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Birlasoft Limited (BSOFT) Fair Value & Analysis

Technology · IN · Market cap ₹84.4B

BL Birlasoft Limited BSOFT · NSE
Price₹313.30
Fair Value₹370.81
Upside+18.4%
Quality62/100
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Mixed Growth
Thin margins · 9.8% net margin
Low debt · generates free cash flow
2.11% dividend yield
Ranks above peers (11/14)
Moderate moat 59/100
Evidence: High Range ₹236.58 – ₹463.51 Share as image

Fair value as of: Aug 2, 2026

From 26 valuation models · updated 11 days ago

Share price +4.7% over the past month.

A solid business, screening 18% undervalued on our models.

What matters now

  • A fairly wide model range (₹236.58 to ₹463.51) leaves room in how you read the outcome.
  • Our model range runs from ₹236.58 (bear) to ₹463.51 (bull), base ₹370.81. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 62/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

₹830.93 ₹227.33 Fair Value ₹370.81 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 2, 2026.

How to read this chart

60‑month range ₹227.33 – ₹830.93 · fair‑value band ₹236.58 – ₹463.51 · the ₹313.30 price screens below the ₹370.81 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 2, 2026.

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Analysis

Birlasoft Limited (BSOFT) currently trades at ₹313.30, while our model-based Fair Value estimate is ₹370.81, implying the stock looks roughly 18.4% undervalued today. The Quality Score stands at 62/100 (solid quality), in the Technology sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Birlasoft Limited generated revenue of ₹53.1B at a net margin of 9.8%. Revenue grew 2.4% year over year. It earns a return on equity of 13.7%. The balance sheet holds a net cash position of ₹3.3B. Fundamentals as of Aug 2, 2026

Our scenario range runs from ₹236.58 (bear case) to ₹463.51 (bull case); at ₹313.30, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 34% below its 52-week high and 4% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -25% fair-value upside, at 18%, BSOFT screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF ₹232.04 ₹385.64 ₹641.35 80
Residual Income ₹138.48 ₹167.21 ₹355.12 76
Rev-Margin DCF ₹256.16 ₹437.07 ₹665.89 74
All 26 models by family
DCF Models
FCF DCF ₹232.63 ₹397.06 ₹676.45 38
Owner Earnings ₹266.18 ₹456.13 ₹778.88 31
5Y Revenue Exit ₹256.16 ₹442.07 ₹693.41 39
5Y EBITDA Exit ₹273.47 ₹477.13 ₹730.12 41
5Y P/E Exit ₹258.69 ₹447.20 ₹659.81 38
10Y Revenue Exit ₹237.67 ₹410.77 ₹672.85 36
10Y EBITDA Exit ₹257.64 ₹436.21 ₹703.06 37
10Y P/E Exit ₹247.91 ₹414.49 ₹645.19 35
Earnings-Based
Graham-Dodd ₹126.08 ₹549.30 ₹751.34 54
Lynch FV ₹141.46 ₹202.09 ₹262.72 50
PEG = 1.0 ₹141.46 ₹202.09 ₹262.72 46
EPV ₹191.52 ₹220.69 ₹246.22 59
Dividend Discount
Gordon GGM ₹59.39 ₹123.48 ₹195.89 70
DDM Multi-Stage ₹59.39 ₹104.12 ₹129.60 61
Multiples
P/E Multiple ₹278.11 ₹370.81 ₹463.51 63
P/S Multiple ₹236.39 ₹315.19 ₹393.99 58
P/B Multiple ₹236.39 ₹315.19 ₹393.99 55
EV/EBIT ₹395.88 ₹522.35 ₹648.82 53
EV/EBITDA ₹318.51 ₹419.18 ₹519.85 54
EV/Revenue ₹272.23 ₹381.83 ₹491.43 43
Asset-Based
NCAV (Graham) ₹73.56 ₹98.57 ₹147.12 50
Growth DCF
Growth DCF ₹232.04 ₹385.64 ₹641.35 80
Rev-Margin DCF ₹256.16 ₹437.07 ₹665.89 74
Economic Profit
Residual Income ₹138.48 ₹167.21 ₹355.12 76
ROIC Compounder ₹208.38 ₹276.27 ₹369.07 72
Growth Earnings
Growth-Adj P/E ₹228.32 ₹326.17 ₹424.02 68

Widest divergence: DCF Models (₹436.21) versus Asset-Based (₹98.57). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) ₹53.1B
Revenue growth (YoY) +2.4%
Net margin 9.8%
Return on equity 13.7%
Free cash flow ₹4.8B FY2026
P/E ratio 16.3
More key figures
Operating margin 17.1%
EPS (TTM) ₹18.49
Dividend yield 2.1%
EPS growth (YoY) +43.7%
Net cash ₹3.3B FY2026

Figures from reported company fundamentals · as of Aug 2, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 62/100

Of which business quality 63 · Market factors (momentum, volatility) 30

Profitability 61
Margins and returns on capital today
Quality Growth 43
Are margins and returns improving?
Cashflow 54
Earnings quality: real cash, not paper profit
Fin. Strength 86
Balance sheet, leverage, solvency risk
Investment 38
Disciplined investing over empire-building
Low Volatility 74
Calm price path (market factor)
Momentum 13
Price trend over the last 3–12 months (market factor)
52W Momentum 8
Distance to the 52-week high (market factor)
Net Issuance 83
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Birlasoft Limited provides software development and global IT consulting services in India, the Americas, Europe, the United Kingdom, and internationally. The company operates through Manufacturing, Banking, Financial Services and Insurance, Energy and Utilities, and Life Sciences segments.

