Delivers IT services and software consulting to enterprise clients across four verticals. In FY26, revenue of Rs 5,309.958 crore split between Manufacturing (Rs 2,011.156 crore, 37.9% of segment revenue), Banking, Financial Services and Insurance (Rs 1,295.897 crore, 24.4%), Life Sciences and Services (Rs 1,085.325 crore, 20.4%) and Energy and Utilities (Rs 917.58 crore, 17.3%). Manufacturing was the largest segment, while Energy and Utilities contributed the smallest revenue but the second-highest EBIT at Rs 351.683 crore. The business is people-intensive — employee costs are 59.7% of revenue and other operating expenses 23.4% — with almost no physical asset base (capex 0.8% of revenue). Management is repositioning around an AI-First model using its Cogito platform and Agentic AI engagements, including a multi-horizon programme for a Fortune 500 MedTech customer. After six consecutive quarters of revenue decline (FY26 down 6% in constant currency), Q1 FY27 returned to growth: revenue up 7.4% year-on-year to Rs 1,379.4 crore and PAT up 51% year-on-year to Rs 161 crore. EBITDA margin for FY26 was 16.3%, up 333 basis points year-on-year. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Manufacturing (38%), Banking, Financial Services and Insurance (24%), Life Sciences & Services (20%), Energy and Utilities (17%). Asset-light, people-intensive IT services with verticalised delivery and AI pivot
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 4,130 | 4,795 | 5,278 | 5,375 | 5,310 |
| EBITDA (ex other income) | 640 | 520 | 836 | 697 | 825 |
| margin % | 15.5 | 10.9 | 15.8 | 13.0 | 15.5 |
| Owners' profit | 464 | 332 | 624 | 517 | 518 |
| EPS, as reported (₹) | 16.63 | 11.96 | 22.54 | 18.64 | 18.54 |
| ROE % · ROCE % | 17.9 · 23.1 | 13.5 · 18.0 | 20.5 · 26.9 | 14.9 · 19.6 | 12.6 · 18.6 |
| Debt / equity (x) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Cash from operations | 281 | 561 | 718 | 588 | 481 |
| Capex | (64) | (58) | (26) | (49) | (44) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 1,368 | 1,363 | 1,317 | 1,285 | 1,329 | 1,348 | 1,349 | 1,379 |
| Profit before tax | 170 | 156 | 166 | 166 | 210 | 192 | 222 | 228 |
| Net profit | 128 | 117 | 122 | 106 | 116 | 120 | 176 | 161 |
| EPS (₹) | 4.59 | 4.20 | 4.38 | 3.81 | 4.16 | 4.28 | 6.27 | 5.72 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Banking, Financial Services and Insurance | 1,296 | 24.4 |
| Manufacturing | 2,011 | 37.9 |
| Energy and Utilities | 918 | 17.3 |
| Life Sciences & Services | 1,085 | 20.4 |
| Total, before eliminations | 5,310 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| TATA CONSULTANCY SERV LT |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 11 Sept 2026 · Chief Strategy Officer Ankur Vaish resigns effective Sep 19 | management changes | high | — | — |
| 11 Sept 2026 · Birlasoft: Notice of lost share certificates published | compliance | minimal | — | — |
| 27 Aug 2026 · BirlaSoft allots 67,467 shares under ESOP plan 2022 | capital market events | low | — | — |
| 27 Aug 2026 · Birlasoft faces Rs 1.23 crore stamp duty penalty for delayed NCLT order filing | regulatory legal | medium | — | — |
| 13 Aug 2026 · Birlasoft named Enterprise Innovator by HFS Research for modernization | compliance | low | — | — |
| 10 Aug 2026 · Birlasoft to attend Emkay Confluence and Equirus investor conferences in Mumbai | board shareholder meetings | low | — | — |
| 10 Aug 2026 · Birlasoft to attend Emkay Confluence and Equirus investor conferences | board shareholder meetings | low | — | — |
| 5 Aug 2026 · Reminder on special window for physical share transfer and demat | compliance | minimal | — | — |
| 4 Aug 2026 · Birlasoft Files Q1 FY27 Earnings Call Transcript | investor communications | medium | — | — |
| 29 Jul 2026 · Birlasoft Q1 FY27 results: profit up 51% YoY, revenue up 7% | compliance | minimal | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| 7,96,690 |
| 16.0 |
| 7.34 |
| 10.9 |
| 45.6 |
| 53.9 |
| 10.2 |
| 26.9 |
| INFOSYS LIMITED | 4,20,891 | 14.0 | 4.51 | 8.8 | 31.6 | 38.6 | 12.2 | 25.7 |
| HCL TECHNOLOGIES LTD | 3,27,456 | 18.7 | 4.35 | 11.7 | 22.1 | 26.2 | 11.5 | 20.9 |
| WIPRO LTD | 1,65,785 | 13.3 | 1.88 | 7.9 | 15.0 | 17.1 | 8.4 | 22.9 |
| TECH MAHINDRA LIMITED | 1,51,018 | 26.6 | 5.02 | 16.9 | 16.0 | 18.8 | 8.5 | 16.8 |
| LTM LIMITED | 1,27,635 | 24.4 | 5.29 | 15.4 | 20.7 | 24.8 | 27.9 | 20.0 |
| PERSISTENT SYSTEMS LTD | 87,015 | 44.8 | 11.10 | 29.8 | 23.8 | 28.5 | 28.6 | 17.8 |
| COFORGE LIMITED | 81,708 | 37.5 | 8.44 | 29.1 | 18.0 | 17.2 | 28.6 | 18.6 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 13.8 | 16.6 | 27 of 71 | 63% |
| P/B | 1.9 | 2.9 | 23 of 64 | 65% |
| ROCE | 18.1 | 14.2 | 29 of 78 | 64% |
| ROE | 12.6 | 11.5 | 30 of 67 | 56% |
| Debt / Equity | 0.0 | 0.0 | 27 of 68 | 61% |
| EBITDA margin | 18.3 | 18.4 | 34 of 65 | 48% |
| Revenue growth | 7.3 | 10.6 | 39 of 63 | 39% |
| Profit growth | 51.3 | 6.7 | 11 of 62 | 84% |
| Market cap | 7871 | 475 | 18 of 75 | 77% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
