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Birlasoft Community
NSEI:BSOFT Community
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Birlasoft
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Birlasoft
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Client Shifts And Automation Will Crush Traditional Offshore Models
Key Takeaways Heavy reliance on short-term discretionary IT projects, offshore delivery, and a concentrated client base exposes Birlasoft to revenue volatility and compressed margins amid industry shifts. Competitive pressures, rising costs, and lagging presence in high-growth digital areas are likely to prolong margin compression and hinder sustainable earnings growth.
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₹350.00
FV
10.3% overvalued
intrinsic discount
4.04%
Revenue growth p.a.
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14 days ago
author updated this narrative
Birlasoft
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
Digital Transformation And AI Will Unlock New Opportunities
Key Takeaways Strategic focus on AI, cloud, and multiyear contracts positions Birlasoft for accelerated revenue growth, margin improvement, and sustained high-quality earnings. Leadership overhaul and targeted client expansion are set to drive robust deal flow, increased wallet share, and outperformance versus market expectations.
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₹551.12
FV
30.0% undervalued
intrinsic discount
8.86%
Revenue growth p.a.
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14 days ago
author updated this narrative
Birlasoft
AN
AnalystConsensusTarget
Consensus Narrative from 14 Analysts
AI Investments And Cogito Will Transform Future Service Offerings
Key Takeaways Strategic investments in AI capabilities and potential new deals are poised to elevate revenue and earnings growth substantially. Cost management and client base expansion efforts aim to stabilize revenue and improve financial performance.
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₹440.64
FV
12.4% undervalued
intrinsic discount
6.69%
Revenue growth p.a.
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7 days ago
author updated this narrative
Your Valuation for
BSOFT
BSOFT
Birlasoft
Your Fair Value
₹
Current Price
₹386.00
49.6% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
74b
2015
2018
2021
2024
2025
2027
2030
Revenue ₹73.8b
Earnings ₹7.1b
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