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BSOFT.NS$344.80+5.19%
Fair $344.80+0.0%

BSOFT.NS

Birlasoft Limited

Technology / Information Technology ServicesNSE

$344.80

+17.00 (+5.19%)

Fairly Valued+0.0%Fair Value $344.80Fund rank 38/100 · Data gapFallback financials|
SA 46/C
F-Score: 5/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.4B · quality 82.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

46/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · BSOFT.NSLocal privado en este navegador · Birlasoft Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$96.4B

P/E

18.6x

↓

EV/EBITDA

10.5x

↓

ROE

12.6%

↑

Gross Margin

39.7%

↑

Debt/Equity

0.03

↓
52-Week Range$345
$306$474

TradingView lightweight chart

BSOFT.NS price, volumen y niveles de valoración

Último $344.80Periodo +6349.6%
Fair value: $344.80

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+3.5%

FCF CAGR

-4.6%

FCF margin

8.2%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $53.10B · net income $5.18B · FCF $4.37B

2023-FY → 2026-FY

Gross margin

39.7%+15.9% pts

Operating margin

14.8%+4.9% pts

Net margin

9.8%+2.8% pts

FCF margin

8.2%-2.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$53.10B$53.10B$53.75B$52.78B$47.95B
Net Income$5.18B$5.18B$5.17B$6.24B$3.32B
EBITDA$8.90B$8.90B$8.06B$9.40B$5.43B
EPS18.5018.5018.4822.2511.92
Gross Margin39.7%39.7%37.9%26.7%23.8%
Operating Margin14.8%14.8%11.4%17.5%9.9%
Net Margin9.8%9.8%9.6%11.8%6.9%
Balance Sheet
Debt/Equity0.030.030.040.030.04
Current Ratio4.294.29———
Cash Flow
Free Cash Flow$4.37B$4.37B$5.39B$6.92B$5.03B
Returns
ROE12.6%12.6%14.9%20.5%13.5%
Valuation
P/E18.6518.6519.8333.6722.32
EV/EBITDA10.5310.5312.5022.0312.95
P/B2.352.352.956.903.02
Growth & Yield
Revenue Growth-1.2%-1.2%1.8%10.1%—
EPS Growth0.1%0.1%-16.9%86.7%—
Dividend Yield2.0%2.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

18.3%

exigente

EPS terminal req.

$30.60

Spread vs growth

-18.1%

5Y implied EPS CAGR

14.9%

razonable

EPS terminal req.

$37.02

Spread vs growth

-14.8%

10Y implied EPS CAGR

12.4%

razonable

EPS terminal req.

$59.62

Spread vs growth

-12.3%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -16.1%

Total return

-16.1%

Start / end P/E

22.8x → 18.6x

EPS bridge

18.48 → 18.50

Residual

-0.0%

EPS growth+0.1%
Multiple rerating-18.1%
Dividend+2.0%
Residual / FX / buybacks / cross-term-0.0%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.