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Birlasoft LimitedInforme acción NSEI:BSOFT

Capitalización bursátil ₹90.4b
Precio de las acciones
₹325.15
₹434
25.1% infravalorado descuento intrínseco
1Y-21.4%
7D4.6%
1D
Valor de la cartera
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Birlasoft Limited

Informe acción NSEI:BSOFT

Capitalización de mercado: ₹90.4b

Birlasoft (BSOFT) Resumen de Acciones

Birlasoft Limited presta servicios de desarrollo de software en India, América, Europa, Reino Unido y a escala internacional. Saber más

Análisis fundamental de BSOFT
Puntuación del snowflake
Valoración3/6
Crecimiento futuro1/6
Rendimiento pasado3/6
Salud financiera5/6
Dividendos5/6

BSOFT Community Fair Values

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Competidores de Birlasoft Limited

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Birlasoft
Precios históricos de las acciones
Precio actual de la acción₹325.15
Máximo en las últimas 52 semanas₹474.00
Mínimo de 52 semanas₹306.40
Beta0.36
Cambio en 1 mes1.32%
Variación en 3 meses-9.19%
Cambio de 1 año-21.39%
Variación en 3 años-5.53%
Variación en 5 años-15.73%
Variación desde la OPV166.24%

Noticias y actualizaciones recientes

Actualización de narrativa Jun 11

BSOFT: Leadership Changes And Margin Outlook Will Shape Fairly Valued Shares

Analysts have lifted their Birlasoft price target from ₹302 to ₹325, reflecting updated views that balance a slightly adjusted discount rate, moderated revenue growth assumptions, higher profit margin expectations, and a refined future P/E estimate. What's in the News A board meeting is scheduled for May 06, 2026 to consider and approve audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, and to consider recommending a final dividend, if any, subject to shareholder approval at the Annual General Meeting.
Actualización de narrativa May 28

BSOFT: Leadership Reshuffle And Steady Outlook Will Support Future Repricing

Analysts have left Birlasoft's fair value estimate unchanged at ₹434, citing only mild tweaks to underlying assumptions such as a slightly different discount rate, revenue growth outlook, profit margin expectation, and future P/E input that did not justify a fresh price target move. What's in the News A board meeting is scheduled on May 6, 2026 to consider and approve audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, and to consider recommending a final dividend, if any, for shareholder approval at the next AGM (Key Developments).
Actualización de narrativa May 12

BSOFT: Leadership Transitions Will Support Stronger Margins And Future Share Repricing

Analysts have trimmed their price target on Birlasoft from ₹505 to ₹434, citing updated assumptions that reflect lower revenue growth, a reduced discount rate, a higher profit margin outlook and a recalibrated future P/E multiple. What's in the News Board meeting scheduled on May 06, 2026 to consider and approve audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, and to consider recommending a final dividend, if any, for shareholder approval at the AGM (Key Developments).
Artículo de análisis May 09

Results: Birlasoft Limited Exceeded Expectations And The Consensus Has Updated Its Estimates

Birlasoft Limited ( NSE:BSOFT ) came out with its yearly results last week, and we wanted to see how the business is...

Recent updates

Actualización de narrativa Jun 11

BSOFT: Leadership Changes And Margin Outlook Will Shape Fairly Valued Shares

Analysts have lifted their Birlasoft price target from ₹302 to ₹325, reflecting updated views that balance a slightly adjusted discount rate, moderated revenue growth assumptions, higher profit margin expectations, and a refined future P/E estimate. What's in the News A board meeting is scheduled for May 06, 2026 to consider and approve audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, and to consider recommending a final dividend, if any, subject to shareholder approval at the Annual General Meeting.
Actualización de narrativa May 28

BSOFT: Leadership Reshuffle And Steady Outlook Will Support Future Repricing

Analysts have left Birlasoft's fair value estimate unchanged at ₹434, citing only mild tweaks to underlying assumptions such as a slightly different discount rate, revenue growth outlook, profit margin expectation, and future P/E input that did not justify a fresh price target move. What's in the News A board meeting is scheduled on May 6, 2026 to consider and approve audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, and to consider recommending a final dividend, if any, for shareholder approval at the next AGM (Key Developments).
Actualización de narrativa May 12

BSOFT: Leadership Transitions Will Support Stronger Margins And Future Share Repricing

Analysts have trimmed their price target on Birlasoft from ₹505 to ₹434, citing updated assumptions that reflect lower revenue growth, a reduced discount rate, a higher profit margin outlook and a recalibrated future P/E multiple. What's in the News Board meeting scheduled on May 06, 2026 to consider and approve audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, and to consider recommending a final dividend, if any, for shareholder approval at the AGM (Key Developments).
Artículo de análisis May 09

