Birlasoft Q2 FY27: 2.1% revenue growth, soft order bookings

Order pipeline disclosedInvestor Communications View source PDF Explain this filing

BSOFT · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

+3.1%Reaction day

₹319.35

prior close

₹324.95

announcement price

After-mkt

timing

Nifty Smallcap 250market+0.8%+2.4% vs market

Computers - Software & Consulting peers, median of 68sector+1.7%+1.4% vs sector

On the reaction day the stock moved 2.4 pts more than Nifty Smallcap 250 and 1.4 pts more than its Computers - Software & Consulting peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-0.2

10m

+0.4

15m

+0.3

30m

+0.7

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

+3.1+0.8+2.4+1.7+1.4

Next day

+5.5pendingpending+1.1+4.4

—————

15d

—————

UpDownMarket · Nifty Smallcap 250Sector · Computers - Software & Consulting peers, median of 68Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

Q2 FY27 revenue was $148.3 million (INR1,416.2 crore), up 2.1% from Q1 in dollar terms. EBITDA margin was 15.2% and profit after tax INR159.6 crore. Collections were $164 million; collection days improved to 51. Q2 deal signings rose 9% year on year to $116.1 million; H1 signings reached $285 million, up 15%. An INR3 per share dividend was recommended. Management expects H2 to beat H1, but bookings were below plan and Q3 is seasonally soft.

Likely market impact

Revenue growth and the dividend support the stock, but soft bookings and reliance on renewals leave growth uncertain and could cap share price gains.