Birlasoft Ltd
BSOFTBirlasoft Ltd's earnings have outrun its stock. EPS grew −0.3% in a year against a −31.3% price move.
The sharpest disagreement: annual EPS moved −0.3% against a −31.3% price move — the market has not yet caught up with the delivery.
The price is in a downtrend (20 weeks in) while the P/E sits at the 42nd percentile of its own 10-year range. Underneath, the last four quarters read improving — profit +44.3% year on year, and 108% of the last 3 years' profit arrived as cash. What settles it: whether the price catches up with earnings that have already moved.
Price story Before the numbers, the tape. A stock price moves through four repeating seasons: a flat base (stage 1), an advance (2), a top (3), a decline (4). Where the price sits in that cycle frames everything below.
Birlasoft Ltd trades at ₹288, in a downtrend and 20 weeks into that stage. That is −21.1% against its own 200-day average. It sits at 7% of a 52-week range of ₹276 to ₹448. On relative strength it is currently behind the NIFTY 500 on a trailing-13-week view (26 weeks and counting).
Today the stock is in a downtrend — week 20 of stage 4, confirmed. At ₹288 it trades −21.1% versus its 200-day average and sits at 7% of its 52-week range (₹276–₹448).
Against the market, two honest reads. Cumulative: over the last 10.4 years the stock moved +217% while the NIFTY 500 moved +272% — behind the index over the full window. Recent form: on a trailing-13-week view the stock is currently behind (26 weeks and counting; last ahead the week of 2026-02-27) — the ribbon below is that same metric, week by week.
What would end the trend, mechanically: two Friday closes in a row below the 200-day line. That is the exit rule — no debates.
→ The trend is one thing; the bill is another. Are you paying up for it? Next: the P/E sits at the 42nd percentile of its own range.
Valuation P/E is the price of ₹1 of annual profit: how many rupees the market pays for each rupee the company earns in a year.
Birlasoft Ltd trades at 14.8× P/E, mid-range by its own standards (42nd percentile). Its long-run median P/E is 18.6×, measured across 10.4 years of weekly readings. This places the multiple against the stock’s own record, and says nothing about what the business is worth.
Today's P/E of 14.8× is mid-range by its own standards (42nd percentile), against a long-run median of 18.6× measured over 10.4 years of weekly readings. This is a comparison against the stock's own history — not a claim about what it is worth.
One caveat before moving on: margins are the best this company has ever printed — cheap against its own history on record margins is not the same thing as cheap. If profitability mean-reverts, today's multiple is higher than it looks.
Why the multiple sits where it does: over the past year annual EPS moved −0.3% against a −31.3% price move — earnings outran the price, pushing the multiple DOWN its own range.
The price move, decomposed: over 5y, of the −7.2%/yr price move, ~+10.5%/yr came from earnings growth and ~−17.7 pp from the multiple (compressing); over 10y, of the +12.3%/yr price move, ~+2.2%/yr came from earnings growth and ~+10.1 pp from the multiple (expanding). The split is the honest approximate (price return minus earnings growth); it makes the rally itself visible instead of hiding it behind the percentile.
Put together: the multiple is unremarkable against its own past, so the story rests on the earnings line underneath it, not the multiple.
→ Cheap or dear rides on the earnings. Are they actually growing? Next: the fundamental stage — where the business sits in its arc, and how growth has compounded.
Stage: Mixed Every business sits somewhere on a fundamental arc, and this page names the spot before anything else. The last twelve quarters of revenue, profit and EPS growth — plus the return the business earns on its capital — are read as curves: Deteriorating (the curves are falling), Turning around (a trough has just formed and the last few quarters lift off it), Improving (the climb off the trough is sustained), Consistent (steadily positive with healthy returns), Topping out (still high but decelerating from the peak). When the curves genuinely disagree the read is Mixed; too little history is No read. CAGR (compound annual growth rate) is the smooth yearly pace that turns the starting value into the latest one — the fairest way to compare growth across different time spans. Read the columns together: if the 1-year number towers over the 10-year, recent growth is running hotter than the long-run trend. A dash means that window is not held, or the base year was a loss (where a growth rate is not meaningful).