Results: Birlasoft Limited Exceeded Expectations And The Consensus Has Updated Its Estimates

Birlasoft Limited ( NSE:BSOFT ) came out with its yearly results last week, and we wanted to see how the business is...
Actualización de narrativa Apr 25

BSOFT: Senior Leadership Turnover Will Constrain Future Share Price Upside

Analysts have kept their price target for Birlasoft steady at ₹302. This reflects only small model tweaks in discount rate, revenue growth, profit margin and future P/E assumptions rather than a change in overall view.
Actualización de narrativa Apr 11

BSOFT: Leadership Turnover And Margin Pressure Will Constrain Future Upside Potential

Analysts have trimmed their price target on Birlasoft slightly from ₹304.51 to ₹302.00, citing adjusted assumptions for revenue growth, profit margin and future P/E that together point to a more balanced risk and reward profile. What's in the News Board meeting scheduled for Mar 30, 2026 at 16:15 IST to consider multiple senior leadership changes, including resignations and proposed appointments for the Chief Human Resources Officer, Chief Operating Officer, and Chief Executive Officer for Rest of the World & Global Head, Strategic Growth Initiatives (company filing).
Actualización de narrativa Mar 28

BSOFT: Lower Future P E And Trimmed Fair Value Will Restrain Upside

Analysts have trimmed their fair value estimate for Birlasoft from ₹318 to about ₹304.51. Modest adjustments to the discount rate, revenue growth and future P/E expectations are only partly offset by a slightly higher projected profit margin.
Actualización de narrativa Mar 10

BSOFT: Upcoming Board Review Will Reinforce Constructive View On Earnings Outlook

Analysts have trimmed their Birlasoft fair value estimate slightly, with the price target moving from ₹441 to ₹434 as small tweaks to the discount rate, revenue growth, profit margin and future P/E inputs flow through their models. What's in the News Birlasoft has scheduled a board meeting for Jan 28, 2026, at 14:15 Indian Standard Time.
Actualización de narrativa Feb 23

BSOFT: Upcoming Board Review Will Support Confident Outlook On Earnings Assumptions

Analysts have trimmed their price target on Birlasoft slightly, from ₹446.40 to ₹441.00. This reflects updated inputs for discount rate, profit margin, revenue growth and future P/E assumptions.
Artículo de análisis Feb 15

Return Trends At Birlasoft (NSE:BSOFT) Aren't Appealing

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Actualización de narrativa Feb 09

BSOFT: Fair Outlook Will Balance Earnings Assumptions And Upcoming Results Update

Analysts have raised their price target on Birlasoft to ₹446.40 from ₹433.73, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E that slightly adjust their view of the company’s risk profile and earnings potential. What's in the News Birlasoft has scheduled a Board meeting on January 28, 2026, at 14:15 Indian Standard Time to consider and approve its unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025 (Key Developments).
Artículo de análisis Jan 31

Birlasoft Limited (NSE:BSOFT) Just Released Its Third-Quarter Earnings: Here's What Analysts Think

Investors in Birlasoft Limited ( NSE:BSOFT ) had a good week, as its shares rose 3.0% to close at ₹418 following the...
Actualización de narrativa Jan 26

BSOFT: Fair Outlook Balances Earnings Momentum With Modest Margin And P/E Assumptions

Analysts have raised their price target for Birlasoft from ₹403.07 to ₹433.73, citing updated assumptions for slightly higher revenue growth, a modestly stronger profit margin, a lower discount rate, and a marginally higher future P/E multiple. What's in the News Board meeting scheduled on Jan 28, 2026 to consider and approve unaudited standalone and consolidated financial results for the quarter and nine months ended Dec 31, 2025 (company filing).
Artículo de análisis Jan 15

Birlasoft Limited (NSE:BSOFT) Investors Are Less Pessimistic Than Expected

There wouldn't be many who think Birlasoft Limited's ( NSE:BSOFT ) price-to-earnings (or "P/E") ratio of 25.3x is worth...
Actualización de narrativa Jan 09

BSOFT: Stable Fair Value And Modest Margins Will Limit Future Upside

Analysts have maintained their fair value estimate for Birlasoft at ₹318.00, making only small adjustments to assumptions such as the discount rate, revenue growth, profit margin and future P/E to reflect updated views on the company’s risk profile and earnings power. What's in the News Birlasoft has issued earnings guidance for the third and fourth quarter of 2025, indicating an expectation of sequential revenue growth across both quarters (company guidance).
Actualización de narrativa Dec 26

BSOFT: Modest Margin Outlook Will Restrict Future Share Price Upside

Analysts have nudged their price target for Birlasoft modestly higher to ₹318, citing slightly improved assumptions for long term revenue growth, profit margins, and a marginally lower discount rate that together support a firmer valuation multiple. What's in the News Company issues earnings guidance for the third and fourth quarter of 2025, targeting sequential revenue growth in both periods (company guidance).
Actualización de narrativa Dec 12

