Birlasoft · Analyst questions, management answers, and the quality of the response where the ledger is available.
ConCallIQ research layer
Use the controls below to narrow the view, then follow the evidence into the next layer of context.
Questions audited
12
Answered directly
42%
Numeric claims
3
Consistency
mixed
Question ledger
Girish Pai · BB Capital Markets
evasivewe do not give our guidance... we are hoping that the bad news is behind us now and FY27 will be better for us... between H1 and H2... H1 is always soft and H2 is better from an order booking perspective... from a revenue standpoint it's hard to say at this stage.
Girish Pai · BB Capital Markets
partiala steady state EBITDA margin performance for us would be in the 15% range... we're at 18.5% for Q4... as we make some of these investments we will continue to do that... our business model already in this ramp up... we will make on a consistent basis.
Girish Pai · BB Capital Markets
evasiveour ERP business has been very challenged irrespective of the parent's announcement or AI related stories... we've been able to get a leader to lead our ERP business... we strongly believe our ERP business will only continue to improve from here.
Sudi · Kotak Mahindra
directit is life sciences and within life sciences it is a med tech sector medical devices sector... it is more manufacturing oriented... that's where we face the issue.
Sudi · Kotak Mahindra
partialQ4 specifically our net new is obviously very soft... it is only because so many of our clients are delaying decision making... on margins... I continue to believe that our steady state margins that we should expect is going to be upward of 15%... there will be an erosion from where we are today.
Dish · MK Global Financial Services
partialwe cannot give exact numbers... at least 200 basis points of growth roughly went away because we walked away from low margin non-strategic deals... the 200 basis points takes into consideration the lower working days in Q4 vs Q3.
Dish · MK Global Financial Services
evasiveI can't give you exact figures on this... our endeavor will be to deliver strong order booking performance... it will definitely be substantially better than the order book we delivered in FY26.
Sandeep · Equest Securities
partialthe leaders that we had hired earlier have not delivered and we had to make changes at multiple levels... the reason why I'm confident... we have invested for growth... we've already hired a lot of leadership... we are at the bottom of the pit right now.
Ravi Menon · Access Capital
directI don't think we have a client specific issue in our top five clients... it is a seasonal issue... the growth will be back on the top five.
Priyank · Walum Capital Advisors
evasivethe dividend payout that the board has recommended is in line with what we did in FY25... based on the premise on performance... the cash in the balance sheet rightfully belongs to the shareholders... the board will take the right call.
Pulkit Chawla · 361 Capital
evasivethe only reason I am holding back on committing anything is because the market is very uncertain and volatile... our game plan now is to focus on the input parameters.
Pulkit Chawla · 361 Capital
directForex tailwind gave us a 170 basis point benefit and the other items gave another 170 point benefit. So it's about a 340 point benefit that we got in the fourth quarter... the other part of it certainly will not repeat itself.
