Birlasoft Ltd. share price target and research reports

Latest analyst research reports with target prices and PDF download for BSOFT, BSE:532400 Birlasoft Ltd.

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Birlasoft Ltd.

08 May 2026

355.90

-1.73%

Birlasoft Ltd.

Hold: Birlasoft Ltd.

Target

ICICI Direct

Q4FY26 & FY26 Performance: Revenue stood at US$ 145.3 mn (1,348.6 crore), down 3.7% QoQ/ 5.1% YoY in CC terms. Reported EBITDA margin came at 18.5%, up ~30 bps QoQ. Reported PAT stood at 176 crore, up 46.7% QoQ. For FY26, revenue stood at US$ 597.5 mn, down 6% YoY (-6.5% YoY CC). Reported EBITDA...

ICICI Direct decreased Hold price target of Birlasoft Ltd. to 400.0 on 08 May, 2026.

Birlasoft Ltd.

07 May 2026

355.90

-1.73%

Birlasoft (SELL): A new leadership and sales line up to push growth

Sell: Birlasoft Ltd.

Target

BOB Capital Markets Ltd.

4Q revenue was weaker than estimate though margins were better. FY26 revenue declined 6.5% in CC, the weakest in our coverage

Number of FII/FPI investors increased from 225 to 256 in Mar 2026 qtr.

Birlasoft Ltd.

07 May 2026

355.90

-1.73%

Birlasoft: Q4FY26 Result Review

Buy: Birlasoft Ltd.

Recommendation Target

IDBI Capital

Birlasoft delivered a mixed FY26, with full-year revenues declining 6% in dollar terms to ~USD 598mn, weighed down by a soft demand environment, clientspecific headwinds in the life sciences/med-tech vertical, deliberate exits from low-margin contracts (~200bps revenue impact), and upfront productivity pass through on AI deals. Margin recovery was remarkable and EBITDA expanded 333bps YoY to 16.3% in FY26, reaching 18.5% in Q4, aided by cost rationalization, forex tailwinds (~170bps), and one-time provision reversals (~170bps). PAT for Q4 surged 47% QoQ to ~INR 1.76bn. Deal wins stayed above USD 200mn TCV for the second consecutive quarter. Management is doubling...

ICICI Direct decreased Hold price target of Birlasoft Ltd. to 400.0 on 08 May, 2026.

Birlasoft Ltd.

29 Jan 2026

355.90

-1.73%

Birlasoft Ltd.

Hold: Birlasoft Ltd.

Target

ICICI Direct

Growth visibility still limited: Q3 performance indicates stabilization rather than a broad-based recovery. Revenue remained largely flat QoQ and declined YoY, with growth concentrated in manufacturing (+3.1% QoQ) due to rampup of previously paused deals, which management indicated is largely onetime. Growth drivers appear narrow as key verticals such as BFSI, ER&U and Lifesciences remain soft, and Americas weakness persists. Headwinds in manufacturing and life sciences which are expected to continue into Q4 & recovery is expected only from Q1/Q2 FY27, leading to a back-ended growth...

Birlasoft Ltd. has an average target of 401.25 from 4 brokers.

Birlasoft Ltd.

29 Jan 2026

355.90

-1.73%

Birlasoft (SELL): Odds of third successive year of revenue decline in FY27 rising

Sell: Birlasoft Ltd.

Target

BOB Capital Markets Ltd.

Second successive quarter of margin beat on forex and one-offs. Sustainable EBITDA margin indicated 300bps lower than 3Q levels

Birlasoft Ltd. has an average target of 401.25 from 4 brokers.

Birlasoft Ltd.

29 Jan 2026

355.90

-1.73%

Birlasoft: Q3FY26 Result Review

Hold: Birlasoft Ltd.

Target

IDBI Capital

Birlasoft delivered a steady Q3 performance despite a seasonally weak quarter, with flat revenue growth in dollar term but a strong improvement in margins driven by cost control, higher offshore mix, and better-quality deals. EBITDA margin expanded sharply to 18.2% backed by one-offs, forex benefits, rise in fixed-price business & offshore works, though management clarified that the sustainable margin is closer to 15%. Deal wins improved meaningfully, with total contract value rising sharply and a healthy share of net-new, AI-led engagements, showing progress in moving towards outcome-based and fixedprice work. However, revenue growth remains the key concern. Demand...

Number of FII/FPI investors increased from 225 to 256 in Mar 2026 qtr.

Birlasoft Ltd.

07 Nov 2025

355.90

-1.73%

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 increased from 225 to 256 in Mar 2026 qtr.

Birlasoft Ltd.

07 Nov 2025

355.90

-1.73%

Birlasoft (SELL): Weak 1HFY26 TCV hints at growth issues even in FY27

Sell: Birlasoft Ltd.

Target

BOB Capital Markets Ltd.

The weakest order inflow in 12 quarters hints at growth problems even in FY27 after two successive years of negative growth

Birlasoft Ltd. is trading below all available SMAs

Birlasoft Ltd.

07 Nov 2025

355.90

-1.73%

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 401.25 from 4 brokers.

Birlasoft Ltd.

08 Aug 2025

355.90

-1.73%

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,...

Birlasoft Ltd. has an average target of 401.25 from 4 brokers.

Is Birlasoft Ltd. worth buying?

882 Votes:

Buy 80.16%

Sell 12.02%

Hold 7.82%

RESEARCH REPORTS

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