Birlasoft Ltd

Net profit of Birlasoft declined 8.95% to Rs 116.10 crore in the quarter ended September 2025 as against Rs 127.51 crore during the previous quarter ended September 2024. Sales declined 2.87% to Rs 1328.90 crore in the quarter ended September 2025 as against Rs 1368.22 crore during the previous quarter ended September 2024. ParticularsQuarter EndedSep. 2025Sep. 2024% Var. Sales1328.901368.22 -3 OPM %16.1212.08 - PBDT231.10191.91 20 PBT210.02169.68 24 NP116.10127.51 -9 Powered by Capital Market - Live

Birlasoft announced that the Board of Directors of the Company at its meeting held on 06 November 2025, has recommended a Interim Dividend of Rs.2.50 per share (i.e.125%), subject to the approval of the shareholders.Powered by Capital Market - Live

Birlasoft will hold a meeting of the Board of Directors of the Company on 6 November 2025.Powered by Capital Market - Live

Birlasoft has announced the appointment of Komal Jain as Chief Executive Officer (CEO) - Americas. He will be based in Dallas, Texas. Komal will lead Birlasoft's business across the United States, Canada, Mexico and Latin America, with a focus on accelerating growth and strengthening client partnerships. He will also shape the company's innovation agenda and drive strategic investments to further enhance its market leadership. With more than two decades of leadership experience in technology, business strategy, sales, global marketing, and entrepreneurship, Komal brings deep expertise in helping enterprises navigate disruption, embrace complex technology shifts, and accelerate innovation. He helps CXOs to translate transformation into tangible outcomes by combining innovation with purpose and agility with trust. Before joining Birlasoft, Komal served as Senior Vice President and Head of the High-Tech, Media, and Entertainment vertical at Infosys, where he played a pivotal role in driving growth and expanding market presence across fast-evolving industries. Komal holds a Master's in Business Administration from the Indian Institute of Management, Calcutta, and a Bachelor's degree in Electronics Engineering from the National Institute of Technology, Kurukshetra. Powered by Capital Market - Live

Birlasoft has achieved Amazon Web Services (AWS) DevOps Competency status. This designation differentiates Birlasoft as an AWS Partner with deep expertise and a proven track record in delivering DevOps solutions that help enterprises accelerate application delivery, automate operations, and enhance agility with built-in security and scalability. Achieving the AWS DevOps Competency differentiates Birlasoft as an AWS Partner with specialized capabilities to assist organizations in implementing continuous integration and continuous delivery (CI/CD) practices, automate infrastructure provisioning, monitor applications and infrastructure at scale, and embed security guardrails into development pipelines. This designation reinforces Birlasoft's commitment to enabling clients to innovate faster, operate more efficiently, and respond effectively to evolving market demands. Powered by Capital Market - Live

The agency has also affirmed the company's short-term rating at 'CARE A1+'. CARE Ratings stated that the reaffirmation continues to derive strength from Birlasoft's established position in the IT services industry, predominantly in MedTech, Cards & Payments, Asset Management and ERP Implementation services, its robust capital structure, healthy cash flow generation, and strong liquidity with cash and liquid investments of over Rs 1,900 crore as on 31 March 2025, supported further by unutilised working capital lines. The company also benefits from being part of the well-known and diversified CKA Birla Group (erstwhile CK Birla Group), which imparts financial flexibility and underscores its strategic importance. In FY25, Birlasoft reported decline in PBILDT margins by nearly 300 bps y-o-y amidst challenging demand environment in its key market (USA) with discretionary IT spending remained subdued. Weakness in demand is expected to continue in FY26 as well, marked by macro uncertainty with elongated decision cycles, and cautious client spends, and further exacerbated by the recent uncertainty around trade and tariffs, though there is no direct impact of the US tariffs on IT service industry for now. However, ratings draw comfort from its healthy order pipeline (total contract value; TCV of US$236 million), diversified service offerings and continuous focus on scaling up digital, cloud, and its initiatives around artificial intelligence and generative AI capabilities, provide medium term revenue visibility. Going forward, CareEdge ratings expects profitability levels to improve once global uncertainty moderates and corporate discretionary expenditure revives. However, these rating strengths are partially offset by Birlasoft's presence in a highly competitive IT service industry with many prominent players limiting its pricing flexibility given the relative moderate scale of operations, its geographical concentration (largely in USA, approximately 86.5% of revenue in FY25), client concentration, foreign exchange fluctuation risk, employee attrition risk, and changes in policies/ macro environment across key operating markets, including America and Europe among others. Birlasoft, part of the CKA Birla Group, is a multinational global information technology solutions and services provider in software development, package implementation, application management, testing, enterprise and digital technologies. The company had reported 12.8% fall in consolidated net profit to Rs 106.4 crore on a 2.4% decline in revenue from operations to Rs 1,284.9 crore in Q1 FY26 over Q4 FY25. The scrip shed 0.35% to currently trade at Rs 367.85 on the BSE. Powered by Capital Market - Live

Birlasoft has received reaffirmed in credit ratings from CARE for the long term bank facilities of Rs 370 crore at CARE AA+; Stable Powered by Capital Market - Live

Birlasoft updates on the recent announcement on H-1B visa applications: We have taken note of the recent U.S. Executive Order related to H-1B visa applications and subsequent Memorandum issued by the US Citizenship and Immigration Services. At this time, we do not anticipate any immediate significant impact of the aforesaid regulatory changes on our operations or our ability to serve our customers. Delivering exceptional service to our customers is our top priority and we are committed to ensuring service continuity. We continue to strengthen our global delivery capabilities as well as talent sourcing and deployment processes in order to enhance operational resilience and mitigate risks. We also continue to monitor developments in this regard and will provide further updates as appropriate.Powered by Capital Market - Live

Net profit of Birlasoft declined 29.15% to Rs 106.43 crore in the quarter ended June 2025 as against Rs 150.21 crore during the previous quarter ended June 2024. Sales declined 3.20% to Rs 1284.90 crore in the quarter ended June 2025 as against Rs 1327.43 crore during the previous quarter ended June 2024. ParticularsQuarter EndedJun. 2025Jun. 2024% Var. Sales1284.901327.43 -3 OPM %12.3614.70 - PBDT186.95225.45 -17 PBT166.17204.86 -19 NP106.43150.21 -29 Powered by Capital Market - Live

Birlasoft will hold a meeting of the Board of Directors of the Company on 7 August 2025.Powered by Capital Market - Live