Birlasoft Ltd, part of the multibillion-dollar CKA Birla Group, announced its financial results for the second quarter ending September 30, 2025, showcasing a robust performance despite a challenging macroeconomic environment. The company reported a revenue of ₹13,289 million, reflecting a quarter-on-quarter growth of 3.4%. The rise was attributed to increased activity in the Banking, Financial Services, and Insurance (BFSI) and Lifesciences & Services (LSS) sectors, which counterbalanced a decline in manufacturing.
Angan Guha, Chief Executive Officer and Managing Director of Birlasoft, noted, “We have delivered a healthy operating quarter in the face of a macro-environment that remains challenging.” He emphasized the company’s focus on operational efficiencies and cash flow generation. In addition, Birlasoft’s EBITDA increased significantly, up 34.3% quarter-on-quarter to ₹2,133 million, with the EBITDA margin expanding to 16.0% from 12.4% in the previous quarter.
The financial report indicated a solid cash position, with cash and cash equivalents rising to ₹23,434 million, a 3% increase compared to the previous quarter and a 26% increase year-on-year. Chandrasekar Thyagarajan, Chief Financial Officer, highlighted the company’s commitment to maintaining strong collections and cash flow, stating, “Our focus continues to be on prioritizing operational efficiency, cash flow generation, and prudent capital allocation.”
Sector Performance and Client Engagements
The revenue performance during Q2 FY26 was primarily driven by the Lifesciences & Services segment, which grew by 6.4% and BFSI, which increased by 1.8% in dollar terms. In contrast, the Manufacturing vertical experienced a sequential decline. The Infrastructure service line also saw a notable rise, increasing by 11.2% quarter-on-quarter.
Birlasoft secured a total contract value (TCV) of $107 million during the quarter, including new deal wins amounting to $40 million and renewals worth $67 million. The number of active clients decreased to 239 from 247 in the previous quarter, reflecting some rationalization of tail accounts.
In terms of operational efficiency, the company’s days sales outstanding (DSO) improved to 55 days, down from 58 days in the previous quarter. The workforce stood at 11,892 employees, with an attrition rate of 13.3% during Q2 FY26.
Birlasoft recently achieved AWS DevOps Competency status, distinguishing itself as a leading partner capable of delivering advanced DevOps solutions. Additionally, the company has made strategic appointments, including that of Mr. Komal Jain, who will serve as CEO for the Americas region, focusing on growth and client partnerships across the United States, Canada, and Latin America.
Strategic Partnerships and Industry Recognition
The company has entered into a strategic partnership with a major agricultural and construction equipment manufacturer to enhance its supply chain transformation through AI integration with SAP Extended Warehouse Management. Furthermore, Birlasoft has won significant contracts in the financial sector, including configuration management for a large payments and banking client’s core banking platform, replacing a global Tier-1 firm.
Birlasoft has also been recognized for its achievements in the technology sector. It was named a “Leader” in Generative AI Services and AI-driven Application Development and Maintenance Services in the 2025 ISG Provider Lens® Study. Furthermore, its talent transformation platform, SkillFolio, received the award in the “Technology at Workplace” category at the 2025 FICCI National HR Innovation Awards.
With a reputation for driving innovation and fostering a diverse corporate culture, Birlasoft continues to focus on sustainability and long-term value creation. The company aims to enhance its market leadership through ongoing investments in technology and talent development, positioning itself as a trusted partner in the digital transformation journey of enterprises globally.
