View ValuationBirlasoft 将来の成長Future 基準チェック /16Birlasoft利益と収益がそれぞれ年間13%と5.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に15.2% 12.9%なると予測されています。主要情報13.0%収益成長率12.86%EPS成長率Software 収益成長17.8%収益成長率5.4%将来の株主資本利益率15.23%アナリストカバレッジGood最終更新日09 May 2026今後の成長に関する最新情報Price Target Changed • Aug 10Price target decreased by 7.0% to ₹410Down from ₹441, the current price target is an average from 14 analysts. New target price is 10% above last closing price of ₹372. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₹17.07 for next year compared to ₹18.64 last year.Price Target Changed • May 31Price target decreased by 13% to ₹449Down from ₹517, the current price target is an average from 13 analysts. New target price is 12% above last closing price of ₹400. Stock is down 34% over the past year. The company is forecast to post earnings per share of ₹19.65 for next year compared to ₹18.64 last year.Price Target Changed • May 27Price target decreased by 8.7% to ₹506Down from ₹555, the current price target is an average from 13 analysts. New target price is 22% above last closing price of ₹415. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₹18.54 for next year compared to ₹22.54 last year.Price Target Changed • Sep 26Price target decreased by 8.3% to ₹722Down from ₹788, the current price target is an average from 13 analysts. New target price is 17% above last closing price of ₹616. Stock is up 30% over the past year. The company is forecast to post earnings per share of ₹22.78 for next year compared to ₹22.54 last year.Price Target Changed • May 01Price target decreased by 8.2% to ₹778Down from ₹847, the current price target is an average from 12 analysts. New target price is 20% above last closing price of ₹650. Stock is up 136% over the past year. The company is forecast to post earnings per share of ₹24.75 for next year compared to ₹22.54 last year.Price Target Changed • Jan 25Price target increased by 13% to ₹801Up from ₹709, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of ₹818. Stock is up 176% over the past year. The company is forecast to post earnings per share of ₹21.69 for next year compared to ₹11.96 last year.すべての更新を表示Recent updatesお知らせ • Jun 19Birlasoft Limited Announces Appointment of Ankur Vaish as Senior Management Personnel, Effective June 19, 2026Birlasoft Limited informed that the Board of Directors, at its meeting held on June 19, 2026, designated Mr. Ankur Vaish, Chief Strategy Officer, as a Senior Management Personnel of the Company, effective June 19, 2026. Ankur Vaish holds a Bachelor of Technology in Mechanical Engineering from the Indian Institute of Technology, Roorkee, and a Post Graduate Certificate in Management from the Indian School of Business, Hyderabad. He brings over two decades of experience across management consulting, enterprise SaaS, consumer tech, IT services and e-commerce. In his career, he has advised global IT Services and BPO companies on a variety of strategic and operational topics, led enterprise and scaled partnerships, built and scaled businesses from scratch in multiple industries, led P&L and built high performing teams. He last served as a Lead, Global Partnerships, for Meta in India where his team took Meta’s various products to market through ecosystem partnerships.Buy Or Sell Opportunity • Jun 02Now 24% overvaluedOver the last 90 days, the stock has fallen 10% to ₹345. The fair value is estimated to be ₹277, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has grown by 6.3%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Reported Earnings • May 07Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: ₹18.54. Revenue: ₹53.7b (flat on FY 2025). Net income: ₹5.18b (flat on FY 2025). Profit margin: 9.6% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in India.お知らせ • Apr 29Birlasoft Limited to Report Q4, 2026 Results on May 06, 2026Birlasoft Limited announced that they will report Q4, 2026 results on May 06, 2026Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹385, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Software industry in India. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹185 per share.Reported Earnings • Jan 29Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: ₹4.28 (up from ₹4.20 in 3Q 2025). Revenue: ₹13.8b (up 1.2% from 3Q 2025). Net income: ₹1.20b (up 2.5% from 3Q 2025). Profit margin: 8.7% (up from 8.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.お知らせ • Jan 20Birlasoft Limited to Report Q3, 2026 Results on Jan 28, 2026Birlasoft Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Jan 28, 2026Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: ₹4.16 (vs ₹4.59 in 2Q 2025)Second quarter 2026 results: EPS: ₹4.16 (down from ₹4.59 in 2Q 2025). Revenue: ₹13.5b (down 3.0% from 2Q 2025). Net income: ₹1.16b (down 8.9% from 2Q 2025). Profit margin: 8.6% (down from 9.2% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.お知らせ • Oct 29Birlasoft Limited to Report Q2, 2026 Results on Nov 06, 2025Birlasoft Limited announced that they will report Q2, 2026 results on Nov 06, 2025Price Target Changed • Aug 10Price target decreased by 7.0% to ₹410Down from ₹441, the current price target is an average from 14 analysts. New target price is 10% above last closing price of ₹372. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₹17.07 for next year compared to ₹18.64 last year.お知らせ • Aug 02Birlasoft Limited to Report Q1, 2026 Results on Aug 07, 2025Birlasoft Limited announced that they will report Q1, 2026 results on Aug 07, 2025Reported Earnings • Jul 15Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: ₹18.64 (down from ₹22.54 in FY 2024). Revenue: ₹53.8b (up 1.8% from FY 2024). Net income: ₹5.17b (down 17% from FY 2024). Profit margin: 9.6% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 06Final dividend of ₹4.00 announcedDividend of ₹4.00 is the same as last year. Ex-date: 18th July 2025 Payment date: 5th September 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 06Birlasoft Limited, Annual General Meeting, Aug 06, 2025Birlasoft Limited, Annual General Meeting, Aug 06, 2025, at 14:30 Indian Standard Time.Price Target Changed • May 31Price target decreased by 13% to ₹449Down from ₹517, the current price target is an average from 13 analysts. New target price is 12% above last closing price of ₹400. Stock is down 34% over the past year. The company is forecast to post earnings per share of ₹19.65 for next year compared to ₹18.64 last year.Reported Earnings • May 29Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: ₹18.64 (down from ₹22.54 in FY 2024). Revenue: ₹54.8b (up 3.9% from FY 2024). Net income: ₹5.17b (down 17% from FY 2024). Profit margin: 9.4% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Price Target Changed • May 27Price target decreased by 8.7% to ₹506Down from ₹555, the current price target is an average from 13 analysts. New target price is 22% above last closing price of ₹415. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₹18.54 for next year compared to ₹22.54 last year.お知らせ • May 23Birlasoft Limited to Report Q4, 2025 Results on May 28, 2025Birlasoft Limited announced that they will report Q4, 2025 results at 12:08 PM, Indian Standard Time on May 28, 2025Recent Insider Transactions • Feb 20Insider recently sold ₹100m worth of stockOn the 14th of February, Jigar Vakharia sold around 199k shares on-market at roughly ₹501 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹400m more than they bought in the last 12 months.Reported Earnings • Feb 12Third quarter 2025 earnings: EPS in line with expectations, revenues disappointThird quarter 2025 results: EPS: ₹4.20 (down from ₹5.82 in 3Q 2024). Revenue: ₹13.6b (up 1.5% from 3Q 2024). Net income: ₹1.17b (down 27% from 3Q 2024). Profit margin: 8.6% (down from 12% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 11Birlasoft Limited Announces Executive ChangesBirlasoft Limited noted the relinquishment by Mr. Arun Dinakar Rao, of the role of Chief People Officer ("CPO") & a Senior Management Personnel ("SMP") of the Company, due to his transitioning into a new role with the Company, at its board of directors meeting held on February 11, 2025. Consequently, Mr. Rao will cease to be the CPO & SMP of the Company effective close of business hours on February 11, 2025; and Approved the appointment of Ms. Priti Kataria as the Chief People Officer and Senior Management Personnel of the Company with effect from February 12, 2025. Ms. Priti Kataria brings over 26 years of HR leadership experience in the IT industry, with a strong business focus and expertise in global talent strategy, change management, and organizational transformation. She has successfully led HR initiatives for a 125k+ global workforce, driving collaboration and impact in complex, matrix organization. She joins from Wipro, where she served as Sr. Vice President & CHRO - Wipro Enterprise Futuring (WEF), leading large-scale HR transformations, talent strategy, leadership development, and culture-building initiatives. Ms. Kataria is passionate about building a strong employer brand, fostering a high-performance culture, strengthen the company's employer brand, and driving an agile, people-centric organization. Ms. Kataria is pursuing PhD in Organizational Behaviour and Human Resources (OB and HR) from IIM Indore, and has a Masters Degree in Personnel Management and Industrial Relations from Tata Institute of Social Sciences (TISS).