Full company description

Birlasoft Limited provides software development and global IT consulting services in India, the Americas, Europe, the United Kingdom, and internationally. The company operates through Manufacturing, Banking, Financial Services and Insurance, Energy and Utilities, and Life Sciences segments. It offers digital transformation services, including data analytics, connected products, intelligent automation, cloud, customer experience, blockchain, and generative AI services; and enterprise services, such as customer relationship management, manufacturing execution systems, product lifecycle management, supply chain management, IT transformation, applications management, testing, and environmental, social and governance through Oracle and JD Edwards, SAP, Infor, Microsoft, and PTC, AWS, and google cloud technologies. The company also offers solutions, such as intelliBridge, a one-stop-shop platform for channel partners to provide information on the OEMs/products; intelliOpen, an intelligent system for contactless screening of people, social distancing monitoring, and contact tracing; intelliAsset, a platform for asset visualization, analytics, and actions; TruView CLM, a cloud based contract lifecycle management solution; TruServ FSM, a cloud based touchless automation solution for field services; TruLens, a tool that provides insights into the existing Salesforce implementation; iLink, a solution for the integration of PLM applications and ERP systems; Supplier Risk Radar, an AI-powered preventive risk mitigation solution in the areas of supply chains; Akoya, an engineering analytics solution; and Submission Automation solution. In addition, it offers cloud and infrastructure services, such as one cloud, service integration, anywhere workplace, and cyber security. The company was incorporated in 1990 and is based in Pune, India.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

Birlasoft Limited reported revenue of ₹53.1B in FY2026 versus ₹41.3B in FY2022, a compound +6.5%/yr. Reported net income was ₹5.2B in FY2026, compounding +2.8%/yr from FY2022.

Growth Quality 76/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2026)
₹53.1B
Latest YoY
−1.2%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+3.5%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+8.4%
Avg. growth/yr (21Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+15.6%
Revenue +6.5%/yr
FY22 ₹41.3B
FY23 ₹47.9B
FY24 ₹52.8B
FY25 ₹53.8B
FY26 ₹53.1B
Net income +2.8%/yr
FY22 ₹4.6B
FY23 ₹3.3B
FY24 ₹6.2B
FY25 ₹5.2B
FY26 ₹5.2B
Character of growth · EPS growth decomposed (2015-2026) +5.1 % p.a.
Revenue per share +2.0 pp

of which total revenue +5.9 pp · buybacks/dilution −3.9 pp

EBIT margin +4.7 pp
Tax rate −1.6 pp
Residual (interest, one-offs) +0.0 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

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Cite: Fair Value Calculator (2026). "Birlasoft Limited Fair Value". https://www.fairvalue-calculator.com/stock/BSOFT

Peer Group

Information Technology Services · 481 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 62 · Above median
Fair Value upside +18% · Above median
Return on equity (TTM) 14% · Above median
Return on assets 10% · Top 25%
Net margin (TTM) 10% · Top 25%
Operating margin (TTM) 17% · Top 25%
Revenue growth 2% · Below median
Dividend yield (TTM) 2.1% · Above median
Debt / equity 0.00× · Lower than 75% of peers

Valuation Multiples vs Information Technology Services median · lower = cheaper

P/E (TTM) 16.3× · Cheaper than median
P/B 2.05× · Pricier than median
P/S (TTM) 1.59× · Pricier than median
P/FCF 0.2× · Cheaper than 75% of peers
EV/EBITDA 9.2× · Cheaper than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 58 · sector 22
FUTURE 12 · sector 29
PAST 55 · sector 37
HEALTH 100 · sector 97
DIVIDEND 42 · sector 38

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Information Technology Services stocks, each showing price versus our Fair Value estimate (as of Aug 2, 2026).

Stock Price Fair Value vs Fair Value
International Business Machines Corporation IBM $235.92 $143.90 -39%
Accenture plc ACNN 2,460 MXN 250.95 MXN -90%
Infosys Limited INFY ₹1,156 ₹1,457 +26%
HCL Technologies Limited HCLTECH ₹1,204 ₹1,230 +2%
Wipro Limited WIPRO ₹178.43 ₹226.81 +27%
Tech Mahindra Limited TECHM ₹1,455 ₹1,086 -25%
Samsung SDS Co 018260 199,300 KRW 196,390 KRW -1%
Persistent Systems Limited PERSISTENT ₹5,059 ₹2,364 -53%
Hyundai Autoever Corporation 307950 393,000 KRW 133,088 KRW -66%
Coforge Limited COFORGE ₹1,541 ₹702.84 -54%

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Frequently asked questions

Is Birlasoft Limited (BSOFT) overvalued or undervalued?
As of Aug 2, 2026, our model estimates a fair value of ₹370.81 versus a price of ₹313.30, about +18% (undervalued).
What is the fair value of BSOFT?
Our model-based fair value for Birlasoft Limited is ₹370.81 (as of Aug 2, 2026), built from audited fundamentals. The current price is ₹313.30.
What is the quality score of BSOFT?
Birlasoft Limited has a Quality Score of 62/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Birlasoft Limited (BSOFT)?
Birlasoft Limited reported trailing-twelve-month revenue of about ₹53.1B (latest available figure, as of Aug 2, 2026).
What is the net profit margin of BSOFT?
The net profit margin of Birlasoft Limited is about 9.8%, meaning it keeps roughly 9.8% of revenue as net income. Based on the latest reported figures.
Does Birlasoft Limited pay a dividend?
Birlasoft Limited currently shows a dividend yield of about 2.11% relative to its recent price (as of Aug 2, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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