Birlasoft Ltd reads as mixed on its fundamental arc. Mixed — revenue and EPS growth are shrinking while ROCE holds at 20.2% — falling growth against firm returns, so no single stage word fits yet. The read is built from 12 quarters across 4 curves, on full evidence.
Why it matters: when the curves disagree, the per-curve reads above matter more than any single verdict.
| 1yr | 3yr | 5yr | 10yr | |
|---|---|---|---|---|
| Revenue | −1.2% | +3.5% | +8.3% | +5.1% |
| Profit | +0.2% | +16.0% | +10.0% | +6.3% |
| EPS | −0.3% | +15.4% | +9.9% | +2.7% |
| Share price | −31.3% | −8.8% | −7.2% | +12.3% |
→ The stage names the trajectory. Next: the revenue line that produces it, quarter by quarter.
4-Factor Sector Score
45.6/100 — rank 42 of 63 in IT - Software · 96% evidence confidence
Birlasoft Ltd scores 45.6 out of 100 against the 63 companies it is compared with in IT - Software, ranking 42. Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity.
The four contributions add to the total exactly: 15.1 + 14.9 + 14.4 + 1.2 = 45.6. This is the SAME number shown on the sector comparison — it is computed once, for the whole peer set, and read here.
What would change it: The read weakens if profit growth turns negative or margin improvement reverses while sector-relative strength deteriorates.
Revenue Revenue is the top line: everything the company billed its customers in the period.
Birlasoft Ltd reported ₹1,349 Cr of revenue in the Mar 26 quarter, +2.4% year on year. Over 10 years it has compounded at 5.1% a year. The last full year, FY26, came in at ₹5,310 Cr. The last four reported quarters add to ₹5,311 Cr.
Birlasoft Ltd reported ₹1,349 Cr of revenue in the Mar 26 quarter, +2.4% year on year. Over 10 years it has compounded at 5.1% a year. The last full year, FY26, came in at ₹5,310 Cr. The last four reported quarters add to ₹5,311 Cr.
FY26 revenue came in at ₹5,310 Cr (−1.2% on the year), capping 10 years at 5.1% compound. The latest quarter (Mar 26) printed ₹1,349 Cr, +2.4% year on year.
Pace check: the last four quarters averaged −1.2% growth against the decade's 5.1% — the current year is running slower than its own long-run rate.
Acceleration check: trailing-twelve-month revenue grew −1.2% over the last 4 quarters against +0.3%/yr over the last 8 — stabilising; TTM profit +0.2% vs −8.9%/yr — accelerating.
→ Revenue grew — did margins hold as it scaled? Next: 18.0% this quarter (+5.0 pp YoY).
Operating margin Operating margin is what is left of every ₹100 of sales after running the business, before interest and tax. It is the cleanest read on pricing power and cost control.
Birlasoft Ltd's operating margin is 18.0% in the Mar 26 quarter, +5.0 percentage points against the same quarter a year ago. That is the widest this company has ever printed on a full-year basis. Across 13 fiscal years the operating margin has ranged 10.0% to 16.0%. The current quarter is running above every full year in that window.
Birlasoft Ltd's operating margin is 18.0% in the Mar 26 quarter, +5.0 percentage points against the same quarter a year ago. That is the widest this company has ever printed on a full-year basis. Across 13 fiscal years the operating margin has ranged 10.0% to 16.0%. The current quarter is running above every full year in that window.
The latest quarter's operating margin is 18.0%, +5.0 pp against the same quarter a year ago. Across 13 fiscal years the operating margin has ranged 10.0%–16.0%, and FY26's 16.0% is the top of that band — a record year.
