Investor Presentation

October 28, 2026 BSE Limited National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Towers, Exchange Plaza, C/1, G Block, Dalal Street, Bandra - Kurla Complex, Bandra (E), Mumbai - 400001. Mumbai – 400051. Scrip ID: BSOFT Symbol: BSOFT Scrip Code: 532400 Series: EQ Kind Attn: The Manager, Kind Attn: The Manager, Department of Corporate Services Listing Department Subject: - Investor update for Q2 FY 2026-27 Dear Sir / Madam, Please find enclosed the investor update for Q2 FY 2026-27. Kindly take this on your record. Thanking you. Yours faithfully, For Birlasoft Limited Sneha Padve Company Secretary & Compliance Officer Membership No.: A9678 Encl.: - As mentioned above. A C C E L E R AT I N G Intent | Innovation | Impact Investor Update Q2 FY 2026-27 Birlasoft Q2FY’27 Revenue up 6.6% YoY and 2.7% QoQ to ₹14,162 Mn EBITDA margin at 15.2% PAT for the quarter up 37.5% YoY to ₹1,596 Mn DSO improves to 51 days, Cash & cash equivalents up 23% YoY at ₹28,791 Mn Board recommends interim dividend of ₹3.00 per share New Delhi, October 28, 2026: Birlasoft Ltd[BSE: 532400,NSE: BSOFT], part of the multibillion-dollar CKA Birla Group, today reported its unaudited “Our revenue during the quarter grew 2.7% quarter-on-quarter in rupee terms consolidated financial results for the second quarter ended September 30, and 2.1% in dollar and constant currency terms. This was enabled by growth in 2026 (Q2 FY27). our Manufacturing, BFSI and Lifesciences & Services verticals, partly offset by some softness in our E&U vertical. Margin performance has been strong, Mr. Angan Guha, Chief Executive Officer and Managing Director, Birlasoft, considering the organization-wide compensation increase rolled out during the said, “We are pleased to report a healthy uptick in our revenue performance quarter and the ongoing investments in our sales and domain capabilities, with during the quarter under review on the back of growth across our top accounts, EBITDA margin at 15.2%. the Manufacturing, BFSI and LSS verticals, in the Digital & Data and ERP service Our collections continue to be robust, enabling sustained strong cash flows, lines. Order-booking TCV for the first-half of the current year is up 15% YoY. with DSO for the quarter at a two-year best of 51 days. Our sharp focus on Our AI and emerging tech capabilities continue to be key growth drivers for us. disciplined execution and operational efficiency position us well to navigate the While near-term performance would reflect both macro conditions and usual current macro and tech landscape .“ said Mr. Chandrasekar Thyagarajan, Chief seasonality, we remain committed to making investments in our sales and Financial Officer, Birlasoft. domain capabilities with an eye on driving future growth. “ Key Financial highlights for Q2 FY27 In INR ₹ In USD $ • Revenue at ₹ 14,162 M, up 2.7% QoQ and 6.6% YoY • Revenue at $ 148.3 M, up 2.1% QoQ • EBITDA ₹ 2,153 M, EBITDA Margin at 15.2% • In constant currency terms, revenue up 2.1% QoQ • PAT at ₹ 1,596 M translating to basic EPS (not annualized) of ₹ 5.67 • EBITDA $ 22.5 M, PAT $ 16.7 M, PAT Margin at 11.3% • Cash and cash equivalents flat QoQ and 23% YoY to ₹ 28,791 M • Cash and cash equivalents at $ 300.4 M, up 14% YoY Investor Update | Q2 FY 2026-27 2 Other operating highlights Key deal wins for the quarter • Revenue performance during Q2FY27 was led by Manufacturing, BFSI and • Selected by one of the largest medical devices manufacturers in North LSS among verticals and by Digital & Data and ERP among service lines. America to provide a range of services from program governance, AI & data CoE, and core Digital transformation. This strengthens the company's long- o Manufacturing up 5.2%, BFSI up 3.6% and Lifesciences & Services (LSS) term relationship with the customer as a provider of core transformation up 2.1% QoQ in dollar terms, while E&U registered sequential decline services in their IT organization. among verticals. • Partnering with a large global professional services consulting