Birlasoft News and Updates

Name: Latest research reports of Birlasoft Ltd. authored by IDBI Capital and published by - Trendlyne research reports.
Item: Birlasoft Ltd.
Rating: 3
Author: IDBI Capital

Keep track of all breaking news on Birlasoft from all sources in a single place.

Birlasoft Ltd.

03 Dec 2025, 06:30AM

435.90

3.11%

Today's Stock Recommendation: December 03, 2025

Business Line

The stock idea that we have for you today is Birlasoft

Birlasoft has lost -27.53% in the last 1 Year

Stock to buy today: Birlasoft (404.90) BUY

Business Line | 03 Dec 2025, 06:30AM

Birlasoft Ltd.

11 Nov 2025

435.90

3.11%

KPIT Q2 Review Growth To Re-Accelerate From Q4 Says Motilal Oswal Reiterating 'Buy', Sees 26% Upside,

NDTV Profit

Motilal Oswal trims KPIT's FY26 estimates by ~4% on higher depreciation from CareSoft and lower other income.

Birlasoft Ltd. is trading at high day volume of 6.1M.

Birlasoft Ltd.

07 Nov 2025

435.90

3.11%

Birlasoft: Q2FY26 Result Review

Hold: Birlasoft Ltd.

Target

IDBI Capital

Birlasoft reported stable Q2FY26 performance amidst a challenging macro environment, with dollar revenue marginally up 0.1% QoQ to USD 150.7mn and rupee revenue rising 3.4% QoQ. Manufacturing softness was partially offset by sequential growth in BFSI and Lifesciences. EBITDA margin expanded sharply to 16% from 12.4% in Q1, aided by operational efficiencies and one-offs, but the underlying margin excluding these benefits would be around 13.5%. Q2 deal wins totaled USD 107mn, with some committed deals spilling into Q3, which is expected to deliver growth in the seasonally weak quarter. The company...

Birlasoft Ltd. has an average target of 404.00 from 4 brokers.

Birlasoft Ltd.

07 Nov 2025

435.90

3.11%

Birlasoft Ltd.

Hold: Birlasoft Ltd.

Target

ICICI Direct

Strengthening AI capabilities to spur future growth: Birlasoft continues to invest in AI, automation and data engineering capabilities, positioning itself to capture the next wave of enterprise digital transformation. Its expanding portfolio of agentic AI solutions and domain-specific digital offerings enhances differentiation against peers. As discretionary tech budgets return, these capabilities, backed by an improving deal pipeline & execution strength, should...

Number of FII/FPI investors decreased from 221 to 214 in Sep 2025 qtr

Birlasoft Ltd.

06 Nov 2025

435.90

3.11%

to see Rapid results content

Birlasoft Ltd.

01 Oct 2025

435.90

3.11%

Flat Growth Despite Fresh Acquisition? Goldman Sachs Cuts Price Target For KPIT

NDTV Profit

Shares of KPIT have gone through a sharp correction over the past 12 months or so, falling more than 33%. The stock price has fallen in each of the past four quarters.

Birlasoft has gained 12.75% in the last 1 Week

Birlasoft Ltd.

08 Aug 2025

435.90

3.11%

'Hold' Birlasoft Shares, Maintains IDBI Capital Post Soft Q1 Results Check New Target Price

NDTV Profit

Birlasoft's largest vertical, manufacturing, saw a decline due to ramp-downs, project completions, and client insourcing, adds the brokerage

Birlasoft Ltd. is trading at high day volume of 6.1M.

Q1 miss, muted deals: What should investors do with Birlasoft stock now?

Business Standard | 08 Aug 2025

Birlasoft Ltd.

08 Aug 2025

435.90

3.11%

Birlasoft: Q1FY26 Result Review

Hold: Birlasoft Ltd.

Target

IDBI Capital

Birlasoft reported a 1% QoQ revenue decline in Q1 to USD 150.7mn, driven by macroeconomic headwinds, client insourcing, and ramp-downs in manufacturing, while BFSI, Life Sciences & Services, and Energy & Utilities saw growth. EBITDA margin stood at 12.4%, impacted by the absence of Q4 one-offs. TCV wins reached USD 141mn, slightly lower due to seasonality and a deal shifting to Q2. Manufacturing and ERP remain under pressure amid tariff uncertainties, though medical devices show positive traction. ERP, despite challenges, remains a USD 200mn business. The company is focusing on mining its top 40 accounts,...