お知らせ • Feb 03Birlasoft Limited to Report Q3, 2025 Results on Feb 11, 2025Birlasoft Limited announced that they will report Q3, 2025 results on Feb 11, 2025お知らせ • Jan 08Birlasoft Limited Announces the Resignation of Roopinder Singh as Chief Executive Officer - Americas, Effective February 7, 2025Birlasoft Limited announced that Mr. Roopinder Singh, a Senior Management Personnel of the Company responsible for the Americas geography as "Chief Executive Officer - Americas", has tendered his resignation from the services of the Company due to personal reasons with effect from February 7, 2025.お知らせ • Nov 05Birlasoft Limited Appoints Madhavi Bhalerao as the Head-Internal Audit and Senior Management PersonnelBirlasoft Limited announced that Ms. Madhavi Bhalerao has been appointed as the Head-Internal Audit and Senior Management Personnel of the Company with effect from November 5, 2024. Madhavi Bhalerao is a certified Chartered Accountant (ICAI, India), certified Internal Auditor (IIA, USA), and Financial Risk Manager (GARP, USA) with over two decades of experience in internal audit and risk management across diverse industries including IT, Engineering, and Automobile. Prior to joining Birlasoft, she worked with Honeywell Automation India Limited. Her key achievements include implementing risk-based audit planning and identifying automation opportunities that strengthened global controls. Madhavi has proven ability to enhance operational efficiency, governance and compliance, with a focus on cost optimization and process improvement.Recent Insider Transactions • Nov 03CEO, MD & Director recently sold ₹8.5m worth of stockOn the 28th of October, Angan Guha sold around 15k shares on-market at roughly ₹569 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹46m. Angan has been a net seller over the last 12 months, reducing personal holdings by ₹103m.Declared Dividend • Oct 25First half dividend of ₹2.50 announcedShareholders will receive a dividend of ₹2.50. Ex-date: 31st October 2024 Payment date: 22nd November 2024 Dividend yield will be 1.1%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 24Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: ₹4.59 (down from ₹5.24 in 2Q 2024). Revenue: ₹13.9b (up 6.4% from 2Q 2024). Net income: ₹1.28b (down 12% from 2Q 2024). Profit margin: 9.2% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 11% per year.お知らせ • Oct 15Birlasoft Limited to Report Q2, 2025 Results on Oct 23, 2024Birlasoft Limited announced that they will report Q2, 2025 results on Oct 23, 2024Price Target Changed • Sep 26Price target decreased by 8.3% to ₹722Down from ₹788, the current price target is an average from 13 analysts. New target price is 17% above last closing price of ₹616. Stock is up 30% over the past year. The company is forecast to post earnings per share of ₹22.78 for next year compared to ₹22.54 last year.Recent Insider Transactions • Sep 19Insider recently sold ₹5.0m worth of stockOn the 13th of September, Praveen Siddanvar sold around 8k shares on-market at roughly ₹661 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹46m. Insiders have been net sellers, collectively disposing of ₹266m more than they bought in the last 12 months.Recent Insider Transactions • Aug 15CEO, MD & Director recently sold ₹46m worth of stockOn the 9th of August, Angan Guha sold around 80k shares on-market at roughly ₹580 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Angan has been a net seller over the last 12 months, reducing personal holdings by ₹95m.お知らせ • Jul 22Birlasoft Limited to Report Q1, 2025 Results on Jul 31, 2024Birlasoft Limited announced that they will report Q1, 2025 results on Jul 31, 2024Reported Earnings • Jul 09Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₹22.54 (up from ₹11.97 in FY 2023). Revenue: ₹52.8b (up 10% from FY 2023). Net income: ₹6.24b (up 88% from FY 2023). Profit margin: 12% (up from 6.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jun 29Final dividend increased to ₹4.00Dividend of ₹4.00 is 100% higher than last year. Ex-date: 12th July 2024 Payment date: 30th August 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 29Birlasoft Limited, Annual General Meeting, Jul 31, 2024Birlasoft Limited, Annual General Meeting, Jul 31, 2024, at 14:30 Indian Standard Time.Recent Insider Transactions • Jun 21Insider recently sold ₹2.1m worth of stockOn the 13th of June, Praveen Siddanvar sold around 3k shares on-market at roughly ₹688 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹48m. Insiders have been net sellers, collectively disposing of ₹237m more than they bought in the last 12 months.Recent Insider Transactions • May 09CEO, MD & Additional Director recently sold ₹48m worth of stockOn the 3rd of May, Angan Guha sold around 75k shares on-market at roughly ₹642 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Angan's only on-market trade for the last 12 months.Price Target Changed • May 01Price target decreased by 8.2% to ₹778Down from ₹847, the current price target is an average from 12 analysts. New target price is 20% above last closing price of ₹650. Stock is up 136% over the past year. The company is forecast to post earnings per share of ₹24.75 for next year compared to ₹22.54 last year.Reported Earnings • Apr 30Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₹22.54 (up from ₹11.97 in FY 2023). Revenue: ₹53.8b (up 12% from FY 2023). Net income: ₹6.24b (up 88% from FY 2023). Profit margin: 12% (up from 6.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 30Birlasoft Limited Recommends Final Dividend for the Financial Year 2023-24Birlasoft Limited announced that at its Board Meeting held on April 29, 2024, approved the recommendation of final dividend of INR 4/- per equity share of face value of INR 2/- each (200%), for the financial year 2023-24, subject to declaration of the same by the Members at the up coming Annual General Meeting ("AGM") of the Company. The date of AGM shall be intimated in due course, and the dividend, if declared by the Members, will be paid within the statutory timelines.お知らせ • Apr 21Birlasoft Limited to Report Q4, 2024 Results on Apr 29, 2024Birlasoft Limited announced that they will report Q4, 2024 results on Apr 29, 2024Board Change • Apr 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Manish Choksi was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 22Birlasoft Limited Appoints Manish Choksi as Independent DirectorBirlasoft Limited as part of a special resolution, the members approved the appointment of Mr. Manish Choksi (DIN:00026496) as an Independent Director of the company for a term of 5 (five) years.Recent Insider Transactions • Mar 09Insider recently sold ₹3.9m worth of stockOn the 4th of March, Praveen Siddanvar sold around 5k shares on-market at roughly ₹789 per share. This transaction amounted to 8.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹43m. Insiders have been net sellers, collectively disposing of ₹271m more than they bought in the last 12 months.Recent Insider Transactions • Feb 13Insider recently sold ₹43m worth of stockOn the 6th of February, Nitesh Mirchandani sold around 50k shares on-market at roughly ₹856 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹278m more than they bought in the last 12 months.Recent Insider Transactions • Feb 03Company Secretary & Compliance Officer recently sold ₹4.7m worth of stockOn the 30th of January, Sneha Padve sold around 6k shares on-market at roughly ₹837 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹18m. Insiders have been net sellers, collectively disposing of ₹231m more than they bought in the last 12 months.Price Target Changed • Jan 25Price target increased by 13% to ₹801Up from ₹709, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of ₹818. Stock is up 176% over the past year. The company is forecast to post earnings per share of ₹21.69 for next year compared to ₹11.96 last year.Reported Earnings • Jan 25Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: ₹5.82 (up from ₹0.59 loss in 3Q 2023). Revenue: ₹13.7b (up 12% from 3Q 2023). Net income: ₹1.61b (up ₹1.77b from 3Q 2023). Profit margin: 12% (up from net loss in 3Q 2023). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 17Birlasoft Limited to Report Q3, 2024 Results on Jan 24, 2024Birlasoft Limited announced that they will report Q3, 2024 results on Jan 24, 2024お知らせ • Jan 12Birlasoft Limited Announces Cessation of Independent DirectorsBirlasoft Limited announced that Mr. Ashok Kumar Barat and Ms. Nandita Gurjar are completing their term as Independent Directors of the Company on January 14, 2024, and consequently will cease to be the Directors of the Company effective the end of business hours of the said date.