Birlasoft Q1 Results FY27: Profit up 51% to ₹1,610 Mn

Key takeaway from the June quarter print

Birlasoft Ltd reported a sharp year-on-year jump in profitability for the quarter ended June 30, 2026 (Q1FY27), even as the company also flagged quarter-on-quarter pressure on the bottom line from a higher tax charge. Consolidated profit after tax (PAT) rose 51.3% YoY to ₹1,610 Mn. Revenue from operations grew 7.4% YoY to ₹13,794 Mn. The company said the quarter’s performance was supported by margin expansion, with EBITDA margin reported at 16.1%. Alongside the P&L, Birlasoft highlighted improved working capital efficiency, with days sales outstanding (DSO) at 55 days. Cash reserves were reported at ₹28,786 Mn, up 26% YoY. The results were filed as unaudited consolidated financials.

What the company filed and when

Birlasoft said it filed its unaudited consolidated financial results for the quarter ended June 30, 2026 with the BSE and NSE on July 28, 2026. The unaudited consolidated financial results were reviewed by the Audit Committee and approved by the Board of Directors on the same date. SRBC & Co LLP, the statutory auditors, conducted a limited review. The auditors issued an unmodified conclusion, as stated in the filing. Birlasoft also scheduled its Q1FY27 earnings conference call for Tuesday, July 28, 2026 at 5.30 pm IST. The company stated that the call would include management comments followed by a Q&A, and that an audio recording and transcript would later be made available on its website.

Consolidated profit: strong YoY, softer sequentially

On a consolidated basis, Birlasoft reported PAT of ₹1,609.97 Mn for the quarter ended June 30, 2026. The same coverage noted a sequential decline from ₹1,759.32 Mn in the preceding quarter. Another figure presented in crore terms put consolidated net profit at ₹160.99 crore, down from ₹175.93 crore in the previous quarter, which is consistent with the sequential decline expressed in million terms. Basic EPS on a consolidated basis was ₹5.72, compared with ₹6.27 in the previous quarter. Diluted EPS was ₹5.70 versus ₹6.24 quarter-on-quarter. The company also reported a consolidated total other comprehensive loss of ₹34.9 Mn for the period, linked to remeasurements of defined benefit plans and exchange differences on translating foreign operations.

Revenue and income lines: modest rise from March quarter

Consolidated revenue from operations for Q1FY27 was ₹13,794.0 Mn, described as a modest rise from ₹13,486.3 Mn in the quarter ended March 31, 2026. Total consolidated income for the quarter reached ₹14,084.2 Mn, compared with ₹13,448.9 Mn in the previous quarter. This sequencing places the June quarter as slightly higher on the top line compared with the immediately preceding quarter. In the broader context included in the material, brokerages had expected only a marginal sequential rise in the June quarter top line. One estimate snapshot put the average expected consolidated revenues at ₹13.59 billion (₹13,590 Mn), up around 1% QoQ, with YoY growth seen close to 6%.

Expenses and tax: what changed in Q1FY27

Total consolidated expenses increased to ₹11,802.5 Mn in the quarter ended June 30, 2026, from ₹11,226.0 Mn in the preceding quarter. The company reported a total tax expense of ₹671.8 Mn for Q1FY27. The coverage also linked a sequential decline in consolidated net profit to higher tax expenses, despite revenue growth. The financials therefore show a quarter where operating scale improved, but the tax line and expense base rose compared with March. Birlasoft also reported EBITDA margin at 16.1% for Q1FY27, which it cited as a margin expansion driver for the year-on-year profit growth.

Balance sheet and working capital markers

Birlasoft highlighted balance sheet strength and collections during the quarter. DSO improved to 55 days, as per the disclosed highlight. Cash reserves rose 26% YoY to ₹28,786 Mn. Separately, a management commentary snippet included in the material referenced a cash position of ₹26,373 Mn, up 19% YoY, in the context of an earlier update. Since the figures are presented in different contexts within the provided material, the quarter highlight for Q1FY27 is the ₹28,786 Mn cash reserve number. The company’s disclosures also included operational metrics discussed in management commentary, such as attrition at 13.0% and active client count moving from 232 to 221 in the referenced period.

Stock and positioning: what the coverage cited

Market references in the material showed different price points and time frames. One brokerage note stated that on a Friday, shares closed at ₹282.40 on the NSE, up 1.2% from Thursday, and that the stock had shed over 22% since the company declared its March quarter earnings on May 6. Another embedded market update in the material cited the share trading around ₹253.5 at that time. The same brokerage note also summarised broker sentiment: of eight brokerage reports cited, four carried a “buy” (or equivalent) with an average target price of ₹424 per share; three were “hold”; and one was “sell.” A separate stock snapshot in the material mentioned current price ₹283 and market cap of about ₹7,900 crore.

Financial snapshot table (all ₹ figures in Mn)

Shareholding and other datapoints mentioned

The material also included a shareholding pattern snapshot: promoter holding was cited at about 4.5%, foreign institutional investor (FII) holding at about 12.5%, and domestic institutional investor (DII) holding at about 21.5%. It also listed company contact and office details, and conference call dial-in and playback information for the earnings call. While these items do not change the quarter’s financial outcome, they provide context for investor engagement around the results. The combination of higher YoY profit growth, a sequential dip in PAT, and improved DSO sets up the questions likely to be addressed in the management call.

Why this result matters for investors

For investors tracking mid-tier IT services companies, Birlasoft’s Q1FY27 print shows two clear signals from the disclosed numbers. First, the company delivered a strong YoY PAT increase to ₹1,610 Mn alongside YoY revenue growth to ₹13,794 Mn, supported by an EBITDA margin reported at 16.1%. Second, on a sequential basis, PAT slipped from ₹1,759.32 Mn to ₹1,609.97 Mn, with the coverage pointing to higher tax expense and rising total expenses. The quarter also brought measurable improvements in working capital via DSO at 55 days and a higher cash reserve balance of ₹28,786 Mn. These are the hard datapoints that investors can map to execution and capital allocation decisions as FY27 progresses.

Conclusion

Birlasoft’s June quarter filing reported PAT of ₹1,610 Mn on revenue of ₹13,794 Mn, with EBITDA margin at 16.1%, DSO at 55 days, and cash reserves up 26% YoY to ₹28,786 Mn. At the same time, the quarter showed a sequential decline in consolidated PAT and EPS compared with March. The unaudited results were approved by the board on July 28, 2026 and reviewed by SRBC & Co LLP with an unmodified conclusion. The company’s Q1FY27 earnings call scheduled for July 28, 2026 was set to provide further operational and financial context following the release.