Birlasoft Limited

NSEI:BSOFT Rapport sur les actions

Capitalisation boursière : ₹104.1b

Birlasoft Gestion

Gestion contrôle des critères 2/4

Le PDG Birlasoft est Angan Guha, nommé en Dec2022, a un mandat de 3.42 ans. La rémunération annuelle totale est ₹ 443.45M, composée du salaire de 2% et des bonus 98%, y compris les actions et options de la société. détient directement 0.13% des actions de la société, d'une valeur de ₹ 132.09M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 10.3 ans et 3.3 ans.

Informations clés

Angan Guha

Directeur général

₹443.5m

Rémunération totale

Pourcentage du salaire du PDG1.98%
Durée du mandat du directeur général3.4yrs
Propriété du PDG0.1%
Durée moyenne d'occupation des postes de direction10.3yrs
Durée moyenne du mandat des membres du conseil d'administration3.3yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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).
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Mise à jour de l'analyse 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.
Article d'analyse 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...
Mise à jour de l'analyse 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).
Article d'analyse 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...
Mise à jour de l'analyse 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).
Article d'analyse 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...
Mise à jour de l'analyse 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).
Mise à jour de l'analyse 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).
Mise à jour de l'analyse 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.
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Mise à jour de l'analyse 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.
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
User avatar
Nouvelle analyse 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.
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse 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...
Article d'analyse Dec 26

Birlasoft Limited's (NSE:BSOFT) Share Price Matching Investor Opinion

With a price-to-earnings (or "P/E") ratio of 54x Birlasoft Limited ( NSE:BSOFT ) may be sending very bearish signals at...
Article d'analyse Nov 03

Birlasoft's (NSE:BSOFT) Dividend Will Be Increased To ₹2.50

Birlasoft Limited ( NSE:BSOFT ) will increase its dividend on the 30th of November to ₹2.50, which is 67% higher than...

Analyse de la rémunération des PDG

Comment la rémunération de Angan Guha a-t-elle évolué par rapport aux bénéfices de Birlasoft?
DateRémunération totaleSalaireBénéfices de l'entreprise
Dec 31 2025n/an/a

₹5b

Sep 30 2025n/an/a

₹5b

Jun 30 2025n/an/a

₹5b

Mar 31 2025₹443m₹9m

₹5b

Dec 31 2024n/an/a

₹6b

Sep 30 2024n/an/a

₹6b

Jun 30 2024n/an/a

₹6b

Mar 31 2024₹12m₹8m

₹6b

Dec 31 2023n/an/a

₹6b

Sep 30 2023n/an/a

₹4b

Jun 30 2023n/an/a

₹3b

Mar 31 2023₹8m₹3m

₹3b

Rémunération vs marché: La rémunération totale de Angan ($USD 4.71M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché Indian ($USD 397.08K ).

Rémunération et revenus: La rémunération de Angan a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.


PDG

Angan Guha (56 yo)

3.4yrs
Titularisation
₹443,450,000
Compensation

Mr. Angan Arun Guha serves as Managing Director, Chief Executive Officer and Director of Birlasoft Limited since December 01, 2022. He served as Chief Executive Officer of Americas 2 Market Unit and Execut...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Angan Guha
CEO, MD & Director3.4yrs₹443.45m0.13%
₹ 132.1m
Sneha Padve
Company Secretary & Compliance Officer10.8yrs₹6.84mpas de données
Chandrasekar Thyagarajan
Chief Financial Officerless than a year₹43.41mpas de données
Vikram Puranik
Chief Operating Officerless than a yearpas de donnéespas de données
Anup Sable
Executive VP & CTO10.3yrspas de donnéespas de données
Abhinandan Singh
Head of Investor Relationsno datapas de donnéespas de données
Pankaj Sathe
Head of Europe & CMO10.6yrspas de donnéespas de données
Arun Rao
Chief Human Resources Officerless than a yearpas de données0.019%
₹ 19.3m
Sourabh Jha
Head of Salesno datapas de donnéespas de données
Probodh Chiplunkar
Global Head of Digital Transformation Business Unit10.3yrspas de donnéespas de données
Rajeev Kulkarni
Global Head of ePLM Strategic Business Unit10.3yrspas de donnéespas de données
Satish Kumar
General Manager of Brazil and Head of Delivery & Smart Manufacturingno datapas de donnéespas de données
10.3yrs
Durée moyenne de l'emploi
54.5yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de BSOFT est chevronnée et expérimentée (10.3 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Angan Guha
CEO, MD & Director3.4yrs₹443.45m0.13%
₹ 132.1m
Chinmay Pandit
Board Member and President of Impact Automotive Solutions Ltdno datapas de donnéespas de données
Manish Choksi
Independent Director2.3yrs₹3.00mpas de données
Amita Birla
Chairman of the Board7.3yrs₹5.75mpas de données
Ananth Sankaranarayanan
Independent Non-Executive Director3.3yrs₹3.00mpas de données
Chandrakant Birla
Non-Executive Director7.3yrs₹2.55mpas de données
Satyavati Berera
Independent Director2.6yrs₹4.10mpas de données
Nidhi Killawala
Independent Director2.4yrs₹3.20mpas de données
3.3yrs
Durée moyenne de l'emploi
57yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de BSOFT sont considérés comme expérimentés (ancienneté moyenne 3.3 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/06 12:15
Cours de l'action en fin de journée2026/05/06 00:00
Les revenus2025/12/31
Revenus annuels2025/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Birlasoft Limited est couverte par 25 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

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