Q3 2025 Birlasoft Ltd Earnings Call Transcript
Key Points
- Birlasoft Ltd (BOM:532400) reported a strong cash balance with an 8.2% increase quarter-on-quarter, demonstrating robust cash generation.
- The company achieved $226 million worth of TCD signings, marking the best quarter for deal signings in the current fiscal year.
- Investments in AI and Gen AI capabilities, including the development of the Gen AI platform 'Kuchito', are expected to enhance competitive advantage.
- Despite wage hikes, Birlasoft Ltd (BOM:532400) maintained an EBITDA margin of 12%, showcasing effective cost management.
- The digital and data business, contributing 57% of overall revenues, grew by 2.4% quarter-on-quarter, indicating strong performance in this segment.
- Revenue growth was modest at 1.5% year-on-year in rupee terms, with constant currency growth being flattish.
- Higher than usual furloughs impacted revenue performance, with some furloughs extending into January, affecting Q4 as well.
- The ERP business saw a sequential decline of 5.7%, reflecting weaknesses in this service line.
- The company faced challenges in predictability of growth, with unexpected client furloughs impacting performance.
- Life sciences and manufacturing verticals experienced higher furloughs, contributing to a seasonally weak quarter.
Ladies and gentlemen, good day and welcome to Birlasoft's Limited Q2 FY 25 post results conference call. (Operator Instructions)
I now hand the conference over to Mr. Abhinandan Singh, Head Investor Relations with Birlasoft. Thank you and over to you, Mr. Singh.
Thank you and welcome folks. By now we have received those are also available on our website www.Birlasoft.com. Joining me on this call today are our CEO and MD, Mr. Angan Guha; our Chief Financial Officer, Mrs. Kamini Sha; We will begin the call with remarks from both Angan and Kamini.
And then we will open up the floor for your questions. But before I hand over the floor to Angan, a quick reminder that anything that we say on this call and the company's outlook for the future could be a forward-looking statement and therefore, that must be heard already in conjunction with the disclaimer that appears in our third quarter '25 investor update, which you would
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