Why the margin moved: operating margin went +5.3 pp year on year while gross margin went +0.8 pp — the gain came mostly below the gross line: operating leverage, with costs spread over a bigger revenue base.
Worth repeating from the valuation section: cheap against its own history on record margins is not the same thing as cheap — a record margin flatters every ratio built on top of it.
→ Margins held — did that reach the bottom line? Next: profit +44.3% in the latest quarter.
Net profit Net profit is what survives every cost, interest and tax — the number EPS, dividends and book value all grow from.
Birlasoft Ltd earned ₹176 Cr of net profit in the Mar 26 quarter, +44.3% year on year. It is the 2nd consecutive quarter of growth. Full-year FY26 profit was ₹518 Cr. The 10-year compound rate is 6.3%. That is 13.0% of the quarter's revenue. The same quarter a year earlier earned ₹122 Cr.
Birlasoft Ltd earned ₹176 Cr of net profit in the Mar 26 quarter, +44.3% year on year. It is the 2nd consecutive quarter of growth. Full-year FY26 profit was ₹518 Cr. The 10-year compound rate is 6.3%. That is 13.0% of the quarter's revenue. The same quarter a year earlier earned ₹122 Cr.
Mar 26 profit was ₹176 Cr, +44.3% year on year — the 2nd consecutive quarter of growth. On the full year, FY26 printed ₹518 Cr (+0.2%), and the 10-year compound rate is 6.3%.
Why profit moved: revenue contributed +2.4% and the margin +5.0 pp — the quarter was margin-led: most of the profit growth came from keeping more of each sale.
Pace comparison, last four quarters: profit +2.0% vs revenue −1.2%. Profit is growing faster than sales — fixed costs are being spread over a bigger base, and each extra rupee of revenue drops more to the bottom line.
→ Profit rose — but did the cash follow? Next: 108% of the last 3 years' profit arrived as cash.
Cash flow — the router The P&L says what was earned; the cash-flow statement says what actually arrived. Operating cash flow (CFO) against profit is the cleanest lie detector in the accounts.
Over the last 3 fiscal years 108% of Birlasoft Ltd's reported profit arrived as operating cash — the cash follows the profit. In FY26 that was ₹481 Cr of operating cash against ₹518 Cr of profit. After ₹149 Cr of capital spending, ₹332 Cr was left as free cash.
FY26: operating cash of ₹481 Cr against reported profit of ₹518 Cr, leaving free cash of ₹332 Cr after ₹149 Cr of capital spending. Across the last 3 fiscal years the conversion rate is 108% of profit.
Cash-flow readings here are annual — that is the resolution our series carries, so this section moves once a year.
Why conversion sits at 108%: the cash cycle stretched 30 days between FY21 and FY26 — more of each rupee of profit waits inside the cycle before arriving.
Router verdict: no single sink dominates — the next section checks both the working-capital cycle and the capital spending.
→ So follow the cash to where it goes. Next: a 83-day cycle and ₹345 Cr of building.
Where the cash goes Working capital is the cash tied up between paying suppliers and getting paid: debtor days (customers owe), inventory days (stock waits), and the cash conversion cycle (the whole loop, in days of sales).
Birlasoft Ltd's cash conversion cycle runs 83 days in FY26, up from 53 days in FY21. Capital spending ran ₹345 Cr over the last 3 years. At FY26 sales of ₹5,310 Cr each day of that cycle holds about ₹14.5 Cr, so roughly ₹1,207 Cr sits inside the business at any moment.
FY26: debtors at 83 days (an asset-light business — no inventory to speak of) — for a full cycle of 83 days, looser than FY21's 53.
In money terms: at FY26 sales of ₹5,310 Cr, each day of the cycle holds about ₹14.5 Cr — so the 83-day loop keeps roughly ₹1,207 Cr sitting inside the business at any moment.
