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Employees: 11,363
Size Birlasoft (BSOFT.NS) is an India Information Technology company (Packaged Software) with a market value of $998M, the 592nd largest of 1,058 India companies the cockpit tracks. Shares closed at ₹337.35 on 6 Nov 2026.
Performance Over six months the shares fell 6.9%, against -24.5% for the median peer and 0.0% for the India market (cap-weighted) — 7th highest of 20 in its peer set.
Growth Revenue grew 3.8% over the last twelve months (peer median +6.6%); the operating margin is 15.4% (peer median 0.5%).
Valuation It trades at 14.8× forward earnings against a peer median of 40.9× (3rd cheapest of 12).
Price implies For today's price to make sense, revenue must grow about 8% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -0 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 18.5 points above its cost of capital (15.6% WACC).
Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ₹54.9B | ₹53.1B | ₹53.8B | ₹52.8B | ₹47.9B |
| Revenue growth | — | -1% | +2% | +10% | — |
| Gross profit | ₹21.1B | ₹11.8B | ₹9.73B | ₹11.9B | ₹9.28B |
| EBITDA | ₹9.32B | ₹8.73B | ₹7.05B | ₹8.43B | ₹5.28B |
| Net income | ₹6.16B | ₹5.18B | ₹5.17B | ₹6.24B | ₹3.32B |
| Free cash flow | n/a | ₹4.80B | ₹5.73B | ₹7.18B | ₹5.18B |
| Capital expenditure | n/a | ₹444M | ₹486M | ₹262M | ₹577M |
| Total debt | ₹1.70B | ₹1.41B | ₹1.51B | ₹932M | ₹1.02B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | BSOFT.NS | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +21.3% | -2.4% | 2nd highest of 21 |
| 6-month return | -6.9% | -24.5% | 7th highest of 20 |
| Distance from 52-week high | -28.8% | -44.4% | 5th highest of 21 |
| Revenue growth (TTM) | +3.8% | +6.6% | 10th lowest of 21 |
| Operating margin | 15.4% | 0.5% | 4th highest of 21 |
| Forward P/E | 14.8× | 40.9× | 3rd cheapest of 12 |
| Growth the price implies (Req g, 7 yrs) | 7.9% | 18.3% | 4th least demanding of 9 |
| Growth delivered (Del g) | +8.4% | +10.3% | 5th highest of 9 |
| Hurdle (Req g minus delivered) | -0.4 pp | +3.2 pp | 4th least demanding of 9 |
| ROIC minus cost of capital | +18.5 pp | -6.0 pp | 3rd highest of 20 |
| EV / EBITDA | 7.4× | 11.8× | 3rd cheapest of 5 |
| Net debt / EBITDA | -2.7× | 1.3× | 3rd least indebted of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Birlasoft BSOFT.NS | India | $998M | -7% | +4% | 15% | 14.8× | 7.9% | +8.4% |
| Tuya 2391.HK | Hong Kong | $1.00B | -33% | +7% | 5% | n/a | n/a | n/a |
| ZoomInfo Technologies GTM | United States | $1.02B | -45% | +3% | 23% | 3.1× | -9.7% | +21.3% |
| Chengdu Information Technology of Chinese Academy of Sciences 300678.SZ | China | $969M | -24% | +100% | 0% | n/a | n/a | n/a |
| Nexwise Intelligence China 301248.SZ | China | $967M | -47% | +11% | 13% | 30.6× | n/a | n/a |
| Shiprocket SHIPROCKET.NS | India | $963M | n/a | +24% | -5% | n/a | 56.2% | +23.0% |
| Kakao Games 293490.KS | South Korea | $962M | +3% | -21% | -27% | n/a | n/a | n/a |
| Suzhou MedicalSystem Technology 603990.SS | China | $1.04B | +44% | -15% | 5% | 95.1× | n/a | n/a |
| GuoChuang Software 300520.SZ | China | $955M | -40% | -14% | -12% | n/a | n/a | n/a |
| Sichuan Xun You Network Technology 300467.SZ | China | $1.05B | -22% | +2% | 1% | n/a | n/a | n/a |
| PATEO CONNECT Technology (Shanghai) 2889.HK | Hong Kong | $1.05B | -65% | +72% | -24% | n/a | n/a | n/a |
| Bravura Solutions BVS.AX | Australia | $1.06B | +50% | -10% | 25% | 24.3× | 4.1% | +3.1% |
| Shandong Extreme Vision Technology 6636.HK | Hong Kong | $939M | -34% | +14% | -19% | 281.5× | n/a | n/a |
| Beijing CTJ Information Technology 301153.SZ | China | $939M | -15% | +23% | 15% | 40.9× | 17.7% | +7.0% |
| BigBear.ai BBAI | United States | $1.07B | -47% | -1% | -66% | n/a | n/a | n/a |
| Guotai Epoint Software 688232.SS | China | $932M | -13% | -9% | 0% | 87.7× | 29.4% | -3.0% |
| ODDITY Tech ODD | United States | $931M | +36% | -10% | -1% | 19.7× | n/a | n/a |
| Playtika PLTK | United States | $931M | -33% | +6% | 17% | 3.8× | -16.4% | +3.0% |
| Hangzhou Raycloud Technology 688365.SS | China | $926M | -27% | +14% | -1% | 1,448.0× | n/a | n/a |
| BZS (Beijing) Technology Development 603082.SS | China | $925M | +9% | +22% | 6% | n/a | 19.0% | +13.7% |
| Blackbuck BLACKBUCK.NS | India | $1.08B | -1% | +50% | 14% | 52.8× | 34.8% | +54.8% |