Birlasoft Q2 FY27 Revenue Up 6.6% YoY to ₹14,162 Cr, PAT Up 37.5% YoY
Birlasoft reported Q2 FY27 revenue of ₹14,162 crore, up 6.6% YoY. PAT surged 37.5% YoY to ₹1,596 crore. EBITDA margin was 15.2%. DSO improved to 51 days. The company signed deals worth $116 million in the quarter. An interim dividend of ₹3.00 per share was recommended.
The announcement details significant financial growth, strategic partnerships in AI, and a recommended dividend, which are material information for investors and stakeholders, impacting the company's valuation and future prospects.
The company reported strong year-on-year growth in revenue and profit, improved operational metrics like DSO, and secured significant new deals, indicating a positive financial performance and business outlook.
Birlasoft Limited announced its unaudited consolidated financial results for the second quarter ended September 30, 2026 (Q2 FY27), reporting a revenue of ₹14,162 million (₹141.62 crore), a 6.6% increase year-on-year (YoY) and a 2.7% increase quarter-on-quarter (QoQ) in rupee terms. The company's EBITDA stood at ₹2,153 million (₹21.53 crore), with an EBITDA margin of 15.2%. Profit After Tax (PAT) for the quarter grew by 37.5% YoY to ₹1,596 million (₹15.96 crore), translating to a basic EPS of ₹5.67.
In dollar terms, revenue was $148.3 million, up 2.1% QoQ. EBITDA was $22.5 million, and PAT was $16.7 million, with a PAT margin of 11.3%. Cash and cash equivalents remained stable QoQ but increased by 23% YoY to ₹28,791 million ($300.4 million).
Mr. Angan Guha, Chief Executive Officer and Managing Director, highlighted growth across top accounts and key verticals like Manufacturing, BFSI, and LSS, driven by Digital & Data and ERP service lines. Order-booking TCV for the first half of the year is up 15% YoY. He expressed commitment to investments in sales and domain capabilities for future growth, while acknowledging near-term macro conditions and seasonality.
Mr. Chandrasekar Thyagarajan, Chief Financial Officer, noted that revenue grew 2.7% QoQ in rupee terms and 2.1% in dollar and constant currency terms, supported by Manufacturing, BFSI, and Lifesciences & Services verticals, despite some softness in the E&U vertical. He emphasized strong margin performance with EBITDA at 15.2%, robust collections leading to a two-year best DSO of 51 days, and sustained strong cash flows.
Other operating highlights include revenue growth in Manufacturing (5.2% QoQ in dollar terms), BFSI (3.6% QoQ), and LSS (2.1% QoQ). Digital & Data services grew 3.4% QoQ, and ERP grew 2.9% QoQ. Revenue contribution from Top 5, Top 10, and Top 20 customers increased QoQ. The company signed deals with a Total Contract Value (TCV) of $116 million during the quarter, with new deal wins at $47 million and renewals at $69 million. Deal wins TCV for H1 FY27 is up 15.0% YoY at $285 million.
Birlasoft was named an OpenAI Select Partner and earned the AWS AI Services competency. The company also received an interim dividend recommendation of ₹3.00 per share.
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