPS) of Birlasoft Ltd stood at 4.13 during Q2 FY 2025-26.

Financial Statments for Q2 FY 2025-26

Data Source: BSE, Company announcements The securities quoted are exemplary and are not recommendatory. Past performance is not indicative of future results

Company Overview

Birlasoft Ltd is a prominent IT services company, specializing in delivering IT consulting, software solutions, and services to businesses across various industries. The company's offerings include enterprise applications, digital transformation, data analytics, and cloud services, catering to sectors such as banking, manufacturing, healthcare, and insurance. Birlasoft is known for its focus on innovation and customer-centric solutions. The company operates in a highly competitive industry characterized by rapid technological advancements and evolving customer needs. As of the date of this report, no recent major developments or changes in the company's strategic direction have been noted, based on the information provided.

Revenue

For the second quarter of FY26, Birlasoft Ltd reported a total income of ₹1350.93 crores. This represents a 2.5% increase from the previous quarter (Q1FY26), where total income stood at ₹1318.00 crores. However, compared to the same quarter in the previous fiscal year (Q2FY25), there is a 3.6% decrease from ₹1401.57 crores. This YoY decrease indicates variations in revenue generation over the year. The company's revenue performance is a crucial indicator of its market position and growth in the IT services sector.

Profitability

Birlasoft Ltd's profitability improved in Q2FY26, with a Profit Before Tax (PBT) of ₹210.02 crores, marking a 26.4% increase from Q1FY26's ₹166.17 crores. This improvement is also seen on a YoY basis, with a 23.8% increase from Q2FY25's PBT of ₹169.68 crores. However, the Profit After Tax (PAT) of ₹116.10 crores declined by 8.9% compared to the same quarter last year, where it was ₹127.51 crores. The tax expense in Q2FY26 was ₹93.92 crores, significantly higher than both the previous quarter and the same quarter last year, resulting in a YoY increase of 122.7%.

Operating Metrics

Birlasoft Ltd's Total Expenses for Q2FY26 were ₹1140.92 crores, reflecting a decrease of 0.9% from the previous quarter's ₹1151.82 crores. On a YoY basis, Total Expenses decreased by 7.4% from ₹1231.89 crores in Q2FY25. The Earnings Per Share (EPS) for Q2FY26 was ₹4.13, an increase of 9.3% QoQ from Q1FY26's ₹3.78, but an 8.6% decrease YoY compared to ₹4.52 in Q2FY25. These metrics provide insight into the company's operational efficiency and shareholder value creation over the analyzed periods.