On the investment side: capital spending of ₹345 Cr over the last 3 fiscal years against ₹251 Cr of depreciation — building somewhat ahead of wear-and-tear. Capital work-in-progress stands at ₹2.0 Cr (FY26) — capacity paid for but not yet earning.
The synthesis: neither the cycle nor the build-out is hoarding the cash — the machine is reasonably clean.
→ Does all this activity actually earn its cost of capital? Next: ROCE is 21% and the ROIC − WACC spread is +19.4 pp.
Return on capital Return on capital employed (ROCE) is the profit the whole business earns on all the money in it — equity and debt together. It is the single best test of whether growth creates value or just size.
Birlasoft Ltd earns a ROCE of 21% in FY26. That is up from a trough of 15% in FY15. Return on invested capital clears the cost of that capital by +19.4 percentage points, so growth here adds value rather than only size. The wiring behind it is 9.8% net margin on 1.01× asset turns.
FY26 ROCE is 21%, recovered from a FY15 trough of 15% — the full ladder below shows the fall and the climb, undoctored.
Why the return is what it is — the wiring (FY26): 9.8% net margin × 1.01× asset turns × 1.28× balance-sheet leverage ≈ 12.7% on equity. Margin does its share; leverage is modest — this is an earned return, not a borrowed one.
The capstone test — ROIC − WACC: 31.4% − 12.0% = a +19.4 pp spread. The 12.0% is a standing assumption for the cost of capital in India, not a per-stock estimate — read the sign and the size of the spread, not the decimals. A spread this wide means every rupee reinvested creates more than a rupee of value — the engine compounds.
→ Returns like these — is the balance sheet borrowing to make them? Next: debt-to-equity is 0.03.
Debt Debt-to-equity says how much of the business is funded by borrowings. Low is the safe corner; the trend matters as much as the level.
Birlasoft Ltd carries total debt of ₹141 Cr against shareholder equity of ₹4,113 Cr as of Mar 26, a debt-to-equity of 0.03 — effectively unlevered. On the annual view that ratio went from 0.05 in FY22 to 0.03 in FY26. The returns elsewhere on this page are therefore earned rather than borrowed.
Mar 26: total debt of ₹141 Cr against shareholder equity of ₹4,113 Cr — a debt-to-equity of 0.03. On the annual view, debt-to-equity went from 0.05 (FY22) to 0.03 (FY26). The returns on this page are earned, not borrowed.
→ Who owns this, and are they adding or leaving? Next: Foreign institutions cut 6.0 points over 8 quarters.
Ownership Who owns the stock, quarter by quarter: promoters (the controlling owners), foreign and domestic institutions, and the public. Steady accumulation by people close to the numbers is a signal; a quiet register is also an answer.
Foreign institutions cut 6.0 points of Birlasoft Ltd over 8 quarters, the biggest move on the register. That takes foreign institutions to 12.8% of the company. Domestic institutions moved +1.1 points over the same window, to 22.0%. The register is read on the four disclosed classes only; nothing is inferred between filings.
The register over the last two years — Foreign institutions: −6.0 points over 8 quarters to 12.8%; Domestic institutions: +1.1 points over 8 quarters to 22.0%; Promoters: −0.5 points over 8 quarters to 40.4%.
🚨 Why the register moved: foreign institutions drove it (−6.0 points), absorbed on the other side by domestic institutions (+1.1 points) — distribution into the market’s bid.
→ One last check: does the safety math agree? Next: the balance-sheet safety line.
Safety line The Z-score estimates how far a company sits from balance-sheet distress — above roughly 3 is safe, below roughly 1.8 is the danger zone. It was built for manufacturers, so it is not applied to banks and lenders.
Birlasoft Ltd: the Z-score is not available for this stock, so we say so rather than invent one. It is a distance-to-distress estimate from the balance sheet, not a forecast of failure. The debt, cash-flow and return sections above carry the balance-sheet evidence this page does hold, and each of them states its own reporting date.
