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Birlasoft LimitedNSEI:BSOFT 株式レポート

時価総額 ₹90.4b
株価
₹325.15
₹434
25.1% 割安 内在価値ディスカウント
1Y-21.4%
7D4.6%
1D
ポートフォリオ価値
表示

Birlasoft Limited

NSEI:BSOFT 株式レポート

時価総額:₹90.4b

Birlasoft(BSOFT)株式概要

Birlasoft Limitedはインド、アメリカ大陸、ヨーロッパ、イギリス、そして国際的にソフトウェア開発サービスを提供している。 詳細

BSOFT ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長1/6
過去の実績3/6
財務の健全性5/6
配当金5/6

BSOFT Community Fair Values

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Birlasoft Limited 競合他社

価格と性能

株価の高値、安値、推移の概要Birlasoft
過去の株価
現在の株価₹325.15
52週高値₹474.00
52週安値₹306.40
ベータ0.36
1ヶ月の変化1.32%
3ヶ月変化-9.19%
1年変化-21.39%
3年間の変化-5.53%
5年間の変化-15.73%
IPOからの変化166.24%

最新ニュース

ナラティブの更新 Jun 11

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

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

BSOFT: Leadership Reshuffle And Steady Outlook Will Support Future Repricing

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

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

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

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

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

Recent updates

ナラティブの更新 Jun 11

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

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

BSOFT: Leadership Reshuffle And Steady Outlook Will Support Future Repricing

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

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

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

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

Birlasoft Limited ( NSE:BSOFT ) came out with its yearly results last week, and we wanted to see how the business is...
ナラティブの更新 Apr 25

BSOFT: Senior Leadership Turnover Will Constrain Future Share Price Upside

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

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

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

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

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

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

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

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

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

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

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
ナラティブの更新 Feb 09

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

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

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

Investors in Birlasoft Limited ( NSE:BSOFT ) had a good week, as its shares rose 3.0% to close at ₹418 following the...
ナラティブの更新 Jan 26

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

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

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

There wouldn't be many who think Birlasoft Limited's ( NSE:BSOFT ) price-to-earnings (or "P/E") ratio of 25.3x is worth...
ナラティブの更新 Jan 09

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

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

BSOFT: Modest Margin Outlook Will Restrict Future Share Price Upside

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

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

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

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

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

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

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

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

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

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

With a price-to-earnings (or "P/E") ratio of 21.5x Birlasoft Limited ( NSE:BSOFT ) may be sending bullish signals at...
ナラティブの更新 Aug 10

Advanced Automation And GenAI Will Empower Medtech And BFSI Trends

The downward revision in Birlasoft’s fair value primarily reflects reduced consensus revenue growth forecasts, partially offset by a modest improvement in net profit margin, resulting in the price target decreasing from ₹439.93 to ₹412.14. What's in the News Birlasoft's Board will consider and approve unaudited financial results for the quarter ended June 30, 2025, at a meeting on August 7, 2025.
分析記事 Jul 07

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

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

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

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

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

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

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

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

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

To the annoyance of some shareholders, Birlasoft Limited ( NSE:BSOFT ) shares are down a considerable 25% in the last...
User avatar
新しいナラティブ Feb 09

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Is Birlasoft (NSE:BSOFT) A Risky Investment?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

株主還元

BSOFTIN SoftwareIN 市場
7D4.6%2.4%3.8%
1Y-21.4%-18.6%0.5%

業界別リターン: BSOFT過去 1 年間で-18.6 % の収益を上げたIndian Software業界を下回りました。

リターン対市場: BSOFTは、過去 1 年間で0.5 % のリターンを上げたIndian市場を下回りました。

価格変動

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

安定した株価: BSOFT 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: BSOFTの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
199010,882Angan Guhawww.birlasoft.com

Birlasoft Limitedは、インド、米州、欧州、英国、および国際的にソフトウェア開発サービスを提供している。データ分析、コネクテッド・プロダクト、インテリジェント・オートメーション、クラウド、カスタマー・エクスペリエンス、ブロックチェーン、ジェネレーティブAIサービスなどのデジタルトランスフォーメーション・サービスや、オラクル、JDエドワーズ、SAP、インフォア、マイクロソフト、PTC、AWS、グーグル・クラウド、カスタマー・リレーションシップ・マネジメント、製造実行システム、プロダクト・ライフサイクル・マネジメント、サプライチェーン・マネジメント、ITトランスフォーメーション、アプリケーション・マネジメント、テスト、環境・社会・ガバナンスなどの分野におけるエンタープライズ・テクノロジーとサービスを提供している。また、チャネル・パートナーにOEM/製品に関するあらゆる情報を提供するワンストップ・ショップ・プラットフォーム「intelliBridge」、非接触型スクリーニング、社会的距離のモニタリング、コンタクト・トレーシングのためのインテリジェント・システム「intelliOpen」、資産の可視化、分析、アクションのためのプラットフォーム「intelliAsset」、クラウドベースの契約ライフサイクル管理ソリューション「TruView CLM」などのソリューションも提供している;クラウドベースのフィールドサービス向けタッチレス・オートメーション・ソリューション「TruServ FSM」、既存のセールスフォース実装に洞察を提供するツール「TruLens」、PLMアプリケーションとERPシステムの統合ソリューション「iLink」、サプライチェーン分野におけるAIを活用した予防的リスク軽減ソリューション「Supplier Risk Radar」、エンジニアリング分析ソリューション「Akoya」、保険ブローカー提出ソリューション「Submission Automation」。さらに、ワン・クラウド、サービス・インテグレーション、エニウェア・ワークプレイス、サイバー・セキュリティなどのクラウドおよびインフラ・サービスも提供している。銀行、ハイテク、製造、保険、メディア・エンターテインメント、エネルギー・資源、ライフサイエンス・ヘルスケア、公益事業の各業界や資本市場にサービスを提供している。同社は1990年に設立され、インドのプネーに本社を置いている。

Birlasoft Limited 基礎のまとめ

Birlasoft の収益と売上を時価総額と比較するとどうか。
BSOFT 基礎統計学
時価総額₹90.44b
収益(TTM)₹5.18b
売上高(TTM)₹53.10b
17.5x
PER(株価収益率
1.7x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
BSOFT 損益計算書(TTM)
収益₹53.10b
売上原価₹32.01b
売上総利益₹21.09b
その他の費用₹15.90b
収益₹5.18b

直近の収益報告

Mar 31, 2026

次回決算日

該当なし

一株当たり利益(EPS)18.55
グロス・マージン39.71%
純利益率9.76%
有利子負債/自己資本比率0.2%

BSOFT の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

2.0%
現在の配当利回り
35%
配当性向

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2026/06/18 18:30
終値2026/06/18 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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 Limited
Sushovon NayakAnand Rathi Shares and Stock Brokers Limited
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