お知らせ • Jan 02Birlasoft Limited Appoints Manjunath Kygonahally as Chief Executive Officer for Rest of the World RegionBirlasoft Ltd. announced the appointment of Manjunath Kygonahally (Manju) as Chief Executive Officer (CEO) for Rest of the World (ROW) region, effective January 2, 2024. He will be based in the UK. Manju would be responsible for all business and strategic growth initiatives in the ROW region, comprising of all regions outside of the Americas. Manju is a seasoned services industry professional with diversified industry expertise spanning Market Strategy, Business Development, Service Delivery, and Operations. With a strong foundation in P&L and client relationship management, Manju has adeptly built high performing teams, demonstrating a proven track record across the United States, United Kingdom & Ireland, and Europe. In his previous role, Manju was leading the Communications, Media & Entertainment (CMT) business for Cognizant's Global Growth Markets based out of London. Over his twenty-five-year tenure, he held multiple leadership positions, where he conceptualized and spearheaded numerous strategic programs across various business units.Price Target Changed • Jan 01Price target increased by 8.2% to ₹639Up from ₹591, the current price target is an average from 11 analysts. New target price is 9.0% below last closing price of ₹702. Stock is up 136% over the past year. The company is forecast to post earnings per share of ₹20.84 for next year compared to ₹11.96 last year.Recent Insider Transactions • Dec 28Insider recently sold ₹11m worth of stockOn the 22nd of December, Ganesan Karuppanaicker sold around 15k shares on-market at roughly ₹733 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹18m. Insiders have been net sellers, collectively disposing of ₹222m more than they bought in the last 12 months.Recent Insider Transactions • Dec 07Insider recently sold ₹4.9m worth of stockOn the 1st of December, Praveen Siddanvar sold around 8k shares on-market at roughly ₹632 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹18m. Insiders have been net sellers, collectively disposing of ₹209m more than they bought in the last 12 months.Recent Insider Transactions • Nov 19Insider recently sold ₹18m worth of stockOn the 15th of November, Arun Rao sold around 30k shares on-market at roughly ₹601 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹195m more than they bought in the last 12 months.お知らせ • Nov 01Birlasoft Limited Declares Interim Dividend for the Financial Year 2023-24Birlasoft Limited at its board meeting held on October 31, 2023 declared Interim Dividend of INR 2.50/- per equity share (i.e. 125%) of face value of INR 2/- each, for the financial year 2023-24, to be paid to the Members of the Company within 30 days from the declaration by the Board, as per the provisions of Companies Act, 2013, and the Rules made thereunder.Price Target Changed • Nov 01Price target increased by 16% to ₹581Up from ₹502, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of ₹574. Stock is up 106% over the past year. The company is forecast to post earnings per share of ₹20.80 for next year compared to ₹11.96 last year.Reported Earnings • Nov 01Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: ₹5.24 (up from ₹4.12 in 2Q 2023). Revenue: ₹13.3b (up 11% from 2Q 2023). Net income: ₹1.45b (up 26% from 2Q 2023). Profit margin: 11% (up from 9.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 2.9%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 24Birlasoft Limited to Report Q2, 2024 Results on Oct 31, 2023Birlasoft Limited announced that they will report Q2, 2024 results on Oct 31, 2023お知らせ • Oct 18Birlasoft Limited Appoints Selvakumaran Mannappan as Chief Operating Officer and Senior Management PersonnelBirlasoft Limited appointed Mr. Selvakumaran Mannappan has been appointed as the Chief Operating Officer and Senior Management Personnel of the Company with effect from October 18, 2023. Selva will be instrumental in elevating Birlasoft's delivery excellence strategy embodying technologies to deliver exceptional value to customers. Selva has over 29 years of experience in the IT industry, and a proven track record of delivering innovative and scalable solutions to customers across the globe. In his previous role, Selva was the Delivery Head of BFSIAmericas (Banking, Financial Services & Insurance) at Cognizant Technology Solutions.Price Target Changed • Oct 05Price target increased by 8.0% to ₹499Up from ₹462, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of ₹492. Stock is up 71% over the past year. The company is forecast to post earnings per share of ₹20.49 for next year compared to ₹11.96 last year.Recent Insider Transactions • Aug 30Insider recently sold ₹7.1m worth of stockOn the 24th of August, Ganesan Karuppanaicker sold around 15k shares on-market at roughly ₹475 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹287m more than they bought in the last 12 months.Recent Insider Transactions • Aug 12Insider recently sold ₹6.9m worth of stockOn the 8th of August, Ajit Chawla sold around 15k shares on-market at roughly ₹449 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹51m. Insiders have been net sellers, collectively disposing of ₹279m more than they bought in the last 12 months.Price Target Changed • Jul 29Price target increased by 12% to ₹400Up from ₹356, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of ₹416. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₹20.18 for next year compared to ₹11.96 last year.Reported Earnings • Jul 08Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹11.97 (down from ₹16.63 in FY 2022). Revenue: ₹47.9b (up 16% from FY 2022). Net income: ₹3.32b (down 28% from FY 2022). Profit margin: 6.9% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Jul 07Upcoming dividend of ₹2.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 14 July 2023. Payment date: 26 August 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.6%).お知らせ • Jun 27Birlasoft Limited, Annual General Meeting, Jul 27, 2023Birlasoft Limited, Annual General Meeting, Jul 27, 2023, at 14:30 Indian Standard Time.Price Target Changed • Jun 15Price target increased by 7.7% to ₹351Up from ₹325, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of ₹335. Stock is down 2.2% over the past year. The company is forecast to post earnings per share of ₹19.13 for next year compared to ₹11.96 last year.Recent Insider Transactions • Jun 11Insider recently sold ₹1.8m worth of stockOn the 8th of June, Praveen Siddanvar sold around 5k shares on-market at roughly ₹340 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹51m. Insiders have been net sellers, collectively disposing of ₹384m more than they bought in the last 12 months.Recent Insider Transactions • May 14COO & Member of Executive Board recently sold ₹6.1m worth of stockOn the 11th of May, Shreeranganath Kulkarni sold around 20k shares on-market at roughly ₹307 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹6.4m. This was Shreeranganath's only on-market trade for the last 12 months.お知らせ • May 10Birlasoft Limited Announces Cessation of Alka Bharucha as Independent Director, Effective May 22, 2023Birlasoft Limited announced that at its board meeting held on May 8, 2023, the board noted that Ms. Alka Bharucha will complete her term as independent director of the company on May 22, 2023 and consequently will cease to be a director of the company with effect from the end of business hours of the May 22, 2023; and placed on record its appreciation for the contribution made by her during her tenure.お知らせ • May 09Birlasoft Limited Recommends Final Dividend for the Financial Year 2022-2023Birlasoft Limited announced that at its board meeting held on May 8, 2023, recommendation of final dividend of INR 2 per equity share of face value of INR 2 each (100%), for the financial year 2022-2023, subject to declaration of the same by the members at the upcoming Annual General Meeting (AGM) of the company. The date of AGM shall be intimated in due course, and the dividend, if declared by the members, will be paid within the statutory timelines.Reported Earnings • May 09Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹11.96 (down from ₹16.63 in FY 2022). Revenue: ₹48.2b (up 17% from FY 2022). Net income: ₹3.32b (down 28% from FY 2022). Profit margin: 6.9% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Feb 24Insider recently sold ₹3.7m worth of stockOn the 20th of February, Anjan Sen sold around 13k shares on-market at roughly ₹292 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹268m more than they bought in the last 12 months.Reported Earnings • Feb 05Third quarter 2023 earnings: EPS misses analyst expectationsThird quarter 2023 results: ₹0.59 loss per share (down from ₹4.07 profit in 3Q 2022). Revenue: ₹12.2b (up 14% from 3Q 2022). Net loss: ₹163.6m (down 114% from profit in 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Feb 04Price target decreased by 7.3% to ₹354Down from ₹382, the current price target is an average from 12 analysts. New target price is 32% above last closing price of ₹268. Stock is down 43% over the past year. The company is forecast to post earnings per share of ₹16.15 for next year compared to ₹16.63 last year.お知らせ • Feb 03+ 1 more updateBirlasoft Limited Approves the Appointment of Ananth Sankaranarayanan as an Additional (Non-Executive Independent)Birlasoft Limited informed that the Board of Directors of at its meeting concluded held on February 2, 2023, has approved the appointment of Mr. Ananth Sankaranarayanan as an Additional (Non-Executive Independent) Director of the Company, not liable to retire by rotation, for a period of 5 years with effect from February 2, 2023, as recommended by the Nomination and Remuneration Committee, subject to the approval of shareholders. Mr. Ananth Sankaranarayanan is an Entrepreneur and an Investor in the consumer internet space in India. He is the founder & CEO of Mensa Brands. Prior to starting Mensa, Mr. Sankaranarayanan was the Co- Founder and Chief executive Officer of Medlife. Prior to Medlife, he served as the CEO of Myntra. Prior to joining Myntra, he was a Director at McKinsey & Company for 15 years. Featured as one of "India's Hottest 40 under 40 Business Leaders" in 2014, Ananth has deep expertise in driving performance improvement and digital transformation. Mr. Sankaranarayanan serves as an Independent Director on the Board of Marico and is an active member of YPO, the Global Community of Young Leaders and Chief Executives. He is a part of the Champions of Change, Transformation Conclave set up by Niti Aayog, under the aegis of Narendra Modi. He is also on the Board of Arghyam, a foundation set up by Rohini Nilekani to improve access to safe water. He also is passionate about making mental health support accessible to all and serves as a Trustee for Deepika Padukone's Live Love Laugh foundation. He is an active member of the Aspen Global Leadership Network and is also on the Industry Advisory Board of the University of Michigan.