BIRLASOFT Q2 FY27 Results & Earnings Intelligence

BSOFT

Structural risk assessment following Q2-FY27 | 30 Sep 26 earnings.

Flagium AI Risk Score⚠️
WatchRisk: 20/100
1 warning12Q Forensic Surveillance ✓
Revenue from Operations

₹858.4 Cr

-37.8% QoQ

Operating Profit (EBITDA)

₹165.2 Cr

-21.3% YoY•-27.6% QoQ

Net Profit (PAT)

₹120.5 Cr

+3.8% YoY•-25.2% QoQ

Risk Score (QoQ)

20/ 100

0 pts QoQ

The Quarter at a Glance

Consolidated Financials
Revenue from OperationsQ2-FY27 | 30 Sep 26
₹858.4 Cr
YoYQ2-FY26 | 30 Sep 25
N/AN/A
QoQQ1-FY27 | 30 Jun 26
₹1,379.4 Cr-37.8%
Revenue (Total Income)Q2-FY27 | 30 Sep 26
₹893.6 Cr
YoYQ2-FY26 | 30 Sep 25
₹1,350.9 Cr-33.9%
QoQQ1-FY27 | 30 Jun 26
₹1,408.4 Cr-36.6%
Operating Profit (EBITDA)Q2-FY27 | 30 Sep 26
₹165.2 Cr
YoYQ2-FY26 | 30 Sep 25
₹210.0 Cr-21.3%
QoQQ1-FY27 | 30 Jun 26
₹228.2 Cr-27.6%
Profit Before Tax (PBT)Q2-FY27 | 30 Sep 26
₹165.2 Cr
YoYQ2-FY26 | 30 Sep 25
₹210.0 Cr-21.3%
QoQQ1-FY27 | 30 Jun 26
₹228.2 Cr-27.6%
EBIT MarginQ2-FY27 | 30 Sep 26
18.49%
YoYQ2-FY26 | 30 Sep 25
15.55%+294 bps
QoQQ1-FY27 | 30 Jun 26
16.20%+229 bps
Net Profit (PAT)Q2-FY27 | 30 Sep 26
₹120.5 Cr
YoYQ2-FY26 | 30 Sep 25
₹116.1 Cr+3.8%
QoQQ1-FY27 | 30 Jun 26
₹161.0 Cr-25.2%
Interest ExpenseQ2-FY27 | 30 Sep 26
₹2.6 Cr
YoYQ2-FY26 | 30 Sep 25
₹5.1 Cr-49.7%
QoQQ1-FY27 | 30 Jun 26
₹4.3 Cr-40.3%
Operating Cash FlowQ2-FY27 | 30 Sep 26
₹165.5 Cr
YoYQ2-FY26 | 30 Sep 25
₹189.8 Cr-12.8%
QoQQ1-FY27 | 30 Jun 26
N/AN/A
Basic EPS (₹/share)Q2-FY27 | 30 Sep 26
₹4.28
YoYQ2-FY26 | 30 Sep 25
N/AN/A
QoQQ1-FY27 | 30 Jun 26
₹5.72-25.2%
Diluted EPS (₹/share)Q2-FY27 | 30 Sep 26
₹4.26
YoYQ2-FY26 | 30 Sep 25
N/AN/A
QoQQ1-FY27 | 30 Jun 26
₹5.70-25.3%

Sources:Official BSE/NSE Disclosures & Financial Filings

IT & Digital Services • Sector Benchmark AlignedOperating EBIT Margin: 18.5% (Healthy Peer Range)
Benchmark: Tier-1 Range 20 - 24%

Operating EBIT margin of 18.5% measures employee billing realization, project utilization, and software pricing power against global Tier-1 peers.

Sentinel Executive Summary

Core Earnings Synthesis

"BIRLASOFT LIMITED currently sits within Flagium's Watch category. However, recent periods have introduced early signs of revenue growth headwinds. While profitability was defended, revenue contraction and triggers like 'Relative Growth Weakness' increased structural risk. Current deterioration appears cyclical rather than existential."

BIRLASOFT LIMITED registered a drop in both quarterly revenue and net profit, reflecting challenging industry-wide demand trends. A 'Watch' risk classification and 1 active flags indicate that operating headwinds are beginning to translate into structural pressure.

🟢 Key Operational & Structural Positives

  • ✓Net Profit Expansion: Profit after tax moved +3.8% YoY and -25.2% QoQ, settling at ₹120.5 Cr.
  • ✓Operating Margins: Operating margin moved +294 bps YoY and +229 bps QoQ to 18.49%.

⚠️ Key Areas of Watch & Margin Pressures

  • ⚠Resolution of 'Relative Growth Weakness': Revenue growth consistently lags behind sector median (15.2%).
  • ⚠Net profitability trajectory: Profit after tax contracted -25.2% QoQ to ₹120.5 Cr, monitor sequential bottom-line recovery.
  • ⚠Sequential revenue momentum: Top-line contracted -36.6% QoQ to ₹893.6 Cr, track sequential demand recovery.
YoY vs QoQ Seasonality BridgeSequential Normalization vs Annual Growth
Flagium Forensic Seasonality Lens

Net Profit (PAT) grew +3.8% YoY, but declined -25.2% QoQ vs Q1-FY27, reflecting sequential quarter-end variability.

Flagium Risk Signals

Automated Forensic Signals
Quarterly Risk Trajectory (Q1-FY27 | 30 Jun 26 → Q2-FY27 | 30 Sep 26)

Persistent trigger: Relative Growth Weakness

CategoryTrend Deterioration
SignalRelative Growth Weakness
SeverityModerate

Revenue growth consistently lags behind sector median (15.2%).

🎙️ BIRLASOFT (BSOFT) Q2 FY27 Concall Intelligence

Management Commentary, Concall Takeaways & Key Discussion Themes

🎙

No earnings call transcript was available

for this reporting period.

Sentinel AI · Q2 FY27 Forensic Copilot

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Methodology & Regulatory Disclaimer

Flagium AI is an automated financial data analytics platform. Analysis reports are compiled programmatically from public regulatory XBRL submissions (NSE/BSE) for educational and research purposes only. Flagium AI is not registered with SEBI as a Research Analyst or Investment Adviser under SEBI regulations. This evaluation does not constitute investment advice, financial planning, or recommendations to buy, sell, or hold any security.

Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered Investment Adviser before acting on any data presented.