The safety line in one sentence: the Z-score is not available for this stock, so we say so rather than invent one.
| Company | P/E | Mkt cap | Revenue | EPS | ROCE | Stage |
|---|---|---|---|---|---|---|
| Birlasoft Ltd this page | 14.8× | ₹7,896 Cr | Turning around | |||
| Tata Consultancy Services Ltd | 15.2× | ₹8.2L Cr | Consistent | |||
| Infosys Ltd | 13.6× | ₹4.2L Cr | Consistent | |||
| HCL Technologies Ltd | 19.0× | ₹3.4L Cr | Mixed | |||
| Wipro Ltd | 13.3× | ₹1.8L Cr | Topping out | |||
| Tech Mahindra Ltd | 28.7× | ₹1.5L Cr | Topping out | |||
| LTM Ltd | 21.6× | ₹1.2L Cr | Consistent | |||
| Coforge Ltd | 40.0× | ₹65,726 Cr | Mixed | |||
| Mphasis Ltd | 22.6× | ₹43,674 Cr | Consistent | |||
| Hexaware Technologies Ltd | 23.0× | ₹33,719 Cr | No read | |||
| IDream Film Infrastructure Company Ltd | — | ₹17,180 Cr | No read | |||
| Zensar Technologies Ltd | 15.1× | ₹11,511 Cr | Turning around | |||
| Sonata Software Ltd | 15.8× | ₹8,079 Cr | Mixed | |||
| Tanla Platforms Ltd | 14.9× | ₹7,954 Cr | Turning around | |||
| Seshaasai Technologies Ltd | 23.6× | ₹6,221 Cr | No read | |||
| ASM Technologies Ltd | 103.0× | ₹6,206 Cr | No read | |||
| AvenuesAI Ltd | 20.2× | ₹5,700 Cr | Mixed | |||
| Mastek Ltd | 12.0× | ₹5,242 Cr | Consistent | |||
| Datamatics Global Services Ltd | 20.3× | ₹4,856 Cr | Topping out | |||
| Aurionpro Solutions Ltd | 21.0× | ₹4,562 Cr | Mixed | |||
| Moschip Technologies Ltd | 141.0× | ₹4,508 Cr | Mixed | |||
| Capillary Technologies India Ltd | 128.0× | ₹3,790 Cr | — | — | — | — |
| TechNVision Ventures Ltd | 984.0× | ₹3,563 Cr | No read | |||
| Cigniti Technologies Ltd | 11.4× | ₹3,472 Cr | Mixed | |||
| 63 Moons Technologies Ltd | — | ₹3,264 Cr | No read | |||
| ASM Technologies Ltd | 52.8× | ₹3,220 Cr | No read | |||
| TechNVision Ventures Ltd | 14,485.0× | ₹3,187 Cr | No read | |||
| R Systems International Ltd | 12.6× | ₹2,909 Cr | Turning around | |||
| Sasken Technologies Ltd | 48.1× | ₹2,765 Cr | Improving | |||
| BLS E-Services Ltd | 44.6× | ₹2,565 Cr | Mixed | |||
| Silver Touch Technologies Ltd | 71.0× | ₹2,538 Cr | Turning around | |||
| Saksoft Ltd | 16.3× | ₹2,231 Cr | Mixed | |||
| Blue Cloud Softech Solutions Ltd | 31.2× | ₹1,889 Cr | Mixed | |||
| Hypersoft Technologies Ltd | 440.0× | ₹1,798 Cr | No read | |||
| Kody Technolab Ltd | 104.0× | ₹1,748 Cr | — | — | — | — |
| IZMO Ltd | 34.8× | ₹1,653 Cr | Improving | |||
| NINtec Systems Ltd | 50.3× | ₹1,610 Cr | Mixed | |||
| Dynacons Systems & Solutions Ltd | 18.6× | ₹1,580 Cr | Mixed | |||
| Magellanic Cloud Ltd | 13.6× | ₹1,568 Cr | Mixed | |||
| InfoBeans Technologies Ltd | 18.0× | ₹1,526 Cr | Mixed |
Frequently asked questions
What is Birlasoft Ltd's share price today?