お知らせ • Jan 25Birlasoft Limited to Report Q3, 2023 Results on Feb 02, 2023Birlasoft Limited announced that they will report Q3, 2023 results on Feb 02, 2023お知らせ • Jan 03Birlasoft Limited Announces Resignation of Chandrasekar Thyagarajan as Chief Financial OfficerBirlasoft Limited announced that Mr. Chandrasekar Thyagarajan - Chief Financial Officer and Key Managerial Personnel of the Company, has tendered his resignation vide letter dated January 2, 2023, due to personal reasons and he will be relieved from his duties effective end of business hours of February 2, 2023. Mr. Thyagarajan will also cease to be a Key Managerial Personnel under the provisions of Section 203 and other applicable provisions, if any, of the Companies Act, 2013 and Regulation 30(5) of the SEBI LODR Regulations for determining the materiality of any event or transaction for making the required disclosures to the Stock Exchange with effect from close of business hours of February 2, 2023.Recent Insider Transactions • Dec 27Insider recently sold ₹3.0m worth of stockOn the 21st of December, Girish Naik sold around 10k shares on-market at roughly ₹304 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹100m. Insiders have been net sellers, collectively disposing of ₹286m more than they bought in the last 12 months.Recent Insider Transactions • Dec 17Insider recently sold ₹3.1m worth of stockOn the 13th of December, Girish Naik sold around 10k shares on-market at roughly ₹306 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹100m. Insiders have been net sellers, collectively disposing of ₹307m more than they bought in the last 12 months.Recent Insider Transactions • Nov 19Insider recently sold ₹2.8m worth of stockOn the 15th of November, Madan Mewari sold around 10k shares on-market at roughly ₹284 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹100m. Insiders have been net sellers, collectively disposing of ₹331m more than they bought in the last 12 months.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. MD, CEO & Director DK Kapoor was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Nov 11Insider recently sold ₹1.4m worth of stockOn the 2nd of November, Ajay Tiwari sold around 5k shares on-market at roughly ₹280 per share. This transaction amounted to 8.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹120m. Insiders have been net sellers, collectively disposing of ₹333m more than they bought in the last 12 months.お知らせ • Nov 05+ 1 more updateBirlasoft Limited Announces CEO ChangesPursuant to Regulation 30 of the Listing Regulations, Birlasoft Limited informed that the Board of Directors at their meeting held November 4, 2022, noted and approved the following: a) Resignation of Mr. Dharmander Kapoor (DIN: 08443715), as Director and from the position of Chief Executive Officer & Managing Director ("CEO & MD") of the Company due to personal reasons. Mr. Kapoor's resignation was accepted by the Board of Directors, and he will be relieved from the services of the Company and as Director and CEO & MD with effect from the close of business hours on November 30, 2022. The Board placed on record its appreciation for the contribution made by him during his tenure with the Company. b) Appointment of Mr. Angan Guha as an Additional Director and Chief Executive Officer & Managing Director of the Company, for a period of 3 years, effective December 1, 2022, as recommended by the Nomination and Remuneration Committee, subject to statutory approvals. Mr. Guha is not debarred from holding the office of director by virtue of any order of SEBI or any other such authority.Recent Insider Transactions • Nov 04MD, CEO & Director recently sold ₹100m worth of stockOn the 27th of October, Dharmander Kapoor sold around 370k shares on-market at roughly ₹271 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹120m. Dharmander has been a net seller over the last 12 months, reducing personal holdings by ₹220m.Price Target Changed • Oct 29Price target decreased to ₹370Down from ₹401, the current price target is an average from 11 analysts. New target price is 41% above last closing price of ₹263. Stock is down 35% over the past year. The company is forecast to post earnings per share of ₹17.77 for next year compared to ₹16.63 last year.Upcoming Dividend • Oct 25Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 01 November 2022. Payment date: 20 November 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.6%. Within top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (1.8%).お知らせ • Oct 22+ 2 more updatesBirlasoft Limited Announces Interim DividendBirlasoft Limited announced Interim Dividend of INR 1.50 per equity share (i.e. 75%) of face value of INR 2 each, for the financial year 2022-23, to be paid to the members of the Company within 30 days from the declaration by the Board, as per the provisions of Companies Act, 2013, and the Rules made thereunder, at the board meeting held on October 21, 2022.Reported Earnings • Oct 22Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: ₹4.12 (up from ₹3.71 in 2Q 2022). Revenue: ₹11.9b (up 18% from 2Q 2022). Net income: ₹1.15b (up 12% from 2Q 2022). Profit margin: 9.7% (in line with 2Q 2022). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 1.1%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 12Birlasoft Limited to Report Q2, 2023 Results on Oct 21, 2022Birlasoft Limited announced that they will report Q2, 2023 results at 4:00 PM, Indian Standard Time on Oct 21, 2022Recent Insider Transactions • Sep 11Head of Investor Relations recently sold ₹11m worth of stockOn the 8th of September, Vikas Jadhav sold around 35k shares on-market at roughly ₹321 per share. This transaction amounted to 78% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹120m. Insiders have been net sellers, collectively disposing of ₹241m more than they bought in the last 12 months.Recent Insider Transactions • Aug 24Insider recently sold ₹7.9m worth of stockOn the 16th of August, Rajesh Gawade sold around 24k shares on-market at roughly ₹335 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹120m. Insiders have been net sellers, collectively disposing of ₹229m more than they bought in the last 12 months.業績と収益の成長予測BSE:532400 - アナリストの将来予測と過去の財務データ ( )INR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202962,5747,8527,0888,41433/31/202859,0756,8716,0166,678143/31/202755,3486,2616,3386,689143/31/202653,1005,1844,3664,809N/A12/31/202552,7824,645N/AN/AN/A9/30/202552,9344,6165,1915,670N/A6/30/202553,3274,730N/AN/AN/A3/31/202553,7525,1685,3895,875N/A12/31/202454,2095,747N/AN/AN/A9/30/202454,0116,1895,1505,448N/A6/30/202453,4286,364N/AN/AN/A3/31/202452,7816,2386,9207,182N/A12/31/202351,4205,558N/AN/AN/A9/30/202350,2093,7847,4577,848N/A6/30/202349,0313,484N/AN/AN/A3/31/202347,9483,3165,0325,609N/A12/31/202246,6983,523N/AN/AN/A9/30/202245,1984,8263,1243,820N/A6/30/202243,3944,707N/AN/AN/A3/31/202241,3044,6362,1692,807N/A12/31/202139,3184,297N/AN/AN/A3/31/202135,5573,2085,3305,578N/A12/31/202035,5992,909N/AN/AN/A9/30/202035,1242,6724,5945,036N/A6/30/202034,2842,389N/AN/AN/A3/31/202032,9102,2432,5563,099N/A12/31/201931,7222,214N/AN/AN/A9/30/201929,0261,855N/A-910N/A6/30/201927,3272,047N/AN/AN/A3/31/201925,5072,327N/A-716N/A12/31/201837,3972,944N/AN/AN/A9/30/201839,7192,972N/AN/AN/A6/30/201838,0912,748N/AN/AN/A3/31/201822,4981,897N/A4,074N/A12/31/201735,5482,305N/AN/AN/A9/30/201734,7222,424N/AN/AN/A6/30/201733,8562,389N/AN/AN/A3/31/201733,2002,385N/A1,630N/A12/31/201633,0322,781N/AN/AN/A9/30/201632,8612,766N/AN/AN/A6/30/201632,6822,942N/AN/AN/A3/31/201632,2432,809N/A4,100N/A12/31/201531,4662,433N/AN/AN/A9/30/201531,1342,351N/AN/AN/A6/30/201530,5852,306N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 532400の予測収益成長率 (年間13% ) は 貯蓄率 ( 6.9% ) を上回っています。収益対市場: 532400の収益 ( 13% ) Indian市場 ( 16.1% ) よりも低い成長が予測されています。高成長収益: 532400の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 532400の収益 ( 5.4% ) Indian市場 ( 10.9% ) よりも低い成長が予測されています。高い収益成長: 532400の収益 ( 5.4% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 532400の 自己資本利益率 は、3年後には低くなると予測されています ( 15.2 %)。成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/20 03:41終値2026/06/19 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Birlasoft Limited 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28 アナリスト機関Pulkit Chawla360 ONE Capital Market Private LimitedSushovon NayakAnand Rathi Shares and Stock Brokers Limitednull nullAntique Stockbroking Ltd.25 その他のアナリストを表示
Price Target Changed • Aug 10Price target decreased by 7.0% to ₹410Down from ₹441, the current price target is an average from 14 analysts. New target price is 10% above last closing price of ₹372. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₹17.07 for next year compared to ₹18.64 last year.