firm to deliver o Digital & Data up 3.4% QoQ, ERP up 2.9% QoQ. services in the US and APAC geos around large scale IT Infrastructure and o Revenue contribution from Top 5, Top 10 and Top 20 customers application separation/modernization in a M&A transaction, to enable end- increased QoQ. client to hit key milestones in their acquisition timeline. • Signed deals of TCV $ 116 M during the quarter with new deal wins TCV of • Secured a strategic AI-led transformation opportunity involving large-scale platform modernisation, cloud adoption, and business transformation for a $ 47 M and renewals of $ 69 M. Deal wins TCV for H1 FY27 up 15.0% YoY leading European logistics organisation. The engagement showcases Birlasoft's at $ 285 M. AI-Driven Delivery Lifecycle (AI-DLC) approach, combining architectural • Cash & cash equivalents stood at $ 300.4 M by the end of Q2FY27 versus $ excellence, AI-assisted engineering, automated testing, accelerated migration, 304.1 M at the end of Q1FY27. In rupee terms, cash and cash equivalents and disciplined programme execution to modernise mission-critical platforms were ₹ 28,791 M at the end of Q2FY27 (compared to ₹ 28,786 M at the at scale. The opportunity further strengthens Birlasoft's position in the end of Q1FY27 and ₹ 23,434 M at the end of Q2FY26). logistics sector while demonstrating its ability to accelerate value realisation, • Q2FY27 DSO days improved to 51 days from 55 days in Q1FY27, the best in improve delivery outcomes, and reduce transformation risk. the past two years, on the back of robust collections. • Secured a strategic, multi-year Smart Factory transformation engagement with a leading medical products and technologies organisation. Birlasoft will • Workforce strength stood at 11,142 as on 30th September 2026 and implement and roll out a standardised Manufacturing Execution System across attrition reduced to 11.1% during Q2FY27 from 11.7% during Q1FY27. multiple international manufacturing sites, digitising production and quality • Birlasoft has been named an OpenAI Select Partner. The company will operations, strengthening traceability and regulatory compliance, and continue working with OpenAI to help enterprises build, deploy, and scale enabling real-time visibility. AI solutions responsibly and effectively. This will enable enterprises get • Won a strategic engagement with a leading US private-label credit card issuer more efficient outcome from every token and a stronger performance per to modernize and streamline merchant onboarding by integrating multiple dollar with GPT-6 Astra to realise ambitious goals into business outcomes. enterprise platforms, including Salesforce and digital front-end applications, • Birlasoft has earned the AWS AI Services competency, which recognizes its as part of a broader business transformation initiative. ability to deliver Generative AI and Agentic AI solutions on AWS at • Secured a new partnership with a leading US medical professional liability production scale. This makes Birlasoft an AWS-validated AI partner and is insurer to serve as its development partner for Duck Creek Claims already helping the company win business (a new multi-year AI integrations, reinforcing Birlasoft's growing presence in the specialty engagement with a global logistics company was secured during the insurance market. quarter on the strength of this competency). Investor Update | Q2 FY 2026-27 Recognitions & Awards • Birlasoft received Gold at the Campaign AI Awards 2026 for MedTech IQ – Unlocking Precision Marketing with Synthetic Data in the AI-Enabled Strategic Planning category. • Birlasoft recognised as a ‘Leader’ in AI-Driven ADM Services 2026 ISG Provider Lens® Study • Birlasoft recognised as a ‘Leader’ in Generative AI and Agentic AI Services 2026 ISG Provider Lens® Study • Birlasoft recognised as a ‘Major Contender’ in Everest Group’s Quality Engineering (QE) Services for AI Applications and Systems PEAK Matrix® Assessment 2 [Showing first 8,000 characters — download PDF for full document]