Birlasoft Limited (BSE: 532400, NSE: BSOFT), a part of the CK Birla Group, has announced its financial results for the second quarter ending September 30. The company reported a mixed performance and shared optimistic expectations for the second half of the fiscal year.

Financial Highlights

• Revenue: ₹13,289.03 million, up 3.4% quarter-on-quarter (QoQ)
• EBITDA: ₹2,133.00 million, with EBITDA margin expanding to 16.0% from 12.4% in Q1
• Profit After Tax (PAT): ₹1,161.02 million
• Earnings Per Share (EPS): ₹4.16 (basic, not annualized)

Segment Performance

The Life Sciences & Services vertical showed the strongest growth, while Manufacturing experienced a slight decline.

Management Commentary

Mr. Angan Guha, Chief Executive Officer and Managing Director of Birlasoft, commented on the results: "We have delivered a healthy operating quarter in the face of a macro-environment that remains challenging. Our performance during the quarter under review also reflects our ability to drive operational efficiencies and generate strong cash flows."

He added, "We continue to make investments aimed at enhancing our capabilities and are leveraging advanced AI-led capabilities, including Agentic AI, across multiple engagements. Our pipeline remains robust and we expect an upswing in deal wins as customer decision-making picks up."

Future Outlook

Birlasoft expects revenue growth for Q3 and Q4, aiming for stronger performance in the second half compared to the first half of the fiscal year. This positive outlook is supported by the company's robust deal pipeline and anticipated improvement in customer decision-making processes.

Other Developments

• The Board of Directors declared an interim dividend of ₹2.50 per equity share.
• Birlasoft granted 250,000 options under its Share Incentive Plan-2019 and 62,500 Restricted Stock Units (RSUs) along with 87,500 Performance Stock Units (PSUs) under its Share Incentive Plan-2022 to eligible employees.

Cash Position and Deal Wins

• Cash and cash equivalents increased to ₹23,434.00 million, up 2.5% QoQ and 26.1% year-over-year.
• The company signed deals with a Total Contract Value (TCV) of $107 million during the quarter, including new deal wins of $40 million.

Birlasoft continues to focus on operational efficiency, cash flow generation, and prudent capital allocation as it navigates the current market conditions and prepares for anticipated growth in the latter half of the fiscal year.

Birlasoft Limited , a part of the CK Birla Group, has completed the allotment of equity shares under its employee stock option plans. The company's Board of Directors approved the allotment of 1,47,241 equity shares of face value ₹2.00 each on December 18, 2025, to eligible employees who exercised their stock options under two share incentive plans.

Share Allotment Details

The allotment was executed under two distinct employee stock option schemes:

These newly allotted shares rank pari-passu with the existing equity shares of the company in all respects, ensuring equal rights and privileges for all shareholders.

Impact on Share Capital

Following this allotment, Birlasoft's capital structure has been updated:

Strategic Significance

This share allotment represents the successful execution of Birlasoft's employee incentive strategy, demonstrating the company's commitment to aligning employee interests with shareholder value. The exercise of stock options by eligible employees indicates confidence in the company's long-term prospects and reflects the effectiveness of Birlasoft's talent retention mechanisms.

Regulatory Compliance

Birlasoft has duly informed both BSE Limited and National Stock Exchange of India about this allotment, maintaining transparency with regulatory authorities and ensuring compliance with listing requirements. The company secretary has formally communicated these changes to update the stock exchanges' records.

The completion of this allotment under both the 2019 and 2022 share incentive plans showcases Birlasoft's ongoing commitment to employee welfare and its strategic approach to human capital management in the competitive IT services sector.