Price Target Changed • May 31Price target decreased by 13% to ₹449Down from ₹517, the current price target is an average from 13 analysts. New target price is 12% above last closing price of ₹400. Stock is down 34% over the past year. The company is forecast to post earnings per share of ₹19.65 for next year compared to ₹18.64 last year.
Price Target Changed • May 27Price target decreased by 8.7% to ₹506Down from ₹555, the current price target is an average from 13 analysts. New target price is 22% above last closing price of ₹415. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₹18.54 for next year compared to ₹22.54 last year.
Price Target Changed • Sep 26Price target decreased by 8.3% to ₹722Down from ₹788, the current price target is an average from 13 analysts. New target price is 17% above last closing price of ₹616. Stock is up 30% over the past year. The company is forecast to post earnings per share of ₹22.78 for next year compared to ₹22.54 last year.
Price Target Changed • May 01Price target decreased by 8.2% to ₹778Down from ₹847, the current price target is an average from 12 analysts. New target price is 20% above last closing price of ₹650. Stock is up 136% over the past year. The company is forecast to post earnings per share of ₹24.75 for next year compared to ₹22.54 last year.
Price Target Changed • Jan 25Price target increased by 13% to ₹801Up from ₹709, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of ₹818. Stock is up 176% over the past year. The company is forecast to post earnings per share of ₹21.69 for next year compared to ₹11.96 last year.
お知らせ • Jun 19Birlasoft Limited Announces Appointment of Ankur Vaish as Senior Management Personnel, Effective June 19, 2026Birlasoft Limited informed that the Board of Directors, at its meeting held on June 19, 2026, designated Mr. Ankur Vaish, Chief Strategy Officer, as a Senior Management Personnel of the Company, effective June 19, 2026. Ankur Vaish holds a Bachelor of Technology in Mechanical Engineering from the Indian Institute of Technology, Roorkee, and a Post Graduate Certificate in Management from the Indian School of Business, Hyderabad. He brings over two decades of experience across management consulting, enterprise SaaS, consumer tech, IT services and e-commerce. In his career, he has advised global IT Services and BPO companies on a variety of strategic and operational topics, led enterprise and scaled partnerships, built and scaled businesses from scratch in multiple industries, led P&L and built high performing teams. He last served as a Lead, Global Partnerships, for Meta in India where his team took Meta’s various products to market through ecosystem partnerships.
Buy Or Sell Opportunity • Jun 02Now 24% overvaluedOver the last 90 days, the stock has fallen 10% to ₹345. The fair value is estimated to be ₹277, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.9% over the last 3 years. Earnings per share has grown by 6.3%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Reported Earnings • May 07Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: ₹18.54. Revenue: ₹53.7b (flat on FY 2025). Net income: ₹5.18b (flat on FY 2025). Profit margin: 9.6% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in India.
お知らせ • Apr 29Birlasoft Limited to Report Q4, 2026 Results on May 06, 2026Birlasoft Limited announced that they will report Q4, 2026 results on May 06, 2026
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to ₹385, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Software industry in India. Total returns to shareholders of 39% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹185 per share.
Reported Earnings • Jan 29Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: ₹4.28 (up from ₹4.20 in 3Q 2025). Revenue: ₹13.8b (up 1.2% from 3Q 2025). Net income: ₹1.20b (up 2.5% from 3Q 2025). Profit margin: 8.7% (up from 8.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.
お知らせ • Jan 20Birlasoft Limited to Report Q3, 2026 Results on Jan 28, 2026Birlasoft Limited announced that they will report Q3, 2026 results at 12:08 PM, Indian Standard Time on Jan 28, 2026
Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: ₹4.16 (vs ₹4.59 in 2Q 2025)Second quarter 2026 results: EPS: ₹4.16 (down from ₹4.59 in 2Q 2025). Revenue: ₹13.5b (down 3.0% from 2Q 2025). Net income: ₹1.16b (down 8.9% from 2Q 2025). Profit margin: 8.6% (down from 9.2% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Oct 29Birlasoft Limited to Report Q2, 2026 Results on Nov 06, 2025Birlasoft Limited announced that they will report Q2, 2026 results on Nov 06, 2025
Price Target Changed • Aug 10Price target decreased by 7.0% to ₹410Down from ₹441, the current price target is an average from 14 analysts. New target price is 10% above last closing price of ₹372. Stock is down 36% over the past year. The company is forecast to post earnings per share of ₹17.07 for next year compared to ₹18.64 last year.
お知らせ • Aug 02Birlasoft Limited to Report Q1, 2026 Results on Aug 07, 2025Birlasoft Limited announced that they will report Q1, 2026 results on Aug 07, 2025
Reported Earnings • Jul 15Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: ₹18.64 (down from ₹22.54 in FY 2024). Revenue: ₹53.8b (up 1.8% from FY 2024). Net income: ₹5.17b (down 17% from FY 2024). Profit margin: 9.6% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 06Final dividend of ₹4.00 announcedDividend of ₹4.00 is the same as last year. Ex-date: 18th July 2025 Payment date: 5th September 2025 Dividend yield will be 1.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 06Birlasoft Limited, Annual General Meeting, Aug 06, 2025Birlasoft Limited, Annual General Meeting, Aug 06, 2025, at 14:30 Indian Standard Time.
Price Target Changed • May 31Price target decreased by 13% to ₹449Down from ₹517, the current price target is an average from 13 analysts. New target price is 12% above last closing price of ₹400. Stock is down 34% over the past year. The company is forecast to post earnings per share of ₹19.65 for next year compared to ₹18.64 last year.
Reported Earnings • May 29Full year 2025 earnings: EPS in line with expectations, revenues disappointFull year 2025 results: EPS: ₹18.64 (down from ₹22.54 in FY 2024). Revenue: ₹54.8b (up 3.9% from FY 2024). Net income: ₹5.17b (down 17% from FY 2024). Profit margin: 9.4% (down from 12% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Price Target Changed • May 27Price target decreased by 8.7% to ₹506Down from ₹555, the current price target is an average from 13 analysts. New target price is 22% above last closing price of ₹415. Stock is down 33% over the past year. The company is forecast to post earnings per share of ₹18.54 for next year compared to ₹22.54 last year.
お知らせ • May 23Birlasoft Limited to Report Q4, 2025 Results on May 28, 2025Birlasoft Limited announced that they will report Q4, 2025 results at 12:08 PM, Indian Standard Time on May 28, 2025
Recent Insider Transactions • Feb 20Insider recently sold ₹100m worth of stockOn the 14th of February, Jigar Vakharia sold around 199k shares on-market at roughly ₹501 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹400m more than they bought in the last 12 months.
