Birlasoft Ltd (BOM:532400)

Q2 2026 Birlasoft Ltd Earnings Call Transcript

Nov 6, 2025 / 12:30 PM GMT

Release Date Price: ₹373.05 (+0.55%)

Transcript

Key Points

Positve

Birlasoft Ltd (BOM:532400) reported a healthy operating quarter with a strong margin performance, achieving a 16% EBITDA margin in Q2, up from 12.4% in Q1.
The company saw a sequential growth in its BFSI and life sciences verticals, which helped offset weaknesses in the manufacturing sector.
Birlasoft Ltd (BOM:532400) improved its cash flows and cash balances, with collections up 11.4% quarter on quarter.
The company successfully leveraged advanced AI-led capabilities, delivering significant business value and efficiency gains for clients.
Birlasoft Ltd (BOM:532400) won strategic deals, including replacing a global tier-one firm as an incumbent partner for a large payments card and banking client.

Negative

Revenue growth was marginal, with only a 0.1% increase quarter over quarter in dollar terms.
The macroeconomic environment remains uncertain, with trade barriers and protectionism affecting customer spending and decision cycles.
The company's manufacturing vertical continues to face challenges, impacting overall performance.
There were delays in deal signings, with some deals spilling over into the next quarter, affecting Q2's perceived performance.
The effective tax rate (ETR) increased due to higher US federal tax liabilities, impacting profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BIRS.NS - Birlasoft Ltd
Q2 2026 Birlasoft Ltd Earnings Call
Nov 06, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Q2 FY26 post results conference call hosted by Vilasoft Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during the conference call, please signal an operator by pressing 10 on your phone.

Please note that this conference is being recorded. I now hand the conference over to Mr. Abinandan Singh, Head Investor relations, Bilaso Limited.

Thank you and over to you.

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Unidentified_2 [2]
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