Birlasoft Ltd trades at ₹288, −31.3% over the past year. The company is valued at ₹7,896 Cr. The stock sits at 7% of its 52-week range of ₹276–₹448, −21.1% versus its 200-day average. On the tape, the price is in a downtrend, 20 weeks in. — as of 24 July 2026.
What were Birlasoft Ltd's latest quarterly results?
Birlasoft Ltd reported revenue of ₹1,349 Cr and net profit of ₹176 Cr for the Mar 26 quarter. Revenue rose 2.4% and profit rose 44.3% year on year. Earnings per share were ₹6.29. The operating margin was 18.0%, 5.0 pp higher than a year earlier. — as of 24 July 2026.
What is Birlasoft Ltd's revenue?
Birlasoft Ltd reported revenue of ₹1,349 Cr in the Mar 26 quarter, +2.4% year on year. For the full FY26 fiscal year, revenue was ₹5,310 Cr (−1.2%). Over the last 10 years revenue compounded at 5.1% a year. — as of 24 July 2026.
What is Birlasoft Ltd's profit?
Birlasoft Ltd earned ₹176 Cr of net profit in the Mar 26 quarter, +44.3% year on year — the 2nd straight quarter of growth. Full-year FY26 profit was ₹518 Cr. The operating margin ran 18.0% in the latest quarter. — as of 24 July 2026.
What is Birlasoft Ltd's market cap?
Birlasoft Ltd's market capitalisation is ₹7,896 Cr at a share price of ₹288. Market cap is the share price multiplied by shares outstanding, so it is restated whenever the price moves. — as of 24 July 2026.
What is Birlasoft Ltd's P/E ratio?
Birlasoft Ltd trades at a P/E of 14.8×, at the 42nd percentile of its own 10-year range, against a long-run median of 18.6×. This is a comparison with the stock's own history, not a value call — as of 24 July 2026.
Does Birlasoft Ltd pay a dividend?
Yes — Birlasoft Ltd's dividend payout was 35% of profit in FY26, and it recorded a payout in each of its last 13 reported fiscal years. This page holds the payout ratio, not a per-share amount. — as of 24 July 2026.
Is Birlasoft Ltd overvalued?
On its own history, Birlasoft Ltd looks mid-range against its own history: its P/E of 14.8× sits at the 42nd percentile of its 10-year range (long-run median 18.6×). That is a percentile read against the stock's own past, not a price opinion or a direction call. One caveat: margins are the best this company has ever printed — cheap on record margins is not the same thing as cheap. — as of 24 July 2026.
Is Birlasoft Ltd growing?
Yes — Birlasoft Ltd is growing: latest-quarter revenue +2.4% year on year, profit +44.3%, and the margin +5.0 pp at 18.0%. The 10-year compound rates are 5.1% (revenue) and 6.3% (profit). The earnings engine currently reads: improving — as of 24 July 2026.
How is Birlasoft Ltd performing?
Birlasoft Ltd is in a downtrend, 20 weeks in. Its latest quarter's revenue rose 2.4% and profit rose 44.3% year on year. Against the NIFTY 500 it has been behind on a trailing-13-week view for 26 weeks. This describes what the data did, not a rating. — as of 24 July 2026.
What stage is Birlasoft Ltd in?
Mixed — revenue and EPS growth are shrinking while ROCE holds at 20.2% — falling growth against firm returns, so no single stage word fits yet. The read comes from the last 12 quarters of growth (revenue growth −1.2% latest, profit growth +0.2% latest, eps growth −0.4% latest) plus the ROCE curve, classified by deterministic rules — a trajectory read, not a buy or sell call — as of 24 July 2026.