Reported Earnings • Feb 12Third quarter 2025 earnings: EPS in line with expectations, revenues disappointThird quarter 2025 results: EPS: ₹4.20 (down from ₹5.82 in 3Q 2024). Revenue: ₹13.6b (up 1.5% from 3Q 2024). Net income: ₹1.17b (down 27% from 3Q 2024). Profit margin: 8.6% (down from 12% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 11Birlasoft Limited Announces Executive ChangesBirlasoft Limited noted the relinquishment by Mr. Arun Dinakar Rao, of the role of Chief People Officer ("CPO") & a Senior Management Personnel ("SMP") of the Company, due to his transitioning into a new role with the Company, at its board of directors meeting held on February 11, 2025. Consequently, Mr. Rao will cease to be the CPO & SMP of the Company effective close of business hours on February 11, 2025; and Approved the appointment of Ms. Priti Kataria as the Chief People Officer and Senior Management Personnel of the Company with effect from February 12, 2025. Ms. Priti Kataria brings over 26 years of HR leadership experience in the IT industry, with a strong business focus and expertise in global talent strategy, change management, and organizational transformation. She has successfully led HR initiatives for a 125k+ global workforce, driving collaboration and impact in complex, matrix organization. She joins from Wipro, where she served as Sr. Vice President & CHRO - Wipro Enterprise Futuring (WEF), leading large-scale HR transformations, talent strategy, leadership development, and culture-building initiatives. Ms. Kataria is passionate about building a strong employer brand, fostering a high-performance culture, strengthen the company's employer brand, and driving an agile, people-centric organization. Ms. Kataria is pursuing PhD in Organizational Behaviour and Human Resources (OB and HR) from IIM Indore, and has a Masters Degree in Personnel Management and Industrial Relations from Tata Institute of Social Sciences (TISS).
お知らせ • Feb 03Birlasoft Limited to Report Q3, 2025 Results on Feb 11, 2025Birlasoft Limited announced that they will report Q3, 2025 results on Feb 11, 2025
お知らせ • Jan 08Birlasoft Limited Announces the Resignation of Roopinder Singh as Chief Executive Officer - Americas, Effective February 7, 2025Birlasoft Limited announced that Mr. Roopinder Singh, a Senior Management Personnel of the Company responsible for the Americas geography as "Chief Executive Officer - Americas", has tendered his resignation from the services of the Company due to personal reasons with effect from February 7, 2025.
お知らせ • Nov 05Birlasoft Limited Appoints Madhavi Bhalerao as the Head-Internal Audit and Senior Management PersonnelBirlasoft Limited announced that Ms. Madhavi Bhalerao has been appointed as the Head-Internal Audit and Senior Management Personnel of the Company with effect from November 5, 2024. Madhavi Bhalerao is a certified Chartered Accountant (ICAI, India), certified Internal Auditor (IIA, USA), and Financial Risk Manager (GARP, USA) with over two decades of experience in internal audit and risk management across diverse industries including IT, Engineering, and Automobile. Prior to joining Birlasoft, she worked with Honeywell Automation India Limited. Her key achievements include implementing risk-based audit planning and identifying automation opportunities that strengthened global controls. Madhavi has proven ability to enhance operational efficiency, governance and compliance, with a focus on cost optimization and process improvement.
Recent Insider Transactions • Nov 03CEO, MD & Director recently sold ₹8.5m worth of stockOn the 28th of October, Angan Guha sold around 15k shares on-market at roughly ₹569 per share. This transaction amounted to 8.0% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹46m. Angan has been a net seller over the last 12 months, reducing personal holdings by ₹103m.
Declared Dividend • Oct 25First half dividend of ₹2.50 announcedShareholders will receive a dividend of ₹2.50. Ex-date: 31st October 2024 Payment date: 22nd November 2024 Dividend yield will be 1.1%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 24Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: ₹4.59 (down from ₹5.24 in 2Q 2024). Revenue: ₹13.9b (up 6.4% from 2Q 2024). Net income: ₹1.28b (down 12% from 2Q 2024). Profit margin: 9.2% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 9.8% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 11% per year.
お知らせ • Oct 15Birlasoft Limited to Report Q2, 2025 Results on Oct 23, 2024Birlasoft Limited announced that they will report Q2, 2025 results on Oct 23, 2024
Price Target Changed • Sep 26Price target decreased by 8.3% to ₹722Down from ₹788, the current price target is an average from 13 analysts. New target price is 17% above last closing price of ₹616. Stock is up 30% over the past year. The company is forecast to post earnings per share of ₹22.78 for next year compared to ₹22.54 last year.
Recent Insider Transactions • Sep 19Insider recently sold ₹5.0m worth of stockOn the 13th of September, Praveen Siddanvar sold around 8k shares on-market at roughly ₹661 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹46m. Insiders have been net sellers, collectively disposing of ₹266m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 15CEO, MD & Director recently sold ₹46m worth of stockOn the 9th of August, Angan Guha sold around 80k shares on-market at roughly ₹580 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Angan has been a net seller over the last 12 months, reducing personal holdings by ₹95m.
お知らせ • Jul 22Birlasoft Limited to Report Q1, 2025 Results on Jul 31, 2024Birlasoft Limited announced that they will report Q1, 2025 results on Jul 31, 2024
Reported Earnings • Jul 09Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₹22.54 (up from ₹11.97 in FY 2023). Revenue: ₹52.8b (up 10% from FY 2023). Net income: ₹6.24b (up 88% from FY 2023). Profit margin: 12% (up from 6.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jun 29Final dividend increased to ₹4.00Dividend of ₹4.00 is 100% higher than last year. Ex-date: 12th July 2024 Payment date: 30th August 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 29Birlasoft Limited, Annual General Meeting, Jul 31, 2024Birlasoft Limited, Annual General Meeting, Jul 31, 2024, at 14:30 Indian Standard Time.
Recent Insider Transactions • Jun 21Insider recently sold ₹2.1m worth of stockOn the 13th of June, Praveen Siddanvar sold around 3k shares on-market at roughly ₹688 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹48m. Insiders have been net sellers, collectively disposing of ₹237m more than they bought in the last 12 months.
Recent Insider Transactions • May 09CEO, MD & Additional Director recently sold ₹48m worth of stockOn the 3rd of May, Angan Guha sold around 75k shares on-market at roughly ₹642 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Angan's only on-market trade for the last 12 months.
Price Target Changed • May 01Price target decreased by 8.2% to ₹778Down from ₹847, the current price target is an average from 12 analysts. New target price is 20% above last closing price of ₹650. Stock is up 136% over the past year. The company is forecast to post earnings per share of ₹24.75 for next year compared to ₹22.54 last year.
Reported Earnings • Apr 30Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₹22.54 (up from ₹11.97 in FY 2023). Revenue: ₹53.8b (up 12% from FY 2023). Net income: ₹6.24b (up 88% from FY 2023). Profit margin: 12% (up from 6.9% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.5%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 30Birlasoft Limited Recommends Final Dividend for the Financial Year 2023-24Birlasoft Limited announced that at its Board Meeting held on April 29, 2024, approved the recommendation of final dividend of INR 4/- per equity share of face value of INR 2/- each (200%), for the financial year 2023-24, subject to declaration of the same by the Members at the up coming Annual General Meeting ("AGM") of the Company. The date of AGM shall be intimated in due course, and the dividend, if declared by the Members, will be paid within the statutory timelines.
お知らせ • Apr 21Birlasoft Limited to Report Q4, 2024 Results on Apr 29, 2024Birlasoft Limited announced that they will report Q4, 2024 results on Apr 29, 2024
Board Change • Apr 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Manish Choksi was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 22Birlasoft Limited Appoints Manish Choksi as Independent DirectorBirlasoft Limited as part of a special resolution, the members approved the appointment of Mr. Manish Choksi (DIN:00026496) as an Independent Director of the company for a term of 5 (five) years.
Recent Insider Transactions • Mar 09Insider recently sold ₹3.9m worth of stockOn the 4th of March, Praveen Siddanvar sold around 5k shares on-market at roughly ₹789 per share. This transaction amounted to 8.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹43m. Insiders have been net sellers, collectively disposing of ₹271m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 13Insider recently sold ₹43m worth of stockOn the 6th of February, Nitesh Mirchandani sold around 50k shares on-market at roughly ₹856 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹278m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 03Company Secretary & Compliance Officer recently sold ₹4.7m worth of stockOn the 30th of January, Sneha Padve sold around 6k shares on-market at roughly ₹837 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹18m. Insiders have been net sellers, collectively disposing of ₹231m more than they bought in the last 12 months.