BSOFT: Higher Discount Rate Will Pressure Margins And Limit Upside Potential

Analysts have reduced their fair value estimate for Birlasoft to ₹318 from ₹350. This change reflects a slightly higher discount rate, modestly stronger revenue growth expectations, and a marginally lower projected profit margin and future P/E multiple.
Artículo de análisis Nov 14

Weak Statutory Earnings May Not Tell The Whole Story For Birlasoft (NSE:BSOFT)

The subdued market reaction suggests that Birlasoft Limited's ( NSE:BSOFT ) recent earnings didn't contain any...
Artículo de análisis Nov 09

Birlasoft Limited (NSE:BSOFT) Just Released Its Second-Quarter Results And Analysts Are Updating Their Estimates

As you might know, Birlasoft Limited ( NSE:BSOFT ) recently reported its quarterly numbers. Revenues of ₹13b were in...
Artículo de análisis Oct 18

Slowing Rates Of Return At Birlasoft (NSE:BSOFT) Leave Little Room For Excitement

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Artículo de análisis Sep 26

Why Investors Shouldn't Be Surprised By Birlasoft Limited's (NSE:BSOFT) Low P/E

With a price-to-earnings (or "P/E") ratio of 21.5x Birlasoft Limited ( NSE:BSOFT ) may be sending bullish signals at...
Actualización de narrativa Aug 10

Advanced Automation And GenAI Will Empower Medtech And BFSI Trends

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.
Artículo de análisis Jul 07

Birlasoft (NSE:BSOFT) Is Due To Pay A Dividend Of ₹4.00

The board of Birlasoft Limited ( NSE:BSOFT ) has announced that it will pay a dividend on the 5th of September, with...
Artículo de análisis Jun 01

Birlasoft Limited (NSE:BSOFT) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

Shareholders might have noticed that Birlasoft Limited ( NSE:BSOFT ) filed its annual result this time last week. The...
Artículo de análisis May 13

The Return Trends At Birlasoft (NSE:BSOFT) Look Promising

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'll want to see a proven...
Artículo de análisis Apr 16

Is Now The Time To Look At Buying Birlasoft Limited (NSE:BSOFT)?

Birlasoft Limited ( NSE:BSOFT ), might not be a large cap stock, but it saw significant share price movement during...
Artículo de análisis Mar 12

Investors Don't See Light At End Of Birlasoft Limited's (NSE:BSOFT) Tunnel And Push Stock Down 25%

To the annoyance of some shareholders, Birlasoft Limited ( NSE:BSOFT ) shares are down a considerable 25% in the last...
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Nueva narrativa Feb 09

Strong Pipeline And Capability Investments Will Drive Future Success In Digital Services

Revenue growth is rebounding due to delayed projects initiating, with ongoing deal wins indicating a positive revenue and earnings outlook.
Artículo de análisis Jan 18

Returns On Capital Are A Standout For Birlasoft (NSE:BSOFT)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Jan 04

What Is Birlasoft Limited's (NSE:BSOFT) Share Price Doing?

While Birlasoft Limited ( NSE:BSOFT ) might not have the largest market cap around , it saw significant share price...
Artículo de análisis Dec 20

There's No Escaping Birlasoft Limited's (NSE:BSOFT) Muted Earnings

With a price-to-earnings (or "P/E") ratio of 26.4x Birlasoft Limited ( NSE:BSOFT ) may be sending bullish signals at...
Artículo de análisis Dec 02

With EPS Growth And More, Birlasoft (NSE:BSOFT) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Artículo de análisis Oct 26

Birlasoft Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Shareholders might have noticed that Birlasoft Limited ( NSE:BSOFT ) filed its second-quarter result this time last...
Artículo de análisis Sep 28

Birlasoft (NSE:BSOFT) Is Investing Its Capital With Increasing Efficiency

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Artículo de análisis Aug 31

We Ran A Stock Scan For Earnings Growth And Birlasoft (NSE:BSOFT) Passed With Ease

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Artículo de análisis Aug 17

Is Birlasoft (NSE:BSOFT) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Jun 30

Birlasoft's (NSE:BSOFT) Upcoming Dividend Will Be Larger Than Last Year's

Birlasoft Limited ( NSE:BSOFT ) will increase its dividend from last year's comparable payment on the 30th of August to...
Artículo de análisis Jun 10

Birlasoft Limited's (NSE:BSOFT) Shares May Have Run Too Fast Too Soon

With a median price-to-earnings (or "P/E") ratio of close to 31x in India, you could be forgiven for feeling...
Artículo de análisis May 02

Analysts Have Been Trimming Their Birlasoft Limited (NSE:BSOFT) Price Target After Its Latest Report

Birlasoft Limited ( NSE:BSOFT ) came out with its annual results last week, and we wanted to see how the business is...
Artículo de análisis Apr 15

Birlasoft (NSE:BSOFT) Is Investing Its Capital With Increasing Efficiency

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Artículo de análisis Mar 18

These 4 Measures Indicate That Birlasoft (NSE:BSOFT) Is Using Debt Safely

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Feb 21

What Does Birlasoft Limited's (NSE:BSOFT) Share Price Indicate?