Is Birlasoft Ltd in an uptrend?
No — the price is in a downtrend (week 20 of stage 4), trading −21.1% versus its 200-day average and at 7% of its 52-week range. Price stages cycle base → advance → top → decline, and the stage names where this stock sits in that cycle — as of 24 July 2026.
Is Birlasoft Ltd beating the market?
Not lately — on a trailing-13-week view Birlasoft Ltd is currently behind the NIFTY 500 (26 weeks and counting; last ahead the week of 2026-02-27), the same metric the week-by-week ribbon on this page draws. Separately, on the cumulative view: over the last 10.4 years the stock moved +217% against the NIFTY 500's +272% — behind the index over the full window. — as of 24 July 2026.
Will Birlasoft Ltd's share price go up?
This page publishes no price forecast for Birlasoft Ltd. What it measures instead: the share price is ₹288, the price is in a downtrend 20 weeks in. Its P/E of 14.8× sits at the 42nd percentile of its own 10-year range. Direction is not something this site claims to know. — as of 24 July 2026.
Who owns Birlasoft Ltd?
Promoters hold 40.4% of Birlasoft Ltd, foreign institutions 12.8%, domestic institutions 22.0% and the public 24.9% (latest quarter). The biggest move on the register over the last two years: Foreign institutions cut 6.0 points over 8 quarters. — as of 24 July 2026.
Does Birlasoft Ltd have too much debt?
No — Birlasoft Ltd's debt-to-equity is 0.03, and operating profit covers the interest bill 43×. FY26 borrowings were ₹141 Cr against equity of ₹4,113 Cr. The returns on this page are earned, not borrowed — as of 24 July 2026.
What is Birlasoft Ltd's capex?
Birlasoft Ltd spent ₹345 Cr on capital expenditure over the last 3 fiscal years, a figure derived from the change in fixed assets plus depreciation. In FY26 alone that was ₹149 Cr, with ₹2.0 Cr in capital work-in-progress — capacity paid for but not yet earning. — as of 24 July 2026.
What is Birlasoft Ltd's cash flow?
Birlasoft Ltd generated ₹481 Cr of operating cash flow in FY26 and ₹332 Cr of free cash flow after ₹149 Cr of capital spending. Reported profit that year was ₹518 Cr, so operating cash ran behind profit. Cash-flow resolution for India is annual. — as of 24 July 2026.
Is Birlasoft Ltd's profit real cash?
Yes — over the last 3 fiscal years, 108% of Birlasoft Ltd's reported profit arrived as operating cash. In FY26, operating cash was ₹481 Cr against reported profit of ₹518 Cr. The cash then goes into a mix of the working-capital cycle and capacity. Cash-flow resolution is annual — as of 24 July 2026.
Where is Birlasoft Ltd in its business cycle?
Birlasoft Ltd's FY26 operating margin was 16.0%, against a 13-year band of 10.0%–16.0%: the top of the band — a record year. Record profitability is late-cycle territory: every ratio flatters at the top, and the story leans on margins holding. The latest quarter ran 18.0%. Profitability versus a company's own long band is the cleanest cycle clock this page holds — as of 24 July 2026.
What could break the Birlasoft Ltd story?
The sharpest disagreement: annual EPS moved −0.3% against a −31.3% price move — the market has not yet caught up with the delivery. Mechanically, two Friday closes in a row below the 200-day average would end the price trend — that is the exit rule this page tracks — as of 24 July 2026.
Is Birlasoft Ltd a stock worth studying right now?
This is not investment advice. The machine read: Birlasoft Ltd's earnings have outrun its stock. EPS grew −0.3% in a year against a −31.3% price move. The sharpest open question: whether the price catches up with earnings that have already moved. Every number on this page is drawn deterministically from the raw series, with no forecasts and no price opinions — as of 24 July 2026.