Update shared on10 Aug 2025
Fair value Decreased 7.73%The downward revision in Birlasoft’s fair value primarily reflects reduced consensus revenue growth forecasts, partially offset by a modest improvement in net profit margin, resulting in the price target decreasing from ₹439.93 to ₹412.14.
What's in the News
- Birlasoft's Board will consider and approve unaudited financial results for the quarter ended June 30, 2025, at a meeting on August 7, 2025.
- Chief Financial Officer Kamini Shah has resigned for personal reasons, effective at the close of business on August 7, 2025.
- Chandrasekar Thyagarajan, with over 36 years of finance experience, is appointed as the new Chief Financial Officer effective August 8, 2025.
- The Board met on May 28, 2025 to approve the audited financial results for the quarter and year ended March 31, 2025, and to consider and recommend a final dividend.
Valuation Changes
Summary of Valuation Changes for Birlasoft
- The Consensus Analyst Price Target has fallen from ₹439.93 to ₹412.14.
- The Consensus Revenue Growth forecasts for Birlasoft has significantly fallen from 7.2% per annum to 5.9% per annum.
- The Net Profit Margin for Birlasoft has risen slightly from 11.10% to 11.55%.
Disclaimer
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