Price Target Changed • Jan 25Price target increased by 13% to ₹801Up from ₹709, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of ₹818. Stock is up 176% over the past year. The company is forecast to post earnings per share of ₹21.69 for next year compared to ₹11.96 last year.
Reported Earnings • Jan 25Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: ₹5.82 (up from ₹0.59 loss in 3Q 2023). Revenue: ₹13.7b (up 12% from 3Q 2023). Net income: ₹1.61b (up ₹1.77b from 3Q 2023). Profit margin: 12% (up from net loss in 3Q 2023). The move to profitability was primarily driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 12%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 17Birlasoft Limited to Report Q3, 2024 Results on Jan 24, 2024Birlasoft Limited announced that they will report Q3, 2024 results on Jan 24, 2024
お知らせ • Jan 12Birlasoft Limited Announces Cessation of Independent DirectorsBirlasoft Limited announced that Mr. Ashok Kumar Barat and Ms. Nandita Gurjar are completing their term as Independent Directors of the Company on January 14, 2024, and consequently will cease to be the Directors of the Company effective the end of business hours of the said date.
お知らせ • Jan 02Birlasoft Limited Appoints Manjunath Kygonahally as Chief Executive Officer for Rest of the World RegionBirlasoft Ltd. announced the appointment of Manjunath Kygonahally (Manju) as Chief Executive Officer (CEO) for Rest of the World (ROW) region, effective January 2, 2024. He will be based in the UK. Manju would be responsible for all business and strategic growth initiatives in the ROW region, comprising of all regions outside of the Americas. Manju is a seasoned services industry professional with diversified industry expertise spanning Market Strategy, Business Development, Service Delivery, and Operations. With a strong foundation in P&L and client relationship management, Manju has adeptly built high performing teams, demonstrating a proven track record across the United States, United Kingdom & Ireland, and Europe. In his previous role, Manju was leading the Communications, Media & Entertainment (CMT) business for Cognizant's Global Growth Markets based out of London. Over his twenty-five-year tenure, he held multiple leadership positions, where he conceptualized and spearheaded numerous strategic programs across various business units.
Price Target Changed • Jan 01Price target increased by 8.2% to ₹639Up from ₹591, the current price target is an average from 11 analysts. New target price is 9.0% below last closing price of ₹702. Stock is up 136% over the past year. The company is forecast to post earnings per share of ₹20.84 for next year compared to ₹11.96 last year.
Recent Insider Transactions • Dec 28Insider recently sold ₹11m worth of stockOn the 22nd of December, Ganesan Karuppanaicker sold around 15k shares on-market at roughly ₹733 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹18m. Insiders have been net sellers, collectively disposing of ₹222m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 07Insider recently sold ₹4.9m worth of stockOn the 1st of December, Praveen Siddanvar sold around 8k shares on-market at roughly ₹632 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹18m. Insiders have been net sellers, collectively disposing of ₹209m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 19Insider recently sold ₹18m worth of stockOn the 15th of November, Arun Rao sold around 30k shares on-market at roughly ₹601 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹195m more than they bought in the last 12 months.
お知らせ • Nov 01Birlasoft Limited Declares Interim Dividend for the Financial Year 2023-24Birlasoft Limited at its board meeting held on October 31, 2023 declared Interim Dividend of INR 2.50/- per equity share (i.e. 125%) of face value of INR 2/- each, for the financial year 2023-24, to be paid to the Members of the Company within 30 days from the declaration by the Board, as per the provisions of Companies Act, 2013, and the Rules made thereunder.
Price Target Changed • Nov 01Price target increased by 16% to ₹581Up from ₹502, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of ₹574. Stock is up 106% over the past year. The company is forecast to post earnings per share of ₹20.80 for next year compared to ₹11.96 last year.
Reported Earnings • Nov 01Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: ₹5.24 (up from ₹4.12 in 2Q 2023). Revenue: ₹13.3b (up 11% from 2Q 2023). Net income: ₹1.45b (up 26% from 2Q 2023). Profit margin: 11% (up from 9.7% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 2.9%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 24Birlasoft Limited to Report Q2, 2024 Results on Oct 31, 2023Birlasoft Limited announced that they will report Q2, 2024 results on Oct 31, 2023
お知らせ • Oct 18Birlasoft Limited Appoints Selvakumaran Mannappan as Chief Operating Officer and Senior Management PersonnelBirlasoft Limited appointed Mr. Selvakumaran Mannappan has been appointed as the Chief Operating Officer and Senior Management Personnel of the Company with effect from October 18, 2023. Selva will be instrumental in elevating Birlasoft's delivery excellence strategy embodying technologies to deliver exceptional value to customers. Selva has over 29 years of experience in the IT industry, and a proven track record of delivering innovative and scalable solutions to customers across the globe. In his previous role, Selva was the Delivery Head of BFSIAmericas (Banking, Financial Services & Insurance) at Cognizant Technology Solutions.
Price Target Changed • Oct 05Price target increased by 8.0% to ₹499Up from ₹462, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of ₹492. Stock is up 71% over the past year. The company is forecast to post earnings per share of ₹20.49 for next year compared to ₹11.96 last year.
Recent Insider Transactions • Aug 30Insider recently sold ₹7.1m worth of stockOn the 24th of August, Ganesan Karuppanaicker sold around 15k shares on-market at roughly ₹475 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹287m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 12Insider recently sold ₹6.9m worth of stockOn the 8th of August, Ajit Chawla sold around 15k shares on-market at roughly ₹449 per share. This transaction amounted to 32% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹51m. Insiders have been net sellers, collectively disposing of ₹279m more than they bought in the last 12 months.
Price Target Changed • Jul 29Price target increased by 12% to ₹400Up from ₹356, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of ₹416. Stock is up 24% over the past year. The company is forecast to post earnings per share of ₹20.18 for next year compared to ₹11.96 last year.
Reported Earnings • Jul 08Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹11.97 (down from ₹16.63 in FY 2022). Revenue: ₹47.9b (up 16% from FY 2022). Net income: ₹3.32b (down 28% from FY 2022). Profit margin: 6.9% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Jul 07Upcoming dividend of ₹2.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 14 July 2023. Payment date: 26 August 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.6%).
お知らせ • Jun 27Birlasoft Limited, Annual General Meeting, Jul 27, 2023Birlasoft Limited, Annual General Meeting, Jul 27, 2023, at 14:30 Indian Standard Time.
Price Target Changed • Jun 15Price target increased by 7.7% to ₹351Up from ₹325, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of ₹335. Stock is down 2.2% over the past year. The company is forecast to post earnings per share of ₹19.13 for next year compared to ₹11.96 last year.
Recent Insider Transactions • Jun 11Insider recently sold ₹1.8m worth of stockOn the 8th of June, Praveen Siddanvar sold around 5k shares on-market at roughly ₹340 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹51m. Insiders have been net sellers, collectively disposing of ₹384m more than they bought in the last 12 months.
Recent Insider Transactions • May 14COO & Member of Executive Board recently sold ₹6.1m worth of stockOn the 11th of May, Shreeranganath Kulkarni sold around 20k shares on-market at roughly ₹307 per share. This transaction amounted to 6.1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹6.4m. This was Shreeranganath's only on-market trade for the last 12 months.
お知らせ • May 10Birlasoft Limited Announces Cessation of Alka Bharucha as Independent Director, Effective May 22, 2023Birlasoft Limited announced that at its board meeting held on May 8, 2023, the board noted that Ms. Alka Bharucha will complete her term as independent director of the company on May 22, 2023 and consequently will cease to be a director of the company with effect from the end of business hours of the May 22, 2023; and placed on record its appreciation for the contribution made by her during her tenure.
お知らせ • May 09Birlasoft Limited Recommends Final Dividend for the Financial Year 2022-2023Birlasoft Limited announced that at its board meeting held on May 8, 2023, recommendation of final dividend of INR 2 per equity share of face value of INR 2 each (100%), for the financial year 2022-2023, subject to declaration of the same by the members at the upcoming Annual General Meeting (AGM) of the company. The date of AGM shall be intimated in due course, and the dividend, if declared by the members, will be paid within the statutory timelines.
