Investor Presentation

July 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 Q1 FY 2026-27 Dear Sir / Madam, Please find enclosed the investor update for Q1 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 Q1 FY 2026-27 Birlasoft Q1FY’27 Revenue up 7.4% YoY and 2.3% QoQ to ₹13,794 Mn EBITDA margin expands YoY to 16.1% PAT for the quarter up 51.3% YoY to ₹1,610 Mn DSO days improve to 55 on the back of strong collections Cash & cash equivalents up 9% QoQ and 26% YoY to ₹28,786 Mn New Delhi, July 28, 2026: Birlasoft Ltd [BSE: 532400, NSE: BSOFT], part of the “Our revenue at Rs 13,794 million was enabled by growth in our BFSI and multibillion-dollar CKA Birla Group, today reported its unaudited consolidated Lifesciences & Services verticals offsetting some weakness in the other financial results for the first quarter ended June 30, 2026 (Q1 FY27). verticals. Margin performance has been healthy, with EBITDA margin at 16.1% reflecting our continued focus on operational efficiency. Mr. Angan Guha, Chief Executive Officer and Managing Director, Birlasoft, said, “We have delivered a sequential revenue growth of 2.3% quarter on We also recorded strong collections that enabled us to improve our DSO to 55 quarter, reflecting stable performance in the face of a macro-environment that days and to deliver yet another quarter of robust cashflow, with cash and cash remains challenging. Deal signings during the quarter, at $169 million TCV, are equivalents rising to ₹28,786 million by the end of June 2026, up about 9% QoQ up 20% year-on-year and include several AI-led engagements. The and 26% YoY. As a result, we have started the current financial year on a strong fundamentals of our business remain solid, and we continue to invest in our note.“ said Mr. Chandrasekar Thyagarajan, Chief Financial Officer, Birlasoft. tech capabilities as well as in our sales force that should further strengthen our deals pipeline over the course of the year. “ Key Financial highlights for Q1 FY27 In INR ₹ In USD $ • Revenue at ₹ 13,794 M, up 2.3% QoQ and 7.4% YoY • Revenue at $ 145.2 M, down 0.1% QoQ • EBITDA ₹ 2,228 M, EBITDA Margin at 16.1% • In constant currency terms, revenue up 0.3% QoQ • PAT at ₹ 1,610 M translating to basic EPS (not annualized) of ₹ 5.72 • EBITDA $ 23.4 M, PAT $ 16.9 M, PAT Margin at 11.7% • Cash and cash equivalents rise 9% QoQ and 26% YoY to ₹ 28,786 M • Cash and cash equivalents at $ 304.1 M, up 9% QoQ Investor Update | Q1 FY 2026-27 2 …Key deal wins for the quarter Other operating highlights • Won a multi-year, AI-led transformation program to modernize core applications, migrate to the cloud, and replace legacy platforms for a leading • Revenue performance during Q1FY27 was led by BFSI and LSS among banking group in Europe. The initiative will leverage Birlasoft's AI framework, verticals and by ERP and Infra among service lines. delivering faster software development, optimising operating costs, enhancing o BFSI up 5.1%, and Lifesciences & Services (LSS) up 2.3% QoQ in dollar customer experience, improving agility and strengthening compliance within a terms, while Manufacturing and E&U registered sequential decline highly regulated environment. among verticals. • Signed a strategic engagement with one of the world’s leading Pharma and o ERP up 0.7% QoQ, Infra up 0.5% QoQ. MedTech companies to deploy GenAI-powered solutions across Pharmacovigilance (PV) operations. The engagement will enhance safety o Revenue contribution from Top 5, Top 10 and Top 20 customers monitoring, streamline regulatory reporting, and improve decision-making increased QoQ. through an intelligent platform for end-to-end PV management, reinforcing • Deals worth $169 M TCV were signed during the quarter, up 20% YoY from the growing adoption of AI in life sciences. $ 141 M in the corresponding quarter last year. • Cash & cash equivalents increased to $ 304.1 M at the end of Q1FY27 Recognitions & Awards from $ 278.1 M at the end of Q4FY26. In rupee terms, cash and cash • Birlasoft recognised as a ‘Leader’ in Digital Engineering Services 2026 ISG equivalents increased to ₹ 28,768 M at the end of Q1FY27 from ₹ 26,373 M Provider Lens Study." at the end of Q4FY26. • Birlasoft recognised as ‘Product Challenger’ in Semiconductor Industry - • Q1FY27 DSO days improved to 55 days from 62 days in Q4FY26. Services and Solutions 2026 ISG Provider Lens Study. • Workforce strength stood at 11,057 as on 30th June 2026 and attrition • Birlasoft recognised in ‘Horizon 1’ in HFS Horizons: Data Modernization and AI, reduced to 11.7% during Q1FY27 from 13.0% during Q4FY26. 2026 Study by HFS Research • Birlasoft recognised as ‘Product Challenger’ in Microsoft AI and Cloud Ecosystem 2026 ISG Provider Lens Study Key deal wins for the quarter… • Birlasoft recognised as an ‘Innovator’ in Avasant's High-Tech Industry Digital • Selected as a strategic AI partner for a leading US-based financial services Services 2026 RadarView Study player. Birlasoft will help accelerate the client's AI innovation by designing, • Birlasoft recognised as ‘Challenger’ in Avasant's Cybersecurity Services 2026 piloting, and scaling high-impact AI use cases, enabling faster RadarView Study experimentation and enterprise-wide adoption of AI solutions. • Birlasoft recognised as ‘Major Contender’ in Everest's Oracle Cloud • Won a Gen AI contract from a large P&C Insurer to deliver insurance Applications Services and Oracle NetSuite Services PEAK Matrix Assessment specific use cases to expedite insurance Claims Process, automate 2025 Study downloads from broker portal, and provide intelligent information from broker submissions to underwriters. • Birlasoft recognised as ‘Major Player’ in NelsonHall's Salesforce Services NEAT Project 2026 Study Investor Update | Q1 FY 2026-27 About Birlasoft Birlasoft is a global technology company enabling “next-generation” digital transformation through expertise in Cloud, AI, Data, and enterprise solutions. Combining industry proficiency with advanced digital capabilities, it helps businesses accelerate change with speed, scale, and purpose, delivering “future-ready” solutions that enhance agility, resilience, and customer experience. Part of the CKA Birla Group and led by Chairman Mrs. Amita Birla, Birlasoft’s over 11,000 professionals drive innovation while building a diverse, inclusive, and learning-oriented culture. With a strong focus on sustainability and long-term value creation, Birlasoft transforms enterprises and communities, earning its reputation as a trusted partner and one of the best places to work. Explore the innovation at www.birlasoft.com. Connect with Birlasoft: Read our News and Blogs Follow us on Twitter, LinkedIn and YouTube. About The CKA Birla Group The CKA Birla Group, is an Indian multinational conglomerate with a multibillion-dollar revenue. With over 35,000 employees, the group operates more than 50 manufacturing facilities across India and the world, with a presence in diverse sectors including technology, automotive, home and building and healthcare. The CKA Birla Group continuously adapts to stay ahead in a changing world. By harnessing technology and investing in people and digital transformation, the Group consistently remains agile and delivers profitable growth. Viewing value creation through a global lens, our companies operate without borders. The CKA Birla Group companies include Birlasoft, GMMCO, National Engineering Industries (ma [Showing first 8,000 characters — download PDF for full document]