Birlasoft Limited

NSEI:BSOFT 株式レポート

時価総額:₹101.2b

Birlasoft マネジメント

マネジメント 基準チェック /24

Birlasoftの CEO はAngan Guhaで、 Dec2022年に任命され、 の在任期間は 3.42年です。 の年間総報酬は₹ 443.45Mで、 2%給与と98%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.13%を直接所有しており、その価値は₹ 128.44M 。経営陣と取締役会の平均在任期間はそれぞれ10.3年と3.3年です。

主要情報

Angan Guha

最高経営責任者

₹443.5m

報酬総額

CEO給与比率1.98%
CEO在任期間3.4yrs
CEOの所有権0.1%
経営陣の平均在職期間10.3yrs
取締役会の平均在任期間3.3yrs

経営陣の近況

Recent updates

ナラティブ更新 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...
分析記事 Dec 26

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

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

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

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

CEO報酬分析

Birlasoft の収益と比較して、Angan Guha の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

₹5b

Dec 31 2025n/an/a

₹5b

Sep 30 2025n/an/a

₹5b

Jun 30 2025n/an/a

₹5b

Mar 31 2025₹443m₹9m

₹5b

Dec 31 2024n/an/a

₹6b

Sep 30 2024n/an/a

₹6b

Jun 30 2024n/an/a

₹6b

Mar 31 2024₹12m₹8m

₹6b

Dec 31 2023n/an/a

₹6b

Sep 30 2023n/an/a

₹4b

Jun 30 2023n/an/a

₹3b

Mar 31 2023₹8m₹3m

₹3b

報酬と市場: Anganの 総報酬 ($USD 4.71M ) は、 Indian市場 ($USD 397.08K ) の同規模の企業の平均を上回っています。

報酬と収益: Anganの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Angan Guha (56 yo)

3.4yrs
在職期間
₹443,450,000
報酬

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


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Angan Guha
CEO, MD & Director3.4yrs₹443.45m0.13%
₹ 128.4m
Sneha Padve
Company Secretary & Compliance Officer10.8yrs₹6.84mデータなし
Chandrasekar Thyagarajan
Chief Financial Officerless than a year₹43.41mデータなし
Vikram Puranik
Chief Operating Officerless than a yearデータなしデータなし
Anup Sable
Executive VP & CTO10.3yrsデータなしデータなし
Abhinandan Singh
Head of Investor Relationsno dataデータなしデータなし
Pankaj Sathe
Head of Europe & CMO10.6yrsデータなしデータなし
Arun Rao
Chief Human Resources Officerless than a yearデータなし0.019%
₹ 18.8m
Sourabh Jha
Head of Salesno dataデータなしデータなし
Probodh Chiplunkar
Global Head of Digital Transformation Business Unit10.3yrsデータなしデータなし
Rajeev Kulkarni
Global Head of ePLM Strategic Business Unit10.3yrsデータなしデータなし
Satish Kumar
General Manager of Brazil and Head of Delivery & Smart Manufacturingno dataデータなしデータなし
10.3yrs
平均在職期間
54.5yo
平均年齢

経験豊富な経営陣: BSOFTの経営陣は経験豊富で経験豊富です(平均在職期間は10.3年)。


取締役

名称ポジション在職期間報酬所有権
Angan Guha
CEO, MD & Director3.4yrs₹443.45m0.13%
₹ 128.4m
Chinmay Pandit
Board Member and President of Impact Automotive Solutions Ltdno dataデータなしデータなし
Manish Choksi
Independent Director2.3yrs₹3.00mデータなし
Amita Birla
Chairman of the Board7.3yrs₹5.75mデータなし
Ananth Sankaranarayanan
Independent Non-Executive Director3.3yrs₹3.00mデータなし
Chandrakant Birla
Non-Executive Director7.3yrs₹2.55mデータなし
Satyavati Berera
Independent Director2.6yrs₹4.10mデータなし
Nidhi Killawala
Independent Director2.4yrs₹3.20mデータなし
3.3yrs
平均在職期間
57yo
平均年齢

経験豊富なボード: BSOFTの 取締役会経験豊富 であると考えられます ( 3.3年の平均在任期間)。


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2026/05/07 03:50
終値2026/05/07 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 11 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。25

アナリスト機関
Pulkit Chawla360 ONE Capital Market Private Limited
Sushovon NayakAnand Rathi Shares and Stock Brokers Limited
null nullAntique Stockbroking Ltd.