Reported Earnings • May 09Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: ₹11.96 (down from ₹16.63 in FY 2022). Revenue: ₹48.2b (up 17% from FY 2022). Net income: ₹3.32b (down 28% from FY 2022). Profit margin: 6.9% (down from 11% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 9.0% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Feb 24Insider recently sold ₹3.7m worth of stockOn the 20th of February, Anjan Sen sold around 13k shares on-market at roughly ₹292 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹268m more than they bought in the last 12 months.
Reported Earnings • Feb 05Third quarter 2023 earnings: EPS misses analyst expectationsThird quarter 2023 results: ₹0.59 loss per share (down from ₹4.07 profit in 3Q 2022). Revenue: ₹12.2b (up 14% from 3Q 2022). Net loss: ₹163.6m (down 114% from profit in 3Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 43% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Feb 04Price target decreased by 7.3% to ₹354Down from ₹382, the current price target is an average from 12 analysts. New target price is 32% above last closing price of ₹268. Stock is down 43% over the past year. The company is forecast to post earnings per share of ₹16.15 for next year compared to ₹16.63 last year.
お知らせ • Feb 03+ 1 more updateBirlasoft Limited Approves the Appointment of Ananth Sankaranarayanan as an Additional (Non-Executive Independent)Birlasoft Limited informed that the Board of Directors of at its meeting concluded held on February 2, 2023, has approved the appointment of Mr. Ananth Sankaranarayanan as an Additional (Non-Executive Independent) Director of the Company, not liable to retire by rotation, for a period of 5 years with effect from February 2, 2023, as recommended by the Nomination and Remuneration Committee, subject to the approval of shareholders. Mr. Ananth Sankaranarayanan is an Entrepreneur and an Investor in the consumer internet space in India. He is the founder & CEO of Mensa Brands. Prior to starting Mensa, Mr. Sankaranarayanan was the Co- Founder and Chief executive Officer of Medlife. Prior to Medlife, he served as the CEO of Myntra. Prior to joining Myntra, he was a Director at McKinsey & Company for 15 years. Featured as one of "India's Hottest 40 under 40 Business Leaders" in 2014, Ananth has deep expertise in driving performance improvement and digital transformation. Mr. Sankaranarayanan serves as an Independent Director on the Board of Marico and is an active member of YPO, the Global Community of Young Leaders and Chief Executives. He is a part of the Champions of Change, Transformation Conclave set up by Niti Aayog, under the aegis of Narendra Modi. He is also on the Board of Arghyam, a foundation set up by Rohini Nilekani to improve access to safe water. He also is passionate about making mental health support accessible to all and serves as a Trustee for Deepika Padukone's Live Love Laugh foundation. He is an active member of the Aspen Global Leadership Network and is also on the Industry Advisory Board of the University of Michigan.
お知らせ • Jan 25Birlasoft Limited to Report Q3, 2023 Results on Feb 02, 2023Birlasoft Limited announced that they will report Q3, 2023 results on Feb 02, 2023
お知らせ • Jan 03Birlasoft Limited Announces Resignation of Chandrasekar Thyagarajan as Chief Financial OfficerBirlasoft Limited announced that Mr. Chandrasekar Thyagarajan - Chief Financial Officer and Key Managerial Personnel of the Company, has tendered his resignation vide letter dated January 2, 2023, due to personal reasons and he will be relieved from his duties effective end of business hours of February 2, 2023. Mr. Thyagarajan will also cease to be a Key Managerial Personnel under the provisions of Section 203 and other applicable provisions, if any, of the Companies Act, 2013 and Regulation 30(5) of the SEBI LODR Regulations for determining the materiality of any event or transaction for making the required disclosures to the Stock Exchange with effect from close of business hours of February 2, 2023.
Recent Insider Transactions • Dec 27Insider recently sold ₹3.0m worth of stockOn the 21st of December, Girish Naik sold around 10k shares on-market at roughly ₹304 per share. This transaction amounted to 50% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹100m. Insiders have been net sellers, collectively disposing of ₹286m more than they bought in the last 12 months.
Recent Insider Transactions • Dec 17Insider recently sold ₹3.1m worth of stockOn the 13th of December, Girish Naik sold around 10k shares on-market at roughly ₹306 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹100m. Insiders have been net sellers, collectively disposing of ₹307m more than they bought in the last 12 months.
Recent Insider Transactions • Nov 19Insider recently sold ₹2.8m worth of stockOn the 15th of November, Madan Mewari sold around 10k shares on-market at roughly ₹284 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹100m. Insiders have been net sellers, collectively disposing of ₹331m more than they bought in the last 12 months.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. No highly experienced directors. MD, CEO & Director DK Kapoor was the last director to join the board, commencing their role in 2019. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Nov 11Insider recently sold ₹1.4m worth of stockOn the 2nd of November, Ajay Tiwari sold around 5k shares on-market at roughly ₹280 per share. This transaction amounted to 8.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹120m. Insiders have been net sellers, collectively disposing of ₹333m more than they bought in the last 12 months.
お知らせ • Nov 05+ 1 more updateBirlasoft Limited Announces CEO ChangesPursuant to Regulation 30 of the Listing Regulations, Birlasoft Limited informed that the Board of Directors at their meeting held November 4, 2022, noted and approved the following: a) Resignation of Mr. Dharmander Kapoor (DIN: 08443715), as Director and from the position of Chief Executive Officer & Managing Director ("CEO & MD") of the Company due to personal reasons. Mr. Kapoor's resignation was accepted by the Board of Directors, and he will be relieved from the services of the Company and as Director and CEO & MD with effect from the close of business hours on November 30, 2022. The Board placed on record its appreciation for the contribution made by him during his tenure with the Company. b) Appointment of Mr. Angan Guha as an Additional Director and Chief Executive Officer & Managing Director of the Company, for a period of 3 years, effective December 1, 2022, as recommended by the Nomination and Remuneration Committee, subject to statutory approvals. Mr. Guha is not debarred from holding the office of director by virtue of any order of SEBI or any other such authority.
Recent Insider Transactions • Nov 04MD, CEO & Director recently sold ₹100m worth of stockOn the 27th of October, Dharmander Kapoor sold around 370k shares on-market at roughly ₹271 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth ₹120m. Dharmander has been a net seller over the last 12 months, reducing personal holdings by ₹220m.
Price Target Changed • Oct 29Price target decreased to ₹370Down from ₹401, the current price target is an average from 11 analysts. New target price is 41% above last closing price of ₹263. Stock is down 35% over the past year. The company is forecast to post earnings per share of ₹17.77 for next year compared to ₹16.63 last year.
Upcoming Dividend • Oct 25Upcoming dividend of ₹1.50 per shareEligible shareholders must have bought the stock before 01 November 2022. Payment date: 20 November 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.6%. Within top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (1.8%).
お知らせ • Oct 22+ 2 more updatesBirlasoft Limited Announces Interim DividendBirlasoft Limited announced Interim Dividend of INR 1.50 per equity share (i.e. 75%) of face value of INR 2 each, for the financial year 2022-23, to be paid to the members of the Company within 30 days from the declaration by the Board, as per the provisions of Companies Act, 2013, and the Rules made thereunder, at the board meeting held on October 21, 2022.
Reported Earnings • Oct 22Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: ₹4.12 (up from ₹3.71 in 2Q 2022). Revenue: ₹11.9b (up 18% from 2Q 2022). Net income: ₹1.15b (up 12% from 2Q 2022). Profit margin: 9.7% (in line with 2Q 2022). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 1.1%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 12Birlasoft Limited to Report Q2, 2023 Results on Oct 21, 2022Birlasoft Limited announced that they will report Q2, 2023 results at 4:00 PM, Indian Standard Time on Oct 21, 2022
Recent Insider Transactions • Sep 11Head of Investor Relations recently sold ₹11m worth of stockOn the 8th of September, Vikas Jadhav sold around 35k shares on-market at roughly ₹321 per share. This transaction amounted to 78% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹120m. Insiders have been net sellers, collectively disposing of ₹241m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 24Insider recently sold ₹7.9m worth of stockOn the 16th of August, Rajesh Gawade sold around 24k shares on-market at roughly ₹335 per share. In the last 3 months, there was an even bigger sale from another insider worth ₹120m. Insiders have been net sellers, collectively disposing of ₹229m more than they bought in the last 12 months.