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    Birlasoft Ltd

    IT services firm delivering ERP, cloud and data/AI transformation for BFSI, manufacturing, energy clients.

    Information Technology
    Information Technology
    View BSOFT earnings calls
    ₹326.4
    -5.68% from avg

    Overview

    Price

    ₹326.4

    Market Cap

    ₹8.2k Cr

    Sector

    Information Technology

    Information Technology

    Rank

    3

    Performance

    Financials

    Income Statement

    Financial Trajectories

    11
    Quarterly

    Balance Sheet

    Balance Sheet

    ₹ Cr · Annual
    Line itemFY20FY21FY22FY23FY24FY25FY26FY26
    LiabilitiesEquity Capital5555565555565656
    Reserves1.8k2.1k2.5k2.4k3.0k3.4k3.6k4.1k
    Borrowings14512812310293151151141
    Other Liabilities6506866776377888338991.0k
    Total Liabilities2.7k3.0k3.4k3.2k3.9k4.5k4.8k5.3k
    AssetsFixed Assets751698725736697744783834
    CWIP2736122392
    Investments335718405631.3k1.8k1.9k2.2k
    Other Assets1.9k1.7k1.8k1.9k1.9k1.9k2.1k2.3k
    Total Assets2.7k3.0k3.4k3.2k3.9k4.5k4.8k5.3k

    Cash Flow

    Cash Flow

    ₹ Cr · Annual
    Line itemFY19FY20FY21FY22FY23FY24FY25FY26
    ActivitiesCash from Operating-72310558281561718588481
    Cash from Investing123-42-444-309252-625-438-149
    Cash from Financing-116-180-97-147-636-168-215-233
    SummaryCapital Expenditure
    Free Cash Flow-161258533219504699541441
    FCF Margin

    Valuation

    Assumptions

    Current — BSOFT
    Price
    ₹326
    EPS (TTM)
    ₹18.59
    PE (TTM)
    17.6
    Profit growth
    16.0%

    The Earnings Per Share over the last 12 months.

    %

    Your assumption of the company's expected yearly EPS growth (e.g., 6 for 6%).

    Pre-filled with the lower of median (26.8×) and current (17.6×) PE — the conservative anchor.

    %

    The annualized return you aim to achieve. We solve for the price that delivers it, then compare to today's price.

    Valuation

    Current price
    ₹326
    vs
    Fair value · 15% return
    ₹311
    5%Overvalued

    At 16% growth and a 18× exit, ₹326 only delivers your return if you pay ₹311. The price is currently baking in 17% growth.

    EPS grows 16%/yr for 5 years, then fades to 6% over 2, exits at 18×.

    YearGrowthEPS (₹)
    FY2716.0%21.56
    FY2816.0%25.01
    FY2916.0%29.02
    FY3016.0%33.66
    FY3116.0%39.05
    FY3211.0% ·fade43.34
    FY336.0% ·fade45.94

    Methodology: we discount normalized net profit as a proxy for owner earnings (an earnings-power approximation — not full free cash flow). Terminal growth is capped at 6% (≈ nominal GDP) regardless of the required return. This is an analytical tool, not investment advice.

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