Birlasoft Q3 FY26 net profit at ₹119.9 crore; earnings on Jan 28, 2026

Key takeaway for investors

Birlasoft Ltd’s upcoming earnings date is 28 January 2026, according to the provided update. Ahead of that, the company’s Q3 FY26 consolidated Profit After Tax (PAT) was reported at ₹119.9 crore (also stated as ₹1,199 million). The quarter was marked by subdued revenue growth but a sharp improvement in profitability metrics, led by higher EBITDA and better margins. Birlasoft also declared a dividend of ₹2.50 on 14 November 2025.

Upcoming earnings date and dividend snapshot

The update highlights two near-term reference points for shareholders. First is the earnings date, which can influence stock volatility as markets price in expectations around revenue, margins, and deal flow. Second is the dividend declaration, which provides clarity on the company’s capital return posture.

Birlasoft has declared a ₹2.50 dividend dated 14 November 2025. Separately, the upcoming earnings date is listed as 28 January 2026.

Net profit reported for Q3 FY26

For Q3 FY26, Birlasoft reported consolidated PAT of ₹119.9 crore. The same figure is also presented as ₹1,198.89 million in the detailed results summary. The update additionally references “net profit of Rs 119,” which aligns directionally with the reported consolidated PAT of ₹119.9 crore.

Alongside reported PAT, the company also disclosed an adjusted PAT of ₹180.2 crore (stated as $10.2 million), reflecting profitability excluding specified adjustments mentioned in the results narrative.

Revenue performance: stable in rupees, nearly flat in dollars

Birlasoft’s top-line performance in Q3 FY26 remained steady. Revenue in dollar terms was reported at $150.8 million, with a 0.1% quarter-on-quarter increase and 0.3% growth in constant currency. In rupee terms, revenue was reported at ₹1,347.5 crore, up 1.4% QoQ.

The narrative attributes this stability to manufacturing sector growth, which helped offset the impact of furloughs and broader demand softness. Another line in the provided data mentions revenue of ₹1,347 crore, which is consistent with the ₹1,347.5 crore figure when rounded.

EBITDA jump and margin expansion

The standout metric in the quarter was operating profitability. Birlasoft reported EBITDA of ₹244.8 crore (also stated as $17.4 million), up 13.3% QoQ. The EBITDA margin expanded by 212 basis points QoQ to 18.2%, from 16.0% in Q2 FY26.

Management linked the margin improvement to a combination of enhanced revenue quality, cost structure optimisation, a favourable mix towards fixed-price and offshore projects, and operational efficiencies. The update also cites one-off benefits of about 110 bps and forex tailwinds of about 70-80 bps as contributors to the margin move.

Exceptional item and adjustments

The results include a disclosed exceptional item. Birlasoft booked an exceptional item of $1.6 million (₹40.7 crore) described as a one-time provision for gratuity and leave encashment. Separately, one summary references an exceptional charge of ₹406.88 million, which corresponds to ₹40.688 crore, consistent with the ₹40.7 crore figure after rounding.

These adjustments matter because they create a gap between reported PAT and adjusted PAT. In the provided details, adjusted PAT was ₹180.2 crore, compared with reported consolidated PAT of ₹119.9 crore.

Deal wins: TCV rises sharply in Q3

On the order book, Birlasoft reported Total Contract Value (TCV) of $102 million in Q3 FY26, a reported 89% increase QoQ. The update adds that about $14 million of this was net new engagements, indicating that a large portion of the quarter’s wins came from new business rather than renewals or expansions.

The results narrative links deal momentum to Birlasoft’s domain capability and AI-related capabilities, as cited in the provided text.

Cash position and working-capital indicators

The company reported cash and cash equivalents of ₹2,491 crore, up 6% QoQ and 21% YoY, as per the update. Working capital efficiency was supported by an improvement in Days Sales Outstanding (DSO) to 54 days, compared with 55 days in Q2 FY26.

These two indicators, cash balance and DSO, are often tracked for IT services firms as they reflect collection strength and balance-sheet flexibility.

Summary table of reported metrics

Market impact and what to watch

The provided numbers show a quarter where margin expansion carried the headline, while revenue stayed broadly stable. For market participants, the combination of higher EBITDA margin, strong TCV, and higher cash balance is typically assessed against the backdrop of furlough-led softness and demand commentary.

With the earnings date set for 28 January 2026, investors will likely watch for updates on revenue conversion from the $102 million TCV, the sustainability of margin drivers (including one-offs and forex tailwinds), and any commentary on demand conditions.

Conclusion

Birlasoft’s Q3 FY26 update points to reported consolidated net profit of ₹119.9 crore on revenue of ₹1,347.5 crore, with EBITDA margin expanding to 18.2%. The company also declared a ₹2.50 dividend dated 14 November 2025, and the next earnings date is listed as 28 January 2026. The next results event will be key for tracking whether strong deal signings and tighter costs translate into sustained profitability.