While Birlasoft Limited ( NSE:BSOFT ) might not have the largest market cap around , it saw a significant share price...
Artículo de análisis Jan 27

Here's Why Birlasoft (NSE:BSOFT) Has Caught The Eye Of Investors

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Artículo de análisis Jan 13

Slowing Rates Of Return At Birlasoft (NSE:BSOFT) Leave Little Room For Excitement

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...

Rentabilidad de los accionistas

BSOFTIN SoftwareMercado IN
7D4.6%2.4%3.8%
1Y-21.4%-18.6%0.5%

Rentabilidad vs. Industria: Los resultados de BSOFT fueron inferiores a los de la industria Indian Software, que obtuvo un rendimiento del -18.6% el año pasado.

Rentabilidad vs. Mercado: BSOFT obtuvo unos resultados inferiores a los del mercado Indian, que fueron del 0.5% el año pasado.

Volatilidad de los precios

Is BSOFT's price volatile compared to industry and market?
BSOFT volatility
BSOFT Average Weekly Movement5.6%
Software Industry Average Movement7.7%
Market Average Movement7.1%
10% most volatile stocks in IN Market10.2%
10% least volatile stocks in IN Market4.7%

Precio estable de las acciones: BSOFT no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado Indian.

Volatilidad a lo largo del tiempo: La volatilidad semanal de BSOFT (6%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
199010,882Angan Guhawww.birlasoft.com

Birlasoft Limited presta servicios de desarrollo de software en India, América, Europa, Reino Unido e internacionalmente. Ofrece servicios de transformación digital, incluyendo análisis de datos, productos conectados, automatización inteligente, nube, experiencia del cliente, blockchain y servicios de IA generativa; y tecnologías y servicios empresariales en las áreas de Oracle y JD Edwards, SAP, Infor, Microsoft, PTC, AWS, google cloud, gestión de relaciones con los clientes, sistemas de ejecución de fabricación, gestión del ciclo de vida del producto, gestión de la cadena de suministro, transformación de TI, gestión de aplicaciones, pruebas y medio ambiente, social y gobernanza. La empresa también ofrece soluciones como intelliBridge, una plataforma de ventanilla única para que los socios de canal dispongan de toda la información sobre los OEM/productos; intelliOpen, un sistema inteligente para la detección sin contacto de personas, la supervisión del distanciamiento social y el rastreo de contactos; intelliAsset, una plataforma para la visualización, el análisis y las acciones relacionadas con los activos; TruView CLM, una solución de gestión del ciclo de vida de los contratos basada en la nube; TruServ FSM, una solución de automatización sin contacto basada en la nube para servicios de campo; TruLens, una herramienta que proporciona información sobre la implementación existente de Salesforce; iLink, una solución para la integración de aplicaciones PLM y sistemas ERP; Supplier Risk Radar, una solución de mitigación preventiva de riesgos impulsada por IA en las áreas de cadenas de suministro; Akoya, una solución de análisis de ingeniería; y Submission Automation, una solución de presentación de corredores de seguros.

Resumen de fundamentos de Birlasoft Limited

¿Cómo se comparan los beneficios e ingresos de Birlasoft con su capitalización de mercado?
Estadísticas fundamentales de BSOFT
Capitalización bursátil₹90.44b
Beneficios(TTM)₹5.18b
Ingresos (TTM)₹53.10b
17.5x
Ratio precio-beneficio (PE)
1.7x
Ratio precio-ventas (PS)

¿Está BSOFT sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de BSOFT
Ingresos₹53.10b
Coste de los ingresos₹32.01b
Beneficio bruto₹21.09b
Otros gastos₹15.90b
Beneficios₹5.18b

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)18.55
Margen bruto39.71%
Margen de beneficio neto9.76%
Ratio deuda/patrimonio0.2%

¿Cómo se ha desempeñado BSOFT a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

2.0%
Rentabilidad actual por dividendo
35%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/18 18:30
Precio de las acciones al final del día2026/06/18 00:00
Beneficios2026/03/31
Ingresos anuales2026/03/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Birlasoft Limited está cubierta por 28 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Pulkit Chawla360 ONE Capital Market Private Limited
Sushovon NayakAnand Rathi Shares and Stock Brokers Limited
null nullAntique Stockbroking Ltd.