Questions across 6 calls

Abhishek Shindadkr

InCred Capital

BIRLASOFT LIMITED

BIRLASOFT LIMITED CC-Feb26.pdf · 2026-01-28

My question is related to the standalone business. If I look at, two quarter s numbers for the standalone business, the revenue has been…[poor audio]

My question is regarding the standalone business. You know, the growth rate in that business is phenomenal. The expansion in margin is even more better. So, can you give a color in terms of what is driving this efficiency in the standalone business? And a part two question is, is it that it is being driven by any sales force or any other particular business, which was predominantly the old Birlasoft business? And the cost rationalization or the one-offs that are we reporting, are those the reduction in the employees predominantly being driven in this part of business? Thank you for taking my question.

BIRLASOFT LIMITED CC-Nov25.pdf · 2025-11-06

Just two questions. First, I presume that you may have reprioritized the workforce towards freshers. Given that we have let go some of the business, our utilization has dropped, the employee count is up. But despite all of this, why would our employee expense, absolute number has gone up? That's the first question. Second, what could be the benefit to the margins because of letting go the low margin business? And the third, Chandru highlighted that our project nature of the business could be in that 35%- 40% range. If I recollect, this number is similar to maybe FY ’22. So, what has changed in the business dramatically that we are back to almost three years of what we were doing ? So, any answers to that could be helpful. Thank you for taking my question.

That is helpful, sir. And thank you for answering my question. Just to follow up to the answers that you said, so, Chandru sir, just to clarify, the one-off was 150 bps, FX was 100 bps, and then the let go of low margin business, the number that you mentioned should have been captured in this FX plus those one-offs or in the 150 bps or in the 100 bps? Just to clarify that. And the other follow up is, again, sorry to harp on this, but the presumption is that SAP business would have been project nature. That is not contributing. The mix is away from SAP, Oracle, ERP business. And despite that, the mix of business is more project. So , I am just trying to understand, has anything from a strategy perspective changed? And probably what could be the interventions that Mr. Jain and you could take to kind of move this to a more annuity nature of business? Thank you again for taking my questions.

BIRLASOFT LIMITED CC-Jun25.pdf · 2025-08-07

Just one question. Sir, historically, when we have had a hunting and a mining team restructuring, typically, what is the timeframe within which they actively start contributing to the new pipeline, especially the hunting team? Any color in terms of that timeline could be useful. Thank you for taking my question.

BIRLASOFT LIMITED CC-Mar25.pdf · 2025-05-29

Thanks for the opportunity. My first question is we historically had a high percentage of project nature of the business. Can you quantify what that number is today? And is it also a reflection of our revenue volatility, because of the discretionary spending challenges?

That's helpful. Just a follow -up to the answer. If I remember it correctly, around 2021, the numbers that were shared that the annuity component has slowly risen from 50% to 65%. But the number that you are sharing today is that project is 70%. Did I miss anything or maybe those numbers don't time?

BIRLASOFT LIMITED CC-Dec23.pdf · 2024-01-24

Congrats on a good quarter and Happy New Year. Just one question. If I look at your commentary about short duration projects and t ie-in with the large energy deal that we have mentioned in the press release. And combine that with the intra revenue growth in this quarter. Is that one of the key reasons for the sharp growth in the quarter?

Perfect. That's helpful. And just a request, historically, we used to call out subcontracting percentage as a revenue. If you can share that, that would be really helpful.

BIRLASOFT LIMITED CC-Sep23.pdf · 2023-10-31

My first question is regarding Q3, you said Q3 will be muted due to furloughs, so do you expect a loss of revenue due to furloughs that could bounce back in Q4, would Q4 be more as business as usual and that is first? The second is this quarter digital and cloud service lines saw strong growth both sequentially and year-on-year, maybe any color could be helpful ? And the third question is, if I look at the growth of top 5, 6 to 10 and 11 to 20 and also compare that with the client metrics for $1 million, $5 million and $10 million, the number of clients in those buckets, we have seen a decline in the buckets across the large clients, but the growth is very strong, so how should we read these two data points?